Lucas Steele is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at FedEx Express and involvement with Net Law and Managed Wealth Financial. He also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs and platforms.

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.

Arthur Hung is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at several firms, including Lake Forest Financial Advisors, Principal Securities, Inc., Principal Life Insurance Company, TransAmerica Financial Advisors, Inc., Foresight Financial, and World Financial Group. Outside of his advisory work, he serves on the Financial Advisory Committee for the Washington Centerville Public Library and is a board member of the Dayton Children’s Hospital Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisor and promoter arrangements.

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.

Suparna Dutta is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has worked with Transamerica Financial Advisors since 2013 and is also involved in the sales of insurance and non-insurance products affiliated with the firm. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

Hannah Swigert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015 and has a longer tenure at Columbia Financial, Inc. She is also involved with JKS Capital LLC as a member. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

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.

Ellwood Tegtmeier is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and served in the U.S. Air Force for 30 years before joining First Command. 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 wrap-fee asset management programs using model portfolios constructed and managed by a centralized Investment Management Team.

William Beeson is a Series 66-licensed financial advisor at PNC Wealth Management in Centerville, OH, with 19 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to PNC employees, which utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Lucas Wagers is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Gregory Clingerman, J Schwieterman Group LLC, Jack Hanson, and Eastgate Group. He is involved in financial services and education activities, assisting with client applications and administrative tasks for affiliated advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages over $2 billion in assets and provides a range of discretionary and non-discretionary investment programs.

Syed Gardezi is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Empower Financial Services in 2026, he worked at Fidelity Investments from 2020 to 2026 and has experience in consulting and other roles dating back to 2016. Outside of advising, he works as a food delivery driver for DoorDash during his spare time. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

Stephen Eldridge is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sprint for 13 years before joining Fifth Third Bank and Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program, serving individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Jeremy Ross is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and no industry experience beyond his current role. Prior to joining the firm, he served in the U.S. Air Force for 20 years. 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, employing a centralized Investment Management Team to manage portfolios from preapproved managers and model portfolios.

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.

Karl Borgersen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Awesome Benefit Advisors, Awesome Insurance, Digital Simplistics, Nucare Pharmaceuticals, and World Financial Group. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm operates through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.

Ethan Sanderson is a financial advisor with First Command Advisory Services in Beavercreek, OH. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked with First Command Brokerage Services, Grubhub, Papa John's Pizza, and Sam's Club. 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, managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined model portfolio approach.

Matthew Copley is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has 22 years of experience in the United States Air Force and began his advisory career with First Command firms in 2024. 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 using model portfolios and third-party managers selected by an internal Investment Management Team.

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.

Thomas Montavon is a financial advisor at Kestra Advisory with one year of industry experience. His prior roles include positions at NewEdge Advisors, Fifth Third Financial, and Resolute Wealth Management. Before entering the financial industry, he worked in education and hospitality, including at Kettering Middle School and Cooper's Hawk Winery and Restaurant. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Jeffrey Huber is a financial advisor with Transamerica Financial Advisors in Dayton, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Transamerica since 2012 and previously worked with Awesome Benefit Advisors and WFG. Outside of his advisory role, he is president and sole owner of Jeffrey R Huber Properties LLC and also leads Jeffrey R Huber Wealth Management LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.