Matthew Ringle is a CFP® with eight years of experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked at Guardian Life and Park Avenue Securities since 2017 and also has a decade of experience with DLAK Wealth Advisors. In addition to his advisory work, he serves as a volunteer treasurer for Kettering Church of Christ. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending options.

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.

Sean Grillot is a financial advisor with Fifth Third Securities, Inc. in Englewood, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes multiple tenures at Fifth Third Securities since 2011 and a brief period at Morgan Stanley in 2017. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and integrates its municipal-advisor registration with its affiliation to Fifth Third Bank, supporting a layered approach to portfolio management and supervision.

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.

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.

Seth Schumaker is a financial advisor with Fifth Third Securities, Inc. in Beavercreek, OH. He holds the Series 65 and Series 63 credentials and has nine years of industry experience, all with Fifth Third Securities and Fifth Third. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, providing clients access to multiple portfolio management strategies and risk-profile-based solutions.

Lena Dabbas is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds the Series 65, Series 63, and Series 66 designations. Her career includes roles at PNC Bank, NA, and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account that uses algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing. The firm’s approach involves delegation of portfolio implementation and proxy voting to third parties and features a pilot program available only to employees.

John Woods is a Series 63-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 2003. He has 39 years of industry experience and also operates Woods & Woods Associates, a firm he has been involved with since 1983. Outside of advising, he serves as president of Woods & Woods Personal Leasing Inc., a payroll service company, and is engaged in accounting and tax work through Woods & Woods Associates, Ltd. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for around 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers.

Brendon Anderson is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JPMorgan Securities LLC. Anderson is also involved with Greene County Ohio Special Olympics. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

David Levorchick is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Concurrent, he worked at Purshe Kaplan Sterling Investments, Spire Investment Partners, E.K. Riley Investments, U.S. Bancorp Investments, and Natcity Investments. He serves as a board member and volunteer minister at a local church, where he oversees accounts and leads Bible studies. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors.

Christopher Eldridge is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, following two years at AEP Energy. Eldridge is based in Trotwood, Ohio. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Brandon Blevins is a financial advisor with PNC Wealth Management in Beavercreek, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase Bank. Outside of his advisory work, he owns Brandon Blevins Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based, algorithm-driven programs primarily available to PNC employees, implementing investment strategies via mutual funds and ETFs with limited direct client interaction.

Jacob Parsley is an investment advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at Fifth Third Bank, Community Tissue Services, Elements Massage, and Archers Tavern. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform and operates as a subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Lucas Draper is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with First Command Advisory Services and its related entities since 2008. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority.