Travis Miller is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at State Farm VP Management Corp., Doug Kilfoyle Insurance Agency, KeyBank, and Fifth Third Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm combines integrated service delivery with proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing.

Phillip Martin is a financial advisor with Fifth Third Securities, Inc. in Centerville, Ohio, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Fifth Third Bank and Darden, as well as a period focused on college and family. Fifth Third Securities serves a broad client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing access to a range of portfolio management strategies and investment solutions.

Connor Cline is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in Beavercreek, OH. He has been with the firm since 2026 and has prior experience at several other financial and insurance firms. Outside of finance, he has been involved with Dayton Public Schools and Meadowdale Career Technology Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Michael Pickarski is a financial advisor with J.W. Cole Advisors, Inc. He holds a Series 63 designation and has 14 years of industry experience. His prior roles include positions at GWN Securities, Parkland Securities, and West Third Capital. Outside of advising, Pickarski is an adjunct professor teaching personal finance and real estate finance, serves as president of the Springfield National Football Foundation, and officiates high school and college lacrosse and football. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Michael Amstutz is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, all with First Command entities since 2007. He is the owner of Mike Amstutz Financial Services LLC, a non-investment-related business structured as an S corporation. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Roush is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities and Fifth Third Bank since 2013. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, combining multiple investment strategies and third-party portfolio managers.

Tyler Lindholm is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the financial industry since 2022. Prior to his current role, he worked in the restaurant industry, including at First Watch Restaurant and Chili’s Bar and Grill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through both advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, including mutual fund/ETF models, SMAs, tax-overlay services, and direct indexing options, operating as a wholly owned subsidiary of Fifth Third Bank.

Sarah Selke is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with Edward Jones since 2011. Outside of her advisory role, she is the owner of Selke Commercial Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ned Altic is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, previously employed at Bank of America and Merrill. Outside of his advisory role, Altic is involved with the Institute on the Constitution as its founder and serves on the Miami County Liberty Group board; he is also a member of the Miami County Republican Central Committee and an officer of the Veterans of Foreign Wars post 8211. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning with a focus on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brad Baird is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding a Series 66 designation and having 26 years of industry experience. He has worked at Morgan Stanley since 2017, following prior roles at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee on the Board of Trustees for New Freedom Church in Lebanon, Ohio, overseeing the church’s financial transactions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured tools and generally acts in an advisory capacity without offering individual security recommendations as part of standalone planning.

Neal Rankin is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2008, initially serving as a Retirement Services Representative before advancing to his current role in 2011. Prior to joining Fidelity, Neal worked as a Brokerage Assistant at UBS Paine Webber from 2002 to 2004. In his role, Neal focuses on understanding the unique personal situations of his clients and their families. He leverages the resources available at Fidelity to assist clients in making informed financial decisions and creating sound financial plans. His professional satisfaction comes from helping clients work toward their lifelong goals. Outside of his professional career, Neal enjoys golfing, spending time at the lake, and traveling.

Brian Dannemiller is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at UBS Financial Services and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market scenario modeling.

Bradley Fahncke is a financial advisor at Edward Jones in Dayton, OH, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he was involved with Epoxy Hub, a sales and distribution business, from 2019 to 2022, and previously worked at GFC Concrete Coatings for 15 years. He continues to maintain a business relationship with Epoxy Hub as an owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Edward Custer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served 22 years in the U.S. Army. Outside of advising, he manages a family-owned 10-acre Christmas tree farm near Piqua, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Joseph Elam is a financial advisor with Primerica Advisors in Centerville, OH, holding 25 years of industry experience. He has been with Primerica Advisors since 2000 and was previously affiliated with Dayton Progress for 37 years. Outside of his advisory role, Elam owns Ultstar, LLC, a non-investment related business based in Franklin, OH. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, maintaining oversight of its investment models and trading implementation.

Karn Singh is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Wellness 1 Pharmacy and has involvement in distribution and clinical laboratory businesses. Singh supports communication between clients and a clinical lab as part of his outside activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Jeffries III is a financial advisor at Edward Jones with 17 years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years at Fifth Third Securities. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sherri Devlin is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2010 and holds a Series 66 designation. Prior to her full-time advisory role, she was involved with the Miami County YMCA for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Brendan Cunningham is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

David Stroud is a financial advisor with LPL Financial in Springfield, Ohio, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Wright State University from 2016 to 2019. In addition to his advisory work, he is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services supported by various investment platforms and tools.