Luke Bowman is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked for seven years at Harrison Tax & Accounting. He is also involved in insurance sales through Conservative Financial Solutions. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

James Carroll is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously operated J. Carroll And Associates for over two decades. Carroll is also involved in the sale of insurance and non-insurance products affiliated with Transamerica and has experience owning rental properties. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses model portfolios and third-party managers to implement investment strategies and offers multiple advisory programs alongside retirement plan administration services.

Daniel Vaughan is a financial advisor at Fifth Third Securities, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, utilizing third-party portfolio managers and strategies such as mutual funds, ETFs, separately managed accounts, and tax-overlay services.

Michael Wessel is a CFP®, CFA®, and Series 63 credentialed advisor with nine years of industry experience. He is currently with Kestra Advisory and has previously worked at Commonwealth Financial Network, Buckley Financial Planning, Inc, National Financial Services LLC, and FIDELITY Brokerage Services LLC. 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, serving notable clients such as sovereign wealth funds.

James Winters Jr. is an investment advisor representative at Kestra Advisory with 39 years of industry experience. He holds a Series 63 designation and has been with Kestra Advisory since 2016. Winters is also involved in insurance through his roles as part owner and president of Winters Financial Network, Inc., and part owner of United Benefits Agency, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm is noted for delivering fiduciary services, plan design and compliance testing, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors such as sovereign wealth funds.

Laura Smith is a financial advisor at PNC Wealth Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investment and PNC Bank since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Riley Blankenship is a financial advisor at Mariner with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Mariner, Riley held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers to implement customized discretionary portfolios.

Stephen Dennis is a financial advisor at Ameritas Advisory Services, LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Ameritas Advisory Services since 2021, previously serving at Ameritas Investment Corp. and Ameritas Life Insurance Corp. He is also a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to 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.

Jordan Nare is a financial advisor at CWM, LLC with five years of industry experience. He has held positions at firms including Carson Wealth, Total Wealth Planning, LLC, and Mariner Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing a discretionary management approach with model portfolios and a combination of fundamental and technical analysis.

Ronald Alessi Jr. is a financial advisor with The Huntington Investment Company, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Huntington since 2014, previously working at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate managers, with portfolio management supported by National Financial Services custodial services.

Janet Booth is a financial advisor at Transamerica Financial Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Gerardi Wealth Management and LPL Financial. Booth also engages in the sale of insurance and non-insurance products for companies affiliated with her firm. Transamerica Financial Advisors serves a diverse client base ranging from individual investors and high-net-worth clients to pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Sylvester Brown is a financial advisor with Transamerica Financial Advisors who holds a Series 63 designation and has 41 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also works with World Financial Group, Inc. since 2014. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach delivered through multiple advisory programs and third-party managers, supported by an extensive advisor network.

Jon Pitcock is a ChFC® and Series 63-licensed financial advisor with 29 years of industry experience. He has been with SPC since 2004 and also works with Parkland Securities. He serves as a Regional Sales Director for Midland National Life and is involved in the sale of life and fixed variable insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Lisa Sandlin is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her background includes leadership roles with nonprofit and community organizations such as the Rotary Club of Hamilton, the Heartland Institute of Financial Education, and the City of Hamilton Planning Commission. Additionally, she owns a residential design practice specializing in house renovations and additions. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary options.

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.

Marcus Mitchell is a financial advisor with Transamerica Financial Advisors in Cincinnati, OH, holding a Series 63 designation and seven years of industry experience. His career includes roles at WealthWave Insurance Agency LLC and managing member responsibilities at Chance For All, LLC. Outside of advising, he is involved in managing business retreat and camp properties in Maine. Transamerica Financial Advisors serves individual investors, pension plans, trusts, and charitable organizations through a combination of advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Kevin Goins is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at MML Investors Services Inc and MassMutual from 2009 to 2017. Outside of his advisory role, he operates a rideshare service as an independent contractor. Money Concepts Capital Corp 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 and offers both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Dylan Sabol is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Carson Wealth, Total Wealth Planning, Thor Wealth Management, and Monti Inc. He has also worked in the food service industry and spent time as a full-time student. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm utilizes discretionary model portfolios overseen by an in-house Investment Committee and combines multiple analytical approaches and third-party resources to manage investments.

Anthony Bruns is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. He previously worked at Pinnacle Financial Advisors for 16 years. Bruns is a member of the Episcopal Retirement Services Investment Committee. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and integrated tax and family office services, employing discretionary, customized portfolios overseen by an internal investment committee.

Justin Mccolaugh is a financial advisor with SPC, holding a Series 66 designation and 22 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he also sells life insurance and long-term care insurance as an independent agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements tailored to client needs.