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.

Kathy Sperry is a financial advisor with Fifth Third Securities, Inc. in Springboro, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes extensive tenure at Fifth Third Securities from 2001 to 2024, followed by roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before returning to Fifth Third in 2025. 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 integrates multiple managed-account options with features like direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank and combining bank affiliation with municipal-advisor registration.

Sean Pierce is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. based in Dayton, Ohio, with 11 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2024, he worked for Edward Jones from 2016 to 2024. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, employing various portfolio management strategies and tools such as tax-loss harvesting and direct indexing.

Nicholas Scarbriel is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and has four years of industry experience. He has been with Fifth Third Securities since 2022 and has been employed by Fifth Third Bank since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple programs and third-party portfolio managers on the Passageway platform, combining direct indexing, tax-loss harvesting, and advisor-directed strategies.

Michael Martens is a financial advisor with Transamerica Financial Advisors, LLC, holding 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles with various related firms, including Transamerica Employee Benefits and United Health Care. Martens serves as a board member for Diabetes Dayton and Prevent Blindness, participating in financial oversight and community awareness activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party management. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Randy Christophel is a financial advisor with Money Concepts Capital Corp in Morrow, OH, holding a Series 66 designation and 27 years of industry experience. He has been with Money Concepts Capital Corp since 1998 and also works with Doug Sand, CPA Accounting Firm since 1991. Outside of his advisory work, he owns RYLIN Company, a home senior care business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a variety of managed programs that utilize model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Milan Patel is a CFP® with 33 years of industry experience, currently serving at Fifth Third Securities, Inc. since 1991. He holds Series 63 and Series 65 licenses. 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 and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Jenna Armstrong is a financial advisor with FIFTH THIRD SECURITIES, Inc. holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at Fifth Third Bank since 2019 and Fifth Third Securities since 2021. Prior to her finance career, she worked at Olive Garden and studied at the University of Kentucky. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types via the Passageway Managed Account Program. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing a diverse range of portfolios and customized strategies.

Jonathan Jarvis is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Ameritas Investment Company, Valor Capital Management, Prosperity Capital Advisors, and Verso Financial. Outside of advising, he contributes as a writer to The Line Magazine, where he authors non-fiction and life story articles. 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, financial planning, and retirement plan consulting, utilizing a range of strategies including model portfolios, third-party sub-advisers, and custom approaches, with a focus on client reviews and fiduciary services for plan sponsors.

Kirsten Sovern is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank and has experience with Bunker's Country Club and Mid America Ball Park. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple investment program types on the Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Josh Schwieterman is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has diverse business interests including ownership of multiple LLCs involved in real estate, commercial property management, automotive repair, and agricultural activities. Schwieterman also serves as a Certified Financial Educator with the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, delivering both discretionary and non-discretionary programs.

Jennifer Elliott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked with Ameritas Investment Corp. since 2006 and currently holds roles at Canvas Financial and Boom Planning. Outside of finance, she is an active freelance flutist and music director at Trinity Episcopal Church, where she provides music for worship services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Brad Zent is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses, with 26 years of industry experience. He has worked at New York Life since 1999 and has operated his own firm, J.R. Zent & Associates, LLC, since 2006. Outside of advisory work, he is also the owner of Miami Valley Music. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Leibfarth is a financial advisor with GWN Securities Inc. in Liberty Township, OH, holding a Series 63 designation and 34 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is involved in the sale of fixed annuities and insurance products through a related business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of employing market-timing and momentum strategies within its managed-account programs.

Kenneth Crawford is a financial advisor at FIFTH THIRD SECURITIES, Inc. with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Fifth Third Bank, FIFTH THIRD SECURITIES, The Huntington Investment Company, and New York Life Insurance Co. during his career. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, utilizing third-party portfolio managers and varied investment strategies.

Bruce Krarup Jr. is a financial advisor with Fifth Third Securities, Inc. in Springboro, Ohio, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Fifth Third Securities since 2009. 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features like direct indexing and an optional tax-overlay service.

Jerome Evers is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2001. Outside of his advisory role, he is a co-owner of a family real estate company. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs and portfolio management options via its Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Spencer Ford is a CFP® professional with 10 years of experience currently affiliated with AE Wealth Management, LLC. He has held roles at multiple firms including Madison Avenue Securities, LLC and Harrison Tax & Accounting, where he is a managing member. Ford is also an author working on revising or writing books. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies, serving over 127,000 clients through a platform-focused approach.

Patrick Mullen is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank and previously at Kona Grill. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of investment programs, including mutual fund and ETF models, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.