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) in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with New York Life since 1999 and founded J.R. Zent & Associates, LLC in 2006, which remains active. Outside of his advisory work, he owns Miami Valley Music. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and works extensively with defined contribution and defined benefit plans.

Jeffrey Leibfarth is a financial advisor with GWN Securities Inc. in Liberty Township, OH, holding a Series 63 designation and 34 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is involved in the sale of fixed annuities and insurance products through a related business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of employing market-timing and momentum strategies within its managed-account programs.

Jerome Evers is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2001. Outside of his advisory role, he is a co-owner of a family real estate company. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs and portfolio management options via its Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Spencer Ford is a CFP® professional with 10 years of industry experience, currently affiliated with AE Wealth Management, LLC. He has held positions at multiple firms including Madison Avenue Securities, LLC and Conservative Financial Solutions LLC, where he serves as Chief Operating Officer and Wealth Advisor. Outside of his advisory roles, Ford is also an author working on revisions and new material. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse clientele, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and offers specialized ERISA services while managing approximately $49.8 billion for over 127,000 clients.

Tobia Pierce is a financial advisor with Concurrent Investment Advisors, LLC, holding 11 years of industry experience. Prior to joining Concurrent, Pierce worked at Purshé Kaplan Sterling Investments, Spire Securities, LLC, and Stephan & Associates. Outside of advisory work, Pierce is co-owner of Pixie Petals Inc., a business focused on designing and marketing apparel and grazing tables, and holds leadership roles in several community organizations including the Greeneview Athletic Booster Club and the Greene County Parks and Trails commission. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors assisting over 13,000 clients.

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, holding Series 63 and Series 65 credentials and 11 years of industry experience. His background includes roles at multiple organizations such as WealthWave and Net Law Group Inc. Outside of financial advising, he is an author and owner of Chu Presents, a content platform focused on life hacks related to business, influence, relationships, fitness, and productivity. He also serves on the board of The Linda Vista Project, a nonprofit supporting homeless women. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Travis Denkenberger is a financial advisor with Principal Financial Services in Centerville, OH, holding the CFP® designation and Series 66 license. He has 16 years of industry experience and has worked at firms including Lake Forest Financial Advisors, 1st National Wealth Management, and U.S. Bancorp Investments. In addition to advisory work, he is involved in the sales and service of fixed insurance products such as fixed life, fixed annuities, disability income, long-term care, and group benefits through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Kevin Hancock is a financial advisor at Empower Advisory Group holding a Series 66 designation. He has recently entered the industry and began his financial services career in 2026. Prior to joining Empower Advisory Group, he worked in various mortgage services roles from 2013 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Peter Anderson is a CFP® with 25 years of industry experience. He is currently affiliated with Principal Financial Services and has held roles at Lake Forest Financial Advisors and Principal Life Insurance Company. Outside of his advisory work, he serves as secretary for the Evendale Golf League in Cincinnati. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Todd Leary is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Allstate Insurance Company, Northwestern Mutual, Securian Financial, Foresters Financial, and Waddell & Reed. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available as an invitation-only pilot for employees. These programs use algorithm-driven risk assessments and invest in approved model strategies via mutual funds and ETFs with annual rebalancing.

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, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Edward Jones and Strategic Solutions, and he is currently involved with Net Law in an estate planning capacity. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and programs.

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.

Vincent Waln is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, with prior roles at Penn Mutual Life Insurance Co and LifePlan, Ltd./Minnesota Mutual. He is also actively involved in insurance brokerage through multiple agencies and 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 a dual-registered platform providing both advisory and broker-dealer services, working with third-party asset managers to deliver 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.

Tyler Lindholm is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the financial industry since 2022. Prior to his current role, he worked in the restaurant industry, including at First Watch Restaurant and Chili’s Bar and Grill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through both advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, including mutual fund/ETF models, SMAs, tax-overlay services, and direct indexing options, operating as a wholly owned subsidiary of Fifth Third Bank.

Sydney Johnson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Sydney held positions at Stevens Investment Group, CASTO Residential, and Village Green Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive resources and technology across a large network of advisors.