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.

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.

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.

Christopher Anteau is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 66 designations and has 22 years of industry experience. His prior work includes roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and CCO Investment Services Corp. Outside of his advisory work, he is involved in sports card sales through online platforms such as eBay and TCG Player. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple managed account programs, including discretionary models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation with a large bank.

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.

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.

Michelle Schroeder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at Ameritas Investment Company, Fifth Third Securities, The Huntington Investment Company, and other firms. Outside of finance, she creates digital content on vintage, thrifting, and home decor topics, sharing her work on social media platforms such as Instagram and TikTok. 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 using model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology.

Kristy Turnwald is a CFP® and ChFC® with 22 years of experience in financial advising at Hantz Financial Services, Inc., where she has worked since 2004. She holds Series 63 and Series 65 licenses and is based in Maumee, Ohio. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, business owners, and institutional clients. The firm offers financial planning and wealth management primarily through ETF-based model portfolios and third-party strategies, alongside brokerage, mortgage, and insurance services through affiliated entities.

Nathan Boyer is a financial advisor at Independent Financial Partners with a Series 66 designation and four years of industry experience. He has worked at IFP Securities LLC since 2021 and has been involved with Stirling Capital since 2013, where he serves as Director of Operations. In addition to his advisory role, Boyer owns Stirling Capital Tax & Accounting Services, which provides tax preparation and accounting. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a broad client base and offers both individualized and centralized investment management options, with a notable focus on retirement-plan advisory and pension consulting services.

Denny Parsson is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with Fifth Third Securities and FIFTH THIRD BANK since 2011. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage channels. The firm offers a variety of investment programs via the Passageway Managed Account Platform, combining third-party portfolio management with customized risk profiling and strategies such as tax-overlay and direct indexing.

Adam Brentlinger is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Fifth Third Securities since 2014 and with Fifth Third Bank since 2013. Fifth Third Securities serves a diverse client base including individuals—such as high-net-worth clients—and institutional accounts like corporations and trusts. The firm offers a range of investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform, providing clients with various portfolio management options and risk-profile-based 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.

Benjamin Jackson is a financial advisor with Fifth Third Securities, Inc. in Lambertville, MI, holding a Series 66 designation and seven years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2018 and previously worked at Wholehan Marketing from 2014 to 2018. 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, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

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.