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.

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.

Allen Wandle is a financial advisor with Money Concepts Capital Corp and holds 23 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 22 years and operates Wandle & Associates, Inc., a CPA and accounting firm providing bookkeeping, payroll, tax consulting, and tax return preparation services. Additionally, he has ownership in a local restaurant, Sunbury Diner LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

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.

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.

Christopher Casto is a CFP® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held previous roles at Ameriprise, Cetera, and Regions Bank. His work is based in New Albany, Ohio. 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 using an open-architecture model that combines third-party managers with proprietary Private Bank strategies.

Tammi Wood is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. Her prior roles include positions at Fifth Third Securities and Ameriprise Financial Services. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers a range of wrap-fee programs using an open-architecture investment model that combines third-party managers with proprietary offerings from its Private Bank.

Pamela Guggenheim is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes nine years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary and third-party strategies through platforms such as Envestnet, and operates with a combination of roles as a broker-dealer, registered investment adviser, and municipal advisor.

James Altier is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes an 18-year tenure at JPMorgan Distribution Services Inc. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary offerings, delivering diversified portfolio management through various wrap-fee programs on the Envestnet MAS platform.

George Aucreman III is a financial advisor with Hornor, Townsend & Kent, LLC, holding 15 years of industry experience. He has previously worked at MML Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he is an agent at 21st Century Financial, where he engages in multi-line insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary management.

Jason Lee is a financial advisor at SPC with 25 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities, LLC since 2014 and Gilliland Lee Financial Group, Inc. since 2008. Outside of his advisory roles, he sells fixed annuities, life, health, and long-term care insurance, and serves as co-trustee of a family trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary and non-fiduciary retirement services.

Latosha Brown is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked for the Columbus City Attorney's Office for nine years. Brown is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create tailored portfolios and offers both wrap and non-wrap programs with access to a range of securities and outside managers.

Steven Morgan is a financial advisor with Osaic Advisory Services, LLC in Westerville, OH, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Arbor Point Advisors, Polaris Financial Partners, and Cadaret Grant & Co., Inc. Morgan also engages in insurance sales as part of his professional activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers diverse advisory services through multiple program models and utilizes a combination of proprietary guidance and third-party platforms to manage client portfolios.

Mark Posey is a financial advisor with Fifth Third Securities, Inc. in Westerville, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Fifth Third Securities since 2016. Outside of his advisory role, Posey serves as the head volleyball coach at Westerville North High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, utilizing third-party portfolio managers and various investment strategies tailored to client risk profiles.

Joseph Marshall is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Ameriprise and Fifth Third Securities. Outside of his advisory role, he co-owns Better Days Vacations LLC, a retail business focused on discounted travel arrangements. 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 investment approach that includes proprietary models and third-party strategies, with services delivered through various wrap-fee programs on the Envestnet MAS platform.

Josh Cyrus is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments for five years. Outside of his advisory role, he is the sole proprietor of Cyrus Solutions LLC, a startup focused on website creation, marketing, and business support services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its advisor count.