Gregg Hews is a financial advisor with Guardian Life and holds a Series 66 designation. He has 39 years of industry experience and operates a separate business, Hews Financial Services, which focuses on the sale and servicing of life, disability, long-term care, medical, group products, and fixed annuities. His career includes roles at Park Avenue Securities, Guardian Life Insurance, OneAmerican Securities, American United Life, and Ameritas Investment Company, LLC. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms, with a range of services tailored to client needs.

Kevin Schlarman is a financial advisor with United Planners' Financial Services of America, holding CFP® and Series 66 credentials and nine years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. He is also a shareholder at McCrate, DeLaet & Co CPA and serves as a board member 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 that includes individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

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.

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.

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 at United Planners' Financial Services of America with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Avantax Advisory Services and 1ST Global Advisors, Inc. He is also a shareholder of the CPA firm McCrate, Delaet & Co. and serves as a board member of German Farmers Mutual Insurance Company. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, and institutional clients. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services primarily on a non-discretionary basis.

Nicholas Grimm is a financial advisor with Fifth Third Securities, Inc. in Troy, Ohio, holding Series 65 and Series 63 licenses and two years of industry experience. He has been affiliated with Fifth Third Securities since 2023 and has a broader financial services background that includes roles at Fifth Third Bank and Ameriprise Financial Services. Outside of finance, he has longstanding roles at Miami University related to housing, dining, and guest services. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs on the Passageway platform that include mutual fund/ETF models, separately managed accounts, and direct indexing options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains multiple regulatory registrations and advisory activities.

Brian Murphy is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Morgan Stanley and Mid Atlantic Capital Corporation prior to joining NewEdge Advisors in 2021. Outside of his advisory work, 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 independent investment adviser representatives. The firm provides a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Gabriel Rodgers is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and WattLogic. Outside of his advisory duties, he has a rental property business in Phoenix, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual, corporate, and retirement plan clients by offering both brokerage and investment advisory services. The firm provides tailored financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies.

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 financial advisor with Guardian Life in Troy, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, 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. Guardian Life, through its affiliate Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, discretionary and model-based investment management, and consulting services, combining proprietary and third-party platforms to tailor client relationships.

Jake Fashner is a financial advisor with Principal Financial Services in Bradford, OH, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at firms including Mass Mutual Investors Services and Fifth Third Securities. Outside of financial advising, he is involved in farming and owns several business entities related to insurance, real estate rentals, and operations through LLCs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various 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 in Troy, OH, with 13 years of industry experience. She holds a Series 66 credential and has worked previously at Prudential Insurance Company of America and Legend Advisory. Outside of her advisory role, she serves on the board of the Brighton Chamber of Commerce and participates in the Webster Chamber of Commerce marketing committee. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management and research team that constructs strategic model portfolios and adaptive investment strategies.

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.

Michael Sejka is a financial advisor with Wells Fargo Advisors in Troy, OH, holding a Series 66 designation and 25 years of industry experience. He has worked at several firms, including Wells Fargo Clearing, Morgan Stanley, Stifel, Ryan Beck & Co., and KeyBanc Capital Markets. Outside of his advisory role, he is a 50% owner of Blue Ocean Investment Group LLC and has an 80% ownership interest in Sejka GP, LLC, which is involved in investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers diverse planning options tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning, supported by Wells Fargo’s research and tools.

Cayla Bensman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She has previously worked at Cardinal Health, Smiths Medical, BDO, and Ohio Dominican University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, supported by a large network of advisors and diverse platform capabilities.

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.