Dennis Isabell is a financial advisor with SPC in Toledo, OH, holding a Series 63 designation and 39 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2006 and previously at Transamerica Financial Advisors. He serves on the advisory board of the Salvation Army of Northwest Ohio. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large advisory network and offers tailored, discretionary advice through various account programs, with custody and execution services provided by Fidelity/NFS.

William Peet 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 worked previously at Merrill, Select Quote Insurance Services, and DoorDash, among other firms. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides clients with a variety of portfolio management options including mutual funds, ETFs, and separately managed accounts.

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.

Kathryn Kelley is a financial advisor with Eagle Strategies (NY Life) in Toledo, OH, holding a Series 66 designation and over 26 years of industry experience. Her career includes roles at Premise Financial Planning, Silas Parker & Associates, Salem Financial Group, and The Huntington Investment Company. She serves on the boards of Advocating Opportunity, a nonprofit providing legal services and advocacy for trafficked persons, the Arts Commission of Greater Toledo, and Lourdes University. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and approximately two years of industry experience. Prior to joining Ameritas, Morgan worked at Northwestern Mutual and several mortgage firms. Morgan is also involved with Deverna & Co Financial, providing investment advisory and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Christopher McIntire is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 19 years of industry experience. He has operated McIntire Retirement Services since 2000, focusing on financial and retirement planning. In addition to his advisory role, he has worked as an independent insurance agent involved in the sale of life and health insurance products. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds, while also serving as sub-advisor to other advisory programs.

Glenn Alford is a financial advisor at VOYA Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Voya-affiliated firms since 2003. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account programs, and retirement advisory services through a large network of representatives using both affiliated and unaffiliated products.

Michael Mccarthy is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and Premier Planning Group. Outside of his advisory work, he serves as a wrestling coach at St. Johns Jesuit High School. 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 utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, while maintaining operational practices that include cost management and affiliated entity restrictions.

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.

Nadeem Salem is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Toledo, OH, bringing 34 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2008 and has operated Salem Financial Group since 2016. Outside of his advisory role, Salem serves as a director appointed by county commissioners on the Toledo Lucas County Port Authority board and holds board and advisory positions with the University of Toledo Foundation and College of Business and Innovation. He is also the finance committee chair for the Islamic Society of Northwest Ohio. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of its assets under management overseen on a non-discretionary basis.

Mark Holzemer is a financial advisor with Ameritas Advisory Services, LLC who holds 33 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has previous experience at Voya Financial Advisors and HRS Wealth Solutions among others. Holzemer is also co-owner of CH Benefits, a health insurance company. 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 utilizes a variety of model portfolios, mutual funds, ETFs, and individual securities, offering a broad range of investment options across discretionary and non-discretionary programs.

Michael Brandon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Welty Insurance Group, Aligned Investment Concepts, Deverna & Co, Brandon Wealth Management, Cetera Advisors, U.S. Bancorp Investments, and Thrivent Financial for Lutherans. Outside of his advisory work, he has experience in insurance and annuity sales and has owned a marketing business related to investment account management and retirement planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses model portfolios, mutual funds, ETFs, and individual securities, offering a range of advisory programs and leveraging affiliated broker-dealer and investment company resources.

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.

Emerson Neto is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the advisory field, he worked in various roles including with Spaces Consignment, eBay, and the Twinsburg City School District. 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 employs diverse investment strategies utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities providing additional investment options.

Hunter Smith is a financial advisor at Ameritas Advisory Services, LLC with a Series 65 designation and one year of industry experience. His career includes roles at Ameritas Advisory Services, DeVerna & Co Financial, and LPL Enterprise LLC. Outside of finance, he has experience working with Beck Logistics LLC and has been involved with various organizations including Bowling Green State University and Stone Ridge Golf Club. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of model portfolios, mutual funds, ETFs, interval funds, and individual securities.

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 the Series 66 designation and bringing 10 years of industry experience. His background includes roles at Wilcox Financial/Wilcox Sports Management and multiple leadership positions at his own firms, including Piazza Wealth Management and P3C Planning LLC. He is also involved with Deverna & Co Financial as an agent specializing in life and disability insurance. 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 utilizes a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology providers.

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.

Arthur Schlosser is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at LPL Financial, Mass Mutual Investors Services, METLIFE SECURITIES Inc, and CUNA Brokerage Services. Outside of his advisory work, he is also active as a musician in Toledo, Ohio. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting using both discretionary and non-discretionary strategies, leveraging technology platforms and a network model that includes connections with LPL Financial and third-party estate-planning services.

Robert Schoonmaker is a financial advisor with Ameritas Advisory Services, LLC in Perrysburg, Ohio, holding CFP® and securities licenses with 23 years of industry experience. His prior experience includes roles at Huntington Bank, Mass Mutual Investors Services, and Signator Investors. He serves on the boards of several nonprofit organizations, including the University of Toledo Foundation, Junior Achievement of Northwest Ohio, and the YMCA of Greater Toledo, participating in investment committees and general oversight. Additionally, he is involved as a fitness coach at CrossFit Fenix. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities.