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.

Andrew Jones is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to his current role, he worked at Fifth Third Bank starting in 2022 and has experience in the telecommunications and information services industries. 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 features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its registrations as a broker-dealer, investment adviser, and municipal advisor.

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.

John Payton is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill Lynch, Bank of America, and Fidelity Brokerage Services. His current roles include positions at both Fifth Third Securities and Fifth Third Bank. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate 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.

Matthew Meyer is a financial advisor with Stratos Wealth Partners, Ltd. in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

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 CFP® professional with 10 years of industry experience, currently serving at Equity Services, Inc. He has been affiliated with both National Life Group and Equity Services since 2016. Outside of his advisory role, he is involved in financial services related to life, annuity, and disability income insurance sales through Pinnacle Financial Associates. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with the option 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) based in Centreville, Ohio. He holds the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has been associated with JR Zent & Associates since 1997 and with NY Life-related entities since 1969. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types tailored to client objectives, with a focus on non-discretionary asset management and advisory services connected to insurance and annuity products.

Seth Schumaker is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 designations and bringing nine years of industry experience. He has been with Fifth Third Securities since 2017 and with Fifth Third since 2012. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Program, providing clients access to various portfolio management strategies and risk profiles.

Lena Dabbas is a financial advisor with PNC Wealth Management, holding Series 65, Series 63, and Series 66 designations and nine years of industry experience. She has been with PNC Bank, NA since 2016 and has also worked at PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic assessments to implement approved investment models via mutual funds and ETFs.

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.

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. He holds Series 63 and Series 66 registrations and has three years of industry experience, including prior roles at Fidelity Investments and JPMorgan Chase. Outside of his advisory work, he owns Brandon Blevins Investments LLC. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio program available through an invitation-only pilot for employees with existing PNC Bank online credentials. The firm employs algorithm-driven risk assessment and delegates investment implementation to third-party strategists.

Jacob Parsley is an 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 at Fifth Third Bank, Community Tissue Services, Elements Massage, and Archers Tavern. Fifth Third Securities, Inc. serves a diverse client base including individual high-net-worth and institutional clients through both investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and various strategies such as direct indexing and tax-loss harvesting.

Lucas Draper is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been affiliated with First Command Financial Services, Inc. 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 offers financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using a prescribed selection process.