Elliot Harris is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked for four years. His prior experience includes roles at Honu Solutions, Peraton, and a decade with the Department of Defense. Outside of his advisory work, he serves as an adjunct professor supporting curriculum review for the Department of Defense Joint Special Operations University and owns a consulting business focused on defense policy and international relations. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor approved model portfolios and third-party managers.

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 with Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her work history includes roles at Fifth Third Bank, 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 several investment programs via the Passageway Managed Account Platform, utilizing multiple portfolio managers and strategies ranging from mutual funds and ETFs to separately managed accounts and direct indexing.

Lakshya Arora is a financial advisor with Eagle Strategies (New York Life) in Miamisburg, Ohio, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been associated with New York Life and its affiliates since 2017. Arora serves as a board member of the Indian American Chamber of Commerce, where he helps plan events and connect with business owners. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client goals and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

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, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has worked with Transamerica Financial Advisors since 2013 and is also involved in the sales of insurance and non-insurance products affiliated with the firm. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

Hannah Swigert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015 and has a longer tenure at Columbia Financial, Inc. She is also involved with JKS Capital LLC as a member. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Bryan Clifton is a financial advisor with Equity Services, Inc. in Cincinnati, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including National Life Group, MWA Financial Services Inc, American United Life, and Western and Southern Life. Clifton is also the 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 to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Jason Carey is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served 20 years in the United States Air Force. His work history includes roles at several First Command affiliates since 2023. 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 provides financial planning and various wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

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 licenses and one year of industry experience. His prior work includes roles at Gregory Clingerman, J Schwieterman Group LLC, Jack Hanson, and Eastgate Group. He is involved in financial services and education activities, assisting with client applications and administrative tasks for affiliated advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages over $2 billion in assets and provides a range of discretionary and non-discretionary investment programs.

Syed Gardezi is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Empower Financial Services in 2026, he worked at Fidelity Investments from 2020 to 2026 and has experience in consulting and other roles dating back to 2016. Outside of advising, he works as a food delivery driver for DoorDash during his spare time. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

Stephen Eldridge is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sprint for 13 years before joining Fifth Third Bank and Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Christopher Henn is a financial advisor with First Command Advisory Services in Dayton, OH. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Henn has been with First Command Advisory Services since 2015 and has been affiliated with related First Command entities since 2004. He is also the sole member of Christopher Henn LLC, a business involved in holding leases, paying employees, and supporting First Command activities. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios from preapproved funds and third-party managers.

David Warner is a financial advisor with Primerica Advisors in Dayton, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America 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. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm offers various proprietary and third-party investment programs and employs a mix of discretionary and non-discretionary management strategies across multiple investment vehicles.

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.

Nicholas Miozzi is a ChFC® credentialed advisor with MAI Capital Management, LLC, based in Dayton, OH. He has been with MAI Capital since 2026 and has prior experience at Treloar & Heisel, Beverage Marketing Group, Amazon/Package Pro's LLC, and other organizations. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and administrative services.

Melissa Wilson is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account options and access to specialized 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.