James Zent is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® designation and Series 63 license, with 44 years of industry experience. He has operated JR Zent & Associates since 1997 and has affiliations with NY Life Insurance Company and Nylife Securities Inc. since 1969. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through various program types, with the majority of its assets managed on a non-discretionary basis.

Joshua Weinstein is a Certified Financial Planner® with 14 years of industry experience. He has been with Independent Financial Partners since 2019 and previously worked at Securities America, Weinstein Consulting, and Chase Investment Services Corp. Weinstein also operates Weinstein Financial Group, a related business that offers life, disability, and long-term care insurance sales incidental to his financial planning practice. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model that includes individualized investment strategies, centralized asset management options, and specialized retirement-plan advisory and pension consulting services.

Lena Dabbas is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds the Series 65, Series 63, and Series 66 designations. Her career includes roles at PNC Bank, NA, and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account that uses algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing. The firm’s approach involves delegation of portfolio implementation and proxy voting to third parties and features a pilot program available only to employees.

Jacob Parsley is an investment advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at Fifth Third Bank, Community Tissue Services, Elements Massage, and Archers Tavern. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform and operates as a subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Riley Gerlach is a financial advisor with Fifth Third Securities, Inc. in Dayton, Ohio. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities in 2024, he worked at Fifth Third Bank starting in 2021 and at Best Buy from 2013 to 2021. Fifth Third Securities 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 options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and bank affiliation.

Kathy Sperry is a financial advisor with Fifth Third Securities, Inc. in Springboro, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes extensive tenure at Fifth Third Securities from 2001 to 2024, followed by roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before returning to Fifth Third in 2025. 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 integrates multiple managed-account options with features like direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank and combining bank affiliation with municipal-advisor registration.

Sean Pierce is a financial advisor with Fifth Third Securities, Inc. in Dayton, Ohio. He holds a Series 66 designation and has 11 years of industry experience, including eight years with Edward Jones and two years with Fifth Third Bank and Fifth Third Securities. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm provides multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Michael Martens is a financial advisor with Transamerica Financial Advisors, LLC, holding 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles with various related firms, including Transamerica Employee Benefits and United Health Care. Martens serves as a board member for Diabetes Dayton and Prevent Blindness, participating in financial oversight and community awareness activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party management. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Matthew Morrison is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at The Huntington Investment Company and Foresters Financial Services. 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 multiple program types on its Passageway Managed Account platform, allowing clients to select from various investment strategies tailored to their risk profiles.

Erik Hagstrom is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Arkadios Wealth Advisors, Arkadios Capital, and Russell Total Wealth & Wellness, where he also provides insurance sales and services. 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-centered approach combining model portfolio solutions, discretionary management, financial planning, and consulting services.

Jenna Armstrong is a financial advisor with FIFTH THIRD SECURITIES, Inc. holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at Fifth Third Bank since 2019 and Fifth Third Securities since 2021. Prior to her finance career, she worked at Olive Garden and studied at the University of Kentucky. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types via the Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing a diverse range of portfolios and customized strategies.

Joshua Burns is a financial advisor with AE Wealth Management, LLC in Dayton, Ohio. He holds a Series 65 designation and has experience working at AE Wealth Management and Russell Total Wealth & Wellness since 2026. His prior roles include positions at Lendmark Financial, OneMain Financial, Advanced Drainage Systems, Around Campus Group, and Amway Corporation. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing fundamental, technical, and cyclical analysis with various investment strategies.

Josh Schwieterman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He is based in Dayton, OH, and has been with Transamerica Financial Advisors since 2012. Outside of his advisory role, Schwieterman is involved in financial education and operates several businesses including automotive repair, real estate management, and agricultural ventures. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services with a variety of proprietary model portfolios and third-party money manager options, offering both discretionary and non-discretionary program choices.

Brad Zent is a financial advisor with Eagle Strategies (NY Life) in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with New York Life since 1999 and founded J.R. Zent & Associates, LLC in 2006, which remains active. Outside of his advisory work, he owns Miami Valley Music. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and works extensively with defined contribution and defined benefit plans.

Jerome Evers is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2001. Outside of his advisory role, he is a co-owner of a family real estate company. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs and portfolio management options via its Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Jeanna Stecklein is a financial advisor with Carson Wealth in Dayton, OH, holding Series 63 and Series 66 designations and 18 years of industry experience. Her career includes roles at firms such as Orion Advisor Solutions, Transamerica Financial Advisors, and Cambridge Investment Research Advisors. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and oversee model portfolios with tailored solutions and integrated custodial and technology partnerships.

Patrick Mullen is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank and previously at Kona Grill. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of investment programs, including mutual fund and ETF models, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

Kelechukwu Oparah is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. His background includes roles at multiple organizations such as WealthWave and Net Law Group Inc. Outside of financial advising, he is an author and owner of Chu Presents, a content platform focused on life hacks related to business, influence, relationships, fitness, and productivity. He also serves on the board of The Linda Vista Project, a nonprofit supporting homeless women. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Travis Denkenberger is a financial advisor with Principal Financial Services in Centerville, OH, holding the CFP® designation and Series 66 license. He has 16 years of industry experience and has worked at firms including Lake Forest Financial Advisors, 1st National Wealth Management, and U.S. Bancorp Investments. In addition to advisory work, he is involved in the sales and service of fixed insurance products such as fixed life, fixed annuities, disability income, long-term care, and group benefits through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Peter Anderson is a CFP® with 25 years of industry experience. He is currently affiliated with Principal Financial Services and has held roles at Lake Forest Financial Advisors and Principal Life Insurance Company. Outside of his advisory work, he serves as secretary for the Evendale Golf League in Cincinnati. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.