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.

John Kruse Jr. is a ChFC® and Series 66 credentialed financial advisor with 20 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009. In addition to his advisory role, he is an attorney providing probate, estate, trust, tax, and business legal services through his law firm. He also serves as a poll worker judge in Ohio elections. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies tailored to client suitability with both discretionary and nondiscretionary options.

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.

Hannah Swigert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015 and has been associated with Columbia Financial, Inc. since 2006. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with a focus on customized portfolio management and integrates multiple third-party platforms and managers to deliver its investment solutions.

Bryan Clifton is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group, MWA Financial Services Inc, and Merrill. Outside his advisory role, Clifton serves as 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 services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm delivers advisory programs through a network of representatives, utilizing multiple platforms and third-party asset managers with a combination of long-term and short-term investment strategies.

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 63 and Series 65 licenses and with one year of industry experience. His prior work includes roles with Gregory Clingerman, J Schwieterman Group LLC, Jack Hanson, and Eastgate Group. He is involved in financial services and education and assists with administrative work related to insurance and financial product applications. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, including fee-based programs, model portfolios, and access to third-party money managers, delivering advice through proprietary and third-party models with discretionary and non-discretionary options.

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.

Andrea Doller is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with AE Wealth Management, LLC. Her prior roles include positions at Arkadios Capital, Kalos Capital, Inc., and PNC Investment, LLC. Outside of advising, she serves as Board Chair for the Dayton Children's Hospital Planned Giving Advisory Committee and is a minority partner in a tax preparation and planning firm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and offers various advisory and sub-advisory services, managing nearly $50 billion for over 127,000 clients.

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.