Daniel Smyth is a financial advisor at Citizens Securities, Inc. based in Columbus, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Citizens Securities, he worked at Morgan Stanley and has experience in various roles outside finance, including media and logistics. He is also the owner of a Twitter account that posts memes and football news. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency, with affiliations to Citizens Bank, N.A.

Todd Emoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been associated with both Commonwealth Financial Network and Freedom Asset Management since 2005. Outside of his advisory work, he rents a seat on the Chicago Mercantile Exchange. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Andrew Pleune is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at various Bankers Life entities since 2017. Outside of advising, he serves as secretary for AmSpirit Business Connections, a networking group focused on professional referrals. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

David De Sciscio is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Patricia McConnell is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. She previously worked at Lincoln Investment for 11 years and has also been affiliated with Wells Fargo Advisors and LPL Financial. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Clara Bope is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. She has been with Bankers Life and its affiliated entities since 2020. Her prior experience includes roles in the food and beverage industry as well as at Capital University. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs and collaborating with outside managers when appropriate.

Surya Dubey is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds the Series 66 designation and has worked at several Cetera affiliates before joining Huntington in 2025. Prior to his financial services career, he was affiliated with Genpact and had a decade-long involvement with Aryabhatta College (DU) and BPSKV School Deoli. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

Peter Christie is a financial advisor with Citizens Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to his current role since 2019, he worked at JP Morgan Securities LLC for three years. Outside of his advisory work, he owns a custom home theater installation business and serves as president of a property association. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program focused on ETF portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Joshua White is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Signature Real Estate and Huntington National Bank, where he has been employed since 2009. Outside of advisory services, he is the owner of Cornerstone Rental Properties LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model incorporating third-party sub-managers, proprietary Private Bank strategies, and various wrap-fee programs on the Envestnet MAS platform.

Kelly Mathews is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities. Mathews has spent the majority of his career at Huntington in various roles since 2016. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities, utilizing an open-architecture model that integrates third-party and proprietary investment strategies through multiple wrap-fee programs on the Envestnet platform.

Casey Daly is a financial advisor at The Huntington Investment Company with 20 years of industry experience. He holds a Series 66 credential and has been with the firm in various capacities since 2011. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Christopher Urbano is a financial advisor at The Huntington Investment Company with nine years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture platform combining third-party and affiliate portfolio models alongside discretionary and model-based management options.

Michael Kays is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent eight years at Legend Equities Corporation. Outside of his advisory role, he serves as an assistant varsity girls soccer coach for Northern Local School District. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Brett Warrick is a financial advisor with Fifth Third Securities, Inc. based in Newark, Ohio. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at Huntington National Bank, Bankers Life Securities, and experience with Ohio state organizations. Outside of his advisory work, he participates as a co-angler in professional bass fishing. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets for a broad client base using third-party portfolio managers and a range of investment strategies.

Michelle Loftus is a Series 66-licensed advisor at The Huntington Investment Company with 24 years of industry experience. She has worked at Huntington in various roles since 1995, including her current position at the investment company since 2002. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and proprietary investment strategies, with custodial services provided through National Financial Services.

Christopher Johnston is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at PNC Investments LLC since 2022, a brief tenure at J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021, and a decade at AIG Life Insurance and AIG Capital Services from 2011 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Micah Mork is a financial advisor with Bankers Life Advisory Services, Inc. in Westerville, OH, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Bankers Life, he was involved in livestock and trucking businesses and currently works as an agent for Bankers Life and Casualty, assisting clients with Medicare, life insurance, and retirement income planning. He also held ownership interests in Martin D Yoder Livestock and Trucking, which were sold in 2021. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Garin Rydalch is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Lincoln Investment, Shore Morgan Young, and Switchback Global Capital. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse investment strategies and supporting held-away account management through multiple custodians.

Brian Steele is a CFP® professional with 28 years of industry experience, currently serving at The Huntington Investment Company since 2008. He previously worked at Ameriprise Financial Services, LLC, and has managed real estate investment ventures through MACE LLC and Echo-Nomics LLC. His real estate activities focus on residential, commercial, and mixed-use properties aimed at wealth creation and financial independence. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm employs an open-architecture investment model combining third-party and proprietary strategies with comprehensive wrap-fee programs on the Envestnet MAS platform.

Lori Fellows is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services, Gerber, LLC, and First Ohio Planning, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.