Elliott Singer is a financial advisor with Guardian Life, holding Series 63, 65, and 66 licenses and nine years of industry experience. His work history includes roles at Park Avenue Securities, Pruco Securities LLC, Fidelity Investments, and JPMorgan Chase Bank N.A. He is based in West Chester, Ohio. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Eric Shupe is a financial advisor at Lincoln Investment with 26 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation from 2010 to 2017. He holds Series 63 and Series 65 designations. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Micah Peterson is a financial advisor at CWM, LLC with three years of industry experience. He holds a Series 65 designation and has worked with firms including Carson Group, Total Wealth Planning, and Wealthquest Corp. Prior to his financial advisory career, he spent three years at Miami University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Colin Harper is a CFP® and holds a Series 66 license, with 12 years of industry experience. He currently works at Mariner and previously spent five years at LPL Financial, LLC, and nine years at FSC Securities Corporation. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers across a range of asset classes and strategies.

Andrew Stout is a CFP® and CFA® with 19 years of industry experience, currently affiliated with Allworth Financial, L.P. He has worked at Hanson McClain Advisors since 2018 and is an adjunct professor at UC Clermont, a role he has held since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm uses a mix of model strategies and third-party sub-advisers to implement customized portfolios and offers both discretionary and non-discretionary asset management services.

Charles Massarella is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameritas Investment Corp. since 2006 and joined Ameritas Advisory Services, LLC in 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Robert Chess is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at L.M. Kohn & Company and Fifth Third Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

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.

Brian James is a CFP® professional with 22 years of industry experience, currently with Allworth Financial, L.P. He has worked at Hanson McClain Advisors and Simply Money Advisors for the past several years. He serves as a financial advisor on the Board of Governors for the Phi Kappa Tau Beta Chapter, assisting with the chapter's financial operations in a volunteer capacity. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various strategies, including model allocations and specialized approaches, and collaborates with third-party sub-advisers when appropriate.

Paul Sessler Jr. is a financial advisor at SPC with 29 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities since 2014, World Group Securities, Inc. since 2002, and Fermco since 1992. In addition to his advisory role, he is involved in selling life insurance, annuities, and fixed index annuities through various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment strategies.

Sarah Dupuy Rasmussen is a financial advisor with Fifth Third Securities, Inc. in Hamilton, Ohio, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Fifth Third Bank and its affiliated entities since 2009, including a decade at Fifth Third Securities prior to her current role. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

William Schafer is a financial advisor with Eagle Strategies (NY Life) based in Oxford, Ohio, holding Series 63 credentials and with 37 years of industry experience. He has worked with NYLIFE Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of his advisory role, he is also a guitarist in a 20-piece band. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis.

Michael Coates is a CFP® professional with 12 years of industry experience, currently associated with Allworth Financial, L.P. He has worked with Hanson McClain Advisors and Simply Money Advisors. Outside of advisory services, he also works as an insurance agent and provides transportation services locally. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts without accessing client login credentials.

Steven Hruby is a CFP® professional with 12 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2022. His prior experience includes roles at Merrill Lynch, Bank of America, and Fidelity Investments. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of strategies, including core-satellite, pure-index, and options-based overlays, and manages both discretionary and non-discretionary accounts.

Jacob Sommerkamp is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Santander Securities and Proequities Inc., among other firms. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options with features such as direct indexing and tax-overlay services, and it operates as a wholly-owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Brandon Huff is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His work history includes roles at SERVPRO Restoration and WealthWave, in addition to his long tenure at Transamerica Financial Advisors. Outside of finance, he owns and operates BHuff Construction and Lazy H's Ranch, an equine boarding facility. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services through multiple program platforms.

Jodee Deutsch is a financial advisor with Allworth Financial, L.P. in Cincinnati, Ohio, holding a Series 66 designation and 27 years of industry experience. Prior to joining Allworth Financial in 2021, she worked at HORAN Securities, Inc and Ohio National Equities Inc, among other firms. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through a variety of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Andrew Cebulskie is a financial advisor at Transamerica Financial Advisors with 16 years of industry experience. He holds a Series 65 credential and has held roles at Net Law Group Inc., Transamerica Financial Advisors, World Financial Group, Ac Group LLC, and Lynx Financial Group LLC. Outside of advising, he is involved in business activities including consulting and managing operations at Lynx Financial Group LLC and Ac Group LLC, as well as assisting clients with wills and trusts through Net Law Group Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio and third-party manager approach, delivering services through a large advisor network and multiple program platforms, including proprietary and externally managed portfolios.

Stephanie Bemerer is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience. She has worked at Allworth Financial since 2018 and previously at Simply Money Advisors from 2015 to 2018. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio solutions using various model strategies and incorporates technology to manage held-away employer retirement accounts.

Lisa Miller is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. provides 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 a municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.