James Cook is a financial advisor at Beacon Capital Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital Management since 1999 and The Tavenner Company since 2001. Outside of his advisory role, he is involved in the sale of conventional life and annuity products. Beacon Capital Management provides model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

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.

Ryan Rabold is a Series 66-licensed financial advisor with Westminster Financial Advisory Corporation, based in Beavercreek, Ohio. He has 12 years of industry experience and has been with Westminster Financial Securities since 2013. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis to adjust portfolio exposures.

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.

Damyon Juntunen is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Westminster Financial Companies, he spent four years at Bowling Green State University and four years at Wayne High School. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes strategic asset allocation with tactical overlays and primarily uses a buy-and-hold framework complemented by periodic rebalancing and selective option strategies.

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.

Bradley Smith is an investment adviser representative at Westminster Financial Advisory Corp with 18 years of industry experience. He holds a Series 66 designation and has been with Westminster Financial Advisory since 2016. Outside of his advisory role, Smith is a partner at Smith & Co CPA LLC, where he provides tax compliance, planning, and consulting services to individuals and businesses. Westminster Financial Advisory Corporation offers investment supervisory services and financial planning for individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with tactical economic and market analysis, primarily using a buy-and-hold framework with discretionary trading and option strategies to manage portfolios.

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.

George Rassi is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Fifth Third Securities since 2011 and has worked with Fifth Third Bank since 2010. Outside his advisory role, he is involved in managing several rental properties through personal ownership and business entities. 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 a municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account options, including advisor-directed models and tax-overlay services.

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.

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.

Christopher Hayes is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Fifth Third Securities since 2004. Outside of his advisory role, he is involved in managing rental properties in Naples, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of established clearing and platform providers.

Jason Carey is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served 20 years in the United States Air Force. His work history includes roles at several First Command affiliates since 2023. 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 provides financial planning and various wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.