Jeanna Stecklein is a financial advisor at CWM, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Orion Portfolio Solutions, Transamerica Financial Advisors, and Kaplan Inc. Her current role began in 2026 at CWM, LLC and affiliated entities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using a combination of model portfolios, third-party sub-advisors, and customization tools.

Tobia Pierce is a financial advisor with Concurrent Investment Advisors, LLC, holding 11 years of industry experience. Prior to joining Concurrent, Pierce worked at Purshé Kaplan Sterling Investments, Spire Securities, LLC, and Stephan & Associates. Outside of advisory work, Pierce is co-owner of Pixie Petals Inc., a business focused on designing and marketing apparel and grazing tables, and holds leadership roles in several community organizations including the Greeneview Athletic Booster Club and the Greene County Parks and Trails commission. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors assisting over 13,000 clients.

Geoffrey Morris is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and previously operated Morris Financial from 2009 to 2017. Outside of advisory work, he is associated with Geoff & Associates LLC, a non-investment-related entity used for tax purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Transamerica Investors Securities, LLC, Transamerica Life Insurance Company, and First Command Advisory Services, Inc. He has also worked outside the financial industry at companies such as Mom's Meals and PNC Bank. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. Their portfolio construction relies on Morningstar Investment Management for proprietary software and ongoing oversight, supporting a large client base primarily with non-discretionary advisory services.

Holly Banford is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

John Pickarski is a financial advisor with J. W. Cole Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. His prior roles include positions at GWN SECURITIES, Inc. and Parkland Securities, LLC, as well as operating his own firm, John Pickarski & Associates, since 1995. Outside of his advisory work, he is active in community organizations, serving on boards such as the Fraternal Order of Police Ohio #117 Community Foundation and the Breast Cancer Endowment Fund. J.W. Cole Advisors is a national SEC-registered investment adviser supporting individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.

Travis Miller is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at State Farm VP Management Corp., 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 select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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 financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. His background includes roles at LPL Enterprise, The Prudential Insurance Company of America, and World Financial Group Insurance Agency. Outside of finance, he has experience at Five Sushi Brothers and Noodles and Company. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based programs, utilizing proprietary and third-party investment models.

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 with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, providing advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and methodologies.

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.