Holly Banford is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Fifth Third Securities since 2013. 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 options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Teresa Hemann is a financial advisor at Lincoln Investment in Troy, OH, with 13 years of industry experience. She holds a Series 66 credential and has worked previously at Prudential Insurance Company of America and Legend Advisory. Outside of her advisory role, she serves on the board of the Brighton Chamber of Commerce and participates in the Webster Chamber of Commerce marketing committee. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management and research team that constructs strategic model portfolios and adaptive investment strategies.

Travis Miller 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 positions at State Farm VP Management Corp., Doug Kilfoyle Insurance Agency, KeyBank, and Fifth Third Bank. 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 certain retail brokerage clients. The firm combines integrated service delivery with proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing.

Connor Cline is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in Beavercreek, OH. He has been with the firm since 2026 and has prior experience at several other financial and insurance firms. Outside of finance, he has been involved with Dayton Public Schools and Meadowdale Career Technology Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Michael Amstutz is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, all with First Command entities since 2007. He is the owner of Mike Amstutz Financial Services LLC, a non-investment-related business structured as an S corporation. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Roush is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities and Fifth Third Bank since 2013. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, combining multiple investment strategies and third-party portfolio managers.

Michael Sejka is a financial advisor with Wells Fargo Advisors in Troy, OH, holding a Series 66 designation and 25 years of industry experience. He has worked at several firms, including Wells Fargo Clearing, Morgan Stanley, Stifel, Ryan Beck & Co., and KeyBanc Capital Markets. Outside of his advisory role, he is a 50% owner of Blue Ocean Investment Group LLC and has an 80% ownership interest in Sejka GP, LLC, which is involved in investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers diverse planning options tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning, supported by Wells Fargo’s research and tools.

Bradley Fahncke is a financial advisor at Edward Jones in Dayton, OH, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he was involved with Epoxy Hub, a sales and distribution business, from 2019 to 2022, and previously worked at GFC Concrete Coatings for 15 years. He continues to maintain a business relationship with Epoxy Hub as an owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Edward Custer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served 22 years in the U.S. Army. Outside of advising, he manages a family-owned 10-acre Christmas tree farm near Piqua, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

James Jeffries III is a financial advisor at Edward Jones with 17 years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years at Fifth Third Securities. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Sells is a financial advisor with Edward Jones in New Lebanon, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience in the automotive and information services sectors, including roles at Jeff Wyler Springfield Automall and LexisNexis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sherri Devlin is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2010 and holds a Series 66 designation. Prior to her full-time advisory role, she was involved with the Miami County YMCA for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Mei Carmer is a financial advisor with Wells Fargo Advisors in Troy, OH, holding a Series 66 credential and with three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she held positions at DoorDash and Katterhenry Investment Group of NEST Capital. She also has experience in education and retail sectors, including roles at Miami University and Lowe's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations, with optional implementation through various brokerage and advisory programs.

John Cox is a financial advisor with Edward Jones in Vandalia, Ohio, holding a Series 63 designation and with 37 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he serves as a football coach for the Vandalia Butler School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alexandra Klaes is a financial advisor with Thrivent Investment Management in Vandalia, Ohio, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of financial advisors. The firm offers goal-based planning across various topics, including retirement, tax, estate, and special needs planning, without managing client assets directly.

Zoe Mcfadden is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and based in Troy, Ohio. She has been with Wells Fargo Advisors since 2022. Prior to her current role, she has experience at The Ohio State University, Levy Restaurants, Atlas Tavern, and Big Walnut Local School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.

James Stefanoff is a financial advisor with Ameriprise in Dayton, Ohio, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and its affiliates since 2011. Outside of his advisory role, he works part-time as a rural carrier for the U.S. Postal Service. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to offer tailored, tax-efficient withdrawal strategies. The firm delivers these recommendations through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its approach.

Carter Stueve is a financial advisor at Edward Jones in Troy, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Superior Aluminum Products and Milcon Commercial Concrete. Outside of his advisory work, he is involved in rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment strategies and fiduciary services through a large network of financial advisors and branch offices nationwide.

Harold Whitworth III is a financial advisor with Edward Jones in Dayton, OH, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves as a board member of the Don Greer Memorial Scholarship Fund, where he helps coordinate fundraising events and reviews scholarship applications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Eric Montgomery is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 39 years of industry experience, including working at Cambridge since 2011 and operating Montgomery Insurance & Investments Agency since 1990. Montgomery is also an independent insurance agent and serves as a board member of a non-public entity. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports discretionary and non-discretionary management through multiple platforms and proprietary model strategies.