Jason Rizzo is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has been with Fifth Third Securities since 2009. Outside of his advisory role, he is a member and owner of R Squared LLC, a rental property management business in Galena, Ohio. Fifth Third Securities provides 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 offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

David Edgerton is a ChFC® credentialed financial advisor with 52 years of industry experience. He is affiliated with United Planners' Financial Services of America as a Limited Partner. His prior roles include positions at Securities America Advisors, Inc., Securities Service Network, Inc., and founder of Edgerton Financial Co. and The Edgerton Agency, Inc., where he has operated since 1978. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm provides advisory and brokerage services through independent representatives using various custodians and third-party managers, emphasizing a primarily non-discretionary investment approach.

Ayman Ghousheh is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and integrated platform relationships.

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.

Courtney Kennedy is a CFP® and holds a Series 63 license with seven years of industry experience. She is currently an advisor at Creative Planning in Columbus, OH, having previously worked at WesBanco and KeyBank. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active management strategies and private market exposure.

Shirley Mcallister is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Valic Financial Advisors since 2016 and previously worked at Agia. Outside of her advisory role, Mcallister is involved as a working partner in an oil and gas drilling program. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Bartosz Warzycha is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 63 designation and has worked at Guardian Life since 2016, currently affiliated with Park Avenue Securities. Outside of his advisory role, he serves as Vice President of the Polish American Club of Columbus and has been involved with Advocare since 2013. Park Avenue Wealth Management, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to specialized platforms and products.

Jennifer Mccarthy is a Series 66-licensed financial advisor at William Blair with 13 years of industry experience. She previously worked at Stifel Nicolaus for 14 years before joining William Blair in 2026. Outside of her advisory role, she is actively involved in ice hockey as a referee, coach, and instructor with various organizations in Ohio. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across equities, fixed income, and alternatives and provides access to private funds and co-investment opportunities through its MB Investments Program.

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.

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.

Matthew Hart is a financial advisor with Guardian Life and holds a Series 63 designation. He has 32 years of industry experience and has worked at firms including LPL Financial, Mass Mutual, and MetLife. Hart is currently based in Columbus, OH, and has been with Guardian Life and Park Avenue Securities since 2024. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plan sponsors, charitable organizations, and businesses with both brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.

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.

Pamela Samsey is a financial advisor at Guardian Life with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including Park Avenue Securities, JPMorgan Chase Bank, J.P. Morgan Securities, RW Baird, LPL Financial, and J.P. Morgan Investment Management Inc. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Barry Brown is a financial advisor at Equity Services, Inc. in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2014. Outside of his advisory work, he is involved as a partner in a self-storage business and a real estate investment company that buys, renovates, and sells or rents residential properties. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, and charitable organizations. The firm blends long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.

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.

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.

Joshua Shank is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. in Dublin, Ohio, with 11 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Jacob Beddow is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, Target, and Columbus State Community College. Outside of his advisory role, he works part-time as a food delivery driver for DoorDash in Columbus, OH. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account Program, utilizing third-party portfolio managers and a variety of strategies ranging from mutual funds and ETFs to separately managed accounts with tax overlay and direct indexing options.

Allison Salyer is a financial advisor with VOYA Financial Advisors, Inc. in Westerville, OH, holding a Series 66 designation and 25 years of industry experience. She has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2008 to 2011. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and third-party strategists, and technology-enabled tools to provide financial planning, portfolio management, and retirement advisory services through a broad network of investment adviser representatives.