Joseph Zaidain is a financial advisor with Summit Financial, LLC, holding the PFS™ designation and Series 63 license, with 27 years of industry experience. His career includes roles at LPL Financial, Brass Tax Wealth Management, and his own sole proprietorship. Outside of advisory work, he is a partner in a restaurant operation in Adrian, Michigan. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Anthony Marlow is a financial advisor with HBW Advisory Services LLC, holding a Series 65 credential and with one year of industry experience. His prior work includes positions at Wells Fargo Bank and service in the U.S. Army 10th Special Forces. He has also been involved with educational and community organizations such as Jackson Hole Classical Academy and Gateway Church. HBW Advisory Services manages approximately $1.75 billion in assets and offers discretionary and non-discretionary management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that combines tactical allocation, fixed income, and multi-manager diversification, and serves a broad range of clients through institutional and intermediary roles.

Brian Yeakley is an investment advisor at United Advisor Group with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cambridge Investment Research and Mass Mutual Investors Services. Yeakley is also president of Miami Valley Financial Partners, a fixed insurance products business, and serves as a board member of Downtown Miamisburg Inc., a nonprofit focused on the development of the historic downtown business area. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, utilizing a combination of proprietary models, third-party sub-advisors, and custom accounts tailored to client risk profiles, tax strategies, and time horizons.

Bradley Smith is an investment adviser representative at Westminster Financial Advisory Corp with 18 years of industry experience. He holds a Series 66 designation and has been with Westminster Financial Advisory since 2016. Outside of his advisory role, Smith is a partner at Smith & Co CPA LLC, where he provides tax compliance, planning, and consulting services to individuals and businesses. Westminster Financial Advisory Corporation offers investment supervisory services and financial planning for individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with tactical economic and market analysis, primarily using a buy-and-hold framework with discretionary trading and option strategies to manage portfolios.

Nicholas McGuire is an investment advisor representative at United Advisor Group with two years of industry experience. He holds a Series 66 designation and has worked at firms including Silver Oak Securities and Miami Valley Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom-traded accounts, and third-party managers using fundamental and technical analysis alongside strategic asset allocation.

Michael Hays is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Waverly Advisors since 2024 and previously held roles at Buckingham & Company, The Motley Fool, and Covenant Planning. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning and multi-family office solutions.

Martin Hummel is a financial advisor with G. A. Repple & Company, holding 19 years of industry experience. He has been with G. A. Repple & Company since 2006. Outside of his advisory role, he works as a healthcare worker at the Dayton VA Medical Center, assisting veterans. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized plans and offers multiple portfolio management options, including a Biblically-Responsible Investing model.

George Rassi is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities since 2011 and has worked with Fifth Third Bank since 2010. Outside his advisory role, he is involved in managing several rental properties through personal ownership and business entities. 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 combines a municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account options, including advisor-directed models and tax-overlay services.

Kristine Skomer is a financial advisor at AE Wealth Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has held previous roles at Arkadios Capital, Russell Total Wealth & Wellness, and The Huntington Investment Co. She also serves as Chief Compliance Officer at Russell Total Wealth & Wellness. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a range of investment strategies to serve individuals, corporations, trusts, and ERISA plan sponsors.

Arthur Wright is a financial advisor with Money Concepts Capital Corp in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Money Concepts Capital Corp since 1994. Outside of his advisory role, he owns and operates an antiques sales and repair business and serves as an ordained Congregational minister. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and applies fundamental and technical analysis alongside modern portfolio theory.

Curvin Miller is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Kalos Capital, Arkadios Capital, and Russell Smart Insight Tax Advisors, LLC. Outside of advising, he owns Curv's Collectibles LLC, a business focused on buying and selling collectibles. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based approach that combines models managed internally, by third parties, and advisor-managed solutions, supporting a wide range of investment and financial planning services.

Valarie Kaney is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She has been with Fifth Third Securities and its affiliated firm since 2010. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm’s platform features multiple discretionary managed-account programs, including direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its dual registration as a broker-dealer and municipal advisor.

Robert Russell is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has held leadership roles at Russell Smart Insight Tax Advisors, LLC, and Russell Capital Management, LLC, and has operated Russell Total Wealth and Wellness since 2003. Outside of advisory work, he is chairman, president, and treasurer of Do Good Marketing, a marketing services firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charities, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internal and third-party strategies, supporting a high client load per advisor.

Lucas Steele is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at FedEx Express and involvement with Net Law and Managed Wealth Financial. He also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs and platforms.

Hannah Hautzinger is a financial advisor with Fifth Third Securities, Inc. in Lebanon, Ohio. She holds Series 63 and Series 65 licenses and has experience across various roles since 2015, including positions at Fifth Third Bank and Lebanon City Schools. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients with options ranging from mutual funds and ETFs to separately managed accounts and direct indexing strategies.

Arthur Hung is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at several firms, including Lake Forest Financial Advisors, Principal Securities, Inc., Principal Life Insurance Company, TransAmerica Financial Advisors, Inc., Foresight Financial, and World Financial Group. Outside of his advisory work, he serves on the Financial Advisory Committee for the Washington Centerville Public Library and is a board member of the Dayton Children’s Hospital Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisor and promoter arrangements.

Alyshia Webb is a financial advisor at Fifth Third Securities, Inc. with 1 year of industry experience. She holds Series 63 and Series 65 credentials and has worked with Fifth Third affiliated firms since 2019. Prior to her financial services career, she was employed in the hospitality sector at BJ's Brewhouse and Panera Bread. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank.

Lakshya Arora is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. He serves as a board member of the Indian American Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach. The firm operates within the New York Life affiliate structure, offering a range of advisory programs and maintaining fiduciary responsibilities to retirement investors.

Christopher Hayes is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Fifth Third Securities since 2004. Outside of his advisory role, he is involved in managing rental properties in Naples, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of established clearing and platform providers.

Suparna Dutta is a financial advisor with Transamerica Financial Advisors in Dayton, Ohio, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with Transamerica Financial Advisors since 2013 and is also associated with WFGIA. Her additional activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, combining proprietary and third-party investment models with discretionary and non-discretionary options.