Alec Falkenberg is a financial advisor with Transamerica Financial Advisors in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles with NetLaw and United Parcel Service, and he serves as a board member for the Friends of Lucas County Child Service, where he helps host events for children in the foster care system. Alec also owns A.M. Falk Enterprises, a business related to tax preparation. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

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.

Mark Matheson is a financial advisor with Empower Advisory Group in Perrysburg, OH. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Empower Advisory Group, he worked at MittGroup and has additional background in professional sports organizations. Outside of his advisory role, Matheson owns and operates Matheson Group LLC, a solar consultation business for residential homeowners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates, delivered through a model linked to Empower’s recordkeeping and administrative platforms.

Liam Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at DeVerna & Co Financial and Ameritas Investment Company, LLC, among others. Outside of advisory services, he works as a Mortgage Loan Originator with Rocket Mortgage on an independent contractor basis. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing both discretionary and non-discretionary advisory approaches supported by an Investment Committee and third-party partners.

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.

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.

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 at PNC Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms including LPL Financial, Sun Federal Credit Union, and MassMutual Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering currently available as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs, with portfolio management delegated to third parties.

James Brown is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and previously served 25 years with the City of Toledo Department of Police. Brown also provides financial services through Premier Planning Group. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by risk-based portfolio construction and multiple custodial platforms.

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 Waterville, Ohio, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Fifth Third Bank and Bassett's Market. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports clients with services that include mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

Robert Best is a financial advisor with SPC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Sigma Financial Corporation since 1999. Outside of advising, he is a licensed insurance agent offering life, disability, and long-term care insurance products through Summit Reserve Group. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services, with a corporate structure that includes affiliated broker-dealers and insurance agencies.

Steven Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has concurrently operated Decker Financial Group and Creative Financial Partners since 2016. Outside of advisory work, he is an author of a book focused on information for destination retirement. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a combination of internal and third-party resources.

Joel Smith is a financial advisor with Empower Advisory Group in Northwood, OH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at GWFS Equities, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Joseph Decker is a financial advisor with Ameritas Advisory Services, LLC in Toledo, OH, holding a Series 63 designation and 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and is also involved with Decker Financial Group and Creative Financial Partners, where he engages in prospecting and sales of fixed insurance and fixed annuities. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by both discretionary and non-discretionary advisory relationships.

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 Series 63 and Series 65 credentials and one year of industry experience. She has worked at Fifth Third Securities since 2024 and has additional experience at Fifth Third Bank, Planet Fitness, Penrod & George CPA, and Mike's Carwash. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets across a broad client base.

Christine Johnston is a financial advisor with Ameritas Advisory Services, LLC, holding 17 years of industry experience. She has worked with firms including DeVerna & Co Financial and Nationwide Securities, LLC. In addition to her advisory role, she is a licensed independent insurance agent selling fixed insurance products and servicing life, long-term care, and fixed annuity clients through McClure Insurance Group, LLC and Yanak Insurance Group, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs, fee-based management of variable annuity and universal life subaccounts, and employs risk questionnaires and model portfolios to align client allocations with objectives.

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. He has held roles at various firms including DeVerna & Co Financial and The Huntington Investment Company, and is also licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable annuity and variable universal life subaccounts, delivering advisory services through both discretionary and non-discretionary arrangements supported by an Investment Committee and third-party partners.