Justin Snyder is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, with seven years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2018. Prior to his advisory role, he worked at Toledo Molding and Die Inc for 12 years. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach focuses on model-driven ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

Lawrence Fairall is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with PNC Wealth Management and its affiliates since 2015. Outside of his advisory role, he owns a boat rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm employs algorithmic risk assessments and relies on third-party strategists for portfolio management and execution.

Dennis Isabell is a financial advisor with SPC in Toledo, OH, holding a Series 63 designation and 38 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory work, Isabell serves on the advisory board of the Salvation Army of Northwest Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored 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 plan services, offering both discretionary and nondiscretionary investment strategies.

Joseph Kizer is a financial advisor with Transamerica Financial Advisors who holds five years of industry experience. He has worked with Dynamic Access, Inc. as a vascular access specialist and provides nursing care at Wood County Hospital. In addition to his advisory role, Kizer is involved in vascular access procedures in various healthcare settings. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs supported by a large advisor network.

William Peet is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Merrill and Doordash. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway platform.

Jeffrey Jensen is a financial advisor at Fifth Third Securities, Inc. in Toledo, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1997. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Kevin Smith is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities in 2023, he worked at Fifth Third Bank beginning in 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform.

Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and has two years of industry experience. Morgan’s prior experience includes roles at Northwestern Mutual and various mortgage and financial services companies. Morgan is also involved with Deverna & Co Financial, providing investment advising and insurance services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm delivers investment solutions through a combination of in-house models, third-party managers, and a platform integrating affiliated entities for diverse advisory needs.

Umihiko Saito is a financial advisor with Eagle Strategies (NY Life) in Perrysburg, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Eagle Strategies since 2009 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company, both since 2006. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Christopher Mcintire is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has operated McIntire Retirement Services since 2000, providing financial and retirement planning. McIntire is also involved in insurance sales as an independent contractor. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Glenn Alford is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he operates as an independent insurance agent focused on fixed insurance products. Voya Financial Advisors serves a diverse client base, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures.

Dennis Isabell II is a financial advisor at SPC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC and Sigma Financial Corporation for 20 years. His outside business activities include offering financial services and selling various lines of insurance through multiple insurance carriers. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers customized investment advice primarily through discretionary management and a range of account programs.

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.

Kevin Pietro is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 designations. He has six years of industry experience, including prior roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of advisory work, he operates an e-commerce business as a sole proprietor on eBay. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm emphasizes long-term portfolio returns and integrated services aligned with Empower’s recordkeeping and administrative platforms.

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.

Anthony Spaniolo is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he occasionally bartends on weekends at Silver Lake Chicken Shack. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

David Elrod is a financial advisor with SPC in Toledo, Ohio, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Sigma Planning Corporation since 2007 and Sigma Financial Corporation since 2006. Outside of advising, he is the author of a children's book on money habits and supports his children’s business ventures, teaching them mechanical and business skills. He is also co-owner of a company that manufactures and sells lip balm products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, providing portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers. The firm offers discretionary and nondiscretionary investment management and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside its advisory services.

James Piazza is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He has held roles at multiple firms including Wilcox Financial, Deverna & Co Financial, and Ameritas Life Insurance Corp. Piazza is also the owner of P3C Planning LLC and Piazza Wealth Management, where he provides financial, investment, and retirement planning services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a platform that integrates in-house and third-party managers along with co-advisory programs.

Griffin Boustany is a financial advisor at J.W. Cole Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has worked with J.W. Cole Advisors and J.W. Cole Financial since 2020. His background also includes roles at General Motors and involvement with Masterpiece Automotive Consulting and Masterpiece Financial Services. Outside of his advisory role, he was engaged with Boustany Film Company, LLC for eight years. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis and offers both discretionary and non-discretionary account management, incorporating digital advice and multiple custodial platforms.

Daniel Mell is a financial advisor with The Huntington Investment Company in Toledo, OH, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Huntington since 2016 and spent one year at Ameriprise Financial Services, LLC. Mell serves on the Board of Directors for Cardinal Stritch Catholic High School and Academy, a nonprofit role involving institutional advancement activities. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm utilizes an open-architecture investment model that combines third-party managers with proprietary private bank offerings, delivering a range of wrap-fee programs primarily through the Envestnet MAS platform.