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.

Syed Gardezi 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 six years at Fidelity Investments and earlier positions in consulting and printing services. Outside of advising, he works occasionally as a DoorDash delivery driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through both point-in-time financial plans and managed account options.

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.

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 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.

Andrea Doller is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with AE Wealth Management, LLC. Her prior roles include positions at Arkadios Capital, Kalos Capital, Inc., and PNC Investment, LLC. Outside of advising, she serves as Board Chair for the Dayton Children's Hospital Planned Giving Advisory Committee and is a minority partner in a tax preparation and planning firm. 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 emphasizes model portfolio management and offers various advisory and sub-advisory services, managing nearly $50 billion for over 127,000 clients.

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.

Andrew Hackworth is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Arkadios Capital, Russell Total Wealth & Wellness, and J.P. Morgan Securities. Outside of finance, he is also a self-employed musician who performs regularly in pit orchestras. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio and direct asset management approach, utilizing a range of strategies and maintaining a large scale platform that supports standardized investment solutions.

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.

Daniel Wolodkiewicz is a CFP® with 27 years of industry experience, currently serving at Equity Services, Inc. since 2003. He is the owner and president of Pinnacle Financial Associates, a business involved in the sale of life, health, long-term care, and fixed annuities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms, including third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

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.

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.

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.