Liam Rogers is a financial advisor at Ameritas Advisory Services, LLC with 5 years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at DeVerna & Co Financial and Rocket Mortgage, where he worked as a mortgage loan originator and assisted clients with fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified asset management and financial planning solutions using a variety of investment vehicles and platforms.

Lucas King is a financial advisor with Eagle Strategies (NY Life) based in Perrysburg, OH, holding Series 63 and Series 66 credentials and having seven years of industry experience. Prior to his current role since 2022, he worked with NYLIFE Securities and New York Life Insurance Company starting in 2019, and he has a background at IMA World Health from 2012 to 2019. Outside of his advisory duties, he serves on the boards of several non-profit organizations, including DEXA Haiti Relief, Partners in Education of Toledo, and The Epilepsy Center of Northwest Ohio, and volunteers with the Toledo Rotary Club. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis, and maintains fiduciary responsibilities particularly regarding retirement investors.

Adam Brentlinger is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Toledo, OH, holding Series 65 and Series 63 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2014 and has concurrently worked with FIFTH THIRD BANK since 2013. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions via investment advisory and brokerage services. The firm offers a range of program types on the Passageway Managed Account platform, utilizing multiple third-party portfolio managers and investment strategies.

Jeffrey Little is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, Sun Federal Credit Union, and Allstate Financial Services, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party managed investment strategies.

James Brown is a financial advisor with Ameritas Advisory Services, LLC in Toledo, OH, holding a Series 66 credential and one year of industry experience. Before entering the financial sector, he served with the City of Toledo Department of Police for 25 years. He is also employed with Premier Planning Group, where he provides financial 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 a range of investment strategies and program platforms, with a corporate structure that integrates affiliated broker-dealer, investment, and insurance entities.

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.

Richard Escobedo is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services, he worked in healthcare roles at Promedica Toledo Hospital, Promedica Flower Hospital, and the University of Toledo Medical Center. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management using ETF-based model portfolios, third-party money managers, and Direct Indexing, supported by integrated technology and a combination of advisory, broker-dealer, mortgage, and insurance services.

Tate Carnicom is a financial advisor at Fifth Third Securities, Inc. in Bowling Green, OH, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes several roles at Fifth Third Bank and positions outside finance, such as at Bassett's Market and Florida Gulf Coast University. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering a range of investment advisory and brokerage services. The firm provides multiple managed account programs through its Passageway platform, combining advisor-directed and third-party portfolio management strategies.

Steven Decker is a financial advisor with Ameritas Advisory Services, LLC in Toledo, Ohio. He holds a Series 63 designation and has 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates Decker Financial Group and Creative Financial Partners, where he is involved in fixed insurance and annuity sales. Decker is also an author working on a book about destination retirement. 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 uses a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, interval funds, and individual securities.

Michael Delaney is a financial advisor at J. W. Cole Advisors, Inc. in Toledo, Ohio, holding a Series 66 designation. He has experience working at Northwestern Mutual and General Motors, as well as involvement with Boustany Film Company. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

Joseph Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and with 19 years of industry experience. He has worked with Ameritas since 2016 and also operates Decker Financial Group and Creative Financial Partners, where he is involved in fixed insurance and annuities. 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 financial planning services, utilizing various model portfolios, mutual funds, ETFs, and individual securities.

Nicole Manning is a financial advisor at Hantz Financial Services, Inc. in Maumee, OH, holding a Series 65 credential with two years of industry experience. She has been with Hantz Financial Services since 2020, previously working at Bowling Green State University and the University of Phoenix. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension plans, charitable organizations, and business owners. The firm offers financial planning, wealth management through ETF-based model portfolios and third-party managers, retirement plan consulting, and brokerage, mortgage, and insurance services via affiliated entities.

Cassie Christman is a financial advisor at Fifth Third Securities, Inc. with industry experience beginning in 2018. She holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities and Fifth Third Bank, N.A., as well as prior experience in the fitness and accounting sectors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers investment advisory and brokerage services through multiple program types, including a wrap-fee platform sponsored on Fidelity’s Managed Account Xchange.

Christine Johnston is a financial advisor with Ameritas Advisory Services, LLC, holding 17 years of industry experience. She previously worked with Nationwide Securities, LLC and Nationwide Financial for five years and has been associated with DeVerna & Co Financial, Yanak Insurance Group, and McClure Insurance Group. She is also a licensed independent insurance agent, actively involved in selling life, long-term care, and fixed annuity 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, charitable organizations, and businesses. The firm offers a range of financial planning and asset management solutions using model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Heather Calla is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 credential and over 20 years of industry experience. She has been with J. W. Cole Advisors and its affiliated firms since 2006 and has also been associated with Rohrs & Associates, LLC since 2004. Outside of her advisory work, she owns BR Chocolates and Edibles, a chocolate sales business, and serves as a trustee of the Dorothy D Rorick Trust. J. W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth, and institutional clients. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, and integrates both fundamental and technical analysis.

Scott Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and Creative Financial Partners, among others. He is also a licensed independent insurance agent selling fixed insurance products 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 services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Mitchell Smith is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Fifth Third Bank. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers access to the Passageway Managed Account Program, featuring multiple portfolio management options and tailored investment strategies.

Minnie Singh is a financial advisor at Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation with 21 years of industry experience. She has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party managed portfolios via its Passageway Managed Account Program, combining advisor-directed and model-based strategies.

Tyson Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held roles at several firms, including his own Moore Family Enterprises LLC and Net Law, which he uses occasionally as a resource for clients’ will and trust needs. Moore also serves on the Finance Department’s Board of Executive Advisors at the University of Toledo. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.

Jaclyn Cardenas is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2019 to 2021. Before entering finance, she was self-employed in child care for six years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers discretionary and non-discretionary account management through a network of over 400 independent adviser representatives.