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. He also worked at Moraine Country Club and HomeGoods before entering the financial services industry. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Patrick Moran is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He is also the CEO and owner of Moran Private Wealth, an investment advisory business affiliated with NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party manager selection, supported by technology solutions and centralized due diligence.

Jack Hanson is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Heartland Institute of Financial Education, Netlaw, WealthWave, and WFGIA. Outside of his advisory role, he is involved in estate planning referral services through Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a blend of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary assets.

Dale Sanders is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and previously served 20 years in the U.S. Air Force. His career also includes roles at First Command Insurance Services and First Command Brokerage Services. 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 various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Evan Neuman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and concurrently holds roles as an assistant tennis coach at the University of Northwestern Ohio and a tennis coach at Lima Senior High School. Additionally, he coordinates shipping and receiving for Midwest Metal Fabricators. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory programs and maintains a regulatory AUM of approximately $1.7 billion.

Matthew Ringle is a CFP® professional with eight years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held roles at both firms since 2017 and is also associated with DLAK Wealth Advisors. Outside of his advisory work, he serves as treasurer for the Kettering Church of Christ on a volunteer basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs utilizing both proprietary and third-party model portfolios.

Bruce Newell is a financial advisor with Commonwealth Financial Network in Xenia, Ohio, holding 27 years of industry experience. He has worked at Wichman & Newell Financial Advisors since 2017 and has been affiliated with Commonwealth Financial Network since 2014. Additionally, he has been associated with Mid Am Private Trust N.A. since 1997. Outside of advisory services, he is involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, technological, trading, compliance, and practice-management support, enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

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.

William Burke is a Series 66-licensed financial advisor with three years of industry experience, currently with AE Wealth Management, LLC. His prior roles include positions at Arkadios Wealth Advisors, Arkadios Capital, and Russell Total Wealth and Wellness, where he is also involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting through a platform that integrates multiple model providers and supports advisor customization.

Alexander Wolodkiewicz is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Beavercreek, OH. He holds the CFP® designation and Series 66 license and has 11 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2016. Wolodkiewicz is also involved with Pinnacle Financial Associates, providing life, annuity, disability income, and long-term care insurance services. Equity Services, Inc. offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

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.

Steven Dudley is a financial advisor with Fifth Third Securities, Inc. in Beavercreek, Ohio, holding Series 63 and Series 65 registrations and possessing 20 years of industry experience. He has been with Fifth Third Securities since 2010. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Joshua Winger is a CFP® professional with three years of industry experience, currently affiliated with AE Wealth Management, LLC. He previously worked at Arkadios Wealth Advisors and Arkadios Capital and is also involved with Russell Total Wealth & Wellness as a wealth advisor. Outside of his advisory roles, he has experience in insurance sales and services through Russell Total Wealth & Wellness. 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 utilizes discretionary model portfolios and offers comprehensive reporting and investment consulting services, managing approximately $49.8 billion across more than 127,000 clients.

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, currently serving as a financial advisor at Independent Financial Partners since 2019. His prior roles include positions at Securities America, Inc., Weinstein Consulting, and Chase Investment Services Corp. He also operates Weinstein Financial Group, providing life insurance and annuity sales incidental to his planning practice. Independent Financial Partners is a nationwide advisory firm supporting a multi-advisor platform that serves individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, including ERISA services and compliance with Department of Labor rollover guidance.

Seth Schumaker is a financial advisor at Fifth Third Securities, Inc. based in Beavercreek, Ohio. He holds Series 63 and Series 65 designations and has nine years of industry experience, all with Fifth Third Securities and its affiliate Fifth Third. 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 managed account programs via the Passageway platform, employing a range of investment strategies and working closely with clients to align portfolios with risk profiles.