Julia Sharlow is a Series 65 licensed financial advisor with four years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Kestra Advisory Services, Savage and Associates, and Prime Capital Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a network of approximately 286 advisors.

Clemens Szymanowski II is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. He holds a Series 63 designation and has worked at firms including Ameritas Investment Corp and Creative Financial Partners. In addition to his advisory role, he is involved in soliciting and servicing insurance and annuity business through DeVerna & Co. Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Scott Fisher is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and over a decade of experience with various entities within the Bankers Life group. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, where he has worked since 2012. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach combines customized asset allocation, tax efficiency, and a blend of fundamental, technical, and cyclical analysis, with a focus on individual clients rather than corporate or charitable organizations.

Nathan Breese is a financial advisor at Fifth Third Securities, Inc. in Bowling Green, Ohio, holding Series 65 and Series 63 licenses with six years of industry experience. He has been with Fifth Third Securities since 2020 and has a longer tenure with Fifth Third Bank dating back to 2011. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers various investment programs on its Passageway platform, combining third-party portfolio managers and advisor-directed strategies.

Peter Winovich III is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has held positions at Wilcox Sports Management and founded Winovich Wealth Partners. Outside of financial advising, he is licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of asset management and retirement plan advisory services, utilizing multiple program platforms and model portfolios combined with mutual funds, ETFs, and individual securities.

Jeffrey Reitzel is a financial advisor with Money Concepts Capital Corp in Perrysburg, Ohio, holding a Series 63 designation and 21 years of industry experience. He has been with Money Concepts Capital Corp since 2009. Outside of his advisory role, he is a limited partner in Reitzel Realty Ltd., a commercial property development and agriculture farming business established in 1975. 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 using model portfolios, third-party sub-advisers, and fundamental and technical analysis to guide asset allocation and account rebalancing.

Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 19 years of industry experience. He is also part owner of Creative Financial Partners and serves as a part-time instructor at the Morton-Barber Learning Center, where he provides training for insurance and securities industry professionals. Additionally, he owns Eco Prints, LLC, a marketing and creative services company. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing various investment platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Christopher Brzuchalski is a financial advisor with PNC Wealth Management in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he serves as a board member and treasurer for Sylvania Youth Hockey. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments to guide investment strategy with mutual funds and ETFs.

Brian Micciche is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities Bankers Life Securities and Bankers Life & Casualty since 2016 and 2010, respectively. Outside of advisory services, he is involved in training and managing agents in the sales and service of non-variable insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of analytical approaches to portfolio management.

Joseph Gentile is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and third-party SMAs, employing an asset-allocation framework with periodic rebalancing, while integrating technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Louis Fahrbach is a financial advisor with Eagle Strategies (NY Life) in Maumee, Ohio, holding a Series 66 designation and over 12 years of industry experience. He has been affiliated with Heritage Planners and Eagle Strategies since 2018, and with New York Life and NYLIFE Securities since 2014. In addition to his financial advisory roles, Fahrbach serves on the Northwood City Council, a position he has held since 2013. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and tailors recommendations to client objectives, managing the majority of its assets on a non-discretionary basis and maintaining fiduciary responsibilities for retirement investors.

Megan Evans is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She operates under the DBA Evans, Beebe & Fields Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Nicholas Razzoog is a financial advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2022, he worked at ProMedica and Avionos. He also has experience in education, having worked at Bowling Green State University and Perrysburg High School. 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 clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Ethan Pendry is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Bank and American Income Life Insurance Company. Outside of finance, he has experience working with the Trine University Ice Rink. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients access to advisor-directed models, SMA strategies, and tax-optimization techniques.

Matthew Nutter is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities LLC and The Huntington Investment Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithmic questionnaires to recommend investment risk levels and implements strategies via mutual funds and ETFs managed by PNC or third-party strategists.

Thomas Geissler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at Wilcox Financial, Merrill, and Ameritas Investment Company, LLC. He is also involved with Premier Planning Group, where he provides financial planning and client portfolio services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs various program platforms and investment strategies, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple affiliates within its mutual holding company structure.

Paul Haye is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. He holds the ChFC® designation and Series 63 license with 43 years of industry experience. Since 2007, he has operated under the Heritage Planners DBA, focusing on the sale of New York Life products and brokering non-registered insurance products, alongside a long tenure at New York Life and Nylife Securities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea Gibbons is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. She holds the Series 66 credential and has worked at firms including AMG Sterling Financial and Signature Bank. In addition to her advisory role, she is involved in insurance services and financial advising through Wilcox Financial/AIC. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory solutions, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities across multiple program platforms.

Nicholas Razzoog is a financial advisor at Fifth Third Securities, Inc. based in Perrysburg, OH. He holds a Series 66 designation and has 22 years of industry experience. He has been with Fifth Third Securities since 2005, following a brief tenure at Signator Investors, Inc. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, combining third-party portfolio managers with options such as SMA strategies and tax-overlay services.

Jerid Friar is a financial advisor with Fifth Third Securities, Inc. in Waterville, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Friar serves as a member of the Board of Directors for the Bowling Green Chamber of Commerce. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines its municipal-advisor registration with affiliation to Fifth Third Bank.