Thomas Montavon is a financial advisor at Kestra Advisory with one year of industry experience. His prior roles include positions at NewEdge Advisors, Fifth Third Financial, and Resolute Wealth Management. Before entering the financial industry, he worked in education and hospitality, including at Kettering Middle School and Cooper's Hawk Winery and Restaurant. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Jeffrey Huber is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Transamerica since 2012 and previously worked with Awesome Benefit Advisors and WFG. Outside of his advisory role, he is president and sole owner of Jeffrey R Huber Properties LLC and also leads Jeffrey R Huber Wealth Management LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Brian Leen is a financial advisor with Guardian Life in Dayton, OH, holding 30 years of industry experience. He has been with Guardian Life since 2007. Outside of his advisory role, he is involved in health care benefits consulting through LS Benefits Consulting LLC. Guardian Life’s affiliate, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, combining access to insurance products, alternative investments, and integrated lending solutions.

William Von Hoene is a financial advisor with PNC Wealth Management in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Andrew Hackworth is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Arkadios Capital, Russell Total Wealth & Wellness, and J.P. Morgan Securities. Outside of finance, he is also a self-employed musician who performs in pit orchestras. 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 discretionary model portfolio management and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Daniel Wolodkiewicz is a CFP® with 27 years of industry experience, currently serving at Equity Services, Inc. since 2003. He is the owner and president of Pinnacle Financial Associates, a business involved in the sale of life, health, long-term care, and fixed annuities. 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 utilizes multiple advisory platforms, including third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Thomas Schwab is a financial advisor with Kestra Advisory in Centerville, OH, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at NewEdge Advisors LLC, Mid Atlantic Capital Corporation, and Raymond James Financial. Outside of advisory work, he provides term life insurance quotes and sales through Business Underwriters Associates and Resolute Wealth Management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients such as sovereign wealth funds and offering pooled employer plan arrangements.

Adam Headley is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Farther and previously worked at McKinley Carter Wealth Services and Primerica. He has also held roles outside finance, including at the Ohio High School Athletic Association and Miami University. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

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.

Kevin Goins is a financial advisor with Money Concepts Capital Corp in Liberty Township, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Equitable Advisors, and Morgan Stanley DW Inc. Outside of his advisory work, he operates a rideshare service on a part-time basis. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through several hundred advisors using model-driven and asset-allocation approaches, combining proprietary and third-party strategies.

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.