Daniel Robert Turnwald

Joseph Hoffman is the sole advisor at Hoffman Investment Services, LLC in Marblehead, Ohio, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked at Hoffman Investment Services since 2013 and previously at Purshe Kaplan Sterling Investments. Hoffman Investment Services provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, corporate clients, and employer retirement plans. The firm uses technical analysis to guide investment decisions and offers model portfolios while managing accounts on a discretionary basis aligned with client objectives.

Gregory Bricker is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. He is the principal of Bricker Financial and has previously worked at DiNuzzo Index Advisors, Inc. Outside of financial advising, he owns an accounting and tax preparation firm, Sunny Weather, LLC, and serves as the mayor of East Liverpool, Ohio. He is also president of a local food service business. Bricker Financial provides advisory and planning services primarily to institutional and pooled clients, including pension and profit-sharing plans, businesses, trusts, estates, and charitable organizations. The firm utilizes a long-term asset allocation approach with the Orion Portfolio Solutions platform to manage portfolios through selected third-party managers or direct management with limited discretion, and it also offers financial planning support and educational seminars.

Hayward Evans is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs primarily through the Envestnet MAS platform.

Ryan Dunlap is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2015, including time at affiliated entities such as Huntington Securities, Inc. Outside of his advisory role, he serves as an assistant golf coach for Port Clinton High School. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. It offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party managers with proprietary Private Bank models.

Cory Langhals is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities LLC. Langhals has been with Huntington since 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that integrates third-party sub-managers with proprietary private bank offerings.

Nicholas Adams is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Key Investment Services LLC, where he has worked since 2022, following prior roles at Wells Fargo Bank and PW Companies. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and investment offerings. The firm emphasizes client direction in investment decisions while providing access to third-party discretionary managers, portfolio monitoring, and supervisory oversight.