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.

Amy Wills is a financial advisor at Fifth Third Securities, Inc. in West Chester, OH, with 25 years of industry experience. She has been with Fifth Third Securities since 2001 and holds Series 63 and Series 66 designations. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs featuring third-party portfolio managers, direct indexing, and tax-overlay services.

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.

Carson Hosier is a financial advisor at Fifth Third Securities, Inc. based in West Chester, OH. He holds Series 63 and Series 66 licenses and has two years of industry experience, including prior roles at Fidelity Investments. Fifth Third Securities serves individual, high-net-worth, and institutional clients through advisory and brokerage services, offering a range of investment programs on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and supports clients with customized portfolio options including mutual funds, ETFs, separately managed accounts, and tax-optimized strategies.

Adam Wagers is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2021. His prior experience includes roles at Fifth Third Bank, Kroger, and Hamilton City Schools. 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 and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a municipal-advisor registration.

James Riley is a financial advisor with Fifth Third Securities, Inc. in West Chester, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, Riley owns a residential remodeling business, Riley Home Improvements LLC. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships across its platform.

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.

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.

Todd Kowalski is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at LCNB National Bank, LPL Financial, TD Ameritrade, and Scottrade. Creative Planning is an enterprise firm that provides wealth management, financial planning, and retirement-plan advisory services to a diverse range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by various specialized portfolio management and advisory services.

William Grizinski is a financial advisor at PlanMember Securities Corporation with 41 years of industry experience. He holds a Series 66 designation and has operated Grizinski Financial Services since 1977. He is also involved with Stryde/GMG, a business focused on expense reduction and tax savings solutions for organizations. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Adam Maucher is a financial advisor with AE Wealth Management, LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at First Financial Bank for seven years. Maucher is also involved with Conservative Financial Solutions, LLC, where he engages in insurance sales and related services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that incorporates both internal and third-party investment models.

Steven Weinstein is a CFP® with over 42 years of industry experience. He is currently with Independent Financial Partners and has previously worked at firms including Securities America and LPL Financial. Weinstein also engages in insurance sales. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a decentralized advisory model and is notable for its retirement-plan advisory and pension consulting capabilities.

James Zent is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® designation and Series 63 license, with 44 years of industry experience. He has operated JR Zent & Associates since 1997 and has affiliations with NY Life Insurance Company and Nylife Securities Inc. since 1969. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through various program types, with the majority of its assets managed on a non-discretionary basis.

Joshua Weinstein is a Certified Financial Planner® with 14 years of industry experience. He has been with Independent Financial Partners since 2019 and previously worked at Securities America, Weinstein Consulting, and Chase Investment Services Corp. Weinstein also operates Weinstein Financial Group, a related business that offers life, disability, and long-term care insurance sales incidental to his financial planning practice. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model that includes individualized investment strategies, centralized asset management options, and specialized retirement-plan advisory and pension consulting services.

Lena Dabbas is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds the Series 65, Series 63, and Series 66 designations. Her career includes roles at PNC Bank, NA, and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account that uses algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing. The firm’s approach involves delegation of portfolio implementation and proxy voting to third parties and features a pilot program available only to employees.

Connor Payne is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities, Payne worked at Fifth Third Bank and had roles at DICKS Sporting Goods, Western Hills Retirement Village, and Oak Hills High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Christopher Dudash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product that uses algorithmic risk assessment and delegates portfolio implementation to third parties.

Jacob Parsley is an investment advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at Fifth Third Bank, Community Tissue Services, Elements Massage, and Archers Tavern. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform and operates as a subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Alexis Linderer is a Series 66-credentialed advisor with nine years of industry experience. She is currently with Fifth Third Securities, Inc. and Fifth Third Bank, N.A., having joined in 2024. Her prior experience includes roles at US Bancorp Investments and U.S. Bank, spanning from 2015 to 2024, as well as employment at Northern Kentucky University from 2011 to 2017. Fifth Third Securities, Inc. serves individual and institutional clients through both advisory and brokerage services, offering a variety of investment programs including managed accounts, SMA strategies, and tax-overlay services. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports a broad client base with diverse portfolio management options.

Lucas Draper is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with First Command Advisory Services and its related entities since 2008. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority.