Stefan Biddinger is a financial advisor at Lincoln Investment with 5 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Western & Southern Life and Northwestern Mutual. Outside of his advisory work, Biddinger serves as a lay pastor at Xenia Nazarene, providing preaching and pastoral duties. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers comprehensive financial planning and portfolio management supported by an in-house investment management and research team that develops strategic model portfolios and adaptive investment strategies.

Elliot Harris is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked for four years. His prior experience includes roles at Honu Solutions, Peraton, and a decade with the Department of Defense. Outside of his advisory work, he serves as an adjunct professor supporting curriculum review for the Department of Defense Joint Special Operations University and owns a consulting business focused on defense policy and international relations. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor approved model portfolios and third-party managers.

Nathaniel Abney is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2012. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts, through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, using multiple third-party portfolio managers and strategies such as SMA models, tax overlays, and direct indexing.

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.

Shawn Mccombs is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining Private Advisor Group in 2015, he worked at The Huntington Investment Company from 2002 to 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party investment platforms to deliver a range of managed account solutions.

Robert Ames is a CFP® with two years of industry experience, currently affiliated with Private Advisor Group, LLC in Springfield, OH. His prior roles include positions at Bank of America, Barings LLC, and The Vanguard Group, Inc. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to managed account solutions through proprietary and third-party platforms.

Syed Gardezi is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and three years of industry experience. His prior work includes six years at Fidelity Investments and one year at Aflac. Outside of his advisory role, he works as a DoorDash delivery driver during evenings and weekends. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Dustin Booher is a financial advisor at Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has been with Guardian Life since 2023 and transitioned to Park Avenue Securities in 2026. Prior to his career in finance, he worked in education, including positions at Wright State University and Milton-Union High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs, utilizing both proprietary and third-party models and technology solutions.

Nicholas Miozzi is a ChFC® credentialed advisor with MAI Capital Management, LLC, based in Dayton, OH. He has been with MAI Capital since 2026 and has prior experience at Treloar & Heisel, Beverage Marketing Group, Amazon/Package Pro's LLC, and other organizations. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and administrative services.

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 currently operates in Troy, Ohio. Prior to his current roles, he has worked with firms including OneAmerican Securities and Ameritas Investment Company. He is also involved in Hews Financial Services, which focuses on the sale and servicing of life, disability, long-term care, medical, group products, and fixed annuities. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services that include proprietary and third-party investment programs.

Kimberly Cooley is a Series 66-licensed financial advisor at PNC Wealth Management with three years of industry experience. She previously worked at Edward Jones for four years and held roles at Instacart and Kroger Company before entering the financial services field. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account managed via approved model strategies using mutual funds and ETFs.

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.

Brent Dube is a CFP® with seven years of experience in financial services, currently with Empower Advisory Group since 2023. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2023. Outside of his advisory role, he serves on the finance committee for Big Brothers Big Sisters of Miami Valley and is involved with Liberty Baptist Church in Beavercreek, OH. He also owns BD's Property Services, a property maintenance and repair business. 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 retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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.

Carrie Miller is a financial advisor with Fifth Third Securities, Inc. in Springfield, OH, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Fifth Third Securities since 2012 and with Fifth Third Bank since 2011. Fifth Third Securities, Inc. serves individual and institutional clients through advisory and brokerage channels, offering investment programs via the Passageway Managed Account Platform. The firm provides a range of program types including mutual fund and ETF models, separately managed accounts, and tax-overlay services.

Samuel Bernard is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial LLC, CUSO Financial Services, LP, Day Air Credit Union, and Cadaret, Grant & Co., Inc. Outside of his advisory work, he has a side business as a beekeeper based in Dayton, Ohio. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an IAR-driven, open-architecture platform that integrates multiple third-party managers and offers discretionary and non-discretionary portfolio management.

Trent Schuler is a CFP® with 31 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Prior to this, he worked at National Planning Corporation for six years. Outside of finance, he is the CEO and owner of Schuler's Bakery, a family business he has managed for over two decades. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports its network of approximately 423 advisors through a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

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.