Hannah Swigert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015 and has a longer tenure at Columbia Financial, Inc. She is also involved with JKS Capital LLC as a member. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Bryan Clifton is a financial advisor with Equity Services, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including National Life Group, MWA Financial Services Inc, American United Life, and Western and Southern Life. Clifton is also the Chief Executive Officer of Black Bull Capital Partners LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Amy Leindecker is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and four years of industry experience. She has been with Fifth Third Bank and Fifth Third Securities since 2021 and worked at Fifth Third Bank from 2001 to 2021. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with distinctive features such as direct indexing and an optional tax-overlay service.

William Beeson is a Series 66-licensed financial advisor at PNC Wealth Management in Centerville, OH, with 19 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees, which utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Lucas Wagers is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Gregory Clingerman, J Schwieterman Group LLC, Jack Hanson, and Eastgate Group. He is involved in financial services and education activities, assisting with client applications and administrative tasks for affiliated advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages over $2 billion in assets and provides a range of discretionary and non-discretionary investment programs.

Michael Palmaccio is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has five years of industry experience. His career includes roles at Voya and Target, along with several years of self-employment. Voya Financial Advisors, Inc. serves a diverse range of clients, including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing non-discretionary, recommendation-based advice.

Stephen Eldridge is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sprint for 13 years before joining Fifth Third Bank and Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

David Warner is a financial advisor with Primerica Advisors in Dayton, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. Outside of his advisory role, Warner serves as a volunteer board member for the Coffman YMCA and is a cycling instructor; he is also the vice president of the Dayton Cycling Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm offers various proprietary and third-party investment programs and employs a mix of discretionary and non-discretionary management strategies across multiple investment vehicles.

Luke Bowman is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked for seven years at Harrison Tax & Accounting. He is also involved in insurance sales through Conservative Financial Solutions. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Daniel Vaughan is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, utilizing third-party portfolio managers and strategies such as mutual funds, ETFs, separately managed accounts, and tax-overlay services.

Karl Borgersen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Awesome Benefit Advisors, Awesome Insurance, Digital Simplistics, Nucare Pharmaceuticals, and World Financial Group. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm operates through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Laura Smith is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investment and PNC Bank since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Ronald Alessi Jr. is a financial advisor with The Huntington Investment Company, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Huntington since 2014, previously working at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate managers, with portfolio management supported by National Financial Services custodial services.

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.

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.

Keith Ruxer is a Series 66 licensed financial advisor with 14 years of industry experience. He currently works at PNC Wealth Management in Dayton, OH. His prior experience includes roles at Morgan Stanley Smith Barney LLC and PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that utilizes approved strategies managed by PNC or third-party strategists. The firm employs algorithmic risk assessments and delegates portfolio implementation to external providers.

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.

William Von Hoene is a financial advisor with PNC Wealth Management in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Micah Davidson is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked in both financial advisory roles and outside the industry in food service. Davidson is also involved with Cornerstone Bible Church. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a mix of advisory and broker-dealer services, with a range of proprietary and third-party investment models and both discretionary and non-discretionary program options.