John Kruse Jr. is a ChFC® and Series 66 credentialed financial advisor with 20 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009. In addition to his advisory role, he is an attorney providing probate, estate, trust, tax, and business legal services through his law firm. He also serves as a poll worker judge in Ohio elections. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies tailored to client suitability with both discretionary and nondiscretionary options.

Jariel Dumford is a financial advisor at AE Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He previously operated Dumford Management Group, Inc. since 2017 and worked at Patton Financial Group from 2006 to 2017. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various investment strategies, serving a large client base through a platform-focused approach.

William Von Hoene is a financial advisor with PNC Wealth Management in Fairfield, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Alex Hornsby is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foot Locker Inc. from 2014 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Adam Wagers is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2021. His prior experience includes roles at Fifth Third Bank, Kroger, and Hamilton City Schools. 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 and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a municipal-advisor registration.

Paul Sessler Jr. is a financial advisor at SPC with 30 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities since 2014, World Group Securities, Inc. since 2002, and Fermco since 1992. He is also involved in selling life insurance, annuities, and fixed index annuities through various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through multiple account programs and strategic partnerships.

Sarah Dupuy Rasmussen is a financial advisor with Fifth Third Securities, Inc. in Hamilton, Ohio, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Fifth Third Bank and its affiliated entities since 2009, including a decade at Fifth Third Securities prior to her current role. 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, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

William Schafer is a financial advisor with Eagle Strategies (NY Life) based in Oxford, Ohio, holding Series 63 credentials and with 37 years of industry experience. He has worked with NYLIFE Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of his advisory role, he is also a guitarist in a 20-piece band. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis.

Jonathan Jarvis is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ameritas Investment Corp. and recent engagements with Verso Financial and Valor Capital Management. Outside of advisory work, he contributes non-fiction articles to The Line Magazine. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, employing multiple program platforms and leveraging third-party technology and managers.

Jennifer Elliott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has served in operations management roles at Canvas Financial and Boom Planning since 2023 and has been affiliated with Ameritas entities since 2006. Outside of finance, Elliott is a freelance flutist and music director at Trinity Episcopal Church in Hamilton, Ohio, where she provides music for worship services and teaches flute. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, employing both proprietary and third-party model portfolios across multiple program platforms.

Michael Rudolph is a financial advisor with Eagle Strategies (NY Life) in Oxford, Ohio, holding a Series 63 designation and possessing 42 years of industry experience. He has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1997 and was previously associated with Bailey & Associates, Inc. He serves as president and board member of the Kiwanis Club of Oxford, Ohio, and holds leadership roles with local community organizations including a homeowners association and a Presbyterian church session. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions across various program types, with the majority of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Patrick Mullen is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank and previously at Kona Grill. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of investment programs, including mutual fund and ETF models, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

Rita Cornett is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. and its parent company, Fifth Third, since 2010. 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 and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Alexander Hall is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has worked at Fidelity Investments since 2020 and previously held roles with Speedway and Bear Paddle Swim School. Outside of his advisory work, Hall is an independent contractor for Amazon Flex, delivering Amazon Fresh and same-day orders in Hamilton, Ohio. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jess Bennett is a CFP® professional with 24 years of experience in financial advising. She is affiliated with Cetera and has worked with Artisan Square Financial Group and Ridge Haven Wealth Planning. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.

Justin Barrett is a financial advisor with Edward Jones in Hamilton, OH, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Color Brite Display from 2014 to 2018. Outside of his advisory role, he hosts trivia events at a bar one night a week. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

Shellie Baugh is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within J.P. Morgan and Fifth Third Securities since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Donald Harvey is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a range of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Henry Hampton is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent and its affiliates since 2016, as well as a brief tenure at Global Financial Private Capital, Inc. Hampton serves as a board member for Reach Out Pregnancy Center, a nonprofit organization supporting women and families through pregnancy and family development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of financial topics, with options to integrate planning and managed accounts under a consolidated billing structure, while maintaining distinct services.

Melinda Hannah is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard nationwide.