Brian Vanwinkle is a financial advisor with Van Winkle Wealth Management Group LLC in Newark, Ohio. He holds a Series 63 designation and has 32 years of industry experience, including over two decades at Syndicated Capital, Inc. Outside of his advisory role, he is a part owner of Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. Van Winkle Wealth Management Group provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan sponsors and participants. The firm uses model portfolios combined with fundamental and technical analysis to tailor strategies to client objectives, managing approximately 400 client relationships and about $114 million in assets.

Thomas Cantrell is a financial advisor with The Retirement Specialist of Central Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at his current firm since 2014 and is also involved in consulting to insurance agents through Sharp 1, LLC and independent insurance sales with Senior Services Lake & Cook Co. The Retirement Specialist of Central Ohio serves individual and high-net-worth clients, as well as self-employed and small business owners, offering discretionary portfolio management, comprehensive financial planning, and subscription-based wealth management services. The firm focuses on developing individualized investment policies and long-term asset allocations using fundamental analysis tailored to client goals and risk tolerance.

Jonathan Taylor is a financial advisor with Patriot Asset Advisors, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He previously worked at Summit Brokerage Services from 2015 to 2018. Taylor also provides life insurance as part of his financial planning services. Patriot Asset Advisors offers investment advisory and financial planning services to individual and high-net-worth clients, featuring a value-oriented investment approach, a proprietary concentrated equity model, and the use of derivatives and option strategies within managed accounts. The firm also conducts educational seminars and workshops for the public and various organizations.

Michael Allman is an advisor at Patriot Asset Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Patriot Asset Advisors, he worked at Discover Financial Services for six years and currently holds a supervisory role at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing value-oriented asset allocation models and a concentrated proprietary equity portfolio. The firm employs derivatives and option strategies in managed accounts and offers 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 Series 65 licensed financial advisor with The Retirement Specialist of Central Ohio. He has held prior roles at Aetna and operated Noxon Financial LLC, as well as experience running a window cleaning business and multiple self-employed ventures. The Retirement Specialist of Central Ohio serves individual and high-net-worth clients, self-employed individuals, and small business owners, providing discretionary portfolio management, financial planning, and subscription services integrated with an online planning platform. The firm focuses on developing personalized investment policies using fundamental analysis tailored to client goals, time horizons, and risk tolerance.

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 financial advisor with W&S Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at W&S Brokerage Services since 2013 and Western Southern Life since 2001, where he currently serves as a full-time sales manager. W&S Advisory Services, LLC serves parents and other custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and offers standalone comprehensive financial planning through Western & Southern Life agents. The firm employs a model portfolio approach with automated, non-discretionary allocations managed in partnership with Fort Washington Investment Advisors, focusing on custodial accounts with fixed fees rather than asset-based billing.

Sheila Steury is a financial advisor with Lanark Financial, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at Stifel since 2009, UBS Financial Services since 2007, and Mcdonald Investments Inc. since 1999. Lanark Financial provides investment management and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and utilizes a mix of discretionary and non-discretionary arrangements supported by various program-based accounts and affiliated investment management divisions.

Lawrence Miller is a financial advisor at Lanark Financial, Inc. with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with NBC Securities Inc. since 2014. Outside of his advisory role, he owns an LLC that manages the office condominium housing his branch office. Lanark Financial provides investment management and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a mix of discretionary and non-discretionary arrangements, utilizing third-party sub-advisers and various program-based accounts.

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.

Zachary Pipoly is a financial advisor at Manning & Napier Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc. and KeyBank National Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and is affiliated with in-house trust and broker-dealer entities.

Scott Ryan is a financial advisor at Packerland Brokerage Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has been with Packerland since 2012. Outside of his advisory role, he owns a certified public accounting practice and works as an independent insurance agent. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Aaron Ward is a financial advisor at Secure Asset Management, L.L.C. in Utica, Ohio, holding a Series 65 designation with over 20 years of combined experience in law enforcement and financial services. Prior to joining Secure Asset Management, he served with the City of Columbus Ohio Police Department for 22 years and has operated AWard And Associates Company since 2016. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of analytical approaches and utilizes third-party managers and platforms to manage client portfolios.

Wayne Farnsworth III is a financial advisor with ValMark Advisers, Inc., holding 22 years of industry experience. He has been with ValMark Advisers since 2004 and ValMark Securities since 2002. Outside of finance, he is involved in professional bowling and serves as Vice President of Sales for WFFS, Inc., a family business unrelated to investment management. 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 representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Brad Farnsworth is a financial advisor with ValMark Advisers, Inc. in Newark, Ohio, holding 18 years of industry experience. He has been with ValMark Advisers since 2009 and also serves as Vice President and Office Manager of Farnsworth Financial Services, Inc. Outside of his advisory roles, he is a volunteer board member for the U.S. Selective Service in Licking County. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, separate-account managers, and third-party programs, with oversight from an investment committee.

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 and Edward Jones. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs primarily on the Envestnet MAS platform.

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.

Brett Warrick is a financial advisor with Fifth Third Securities, Inc. based in Newark, Ohio. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at Huntington National Bank, Bankers Life Securities, and experience with Ohio state organizations. Outside of his advisory work, he participates as a co-angler in professional bass fishing. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets for a broad client base using third-party portfolio managers and a range of investment strategies.