Dennis Brown is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes positions at Game Stop and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform and is a wholly owned subsidiary of Fifth Third Bank.

Jennifer Ferguson is a financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 1999. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

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.

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.

Todd Leary is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Allstate Insurance Company, Northwestern Mutual, Securian Financial, Foresters Financial, and Waddell and Reed. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

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.

Drake Hafer is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 9 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, Bank of America, and Merrill. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate offerings, with various wrap-fee programs managed on the Envestnet MAS platform.

Lucy Weigel is a financial advisor at Fifth Third Securities, Inc. with 2 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2013. 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 combines a municipal-advisor registration with its affiliation to Fifth Third Bank, offering a platform that includes discretionary managed-account programs, direct indexing, and tax-overlay services.

Rita Cornett is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. and its parent company, Fifth Third, since 2010. Fifth Third Securities, Inc. 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, operating as a wholly owned subsidiary of Fifth Third Bank.

Vincent Waln is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes long-term roles at Penn Mutual Life Insurance Company and LifePlan, Ltd. He also serves as a board member and treasurer for a professional office condominium association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and utilizes third-party asset manager relationships to provide tailored investment strategies.

Michael Cardwell is a financial advisor with Eagle Strategies (NY Life) based in Centerville, OH. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Cardwell has been associated with New York Life Insurance Company and Nylife Securities Inc. since 1997 and is involved in several business activities, including serving as vice president and secretary on the board of directors for Competitive Edge Athletics, Inc., and holding board member positions with multiple condominium associations. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial majority of assets on a non-discretionary basis, working with individual investors as well as institutional and corporate clients.

Sydney Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining LPL Financial, Johnson worked at Stevens Investment Group and has experience in various roles outside the financial industry, including positions at CASTO Residential and Dick's Sporting Goods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Afetsi Aidam is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 63 designation and possessing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Tyler Hardtke is a CFP® with nine years of industry experience. He is currently with Charles Schwab, where he has worked since 2021, and previously was with Fidelity Investments from 2017 to 2021. Outside of his advisory roles, he has experience with Beat the Streets-Cleveland and ran a business called Thirsty Parrot from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Christopher Johns is a financial advisor with Edward Jones in Centerville, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010 and also owns Christopher's Executive Services, a consulting and construction business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joyce Luke is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 credentials and over 30 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Ultimus Fund Distributors and Fund Solutions, and The Standard. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a comprehensive platform of capital markets and banking services.

Janice Chinn is a financial advisor with Primerica Advisors in Centerville, OH, holding 24 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1995. Outside of her advisory role, she is the founder of the Just For You Foundation and serves as Executive Director of its Ephraim's House programs, in addition to owning All Tax Matters and Chinn Industries. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and employs an operational model featuring tiered wrap fees and oversight of portfolio management.