Kenneth Spicer II is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2004. Outside of his advisory role, he is a musician in a Dayton-based band called The Weekend Effect. 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 combines broker-dealer, investment adviser, and municipal advisor registrations within a large bank affiliate structure.

Jason Jukes is a financial advisor at First Command Advisory Services in Beavercreek, OH, holding a Series 66 license with five years of industry experience. His prior work includes service in the United States Air Force from 2012 to 2021 and roles across various First Command entities since 2020. He is also the owner of Jukes Financial LLC, a financial business established to manage his First Command activities. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios and third-party managers within a defined operational structure.

Craig Wright is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been affiliated with United Planners since 2002 and operates his own financial guidance firm focusing on educators. Wright also serves as an interim pastor at Xenia Bethel Community Church. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, using a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services.

Kayla Stevens is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and has two years of experience with FIFTH THIRD SECURITIES as well as additional financial industry experience dating back to 2016. Her prior work includes roles at Fifth Third Bank, AMVC Management Services, and Kalmbach Feeds. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform and operates as a registered broker-dealer, investment adviser, and municipal advisor.

Stephen Valley is a financial advisor with GWN Securities Inc. in Springfield, OH, holding Series 63 and Series 65 credentials and possessing three years of industry experience. Prior to joining GWN Securities, he worked at Paychex Inc. and Optavise, where he sold supplemental health and life insurance products and currently receives residual income from that role. He is also associated with Schuler Financial Group in a financial services capacity. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm utilizes a combination of affiliated and unaffiliated sub-advisers with portfolio strategies based on asset allocation and Modern Portfolio Theory, while also employing market-timing and momentum-based trading approaches in certain legacy programs.

Geoffrey Morris is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and previously operated Morris Financial from 2009 to 2017. Outside of advisory work, he is associated with Geoff & Associates LLC, a non-investment-related entity used for tax purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Transamerica Investors Securities, LLC, Transamerica Life Insurance Company, and First Command Advisory Services, Inc. He has also worked outside the financial industry at companies such as Mom's Meals and PNC Bank. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. Their portfolio construction relies on Morningstar Investment Management for proprietary software and ongoing oversight, supporting a large client base primarily with non-discretionary advisory services.

Holly Banford is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides 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 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.

John Pickarski is a financial advisor with J. W. Cole Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. His prior roles include positions at GWN SECURITIES, Inc. and Parkland Securities, LLC, as well as operating his own firm, John Pickarski & Associates, since 1995. Outside of his advisory work, he is active in community organizations, serving on boards such as the Fraternal Order of Police Ohio #117 Community Foundation and the Breast Cancer Endowment Fund. J.W. Cole Advisors is a national SEC-registered investment adviser supporting individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.

Travis Miller is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at State Farm VP Management Corp., Doug Kilfoyle Insurance Agency, KeyBank, and Fifth Third Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm combines integrated service delivery with proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing.

Connor Cline is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in Beavercreek, OH. He has been with the firm since 2026 and has prior experience at several other financial and insurance firms. Outside of finance, he has been involved with Dayton Public Schools and Meadowdale Career Technology Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Michael Pickarski is a financial advisor with J.W. Cole Advisors, Inc. He holds a Series 63 designation and has 14 years of industry experience. His prior roles include positions at GWN Securities, Parkland Securities, and West Third Capital. Outside of advising, Pickarski is an adjunct professor teaching personal finance and real estate finance, serves as president of the Springfield National Football Foundation, and officiates high school and college lacrosse and football. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Michael Amstutz is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, all with First Command entities since 2007. He is the owner of Mike Amstutz Financial Services LLC, a non-investment-related business structured as an S corporation. First Command Advisory Services, Inc. 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 offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Sherri Devlin is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2010 and holds a Series 66 designation. Prior to her full-time advisory role, she was involved with the Miami County YMCA for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

David Stroud is a financial advisor with LPL Financial in Springfield, Ohio, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Wright State University from 2016 to 2019. In addition to his advisory work, he is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services supported by various investment platforms and tools.

Julie Trudo is a financial advisor with Cambridge Investment Research Advisors in Springfield, OH, holding 12 years of industry experience. She has been associated with Cambridge Investment Research, Inc. since 2014 and with Campbell Financial LLC since 2011. Outside of her advisory work, she also serves as a Tupperware consultant. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various platform arrangements, model-based solutions, and proprietary strategies.

Chad Strong is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked concurrently at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Rebecca Gorby is a financial advisor at Edward Jones in Springfield, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of financial advisors and branch offices.

Chet Saunders is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for SagePoint Financial for 12 years. Outside of his advisory role, Saunders owns and operates a driving range in Fairborn, Ohio. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types for both discretionary and non-discretionary accounts.

Peter Foreman is a CFP®-certified financial advisor with Ameriprise in Springfield, Ohio, and has 22 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, Foreman serves on the Board of Directors for the Mercy Health Foundation in Clark and Champaign Counties and participates on finance committees for St. Joseph/St. Raphael Church. Ameriprise offers comprehensive retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.