Gregg Hews is a Series 66-licensed financial advisor with 38 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, OneAmerican Securities, and American United Life. He also operates Hews Financial Services, which offers life, disability, long-term care, medical, group products, and fixed annuities. Primerica Advisors serves a broad retail client base with both brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm implements diverse investment strategies through proprietary and third-party models and provides a range of account-level services including lending solutions and donor-advised funds.

Kevin Schlarman is a CFP® professional with nine years of experience in the financial industry. He is currently affiliated with United Planners Financial Services of America, where he has worked since 2022. His prior experience includes roles at Avantax Advisory Services, Avantax Investment Services, and 1st Global Capital Corp. In addition to his advisory work, Schlarman is a shareholder at McCrate, DeLaet & Co CPA and serves on the board of S&H Products, a community and civic organization in Sidney, Ohio. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers a combination of advisory and brokerage services supported by multiple custodians and third-party managers.

William Oliver is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Tipp City, OH, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. 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 and affiliation with Fifth Third Bank to provide a platform that includes discretionary managed-account options, direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

Cynthia Helman is a financial advisor with Money Concepts Capital Corp, holding 31 years of industry experience since joining the firm in 1995. She is based in Sidney, Ohio. Outside of her advisory role, she serves as a board member of the Community Foundation of Shelby County. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing approximately $4.07 billion in client assets across a large network of advisors.

Margaret Kenny is a CFP® professional with nine years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked with McKee Asset Management since 2011. Kenny is also the owner of MK Asset Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers customizable investment solutions and operates as a back-office and platform provider to affiliated advisors.

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.

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.

Corey Palakovic is a financial professional with Money Concepts Capital Corp and WiseBridge Wealth Management. He holds a Series 66 designation and has two years of industry experience. His background includes service in the U.S. Army from 2016 to 2020 and roles at Austin Peay State University and US Patriot Tactical. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm utilizes model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing over $4 billion in client assets through a network of several hundred advisors.

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.

Mark Hoge is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 15 years of industry experience and has held roles at firms including Avantax Advisory Services and 1ST Global Advisors. Outside of his advisory work, Hoge is a shareholder in a CPA firm and serves as a board member for German Farmers Mutual Insurance Company. United Planners Financial Services supports a diverse client base, including individuals, corporations, and institutional clients, through an open-architecture platform with multiple custodians and money managers. The firm operates as both a registered investment adviser and broker-dealer, delivering financial planning, portfolio management, retirement plan services, and brokerage solutions.

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 and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2009. Outside of his advisory work, he has an ownership interest in a retail food and beverage store operated by his spouse. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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.

Julie Fuller is a financial advisor with Money Concepts Capital Corp in Sidney, OH, holding a Series 66 credential and three years of industry experience. She has worked at Money Concepts Capital Corp since 2022 and concurrently provides tax preparation services through Boyer Financial Group, Inc. Outside of advising, she is employed in the health insurance sector. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, managing approximately $3.33 billion across 14,700 clients.

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.

James Mckee is a financial advisor with Commonwealth Financial Network based in Tipp City, Ohio, holding a Series 63 designation and over 33 years of industry experience. He has been operating Mckee Financial Advisory since 2001 and concurrently affiliated with Commonwealth Financial Network. Outside of his advisory role, he serves as president and owner of Third Day Asset Management, Inc., an entity related to securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction across a broad range of securities and insurance products.

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.

Tyler Davis is a Series 65 licensed financial advisor with Money Concepts Capital Corp, based in Sidney, Ohio, with three years of industry experience. He is also the owner and partner of Davis Accounting & Tax, LLC, where he provides accounting and tax services. Additionally, Davis is employed by Shelby County in a nonprofit accounting role. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset allocation strategies and integrates third-party managers and technology platforms to support portfolio management.