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.

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.

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.

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.

Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He previously worked with First Command Advisory Services and has a varied background including roles in banking, education, and the US Army Reserves. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisor-managed advice programs, emphasizing asset allocation and retirement guidance. The firm uses proprietary portfolio construction tools from Morningstar Investment Management and operates with a large client base focused on non-discretionary assets.

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.

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.

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.

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.

Michael Roush is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities and Fifth Third Bank since 2013. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, combining multiple investment strategies and third-party portfolio managers.

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.

Edward Custer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served 22 years in the U.S. Army. Outside of advising, he manages a family-owned 10-acre Christmas tree farm near Piqua, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

James Jeffries III is a financial advisor at Edward Jones with 17 years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years at Fifth Third Securities. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

John Cox is a financial advisor with Edward Jones in Vandalia, Ohio, holding a Series 63 designation and with 37 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he serves as a football coach for the Vandalia Butler School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alexandra Klaes is a financial advisor with Thrivent Investment Management in Vandalia, Ohio, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of financial advisors. The firm offers goal-based planning across various topics, including retirement, tax, estate, and special needs planning, without managing client assets directly.

Zoe Mcfadden is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and based in Troy, Ohio. She has been with Wells Fargo Advisors since 2022. Prior to her current role, she has experience at The Ohio State University, Levy Restaurants, Atlas Tavern, and Big Walnut Local School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.