Kelsey Burke is a financial advisor at Apricity Financial Planning with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked nine years at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, she is involved in podcasting and movement/mindfulness instruction. Apricity Financial Planning is a fee-only independent investment adviser serving individuals, high-net-worth clients, and small businesses. The firm emphasizes asset allocation and Modern Portfolio Theory in its investment approach, using primarily mutual funds and ETFs with a passive management style, and offers ongoing financial planning along with educational seminars and speaking engagements.

Anthony Ruiz is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Ruiz Financial Group, LLC. His prior experience includes roles at LPL Financial LLC, Edward Jones, and Huntington National Bank. Ruiz also holds Series 63 and Series 65 licenses and is based in Toledo, Ohio. Ruiz Financial Group is a state-registered, fee-only investment adviser that offers financial planning and portfolio management to individuals, families, trusts, small businesses, and retirement plan sponsors. The firm provides discretionary portfolio management, retirement plan consulting with both 3(21) and 3(38) fiduciary options, and multiple fee arrangements, emphasizing a formal process for selecting and overseeing sub-advisers.

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, with six years of industry experience. He holds the Series 65 and Series 66 licenses and has prior experience working at the Toledo Metropolitan Area Council of Governments and SWM Tax Inc. Outside of advisory services, he owns and operates Integrated Tax & Accounting Solutions, providing tax preparation services during tax season. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm employs a tax-aware, individualized investment approach and integrates its affiliated tax-preparation capabilities as part of its comprehensive client services.

Timothy Waller is a financial advisor at MDRN Capital with six years of industry experience. He previously worked at PNC Wealth Management, Kovack Advisors, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he operated personal training and gardening businesses. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model, focusing on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs.

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.

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.

Andrew Pieracini is a financial advisor at Gibbs Wealth Management, LLC in Holland, Ohio, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Legacy Group Planning, as well as experience in the manufacturing sector at Swanton Welding Company. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm’s investment process focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Jessie Siegler is a financial advisor at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. Prior to joining Forvis Mazars, Jessie worked at Fidelity Investments for five years and also has experience in the hospitality industry. Outside of advisory work, Jessie is involved in food delivery through Door Dash. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser offering financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits, managing approximately $12 billion in assets. The firm integrates wealth management with coordinated tax and accounting services under its parent company Forvis Mazars, LLP.

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.

Mark Holzemer is a financial advisor with Ameritas Advisory Services, LLC, holding 32 years of industry experience. He has worked with Ameritas since 2019 and has been involved with Creative Financial Partners and CH Benefits, where he holds co-ownership. Holzemer also operates ML Holzemer Ltd, which manages payroll for commissions. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs including model portfolios and third-party subadvisers, serving a range of clients with integrated services across Ameritas affiliates.

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 with Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has six years of industry experience. Shelbie has worked at Fifth Third Securities since 2020 and has been with Fifth Third Bank since 2017. Prior to that, she worked at Jim White Toyota for one year. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, through investment advisory and brokerage services. The firm offers various program types and third-party portfolio managers via its Passageway Managed Account platform.

Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 19 years of industry experience. He has worked with several firms including Creative Financial Partners, where he is a part owner, and serves as a part-time instructor at the Morton-Barber Learning Center, providing training for insurance and securities industry exams. He also owns Eco Prints, LLC, a creative services and marketing support business. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that includes in-house model portfolios, third-party managers, and co-advisory relationships, serving a broad range of client needs including high-net-worth individuals and employer-sponsored plans.

James Reeves is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 16 years of industry experience and has been associated with Eagle Strategies since 2017. Besides his advisory work, he volunteers with the Wauseon School District Finance Committee and participates in local fundraising efforts through West Valley Mavericks. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

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.