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 at Fifth Third Securities, Inc. based in Beavercreek, Ohio. He holds Series 63 and Series 65 designations and has nine years of industry experience, all with Fifth Third Securities and its affiliate Fifth Third. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, employing a range of investment strategies and working closely with clients to align portfolios with risk profiles.

Lena Dabbas is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with PNC in various roles since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs managed by PNC or third-party strategists.

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 63 and Series 65 credentials. He has been with the firm since 2025 and has prior experience at Fifth Third Bank, Community Tissue Services, Elements Massage, and Archers Tavern. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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.

Collin Hobert is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Fifth Third Bank, Wright State University, Wengerlawn Nursery, and Famous Footwear. 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 combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

Riley Gerlach is a financial advisor with Fifth Third Securities, Inc. in Dayton, Ohio. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities in 2024, he worked at Fifth Third Bank starting in 2021 and at Best Buy from 2013 to 2021. 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 options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and bank affiliation.

Joseph Nadeau is a financial advisor with Fifth Third Securities, Inc. in Fairborn, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

Chad Shuherk is a financial advisor with PNC Wealth Management in Englewood, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments and PNC Bank since 2011. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including a Portfolio Solutions Strategist Digital Offering. This program provides an online, discretionary model account using approved investment strategies implemented via mutual funds and ETFs with annual rebalancing and algorithm-driven risk assessment.

Kathy Sperry is a financial advisor with Fifth Third Securities, Inc. in Springboro, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her career includes extensive tenure at Fifth Third Securities from 2001 to 2024, followed by roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before returning to Fifth Third in 2025. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm integrates multiple managed-account options with features like direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank and combining bank affiliation with municipal-advisor registration.

Sean Pierce is a financial advisor with Fifth Third Securities, Inc. in Dayton, Ohio. He holds a Series 66 designation and has 11 years of industry experience, including eight years with Edward Jones and two years with Fifth Third Bank and Fifth Third Securities. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm provides multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Edward Kapfhammer Jr. is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has eight years of industry experience, with prior roles at Spire Wealth Management and several other firms. Outside of advisory services, he owns ATM machines and manages related business operations. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Joel Estes is a CFP® with 15 years of industry experience. He is currently with Farther and previously worked at McKinley Carter Wealth Services and Primerica Advisors. Outside of his advisory role, he operates Estes Landscape Designs, LLC, where he works as a landscape architect. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Michael Martens is a financial advisor with Transamerica Financial Advisors, LLC, holding 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles with various related firms, including Transamerica Employee Benefits and United Health Care. Martens serves as a board member for Diabetes Dayton and Prevent Blindness, participating in financial oversight and community awareness activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party management. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Matthew Morrison is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at The Huntington Investment Company and Foresters Financial Services. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to select from various investment strategies tailored to their risk profiles.

Erik Hagstrom is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Arkadios Wealth Advisors, Arkadios Capital, and Russell Total Wealth & Wellness, where he also provides insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary management, financial planning, and consulting services.