Matthew Jadwisiak is a financial advisor with Fortis Capital Advisors, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. He previously worked at Axim Wealth Management and Cetera Advisors LLC and manages Jadwisiak Finance LLC, where he spends part of his time as an insurance agent focusing on fixed insurance sales. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, employing a mix of passive, active, tactical, and ESG-aware strategies, along with access to third-party sub-advisors and specialist strategies.

Cameron Willis is a financial advisor with United Advisor Group and holds a Series 66 designation. He has one year of industry experience and has previously worked with Miami Valley Financial Partners and Silver Oak Securities, Inc. Outside of his advisory roles, Willis has experience competing in the Minor League Golf Tour and PGA Tour Canada. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using discretionary portfolio management that incorporates strategic and tactical asset allocation alongside value investing and various analytical methods.

Kurtis Polacek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Redhawk Wealth Advisors, Inc. since 2018. He previously worked at John D. Dovich & Associates, LLC and Simply Money Advisors. Outside of his advisory role, he works as a client education analyst providing educational services to Altair Group clients. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm employs strategic and tactical asset allocation across multiple asset classes and supports multi-generational wealth needs through a combination of discretionary management and educational seminars.

Daniel Schmitz II is a financial advisor at Saxony Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Saxony Capital Management since 2016. Outside of his advisory role, he works as a contract pilot and flight instructor at Lunken Airport and coaches high school golf in the Hamilton, Ohio area. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with a broad range of investment strategies and offers discretionary asset management alongside financial planning and consulting.

Jakob Ruby is a financial advisor at Fortis Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Axim Planning & Wealth and Charles Schwab. Outside of finance, his background includes roles at Bowling Green State University and the BGSU Recreation Center. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management, financial planning, and consulting services, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

Joseph Belew is a financial advisor at Waverly Advisors, LLC in Hamilton, Ohio, holding a Series 65 designation with six years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at 9258 Wealth Management, LLC for one year and spent over two decades at U.S. Bancorp Asset Management, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering services including investment management, financial planning, and multi-family office solutions.

Patrick Hogan is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 designations and bringing 56 years of industry experience. He has worked at Saxony Securities Inc since 2009 and has operated Patrick Financial Corporation since 1985, where he provides consulting and tax preparation services in addition to investment-related activities. Saxony Capital Management offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team approach and employs various investment strategies, including discretionary asset management and third-party manager due diligence.

Angie Trandai is a CFP® professional with 28 years of experience in the financial services industry. She is currently with CreativeOne Securities, LLC and previously spent 13 years at Brokers International Financial Services, LLC. In addition to her advisory role, she operates Trandai Financial Solutions, LLC, where she works as an insurance agent specializing in fixed index annuities, life insurance, and long-term care insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing both proprietary and external manager programs.

Joseph Zaidain is a financial advisor with Summit Financial, LLC, holding the PFS™ designation and Series 63 license, with 27 years of industry experience. His career includes roles at LPL Financial, Brass Tax Wealth Management, and his own sole proprietorship. Outside of advisory work, he is a partner in a restaurant operation in Adrian, Michigan. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Anthony Marlow is a financial advisor with HBW Advisory Services LLC, holding a Series 65 credential and with one year of industry experience. His prior work includes positions at Wells Fargo Bank and service in the U.S. Army 10th Special Forces. He has also been involved with educational and community organizations such as Jackson Hole Classical Academy and Gateway Church. HBW Advisory Services manages approximately $1.75 billion in assets and offers discretionary and non-discretionary management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that combines tactical allocation, fixed income, and multi-manager diversification, and serves a broad range of clients through institutional and intermediary roles.

Brian Yeakley is an investment advisor at United Advisor Group with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cambridge Investment Research and Mass Mutual Investors Services. Yeakley is also president of Miami Valley Financial Partners, a fixed insurance products business, and serves as a board member of Downtown Miamisburg Inc., a nonprofit focused on the development of the historic downtown business area. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, utilizing a combination of proprietary models, third-party sub-advisors, and custom accounts tailored to client risk profiles, tax strategies, and time horizons.

Nicholas McGuire is an investment advisor representative at United Advisor Group with two years of industry experience. He holds a Series 66 designation and has worked at firms including Silver Oak Securities and Miami Valley Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom-traded accounts, and third-party managers using fundamental and technical analysis alongside strategic asset allocation.

Austin Ford is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at AE Wealth Management since 2017 and has experience in tax preparation and planning through his role at Harrison Tax & Accounting, where he serves as Managing Member. Ford also has a background as owner of a farm and a holding company and formerly operated Ford Brothers Fencing & Services, LLC. 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 utilizes discretionary model portfolios and a variety of investment strategies supported by a platform servicing over 127,000 clients.

Alyshia Webb is a financial advisor at Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has two years of experience in her current role, with an additional seven years at Fifth Third Bank. Her prior work includes roles in the restaurant industry at BJ’s Brewhouse and Panera Bread. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers investment advisory and brokerage services through various programs and third-party managers on the Passageway platform, with a focus on tailored portfolio strategies and multiple investment options.

Andrea Bell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Fifth Third Securities since 2022 and has additional experience with Fifth Third Bank, Francesca Holdings, and Davids Bridal. 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 programs with features such as direct indexing and tax-overlay services, supported by its unique combination of municipal-advisor registration and affiliation with Fifth Third Bank.

Lakshya Arora is a financial advisor with Eagle Strategies (NY Life) in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to his current role beginning in 2026, he has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2017. He serves as a board member of the Indian American Chamber of Commerce, where he is involved in planning events and connecting with business owners. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with the majority of its regulatory assets under management overseen on a non-discretionary basis.

John Kruse Jr. is a ChFC® and Series 66 credentialed financial advisor with 20 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009. In addition to his advisory role, he is an attorney providing probate, estate, trust, tax, and business legal services through his law firm. He also serves as a poll worker judge in Ohio elections. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies tailored to client suitability with both discretionary and nondiscretionary options.

Tiffany Mckee is a financial advisor with Fifth Third Securities, Inc. in West Chester, OH. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, all with Fifth Third Securities since 2014, and has been with Fifth Third Bank since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Garry Kohn is a CFP®-certified financial advisor with 29 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously led Kohn Wealth Management Advisors, LLC and has over two decades of experience in wealth management. Based in West Chester, OH, he also has an insurance agency role focused on fixed insurance and annuities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Thomas Von Lehmden is a financial advisor at Empower Advisory Group with a Series 66 designation and four years of industry experience. His prior work includes roles at Touchstone Securities, Fidelity Investments, and PNC Financial Services. 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 certain retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.