Steven Gress is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 18 years of industry experience. He has been with Huntington since 2008 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary private bank models.

Andrew Simons is a financial advisor with The Huntington Investment Company in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. He has worked at The Huntington Investment Company since 2003 and has been with Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary models from its Private Bank.

Jason Goldsmith is a Certified Financial Planner® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held prior roles at Ameriprise Financial Services, Wells Fargo Advisors, Union Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model combining third-party and proprietary strategies, with a range of wrap-fee programs offered on the Envestnet platform.

Jason Gable is a financial advisor with The Huntington Investment Company in Dublin, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Huntington since 2012 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and affiliate private bank offerings, with investment services supported by National Financial Services custodial arrangements.