William Eaton is a financial advisor with Private Advisor Group, LLC, based in Troy, Ohio, with 40 years of industry experience. He has held roles at Private Advisor Group and LPL Financial since 2015 and has worked in the insurance industry since 1986. Outside of his advisory work, he operates an insurance agency in Dayton, Ohio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based model incorporates a variety of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Dustin Booher is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and beginning his industry career in 2023. Prior to entering the financial services field, he worked at Wright State University and Milton-Union High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and both proprietary and third-party platforms.

Brian Addis is a financial advisor with GWN Securities Inc. in Troy, Ohio, holding a Series 66 credential and 15 years of industry experience. He previously worked at Cantella & Co., Inc. for three years before joining GWN Securities in 2019. In addition to advisory services, he is also involved in insurance sales, including accident, health, life, and VA insurance products. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning services. The firm employs a combination of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and tactical trading strategies in its portfolio management approach.

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.

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.

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.

Shari Stone is a financial advisor at Fifth Third Securities, Inc. based in Englewood, Ohio, holding Series 63 and Series 65 registrations with three years of industry experience. She has been with Fifth Third Securities since 2023 and has prior experience at Fifth Third Bank beginning in 2016. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage services. The firm offers a variety of managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

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.

Constance Woods is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. She holds the PFS™ and Series 63 designations and has been with Money Concepts Capital Corp since 2003. Woods is also a partner at Woods & Woods Associates, a firm she has been involved with since 1983. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets for approximately 14,700 clients.

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.

Sean Grillot is a financial advisor with Fifth Third Securities, Inc. in Englewood, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes multiple tenures at Fifth Third Securities since 2011 and a brief period at Morgan Stanley in 2017. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and integrates its municipal-advisor registration with its affiliation to Fifth Third Bank, supporting a layered approach to portfolio management and supervision.

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.

John Woods is a Series 63-licensed financial advisor with Money Concepts Capital Corp, where he has worked since 2003. He has 39 years of industry experience and also operates Woods & Woods Associates, a firm he has been involved with since 1983. Outside of advising, he serves as president of Woods & Woods Personal Leasing Inc., a payroll service company, and is engaged in accounting and tax work through Woods & Woods Associates, Ltd. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for around 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers.

Chad Shuherk is a financial advisor with PNC Wealth Management in Englewood, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments and PNC Bank since 2011. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including a Portfolio Solutions Strategist Digital Offering. This program provides an online, discretionary model account using approved investment strategies implemented via mutual funds and ETFs with annual rebalancing and algorithm-driven risk assessment.

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.

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.