Jack Hanson is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at WealthWave, Netlaw, and the Heartland Institute of Financial Education. He is also involved in estate planning referrals through Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios and program choices that can be discretionary or non-discretionary.

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® 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.

Todd Kowalski is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at LCNB National Bank, LPL Financial, TD Ameritrade, and Scottrade. Creative Planning is an enterprise firm that provides wealth management, financial planning, and retirement-plan advisory services to a diverse range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by various specialized portfolio management and advisory services.

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. He has been with Independent Financial Partners since 2019 and previously worked at Securities America, Weinstein Consulting, and Chase Investment Services Corp. Weinstein also operates Weinstein Financial Group, a related business that offers life, disability, and long-term care insurance sales incidental to his financial planning practice. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model that includes individualized investment strategies, centralized asset management options, and specialized retirement-plan advisory and pension consulting services.

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.

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.

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.