Patricia McConnell is a CFP® professional with 24 years of experience in financial advisory roles. She is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Wells Fargo Advisors and Lincoln Investment. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm uses a fiduciary-based advisory model, combining client goals with strategies from leading asset managers and technology platforms.

Clara Bope is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. She has been with Bankers Life and its affiliated entities since 2020. Her prior experience includes roles in the food and beverage industry as well as at Capital University. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs and collaborating with outside managers when appropriate.

Peter Christie is a financial advisor with Citizens Securities, Inc. in Columbus, OH, where he has worked since 2019. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to Citizens Securities, he was with JP Morgan Securities LLC and owns a custom home theater installation business, Hollywood Home Cinema. He also serves as President of the Olde Charted Trail Property Association. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based portfolios through a digital advisory program and a Managed Account program, and operates as a broker-dealer and insurance agency.

Brett Warrick is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Newark, Ohio, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at The Huntington National Bank and Bankers Life Securities. Outside of his advisory work, he participates as a professional co-angler in bass fishing. FIFTH THIRD SECURITIES, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional accounts. The firm offers investment advisory and brokerage services through various programs on its Passageway Managed Account platform, utilizing third-party managers and strategies such as mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Christopher Johnston is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at PNC Investments LLC since 2022, a brief tenure at J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021, and a decade at AIG Life Insurance and AIG Capital Services from 2011 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Micah Mork is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 66 licenses and three years of industry experience. Prior to his current role, he owned and managed trucking and livestock businesses and has involvement with insurance products related to Medicare and retirement planning through Bankers Life & Casualty, Inc. He also owns and operates a residential rental real estate business. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create customized asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Allen Wandle is a financial advisor with Money Concepts Capital Corp and holds 23 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 22 years and operates Wandle & Associates, Inc., a CPA and accounting firm providing bookkeeping, payroll, tax consulting, and tax return preparation services. Additionally, he has ownership in a local restaurant, Sunbury Diner LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Garin Rydalch is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Lido Advisors, Lincoln Investment, Shore Morgan Young, and Switchback Global Capital. He also provides administrative support to Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes a variety of investment strategies while offering both proprietary and third-party managed account solutions.

Lucas Gooding is a financial advisor with Cetera Planning Partners in Westerville, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at Avantax entities and Citizens Bank, among others. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified allocation approach centered on mutual funds and ETFs, supported by a formal planning process and a range of ancillary services such as tax planning and estate strategies.

Lori Fellows is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services, Gerber, LLC, and First Ohio Planning, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Pamela Guggenheim is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios and operates as both a registered investment adviser and broker-dealer.

George Aucreman III is a financial advisor with Hornor, Townsend & Kent, LLC, holding 16 years of industry experience. He has previously worked with MML Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he operates an insurance brokerage business focused on multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset managers to provide both discretionary and non-discretionary portfolio management.

Jason Lee is a financial advisor at SPC with 25 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities, LLC since 2014 and Gilliland Lee Financial Group, Inc. since 2008. Outside of his advisory roles, he sells fixed annuities, life, health, and long-term care insurance, and serves as co-trustee of a family trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary and non-fiduciary retirement services.

Latosha Brown is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked for the Columbus City Attorney's Office for nine years. Brown is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create tailored portfolios and offers both wrap and non-wrap programs with access to a range of securities and outside managers.

Steven Morgan is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, Inc., Polaris Financial Partners, LLC, and Cadaret Grant & Co. Morgan also acts as an insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse range of clients such as individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models.

Mark Posey is a financial advisor with Fifth Third Securities, Inc. in Westerville, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Fifth Third Securities since 2016. Outside of his advisory role, Posey serves as the head volleyball coach at Westerville North High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, utilizing third-party portfolio managers and various investment strategies tailored to client risk profiles.

Josh Cyrus is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Fidelity Investments for five years. Outside of his advisory role, he is the sole proprietor of Cyrus Solutions LLC, a startup focused on website creation, marketing, and business support services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Tenesha Hartgrove is a CFP® and PFS™ credentialed advisor with seven years of industry experience. She is currently with Money Concepts Capital Corp and has prior experience with Lincoln Douglas Investments, LLC, Intuit, and Ron Lykins CPAs. Outside of her advisory work, she is involved with YLDJ Consulting, a non-investment-related business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm uses model-driven and asset-allocation approaches across discretionary and non-discretionary programs and manages approximately $4.07 billion in client assets through a large network of advisors.

Keisha Smith Jones is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Money Concepts Capital Corp since 2019 and has prior experience with Millennium Brokerage Group and Nationwide. Outside of her advisory role, she serves as a board member and director of the Gahanna Area Chamber of Commerce. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment approaches, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients with around $3.33 billion in assets under management.

James Powers is a financial advisor with Fifth Third Securities, Inc. in Pickerington, Ohio, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2010. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.