Brendon Anderson is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JPMorgan Securities LLC. Anderson is also involved with Greene County Ohio Special Olympics. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Brandon Blevins is a financial advisor with PNC Wealth Management in Beavercreek, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase Bank. Outside of his advisory work, he owns Brandon Blevins Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based, algorithm-driven programs primarily available to PNC employees, implementing investment strategies via mutual funds and ETFs with limited direct client interaction.

Jacob Parsley is an investment advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at Fifth Third Bank, Community Tissue Services, Elements Massage, and Archers Tavern. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform and operates as a subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Lucas Draper is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with First Command Advisory Services and its related entities since 2008. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority.

Joseph Nadeau is a financial advisor with Fifth Third Securities, Inc. in Fairborn, OH. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 27 years with Fifth Third Securities. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities such as corporations and trusts. The firm offers investment advisory and brokerage services through various program types on the Passageway Managed Account platform, combining multiple portfolio management strategies with risk profiling and tailored investment options.

Sean Pierce is a financial advisor with Fifth Third Securities, Inc. in Dayton, Ohio. He holds a Series 66 designation and has 11 years of industry experience, including eight years with Edward Jones and two years with Fifth Third Bank and Fifth Third Securities. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm provides multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Edward Kapfhammer Jr. is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has eight years of industry experience, with prior roles at Spire Wealth Management and several other firms. Outside of advisory services, he owns ATM machines and manages related business operations. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Joel Estes is a CFP® with 15 years of industry experience. He is currently with Farther and previously worked at McKinley Carter Wealth Services and Primerica Advisors. Outside of his advisory role, he operates Estes Landscape Designs, LLC, where he works as a landscape architect. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Michael Martens is a financial advisor with Transamerica Financial Advisors, LLC, holding 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles with various related firms, including Transamerica Employee Benefits and United Health Care. Martens serves as a board member for Diabetes Dayton and Prevent Blindness, participating in financial oversight and community awareness activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party management. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Matthew Morrison is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at The Huntington Investment Company and Foresters Financial Services. 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 multiple program types on its Passageway Managed Account platform, allowing clients to select from various investment strategies tailored to their risk profiles.

Erik Hagstrom is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Arkadios Wealth Advisors, Arkadios Capital, and Russell Total Wealth & Wellness, where he also provides insurance sales and services. 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-centered approach combining model portfolio solutions, discretionary management, financial planning, and consulting services.

Joshua Burns is a financial advisor with AE Wealth Management, LLC in Dayton, Ohio. He holds a Series 65 designation and has experience working at AE Wealth Management and Russell Total Wealth & Wellness since 2026. His prior roles include positions at Lendmark Financial, OneMain Financial, Advanced Drainage Systems, Around Campus Group, and Amway Corporation. 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 emphasizes model portfolio and direct asset management programs, utilizing fundamental, technical, and cyclical analysis with various investment strategies.

Jason Jukes is a financial advisor at First Command Advisory Services in Beavercreek, OH, holding a Series 66 license with five years of industry experience. His prior work includes service in the United States Air Force from 2012 to 2021 and roles across various First Command entities since 2020. He is also the owner of Jukes Financial LLC, a financial business established to manage his 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 and third-party managers within a defined operational structure.

Craig Wright is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been affiliated with United Planners since 2002 and operates his own financial guidance firm focusing on educators. Wright also serves as an interim pastor at Xenia Bethel Community Church. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, using a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services.

Josh Schwieterman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He is based in Dayton, OH, and has been with Transamerica Financial Advisors since 2012. Outside of his advisory role, Schwieterman is involved in financial education and operates several businesses including automotive repair, real estate management, and agricultural ventures. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services with a variety of proprietary model portfolios and third-party money manager options, offering both discretionary and non-discretionary program choices.

Brad Zent is a financial advisor with Eagle Strategies (NY Life) in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with New York Life since 1999 and founded J.R. Zent & Associates, LLC in 2006, which remains active. Outside of his advisory work, he owns Miami Valley Music. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and works extensively with defined contribution and defined benefit plans.

Kayla Stevens is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and has two years of experience with FIFTH THIRD SECURITIES as well as additional financial industry experience dating back to 2016. Her prior work includes roles at Fifth Third Bank, AMVC Management Services, and Kalmbach Feeds. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform and operates as a registered broker-dealer, investment adviser, and municipal advisor.

Tobia Pierce is a financial advisor with Concurrent Investment Advisors, LLC, holding 11 years of industry experience. Prior to joining Concurrent, Pierce worked at Purshé Kaplan Sterling Investments, Spire Securities, LLC, and Stephan & Associates. Outside of advisory work, Pierce is co-owner of Pixie Petals Inc., a business focused on designing and marketing apparel and grazing tables, and holds leadership roles in several community organizations including the Greeneview Athletic Booster Club and the Greene County Parks and Trails commission. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors assisting over 13,000 clients.

Geoffrey Morris is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and previously operated Morris Financial from 2009 to 2017. Outside of advisory work, he is associated with Geoff & Associates LLC, a non-investment-related entity used for tax purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He previously worked with First Command Advisory Services and has a varied background including roles in banking, education, and the US Army Reserves. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisor-managed advice programs, emphasizing asset allocation and retirement guidance. The firm uses proprietary portfolio construction tools from Morningstar Investment Management and operates with a large client base focused on non-discretionary assets.