Steven Allread is a financial advisor with Prospera Financial Services, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Prospera in 2025, he worked for Cutter & Company, Inc. for 16 years. Outside of his advisory role, he is involved with SJ Wolfe Investments, Inc., where he serves as a financial advisor and trader. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors and 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio solutions.

Daniel Gilbert is a CFP® and ChFC® with 39 years of industry experience. He is currently with First Heartland Consultants, Inc., where he has worked since 2024. His prior experience includes roles at Securities America Advisors, Inc. and KMS Financial Services, Inc. Gilbert is also involved in marketing insurance and financial services. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, delivering advisory services through independent investment adviser representatives.

Charles Neumaier is a financial advisor at AlphaStar Capital Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AlphaStar since 2014. In addition to his advisory role, he assists individuals with claims under the Energy Employees Occupational Illness Compensation Program Act, a non-investment related activity he has been involved in since 2004. AlphaStar Capital Management serves a diverse client base including individuals, trusts, small businesses, and other advisers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm utilizes strategic asset allocation, quantitative analysis, and third-party research, providing both model and custom investment strategies.

Darrell Patrick is a financial advisor with Prospera Financial Services, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and possessing 54 years of industry experience. Prior to joining Prospera in 2025, he worked at Cutter & Company, Inc. for 16 years. Outside of his advisory role, he serves on the board of the Corporate Morality Action Center, Inc., which focuses on public education regarding corporate influence on morality. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Lawrence Lentz is a financial advisor with StoneX Advisors Inc. in BeaverCreek, OH, holding a Series 63 designation and 45 years of industry experience. He has been with StoneX Securities Inc. since 2014. Outside of his advisory role, he is a sales representative for an insurance agency. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations, utilizing a blend of independent advisors and an in-house Private Client Group to deliver customized investment solutions.

Raymond Thomes is a financial advisor at Prospera Financial Services, Inc. with 61 years of industry experience. He holds a Series 63 designation and has been affiliated with Cutter & Company, Inc. since 2009. Outside of his advisory work, he is involved with SJ Wolfe Investments, Inc. in Dayton, OH. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of advisory and financial planning services across multiple platforms and delivery vehicles.

James Lavy is a financial advisor with Signal Advisors Wealth, LLC, holding 11 years of industry experience. He has worked at several firms including AE Wealth Management, Heritage Financial Resources Wealth Management, Transamerica Financial Advisors, and World Financial Group. He is involved with Heritage Financial Resources, where he oversees sales, presentations, and planning with other agents; the firm specializes in federal civilian employee benefits for education and retirement planning. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Martin Hummel is a financial advisor with G. A. Repple & Company, holding 19 years of industry experience. He has been with G. A. Repple & Company since 2006. Outside of his advisory role, he works as a healthcare worker at the Dayton VA Medical Center, assisting veterans. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized plans and offers multiple portfolio management options, including a Biblically-Responsible Investing model.

Kristine Skomer is a financial advisor at AE Wealth Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has held previous roles at Arkadios Capital, Russell Total Wealth & Wellness, and The Huntington Investment Co. She also serves as Chief Compliance Officer at Russell Total Wealth & Wellness. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a range of investment strategies to serve individuals, corporations, trusts, and ERISA plan sponsors.

Curvin Miller is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Kalos Capital, Arkadios Capital, and Russell Smart Insight Tax Advisors, LLC. Outside of advising, he owns Curv's Collectibles LLC, a business focused on buying and selling collectibles. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based approach that combines models managed internally, by third parties, and advisor-managed solutions, supporting a wide range of investment and financial planning services.

Stefan Biddinger is a financial advisor with Lincoln Investment in Troy, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior positions include roles at Western & Southern Life and Northwestern Mutual. Outside of his advisory work, he serves as a pastor at Xenia Nazarene. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a range of model portfolios using both strategic and dynamic investment approaches.

Robert Russell is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has held leadership roles at Russell Smart Insight Tax Advisors, LLC, and Russell Capital Management, LLC, and has operated Russell Total Wealth and Wellness since 2003. Outside of advisory work, he is chairman, president, and treasurer of Do Good Marketing, a marketing services firm. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charities, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internal and third-party strategies, supporting a high client load per advisor.

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, holding 40 years of industry experience. He has worked with National Travelers Life since 1986 and has been affiliated with Private Advisor Group and LPL Financial since 2015. Eaton also operates an insurance agency in Dayton, Ohio. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

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.

Christopher Henn is a financial advisor with First Command Advisory Services in Dayton, OH. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Henn has been with First Command Advisory Services since 2015 and has been affiliated with related First Command entities since 2004. He is also the sole member of Christopher Henn LLC, a business involved in holding leases, paying employees, and supporting 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 from preapproved funds and third-party managers.

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.

Melissa Wilson is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Fifth Third Securities, Inc. since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account options and access to specialized investment strategies.

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.