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.

Joshua Burns is a financial advisor with AE Wealth Management, LLC in Dayton, Ohio. He holds a Series 65 designation and has experience working at AE Wealth Management and Russell Total Wealth & Wellness since 2026. His prior roles include positions at Lendmark Financial, OneMain Financial, Advanced Drainage Systems, Around Campus Group, and Amway Corporation. 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 emphasizes model portfolio and direct asset management programs, utilizing fundamental, technical, and cyclical analysis with various investment strategies.

Jason Jukes is a financial advisor at First Command Advisory Services in Beavercreek, OH, holding a Series 66 license with five years of industry experience. His prior work includes service in the United States Air Force from 2012 to 2021 and roles across various First Command entities since 2020. He is also the owner of Jukes Financial LLC, a financial business established to manage his First Command activities. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios and third-party managers within a defined operational structure.

Craig Wright is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been affiliated with United Planners since 2002 and operates his own financial guidance firm focusing on educators. Wright also serves as an interim pastor at Xenia Bethel Community Church. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, using a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services.

Josh Schwieterman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He is based in Dayton, OH, and has been with Transamerica Financial Advisors since 2012. Outside of his advisory role, Schwieterman is involved in financial education and operates several businesses including automotive repair, real estate management, and agricultural ventures. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services with a variety of proprietary model portfolios and third-party money manager options, offering both discretionary and non-discretionary program choices.

Brad Zent is a financial advisor with Eagle Strategies (NY Life) based in Centerville, Ohio. He holds Series 63 and Series 65 designations and has 26 years of industry experience. Prior to his current role, he has been associated with New York Life since 1999 and operates J.R. Zent & Associates, LLC. Outside of wealth management, he owns 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 solutions and manages the majority of its assets on a non-discretionary basis.

Kayla Stevens is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and has two years of experience with FIFTH THIRD SECURITIES as well as additional financial industry experience dating back to 2016. Her prior work includes roles at Fifth Third Bank, AMVC Management Services, and Kalmbach Feeds. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform and operates as a registered broker-dealer, investment adviser, and municipal advisor.

Jeanna Stecklein is a financial advisor at CWM, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Orion Portfolio Solutions, Transamerica Financial Advisors, and Kaplan Inc. Her current role began in 2026 at CWM, LLC and affiliated entities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using a combination of model portfolios, third-party sub-advisors, and customization tools.

Geoffrey Morris is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and previously operated Morris Financial from 2009 to 2017. Outside of advisory work, he is associated with Geoff & Associates LLC, a non-investment-related entity used for tax purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Transamerica Investors Securities, LLC, Transamerica Life Insurance Company, and First Command Advisory Services, Inc. He has also worked outside the financial industry at companies such as Mom's Meals and PNC Bank. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. Their portfolio construction relies on Morningstar Investment Management for proprietary software and ongoing oversight, supporting a large client base primarily with non-discretionary advisory services.

Kelechukwu Oparah is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 10 years of industry experience and has been associated with Transamerica since 2015. Outside of his advisory role, he is an author and maintains a platform for readers of his book, The Focus Forge, and serves on the board of The Linda Vista Project, a nonprofit focused on assisting homeless women. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory programs and operates an integrated retirement plan ecosystem with affiliated entities.

Travis Denkenberger is a CFP®-designated financial advisor with 16 years of industry experience, currently affiliated with Principal Financial Services in Centerville, OH. His career includes roles at Money Concepts Capital Corp., 1st National Wealth Management, and Buckingham Financial Group. He is also engaged in the sales and service of fixed insurance products, including fixed life and annuities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisor and promoter arrangements.

Holly Banford is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Fifth Third Securities since 2013. 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 offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Peter Anderson is a CFP® with 24 years of industry experience and currently works at Principal Financial Services. His prior experience includes roles at Principal Life Insurance Company and Lake Forest Financial Advisors. Outside of his advisory work, he serves as secretary for the Evendale Golf League in Cincinnati, Ohio. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Wagner is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has been associated with World Financial Group, Inc. since 2009. Outside of advising, Wagner served as a Centerville High School hockey coach for one year and was involved with Junior Achievement for six years. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party managers and proprietary platforms such as Transamerica ONE and TFA365, supported by a network of over 1,000 advisors and regulatory assets under management of approximately $1.7 billion.

Tyler Gower is a financial advisor with Transamerica Financial Advisors in Dayton, Ohio, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles with Joshua Schwieterman, WealthWave, and World Financial Group. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Gregory Clingerman is a financial advisor with Transamerica Financial Advisors in Dayton, OH. He holds a Series 66 designation and has 14 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2014 and involvement with Net Law focusing on estate planning. He also sells insurance products affiliated with Transamerica. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charitable organizations, and corporations through a combination of advisory and broker-dealer services. The firm offers diversified investment programs that include proprietary and third-party model portfolios with discretionary and non-discretionary options.

Travis Miller is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at State Farm VP Management Corp., KeyBank, and Fifth Third Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Phillip Martin is a financial advisor with Fifth Third Securities, Inc. in Centerville, Ohio, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Fifth Third Bank and Darden, as well as a period focused on college and family. Fifth Third Securities serves a broad 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, providing access to a range of portfolio management strategies and investment solutions.

Connor Cline is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. His background includes roles at LPL Enterprise, The Prudential Insurance Company of America, and World Financial Group Insurance Agency. Outside of finance, he has experience at Five Sushi Brothers and Noodles and Company. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based programs, utilizing proprietary and third-party investment models.