Andrea Doller is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with AE Wealth Management, LLC. Her prior roles include positions at Arkadios Capital, Kalos Capital, Inc., and PNC Investment, LLC. Outside of advising, she serves as Board Chair for the Dayton Children's Hospital Planned Giving Advisory Committee and is a minority partner in a tax preparation and planning firm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and offers various advisory and sub-advisory services, managing nearly $50 billion for over 127,000 clients.

James Ling is a financial advisor with PNC Wealth Management in Dayton, Ohio, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and implements strategies via mutual funds and ETFs.

Brent Dube is a CFP® with seven years of experience in financial services, currently with Empower Advisory Group since 2023. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2023. Outside of his advisory role, he serves on the finance committee for Big Brothers Big Sisters of Miami Valley and is involved with Liberty Baptist Church in Beavercreek, OH. He also owns BD's Property Services, a property maintenance and repair business. 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 retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Thomas Montavon is a financial advisor at Kestra Advisory with one year of industry experience. His prior roles include positions at NewEdge Advisors, Fifth Third Financial, and Resolute Wealth Management. Before entering the financial industry, he worked in education and hospitality, including at Kettering Middle School and Cooper's Hawk Winery and Restaurant. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Jeffrey Huber is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Transamerica since 2012 and previously worked with Awesome Benefit Advisors and WFG. Outside of his advisory role, he is president and sole owner of Jeffrey R Huber Properties LLC and also leads Jeffrey R Huber Wealth Management LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Brian Leen is a financial advisor with Primerica Advisors in Dayton, OH, holding 30 years of industry experience. He has been associated with Guardian Life Insurance Co of America and Primerica Advisors since 2007. Outside of his advisory role, Leen is involved in healthcare benefits consulting through LS Benefits Consulting LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

Andrew Hackworth is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Arkadios Capital, Russell Total Wealth & Wellness, and J.P. Morgan Securities. Outside of financial services, he is also a self-employed musician performing in pit orchestras. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios alongside fundamental, technical, and cyclical investment strategies and manages approximately $49.8 billion for over 127,000 clients.

Margaret Kenny is a CFP® professional with nine years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked with McKee Asset Management since 2011. Kenny is also the owner of MK Asset Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers customizable investment solutions and operates as a back-office and platform provider to affiliated advisors.

Daniel Wolodkiewicz is a CFP® with 27 years of industry experience, currently serving at Equity Services, Inc. since 2003. He is the owner and president of Pinnacle Financial Associates, a business involved in the sale of life, health, long-term care, and fixed annuities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms, including third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Thomas Schwab is a financial advisor with Kestra Advisory in Centerville, OH, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at NewEdge Advisors LLC, Mid Atlantic Capital Corporation, and Raymond James Financial. Outside of advisory work, he provides term life insurance quotes and sales through Business Underwriters Associates and Resolute Wealth Management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients such as sovereign wealth funds and offering pooled employer plan arrangements.

Rachel Ramsayer is a financial advisor with Fifth Third Securities, Inc. in Miamisburg, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1996, where she also serves as a branch manager. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Kevin Martin is a financial advisor at PNC Wealth Management in Springfield, OH, with 29 years of industry experience. He has been with PNC Investments since 2010 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and employs mutual funds and ETFs managed by PNC or third-party strategists.

Shari Stone is an advisor with Fifth Third Securities, Inc. based in Englewood, Ohio, holding Series 65 and Series 63 credentials and three years of industry experience. She has been with Fifth Third Securities since 2023 and has held roles at Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, combining advisor-directed models, SMA strategies, and tax-optimized solutions, supported by its status as a wholly owned subsidiary of Fifth Third Bank.

Samuel Bernard is a financial advisor with Stratos Wealth Partners, Ltd in Huber Heights, Ohio. He holds Series 63 and Series 65 designations and has 14 years of industry experience. His prior work includes roles at LPL Financial LLC, CUSO Financial Services, LP, Day Air Credit Union, and Cadaret, Grant & Co., Inc. Outside of his advisory work, Bernard is involved with Beekeeper, a business based in Dayton, Ohio. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Brian Baker is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds a Series 66 designation and has worked at Huntington since 2012 and Ameriprise Financial Services, LLC since 2026. Outside of his advisory role, he is a landlord managing rental properties. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model that combines third-party and affiliate strategies, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

Nicholas Bradley is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2015, following a prior role at Fifth Third Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines third-party portfolio managers with proprietary strategies, supported by its affiliation with Fifth Third Bank and specialized platform features such as direct indexing and tax-overlay services.

Brian Meyer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has prior experience with Ameritas Life Insurance Corp and Ameritas Investment Corp starting in 2006. He is also president of Meyer Financial Management, LLC, an independent insurance agency focused on fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and fee-based management of variable annuity and life subaccounts, supporting advisory relationships on both discretionary and non-discretionary bases through integrated platforms and third-party partnerships.

Benjamin Miller is a financial advisor with Fifth Third Securities, Inc. in Oakwood, Ohio, holding Series 63 and Series 65 designations and having 13 years of industry experience. He has been with Fifth Third Securities since 2013 and is also affiliated with Fifth Third Bank since 2012. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including advisor-directed mutual fund and ETF models, separately managed accounts, and tax overlay services.

Gary Countryman is a CFP® professional with 15 years of industry experience. He is currently with Fifth Third Securities, Inc. and has previously worked at Ameriprise Financial Services, Inc. and Morgan Stanley. Outside of his advisory work, he serves as a church pastor at Liberation Church of the Nazarene in Springboro, Ohio. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of program types on the Passageway Managed Account Platform, including advisor-directed mutual fund and ETF models, separately managed accounts, tax overlay services, and direct indexing strategies.

Chad Roberts is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Prior to his financial services career, Roberts served 22 years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using preapproved investment options and third-party managers.