Kelsey Burke is a financial advisor at Apricity Financial Planning in Toledo, OH, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nine years. Burke hosts a podcast and is involved in nonfinancial teaching outside of her advisory work. Apricity Financial Planning serves individual and high-net-worth clients as well as small businesses, offering financial planning, discretionary investment management, and advice on retirement, tax, estate planning, and employee benefits. The firm emphasizes asset allocation and Modern Portfolio Theory, typically using passive investment strategies with mutual funds and ETFs, and provides educational seminars and workshops as a formal service.

Matthew Latham is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Structured Wealth Management since 2008. Outside of his advisory role, he serves as president of Moden Communications, Inc., a print brokerage business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm offers individualized strategies using managed model portfolios and maintains an affiliated tax and accounting practice that supports its investment services.

Paul Manol is a financial advisor at Structured Wealth Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bollin Wealth Management LLC since 2013. Outside of finance, he is a consultant and instructor for International Produce Training, providing fresh produce inspection training globally. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households with account minimums around $250,000. The firm combines investment management with an in-house tax practice and focuses on retirement distribution and tax-efficient planning using managed model portfolios.

Thomas Rogers is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 21 years of industry experience. He holds a Series 63 designation and has worked at Liberty Partners Financial Services, LLC and Next Financial Group Inc. Outside of advisory services, Rogers owns and operates a tax preparation business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households and business entities, with a focus on retirement distribution and tax-efficient planning. The firm combines an in-house tax practice with advisory services, using managed model portfolios that are monitored and periodically rebalanced.

Nathan Reiter is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Structured Wealth Management in 2025, he worked at the Toledo Metropolitan Area Council of Governments for seven years and at SWM Tax Inc for six years. Outside of advising, Reiter owns Integrated Tax & Accounting Solutions, a tax preparation and accounting business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm emphasizes individualized strategies using managed model portfolios, retirement distribution, and tax-efficient planning, supported by an in-house tax practice and a focus on client education.

Timothy Waller is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Kovack Advisors, The Huntington National Bank, and The Huntington Investment Company. Outside of finance, he has operated a personal training business and a gardening service. 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 invests via approved mutual fund and ETF strategies.

Brian Schmitz is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 17 years of industry experience. He holds a Series 66 designation and has worked with Liberty Partners Financial Services, LLC and Next Financial Group Inc. Outside of his advisory role, Schmitz is a partner and owner of a tax preparation business, contributing about 20 hours per month to that activity. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm integrates an in-house tax practice with its investment services, focusing on individualized strategies, model portfolios, and retirement planning with an emphasis on tax efficiency.

Eric Watson is a financial advisor at Farther with 13 years of industry experience. He holds a Series 66 designation and previously operated Eric Watson Financial Group LLC for 12 years. Watson is also owner and president of Turtle Shell Properties, LLC. 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 or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Stefan Faerber is a financial advisor with On Investment Management Company, holding a Series 63 designation and six years of industry experience. He has worked at The O.N. Equity Sales Company since 2019 and is also involved with Ohio National Financial Services and Meyer-Badenhop Insurance Agency, where he serves as vice president and secretary. Outside of his advisory work, he and his wife engage in house flipping as a hobby. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of fee-based financial planning options, third-party investment programs, and both discretionary and non-discretionary managed account solutions.

Sean O'drobinak is a financial advisor with Advisory Alpha, LLC, holding a Series 65 license and three years of industry experience. His prior work includes roles at Intuitive Surgical and Case Medical, Inc. He is also involved with Citizen Advisory Group and Foresight Insurance, where he provides insurance sales and consulting services. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of managed portfolio strategies.

Daniel Garvin is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at World Equity Group, Inc., Health Trust Financial, LLC, Triumph Wealth Advisors, Inc., and APEX Wealth Management, where he also serves as an insurance agent. In addition to his advisory work, Garvin owns a tax preparation business that offers cloud-based tax services. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary wrap-fee platform.

Andrew Pieracini is a financial advisor at Gibbs Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Silver Oak Securities, Inc. and Legacy Group Planning. Outside of financial services, he has experience in the manufacturing sector through his prior role at Swanton Welding Company. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services. The firm utilizes third-party platforms and strategists, combining fundamental, technical, and modern portfolio theory approaches, and emphasizes risk audits, tax-efficient strategies, and guaranteed-income solutions in its investment process.

Scott Peluso is a financial advisor with Fifth Third Securities, Inc. in Findlay, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at BFC Planning, Berthel Fisher & Company Financial Services, and Citizens Securities. Outside of his advisory work, he is involved in Medicare insurance sales. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs and specialized investment features such as direct indexing and tax-overlay services.

Lawrence Decker is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has been with Ameritas Advisory Services since 2021. He also operates Decker Financial Group and Creative Financial Partners, focusing on fixed insurance and annuities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management solutions, including discretionary and non-discretionary portfolio management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies.

Shelbie Conrad is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2020. Prior to that, she worked at Fifth Third Bank and has experience in the automotive industry. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal advisor registration and corporate affiliation.

Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. He is a part owner of Creative Financial Partners and serves as a part-time instructor at Morton-Barber Learning Center, where he provides training for insurance and securities industry exams. Davis is also the owner of Eco Prints, LLC, a marketing services company. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

James Reeves is a financial advisor with Eagle Strategies (NY Life) in Wauseon, Ohio, holding Series 63 and Series 66 credentials and having 16 years of industry experience. He has been affiliated with New York Life and its related entities since 2011 and operates under several business names offering insurance and financial products. Outside of his advisory roles, Reeves volunteers on the Wauseon School District Finance Committee and participates in fundraising activities with the West Valley Mavericks. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Martin Regan Jr. is a financial advisor with SPC in Toledo, OH, holding a Series 63 credential and 33 years of industry experience. His career includes roles at LPL Financial and Sigma Financial Corporation, and he has operated Regan Financial since 1988. He is also involved with Regan Financial, LLC, focusing on fixed annuities and various insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement services, emphasizing client suitability and offering both discretionary and nondiscretionary management options.

Tate Carnicom is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses. He has been with Fifth Third Bank and its securities arm since 2021. Prior to entering the financial industry, he held various roles including positions at Bassett's Market and Florida Gulf Coast University. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Steven Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and 17 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Decker Financial Group and Creative Financial Partners since 2016. Outside of advisory work, he is authoring a book focused on destination retirement. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and a range of fiduciary and consulting services, utilizing model portfolios, third-party sub-advisers, and custom strategies.