David Merola is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with The Huntington Investment Company since 1993 and also has a long tenure with Huntington National Bank dating back to 1990. Prior to servicing under the Huntington banner, he worked at Ameriprise Financial Services, LLC beginning in 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 utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering a variety of wrap-fee programs predominantly based on percentage-of-assets arrangements.

Kevin Jones is a financial advisor with The Huntington Investment Company and holds a Series 66 designation. He has 15 years of industry experience and has been with Huntington since 2011. Prior to that, he worked at Ameriprise. The Huntington Investment Company serves individuals, charities, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, including proprietary Private Bank models.