Thomas Cantrell is the sole advisor at The Retirement Specialist of Central Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with his current firm since 2014 and is also involved in several related business activities, including ownership of Senior Services Inc, which focuses on life insurance and fixed annuity sales. The Retirement Specialist of Central Ohio serves individual clients, including high-net-worth individuals and small business owners, offering tailored financial planning and portfolio services. The firm combines written financial plans with an online aggregation platform and subscription-based wealth management, managing approximately $13.6 million in discretionary assets as of December 31, 2024.

Jonathan Taylor is a financial advisor at Patriot Asset Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Summit Brokerage Services. He also maintains a life insurance producer role, integrating life insurance into financial planning for clients. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a value-oriented approach with strategic and tactical asset allocation models. The firm offers a proprietary concentrated equity portfolio, employs derivatives and option strategies within managed accounts, and conducts public educational seminars and workshops.

Michael Allman is an advisor at Patriot Asset Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. He previously worked at Discover Financial Services and currently supervises product distribution at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, model allocation strategies, and a proprietary equity portfolio. The firm uses a value-oriented approach and incorporates derivatives and option strategies in managed accounts, along with public educational seminars and workshops.

Joshua Dandurand is a financial advisor at Walden Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation from 2013 to 2022 before founding Dandurand Financial Partners, LLC. Walden Financial provides investment management, financial planning, retirement consulting, and financial coaching to individual clients, pension plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with passive and active strategies, incorporating both fundamental and technical analysis, and offers customizable portfolios including ESG criteria.

James Noxon is a financial advisor with The Retirement Specialist of Central Ohio in Newark, OH. He holds a Series 65 designation and has experience providing discretionary investment management and comprehensive financial planning. The Retirement Specialist of Central Ohio serves individuals, high-net-worth clients, and self-employed or small business owners, focusing on retirement planning. The firm employs client interviews to develop individualized investment policies and uses fundamental analysis in investment decisions, offering an online planning platform and subscription-based ongoing planning services.

Richard Stocker is a CFP® with 31 years of industry experience and currently serves as an advisor at Patriot Asset Advisors, LLC. He previously worked at Cetera and Summit Brokerage Services. In addition to his advisory role, he is the owner of Patriot Insurance Advisors, LLC, and serves as Treasurer for the Licking County Coalition. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, using a value-oriented approach that includes strategic and tactical asset allocation models and a proprietary concentrated equity portfolio. The firm also offers public educational seminars and workshops for various organizations.

Aaron Steffan is a ChFC® credentialed financial advisor with 21 years of experience. He has worked at W&S Brokerage Services since 2013 and has been with Western Southern Life since 2001, where he serves as a full-time sales manager. W&S Advisory Services, LLC offers non-discretionary investment management focused on UGMA accounts through the Fabric by Gerber Life digital platform, providing clients with model portfolios managed by an affiliated sub-adviser. The firm operates as a subsidiary of Western & Southern Financial Group and integrates investment management with insurance affiliate services.

Tanya Rocchio is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked for ICMA Retirement Corporation from 2005 to 2021 before joining John Hancock in 2021. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses a technology‑assisted model providing written financial plans and recommendations without specific securities naming, allowing clients discretion in implementation.

Kasey Hammer is a financial advisor with ValMark Advisers, Inc. in Lancaster, Ohio, holding a Series 63 designation and bringing 16 years of industry experience. He has been with ValMark Advisers since 2014 and also maintains roles with Valmark Securities and Fairfield Financial. Outside of investment advising, Hammer is involved in several business activities including serving as president of an accounting and tax consulting firm, selling craft items at shows, and volunteering as treasurer for a local elementary school PTO. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Sheila Steury is a financial advisor with NBC Securities, Inc. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her career includes roles at Stifel, UBS Financial Services, and McDonald Investments Inc. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base that includes high-net-worth individuals, institutional clients, and municipalities. The firm offers multiple fee-based advisory programs combining discretionary and non-discretionary management alongside integrated brokerage and custody solutions.

Lawrence Miller is a financial advisor at NBC Securities, Inc. in Granville, Ohio, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has been with NBC Securities since 2014. Outside of his advisory role, he is involved with Elegiac LLC, an entity that owns the office condominium housing his branch office. NBC Securities provides investment management, financial planning, and brokerage services to a wide range of individual and institutional clients, including high-net-worth individuals, ERISA-qualified plans, trusts, and municipalities. The firm offers multiple fee-based advisory programs that integrate third-party and affiliated investment managers with discretionary or non-discretionary options, supported by brokerage and custody services through RBC platforms.

Wayne Farnsworth Jr. is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with ValMark Advisers since 1999 and also operates Wayne Farnsworth Financial Services, Inc. Additionally, he is a U.S. Coast Guard licensed captain running a charter boat fishing business in Newark, Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm uses diversified, goal-based model portfolios with multi-asset allocation and offers proprietary platforms and third-party programs.

Ronald Ruff is a financial advisor at ValMark Advisers, Inc. with 34 years of industry experience. He has been with ValMark Advisers since 2000 and leads Ruff & Associates, Inc. since 2015. Outside of his advisory work, he serves as Vice-President of Hammer, Ruff & Associates, a CPA tax and accounting firm, and is involved with the Fairfield County 4-H Endowment Board as a past chair. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of financial products including proprietary ETF portfolios and annuity solutions.

Steven Landis is a CFP® with 20 years of industry experience. He has been with Portfolio Medics, LLC since 2008 and is also associated with Sojourn Financial Strategies, LLC. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios that combine traditional wealth management with programmatic trading strategies.

Neal Skiles is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Portfolio Medics since 2008. Outside of his advisory role, Neal is the owner of JASER LLC, a marketing and sales business focused on an online document storage service and legacy financial gifting, and serves as a pastor at Heath Christian Union Church. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches across diversified portfolios.

Brandy Breece is a financial advisor at The Huntington Investment Company with eight years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., Edward Jones, and Nationwide Children's Hospital. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party sub-managers, wrap strategists, and proprietary models, serving tens of thousands of client accounts with nearly 400 advisors.

Austin Griffith is a financial advisor with The Huntington Investment Company in Lancaster, OH, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at The Huntington National Bank and involvement with Islide Performance Horses and Autumn Rose Farm. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets through nearly 400 advisors. The firm operates an open-architecture, model-driven platform combining third-party and proprietary investment models, offering specialized programs and overlay services including tax management and ESG options.

Dirk Miller is a financial advisor with PNC Wealth Management in Heath, Ohio, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and emphasizes mutual funds and ETFs with annual rebalancing.

William Weimer is a financial advisor at Stratos Wealth Partners, Ltd with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners since 2012, with a current tenure starting in 2025. He is also associated with LPL Financial and operates a custom investment strategy business. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios and emphasizes active monitoring and asset allocation across multiple custodians and sub-advisors.

Shannon Montell is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and JP Morgan Securities LLC. Montell has been with Huntington since 2021. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets and utilizes an open-architecture, model-driven platform combining third-party sub-managers, proprietary models, and specialized program options.