Arthur Wright is a financial advisor with Money Concepts Capital Corp in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Money Concepts Capital Corp since 1994. Outside of his advisory role, he owns and operates an antiques sales and repair business and serves as an ordained Congregational minister. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and applies fundamental and technical analysis alongside modern portfolio theory.

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.

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.

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.

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.

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 in Dayton, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Transamerica Financial Advisors since 2013 across two tenures and is also affiliated with WFGIA. Dutta is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. 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 advisory and broker-dealer services through fee-based wrap programs, model portfolios, third-party money managers, and commission-based insurance and brokerage products.

Hannah Swigert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015 and has been associated with Columbia Financial, Inc. since 2006. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with a focus on customized portfolio management and integrates multiple third-party platforms and managers to deliver its investment solutions.

Jason Carey is a financial advisor with First Command Advisory Services. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory career, Carey served 20 years in the United States Air Force. 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 that utilize model portfolios selected and managed by internal investment teams.

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 credentials and one year of industry experience. His prior work includes roles at Gregory Clingerman, J Schwieterman Group LLC, Jack Hanson, WFGIA, Eastgate Group, Republic Wire Inc., and Frito Lay. He is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Stephen Eldridge is a financial advisor at Fifth Third Securities, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank since 2021, as well as prior experience at Sprint from 2008 to 2021. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, providing options such as mutual funds, ETFs, separately managed accounts, and direct indexing.

Christopher Henn is a financial advisor with First Command Advisory Services in Beavercreek, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at First Command in various capacities since 2004. Outside of his advisory role, he is the sole member of Christopher Henn LLC, which manages administrative functions related to his business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

David Warner is a financial advisor with Guardian Life in Dayton, OH, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Guardian Life since 2007. Outside of his advisory role, Warner serves as a volunteer board member for the Coffman YMCA and is a cycling instructor. He is also the vice president of the Dayton Cycling Club. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

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.

Nicholas Miozzi is a ChFC® credentialed advisor with MAI Capital Management, LLC, based in Dayton, OH. He has been with MAI Capital since 2026 and has prior experience at Treloar & Heisel, Beverage Marketing Group, Amazon/Package Pro's LLC, and other organizations. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and administrative services.