Jason Carey is a financial advisor with First Command Advisory Services. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory career, Carey served 20 years in the United States Air Force. First Command Advisory Services 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 that utilize model portfolios selected and managed by internal investment teams.

Ellwood Tegtmeier is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and served in the U.S. Air Force for 30 years before joining First Command. First Command Advisory Services 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 wrap-fee asset management programs using model portfolios constructed and managed by a centralized Investment Management Team.

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 credentials and one year of industry experience. His prior work includes roles at Gregory Clingerman, J Schwieterman Group LLC, Jack Hanson, WFGIA, Eastgate Group, Republic Wire Inc., and Frito Lay. He is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Stephen Eldridge is a financial advisor at Fifth Third Securities, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank since 2021, as well as prior experience at Sprint from 2008 to 2021. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, providing options such as mutual funds, ETFs, separately managed accounts, and direct indexing.

Christopher Henn is a financial advisor with First Command Advisory Services in Beavercreek, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at First Command in various capacities since 2004. Outside of his advisory role, he is the sole member of Christopher Henn LLC, which manages administrative functions related to his business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

David Warner is a financial advisor with Guardian Life in Dayton, OH, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Guardian Life 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. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Jeremy Ross is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and no industry experience beyond his current role. Prior to joining the firm, he served in the U.S. Air Force for 20 years. First Command Advisory Services 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, employing a centralized Investment Management Team to manage portfolios from preapproved managers and model portfolios.

Melissa Wilson is a Series 66 licensed financial advisor with Fifth Third Securities, Inc. in Oakwood, Ohio, where she has worked since 2007. She has 28 years of industry experience. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations and trusts. The firm offers investment advisory and brokerage services through various program types on its Passageway Managed Account Platform, utilizing third-party portfolio managers and personalized investment strategies.

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.

Ethan Sanderson is a financial advisor with First Command Advisory Services in Beavercreek, OH. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked with First Command Brokerage Services, Grubhub, Papa John's Pizza, and Sam's Club. First Command Advisory Services 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 by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined model portfolio approach.

Matthew Copley is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has 22 years of experience in the United States Air Force and began his advisory career with First Command firms in 2024. 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 using model portfolios and third-party managers selected by an internal Investment Management Team.

James Ling is a financial advisor with PNC Wealth Management in Dayton, OH, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution currently available as an invitation-only employee pilot. The firm’s approach involves algorithm-driven model selection and third-party portfolio implementation using 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.

Brian Leen is a financial advisor with Guardian Life in Dayton, OH, holding 30 years of industry experience. He has been with Guardian Life since 2007. Outside of his advisory role, he is involved in health care benefits consulting through LS Benefits Consulting LLC. Guardian Life’s affiliate, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, combining access to insurance products, alternative investments, and integrated lending solutions.

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.

Adam Headley is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Farther and previously worked at McKinley Carter Wealth Services and Primerica. He has also held roles outside finance, including at the Ohio High School Athletic Association and Miami University. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

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.