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.

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.

Shari Stone is a financial advisor at Fifth Third Securities, Inc. based in Englewood, Ohio, holding Series 63 and Series 65 registrations with three years of industry experience. She has been with Fifth Third Securities since 2023 and has prior experience at Fifth Third Bank beginning in 2016. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a variety of managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Samuel Bernard is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial LLC, CUSO Financial Services, LP, Day Air Credit Union, and Cadaret, Grant & Co., Inc. Outside of his advisory work, he has a side business as a beekeeper based in Dayton, Ohio. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an IAR-driven, open-architecture platform that integrates multiple third-party managers and offers discretionary and non-discretionary portfolio management.

Brian Meyer is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Ameritas entities since 2006. He is also president of Meyer Financial Management, LLC, an independent insurance agency focused on fixed insurance products. Ameritas Advisory Services 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 asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

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.

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. He also worked at Moraine Country Club and HomeGoods before entering the financial services industry. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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.

Jack Hanson is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Heartland Institute of Financial Education, Netlaw, WealthWave, and WFGIA. Outside of his advisory role, he is involved in estate planning referral services through Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a blend of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary assets.

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.

Andrew Jones is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to his current role, he worked at Fifth Third Bank starting in 2022 and has experience in the telecommunications and information services industries. 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, supported by its affiliation with Fifth Third Bank and its registrations as a broker-dealer, investment adviser, and municipal advisor.

Constance Woods is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. She holds the PFS™ and Series 63 designations and has been with Money Concepts Capital Corp since 2003. Woods is also a partner at Woods & Woods Associates, a firm she has been involved with since 1983. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

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® professional with eight years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held roles at both firms since 2017 and is also associated with DLAK Wealth Advisors. Outside of his advisory work, he serves as treasurer for the Kettering Church of Christ on a volunteer basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs utilizing both proprietary and third-party model portfolios.

Matthew Meyer is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015 and previously worked at PRUCO Securities, LLC from 2011 to 2015. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform.

William Burke is a Series 66-licensed financial advisor with three years of industry experience, currently with AE Wealth Management, LLC. His prior roles include positions at Arkadios Wealth Advisors, Arkadios Capital, and Russell Total Wealth and Wellness, where he is also involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting through a platform that integrates multiple model providers and supports advisor customization.

Alexander Wolodkiewicz is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Beavercreek, OH. He holds the CFP® designation and Series 66 license and has 11 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2016. Wolodkiewicz is also involved with Pinnacle Financial Associates, providing life, annuity, disability income, and long-term care insurance services. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Steven Dudley is a financial advisor with Fifth Third Securities, Inc. in Beavercreek, Ohio, holding Series 63 and Series 65 registrations and possessing 20 years of industry experience. He has been with Fifth Third Securities since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.