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Brian L

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Brian Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014, following eight years at Voya Financial Partners, LLC. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of in-house and external strategies, utilizing technology-enabled tools and managing both discretionary and non-discretionary accounts.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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John R

Columbus, OH

VOYA Financial Advisors, Inc.

John Roesch is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding 39 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2005 to 2011. In addition to his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services using both affiliated and unaffiliated investment products, emphasizing client-approved, non-discretionary strategies alongside discretionary management options.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Michael T

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Michael Thacker is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2000 to 2011. In addition to his advisory role, he operates as an independent insurance agent focusing on fixed long-term care, disability, and life insurance sales and service. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and investment services, combining in-house and external resources with technology-enabled tools to implement client recommendations through both discretionary and non-discretionary management approaches.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Zachary D

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Zachary Deppen is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, holding the Series 66 designation with two years of industry experience. Prior to his advisory role, he worked at Voya and has been employed as an order selector at Aldi Distribution Center since 2021. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of advisors. The firm combines in-house and third-party strategies with technology-enabled tools to implement both discretionary and non-discretionary investment solutions.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Jason Q

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Jason Quintus is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and is also involved with The Verdi Group, a financial services and insurance business, since 2008. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-driven tools to implement client-centered strategies, often through primarily non-discretionary accounts.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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George A

Series 63, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

George Ade is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at Edward Jones from 2008 to 2011. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products and manages a sole proprietorship to administer self-employed benefits. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, providing financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategies, model portfolios, and technology-enabled tools to deliver investment advice through a large network of representatives.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Scott G

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Scott Golding is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Voya Financial Advisors since 2014. Golding also has a longstanding role with The Verdi Group and has prior experience at Ameriprise. Outside of his advisory work, he coaches youth basketball and assists with his son’s travel baseball team. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes client relationships structured around investment policy statements and model portfolios, combining in-house and external strategists with technology-enabled tools to implement recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Tracy M

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Tracy Miller is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Miller has been with Voya Financial Advisors since 2012 and previously worked at Philip Neibert within the same firm. Outside of advising, she is a licensed Notary Public and an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver personalized investment recommendations, operating primarily through non-discretionary client relationships.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Brandon S

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Brandon Salyers is a Series 66-licensed financial advisor with over 21 years of industry experience. He is currently with Voya Financial Advisors, Inc., where he has worked since 2014, following a tenure at Fifth Third Securities beginning in 2003. Outside of his advisory work, Salyers is involved in coaching varsity baseball at Xenia Community Schools. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services through a combination of in-house and third-party strategies, emphasizing client engagement in investment decisions.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Gregory S

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Gregory Springfield is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with VOYA Financial Advisors since 2014 and previously spent 12 years at Valic Financial Advisors. VOYA Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to offer both discretionary and non-discretionary investment management through a broad product shelf.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Matthew C

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Matthew Carter is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at VOYA since 2014 and has a long tenure with Aetna Financial Services and its affiliated entities beginning in 1995. Outside of his advisory role, he is an independent insurance agent. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model portfolios, combining internal and external strategists with technology-enabled tools, to provide services including financial planning, portfolio management, and retirement advisory programs.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Benjamin S

Columbus, OH

VOYA Financial Advisors, Inc.

Benjamin Smith is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding 18 years of industry experience. He has worked at VOYA since 2014 and previously spent six years at R.A. Croucher & Associates. In addition to his advisory role, Smith operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan advisory services. The firm serves individuals, pension and profit-sharing plans, charities, and corporate clients, combining in-house and external strategists with technology-enabled tools to implement client-directed investment strategies.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Rebecca R

CFP®, Series 63, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Rebecca Ruvolo is a CFP® professional with 18 years of experience in financial planning and investment management. She is currently affiliated with VOYA Financial Advisors, Inc. and operates Ruvolo Wealth Management, providing comprehensive retirement planning and portfolio management services. Prior to this, she held positions at Schwab Wealth Advisory, Charles Schwab & Co., and Scottrade. She also works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm employs a range of investment approaches, combining in-house and external strategies, with many client relationships managed on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Jason D

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Jason Dubeansky is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 21 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also associated with The Verdi Group since 2006. Outside of advising, he is an author of short stories and involved in coordinating art, publishing, and distribution. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and third-party strategies with technology-enabled tools, structuring client relationships around investment policy statements and model allocations across a broad product shelf.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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James B

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

James Browning is a financial advisor at VOYA Financial Advisors, Inc. with 27 years of industry experience and holds a Series 66 credential. His career includes roles at Voya Financial Partners, LLC and Ascent Financial Partners. Outside of advising, he serves as a poll worker for the Delaware County Board of Elections and is a partner at J3, LLC. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations, combining in-house and external strategists with technology-enabled tools to manage both discretionary and non-discretionary accounts.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Matthew S

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Matthew Snyder is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 credential and 25 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. Outside of advising, Snyder works as an independent contractor officiating interscholastic and youth football and baseball games. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies, model portfolios, and technology-enabled tools to manage accounts primarily on a non-discretionary basis while offering some discretionary management options.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Nicholas D

CFP®, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Nicholas Disalle is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He previously worked at Voya Financial Partners, LLC from 2002 to 2011. In addition to his advisory role, he is an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm employs a combination of model portfolios, outside strategists, and technology-enabled tools to support client relationships, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Christopher H

ChFC®, Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Christopher Hogan is a financial advisor at Voya Financial Advisors, Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at several firms such as Equitable Advisors, Valic Financial Advisors, and Principal Financial Services. Hogan is also an author of an ebook titled "Using LinkedIn To Grow Your Financial Services Practice" and serves on local homeowners and condo association boards. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, portfolio management, and retirement advisory services through a broad network of investment adviser representatives and combines in-house and external strategies with technology-enabled tools to implement investment recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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David R

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

David Rankin is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, Ohio, with 24 years of industry experience. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2014, having previously worked at Voya Financial Partners, LLC and Valic Financial Advisors. In addition to his advisory role, Rankin is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management solutions.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Joseph F

CFP®, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Joseph Frederick II is a CFP®-credentialed financial advisor with 27 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and has held positions at Ascent Financial Partners and J3, LLC, where he is a co-owner. He is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporates. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and third-party strategies, often managing accounts on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Terry K

Series 63, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Terry Kelley is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors LLC, JP Morgan Securities, and Western Southern. He volunteers as an assistant varsity basketball coach for the girls' team at Pickerington High School. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a large network of advisors. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment services alongside selective discretionary portfolio management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Michael L

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Michael Landolt is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, with 27 years of industry experience. He holds a Series 66 designation and has been with Voya Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2002 to 2011. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, combining in-house and third-party strategies with technology-enabled tools to manage both discretionary and non-discretionary client accounts.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Glenn L

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Glenn Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 42 years of industry experience. He has worked at VOYA Financial Advisors since 2014, previously serving at Voya Financial Partners, LLC and Valic Financial Advisors. In addition to his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. operates as an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement recommendations, providing both discretionary and non-discretionary investment management options.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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David C

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

David Cushing is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and over 28 years of industry experience. He has been with Voya Financial Advisors since 2014 and serves as Senior Adviser at Koch, Cushing Financial Group. Outside of his advisory roles, he is a board member of CSE Federal Credit Union and operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, nonprofits, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to offer both discretionary and non-discretionary investment management through a large network of advisers.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Zachary C

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Zachary Carter is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 22 years of industry experience. He has worked with VOYA and its affiliates since 2005. Outside of his advisory role, he serves as an usher and Audit Committee volunteer at Lebanon United Methodist Church. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, managed accounts, and retirement advisory services to individuals, pension plans, charities, and corporate clients. The firm combines internal and external strategists and technology tools to implement customized investment solutions, offering both advisory and broker-dealer services through a large network of representatives.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Jeffrey R

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Jeffrey Rankin is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2005 to 2011. Rankin also operates as an independent insurance agent, focusing on the sale of fixed annuities and level term/fixed life insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives, utilizing both in-house and third-party strategists along with technology-enabled tools to support a mix of discretionary and non-discretionary client relationships.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Sam W

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Sam Walsh is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Voya since 2016 and previously worked at MSI Financial Services, Inc. from 2014 to 2016. Outside of his advisory work, Walsh teaches tennis locally as a tennis instructor. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement both discretionary and non-discretionary investment strategies across a broad product shelf.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Derek S

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Derek Stiles is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, OH, with 27 years of industry experience. He holds a Series 66 designation and has worked at VOYA Financial Advisors since 2004, including his current role at VOYA Financial Advisors, Inc. since 2014, as well as operating Stiles Wealth Management Group since 2012. Outside of advisory services, he has experience in fixed insurance sales as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of investment adviser representatives, combining both in-house and external strategies with technology-enabled tools to implement client recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Tobias C

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Tobias Cardone Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2005 to 2011. Outside of his advisory work, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to support both discretionary and non-discretionary management strategies across a broad product platform.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Tina H

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Tina Hohl is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 34 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she volunteers with Junior Achievements of OKI Partners, teaching elementary students the basics of money, spending, and saving. VOYA Financial Advisors, Inc. is an enterprise-scale firm that serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services using a combination of in-house and third-party strategies, with offerings delivered through a large network of representatives.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Kevin E

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Kevin Evans is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and having 14 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as Vice President of St. Vincent DePaul, a nonprofit organization, and is an ad hoc board member for the Clan Crawford Association, which focuses on the study of the Scottish Crawford surname. VOYA Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of representatives, combining in-house and external strategies with technology-enabled tools to implement client recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Michael S

CFP®, Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Michael Slyby is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at Voya Financial Advisors, Inc. in Columbus, OH. His prior roles include positions at LPL Financial, Park Avenue Securities, Guardian Life Insurance Company, and Transamerica Financial Advisors. Outside of his advisory work, he serves as a trustee, elder, deacon, and committee member at University Baptist Church. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists and uses technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Todd R

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Todd Richhart is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked at Voya since 2019 and has prior experience with Allstate Insurance Company, Valic Financial Advisors, and Edward Jones. In addition to his advisory role, he operates as an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. is a large-scale advisory and broker-dealer firm that serves individual, institutional, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and third-party resources with technology-driven tools to implement client-focused investment strategies, managing a significant portion of assets on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Barnett M

Columbus, OH

VOYA Financial Advisors, Inc.

Barnett Mc Gowan is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. Prior to joining Voya in 2019, he worked at NYLIFE Securities LLC and New York Life Insurance Co., as well as American Apex Corp and Carmax. Outside of advising, he is active as a social media consultant producing content on philosophical anthropology and pop culture topics, and serves on the board and as treasurer for a veterans organization focused on PTSD, substance abuse, and homelessness. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-driven tools to offer both discretionary and non-discretionary account management through a broad network of advisors.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Brianne C

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Brianne Caldwell is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio. She holds a Series 66 designation and has four years of industry experience, including previous roles at Raymond James Financial Services and Welsh Hills Financial Services. Outside of her advisory work, she is a musician and plays the fiddle. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing a combination of in-house and third-party strategists, model portfolios, and technology-enabled tools to implement client strategies.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Laurel L

Series 63, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Laurel Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, Laurel serves as Team Mom for the Alter High School Lady Knights soccer team, overseeing various team committees and event planning. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account programs, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines model portfolios, in-house and third-party strategists, and technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Christopher N

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Christopher Nicola is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Voya since 2016. Nicola is also involved with The Verdi Group, a financial services enterprise. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support its investment approach.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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David S

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

David Sheppard is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH, with 13 years of industry experience. He holds a Series 66 designation and previously worked at Valic Financial Advisors before joining Voya in 2018. Outside of his advisory role, he is a member of the Capital City Cigar Club and has ownership interests in a distillery business and an independent insurance agency. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plans, and corporations, offering financial planning, portfolio management, and access to third-party money managers. The firm combines in-house and external strategists with technology-enabled tools to implement mostly non-discretionary investment programs alongside limited discretionary management options.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Jared D

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Jared Dubeansky is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds the Series 63 designation and has been with Voya since 2012. Outside of his advisory work, he has been involved in retail through his role at Old Mentor Cigar Shop since 2013. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, corporate clients, and charitable organizations through financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions structured around client-specific investment policy statements.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Harold M

Columbus, OH

VOYA Financial Advisors, Inc.

Harold Morley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 42 years of industry experience. His prior roles include positions at MassMutual, MSI Financial Services, and MetLife Investment Fund Services. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools to manage a wide range of investment programs, including both discretionary and non-discretionary accounts.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Randy S

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Randy Sharp is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and 31 years of industry experience. He has worked with various Voya entities since 2003, including Voya Financial Partners and Valic Financial Advisors. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations, managing many accounts on a non-discretionary basis while offering some discretionary management options.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Karl R

CFP®, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Karl Rubin is a CFP® professional with 30 years of industry experience, currently serving at VOYA Financial Advisors, Inc. since 2014. He previously worked at Voya Financial Partners, LLC for 11 years. Rubin is also involved in community service, acting as a finance committee member for the Columbus Jewish Federation and serving on the board of Congregation Tifereth Israel. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates in-house and third-party strategies using technology-enabled tools and manages many accounts on a non-discretionary basis while accommodating discretionary management in certain arrangements.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Regina T

Series 63

Columbus, OH

VOYA Financial Advisors, Inc.

Regina Tomek is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 27 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and previously spent nine years with Valic Financial Advisors. Tomek serves as Vice President of the Cleveland Central Catholic Alumni Association, where she assists with fundraising and organizational activities. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Dale V

Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Dale Van Valkenburg is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with VOYA-affiliated firms since 2008, including VOYA Financial Partners, LLC, and has worked as an independent insurance agent offering fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategies using technology-enabled tools to manage mainly non-discretionary accounts, offering a broad product shelf through a large network of investment adviser representatives.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Brian K

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Brian Koch is a financial advisor with VOYA Financial Advisors, Inc. based in Columbus, Ohio, holding a Series 66 designation and 14 years of industry experience. He has worked at VOYA since 2015 and is currently owner of Koch Cushing Financial Group, which provides financial advising, planning, and retirement planning services. In addition, he works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, technology-enabled tools, and mostly non-discretionary management to deliver customized investment solutions.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Michael H

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Michael Helsel is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 21 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also involved with The Verdi Agency, LLC and The Verdi Group, which focus on insurance and financial services. Outside of his advisory work, Helsel owns and manages several holding companies and real estate LLCs. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to a diverse client base, including individuals, pension plans, and corporate clients. The firm combines in-house and third-party strategies, technology-driven tools, and a mix of discretionary and non-discretionary management approaches to serve clients.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Christopher C

Series 63, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Christopher Cox is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and having 20 years of industry experience. Since 2021, he has served as president of Family Financial Planning Investment & Insurance and as an independent insurance agent. His prior roles include positions at ADP Broker Dealer, Nationwide Investment Advisors, and U.S. Bancorp Investments. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment programs through a large network of advisers.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Curtis C

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Curtis Cutler is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at firms including JPMorgan Chase and Smithfield Foods. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of model portfolios, both in-house and external strategists, and technology-driven tools to implement investment recommendations, with a notable emphasis on non-discretionary client relationships.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Daniel J

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Daniel Jacobs Sr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 credential and 34 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and was previously with Voya Financial Partners, LLC from 2004 to 2011. Jacobs also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of model portfolios, outside and in-house strategists, and technology tools to provide financial planning and portfolio management, with a notable focus on non-discretionary client relationships.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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