Kevin Martin is a financial advisor at PNC Wealth Management in Springfield, OH, with 29 years of industry experience. He has been with PNC Investments since 2010 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and employs mutual funds and ETFs managed by PNC or third-party strategists.

Kevin Goins is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including MML Investors Services Inc., MassMutual, Equitable Advisors, and Morgan Stanley DW Inc. Outside of his advisory practice, he operates an independent rideshare service as a non-investment activity. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, and operates as both an advisory and broker-dealer entity with specialized offerings such as variable annuity management.

Norman Grevey is a financial advisor at Private Advisor Group, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Wealth Management Group, Inc., LPL Financial, Kiplinger Investment Advisors LLC, Fifth Third Securities, Inc., and Citigroup Global Markets. He is also involved in managing Scheeler Financial Group, an investment-related business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Richard Smith is a financial advisor with Fifth Third Securities, Inc. in Franklin, Ohio, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2000. Outside of his advisory role, he is an ordained minister at the Church of God in Anderson, Indiana. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, including high-net-worth clients, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway Managed Account Platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

James Mills is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Nationwide Investment Services Corporation, Brokerage Solutions LLC, and Western & Southern Financial Group. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Brian Meyer is a financial advisor with Ameritas Advisory Services, LLC in Dayton, OH, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006. Meyer is also the president of Meyer Financial Management, LLC, where he is licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of programs incorporating model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology integrations.

Benjamin Miller is a financial advisor with Fifth Third Securities, Inc. in Oakwood, Ohio, holding Series 63 and Series 65 designations and having 13 years of industry experience. He has been with Fifth Third Securities since 2013 and is also affiliated with Fifth Third Bank since 2012. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to multiple portfolio management strategies, including advisor-directed mutual fund and ETF models, separately managed accounts, and tax overlay services.

Gary Countryman is a CFP® professional with 15 years of industry experience. He is currently with Fifth Third Securities, Inc. and has previously worked at Ameriprise Financial Services, Inc. and Morgan Stanley. Outside of his advisory work, he serves as a church pastor at Liberation Church of the Nazarene in Springboro, Ohio. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of program types on the Passageway Managed Account Platform, including advisor-directed mutual fund and ETF models, separately managed accounts, tax overlay services, and direct indexing strategies.

Chad Roberts is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Prior to his financial services career, Roberts served 22 years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using preapproved investment options and third-party managers.

David Parker is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. since 2017. Prior to that, he worked at Fidelity Brokerage Services LLC for two years. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, which range from mutual fund and ETF models to separately managed accounts and tax-related strategies.

Brenden Baker is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Fortress Financial & Wealth Management, Northwestern Mutual, and the University of Cincinnati. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored client relationships supported by proprietary and third-party platforms.

Patrick Moran is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He is also the CEO and owner of Moran Private Wealth, an investment advisory business affiliated with NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party manager selection, supported by technology solutions and centralized due diligence.

Tera Myers is a financial advisor at Kestra Advisory with nine years of industry experience. She holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Securities America. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jack Hanson is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at WealthWave, Netlaw, and the Heartland Institute of Financial Education. He is also involved in estate planning referrals through Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios and program choices that can be discretionary or non-discretionary.

Feraas Suleyman is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 credential and 26 years of industry experience. He has been with Fifth Third Securities since 2011. 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 programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Dale Sanders is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and previously served 20 years in the U.S. Air Force. His career also includes roles at First Command Insurance Services and First Command Brokerage Services. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Evan Neuman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and concurrently holds roles as an assistant tennis coach at the University of Northwestern Ohio and a tennis coach at Lima Senior High School. Additionally, he coordinates shipping and receiving for Midwest Metal Fabricators. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory programs and maintains a regulatory AUM of approximately $1.7 billion.

Matthew Ringle is a CFP® with eight years of experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked at Guardian Life and Park Avenue Securities since 2017 and also has a decade of experience with DLAK Wealth Advisors. In addition to his advisory work, he serves as a volunteer treasurer for Kettering Church of Christ. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending options.

Breanna Horvath is a CFP® professional with one year of industry experience, currently advising at Creative Planning. Prior to joining Creative Planning, she worked at Fifth Third Bank for four years and has held roles at Texas Roadhouse, the University of Cincinnati, and Bob Evans. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

John Payton is a financial advisor with Fifth Third Securities, Inc. in Franklin, OH, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His career includes roles at Bank of America, Merrill Lynch, Fidelity Brokerage Services, and Cleararc Capital. Fifth Third Securities serves a diverse 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, managing approximately $10.9 billion in assets.