Robert Earl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory work, he is a track coach at Houston High School and owns Can't Stop Running Company Ohio, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a platform that offers operations, trading, technology, investment management, compliance, and practice-management resources.

Brian Baker is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds a Series 66 designation and has worked at Huntington since 2012 and Ameriprise Financial Services, LLC since 2026. Outside of his advisory role, he is a landlord managing rental properties. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model that combines third-party and affiliate strategies, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

Nicholas Bradley is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2015, following a prior role at Fifth Third Bank. 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 provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines third-party portfolio managers with proprietary strategies, supported by its affiliation with Fifth Third Bank and specialized platform features such as direct indexing and tax-overlay services.

Myrtie Melas is a financial advisor at PNC Wealth Management in Troy, OH, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third parties.

Ted Rolf II is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2018, after beginning his career at Fifth Third Bank in 2007. Outside of his advisory role, he works as a freelance driver for Uber in Troy, Ohio. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Program and combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank.

Nicholas Grimm is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His work history includes roles at Fifth Third Bank, Ameriprise Financial Services, Inc., and Miami University in areas related to housing, dining, and guest services. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients such as corporations and trusts. The firm offers a variety of investment advisory and brokerage services through the Passageway Managed Account Program, which includes portfolios managed by third-party advisors and customizable investment strategies.

Brian Murphy is a financial advisor with NewEdge Advisors in Troy, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at NewEdge Advisors since 2021 and has concurrently been associated with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2009. Outside of advising, he has an ownership interest in a retail food and beverage store operated by his spouse. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a large network of independent adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, employing multiple program structures and technology tools to support advisors and clients.

Gabriel Rodgers is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Edward Jones and WattLogic. Outside of advising, he has experience in entrepreneurial ventures, including operating a mini golf business. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients, using a combination of proprietary and third-party investment advisory programs.

Zachary Allen is a Series 66-licensed financial advisor with Primerica Advisors in Troy, Ohio, and has 17 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory work, Allen serves as treasurer and board member of the Citizens Scholarship Fund of Troy, Ohio, and acts as emcee for the annual Big Brothers, Big Sisters dinner. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Jake Fashner is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Fifth Third Securities. Outside of his advisory role, he owns and operates farming and rental property businesses. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both advisory and promoter arrangements.

Stephen Calvert is a financial advisor with GWN Securities Inc. in Beavercreek, Ohio, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Edward Jones and Cantella & Co., Inc. Outside of advisory work, he is the founder of Weftime Music, producing electronic dance music for mixing and recording. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers, delivering advice via various managed-account programs and model portfolios.

Teresa Hemann is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment since 2018, with prior roles at Legend Advisory and Prudential Insurance Company of America. She serves on the boards of the Brighton Chamber of Commerce and the Webster Chamber of Commerce, engaging in community business initiatives. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs supported by a dedicated investment management and research team.

Michael Sejka is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has held various roles within Wells Fargo firms since 2014. Outside of his advisory role, he has ownership interests in investment-related businesses, including Blue Ocean Investment Group LLC and Sejka GP, LLC. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm combines proprietary research and planning tools with integrated advisory and brokerage services.

Edward Custer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served 22 years in the U.S. Army. Outside of advising, he manages a family-owned 10-acre Christmas tree farm near Piqua, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

James Jeffries III is a financial advisor at Edward Jones with 17 years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years at Fifth Third Securities. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mei Carmer is a financial advisor with Wells Fargo Advisors in Troy, OH, holding a Series 66 credential and with three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she held positions at DoorDash and Katterhenry Investment Group of NEST Capital. She also has experience in education and retail sectors, including roles at Miami University and Lowe's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations, with optional implementation through various brokerage and advisory programs.

Mark Reedy is a financial advisor with Thrivent Investment Management in Piqua, Ohio, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a Zone Administrator for the Ohio District of Key Club International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based, holistic financial plans that cover a broad range of topics without including implementation. The firm allows clients to combine planning with managed-account services under a consolidated billing option but does not accept discretionary trading authority for its planning services.

Zoe Mcfadden is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and based in Troy, Ohio. She has been with Wells Fargo Advisors since 2022. Prior to her current role, she has experience at The Ohio State University, Levy Restaurants, Atlas Tavern, and Big Walnut Local School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.

Carter Stueve is a financial advisor at Edward Jones in Troy, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Superior Aluminum Products and Milcon Commercial Concrete. Outside of his advisory work, he is involved in rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment strategies and fiduciary services through a large network of financial advisors and branch offices nationwide.

Christian Stueve is a financial advisor with Edward Jones in Greenville, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at IGS Energy, Scotts Miracle Gro, and Wright State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.