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, OH, holding Series 65 and Series 63 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2014 and has concurrently worked with FIFTH THIRD BANK since 2013. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions via investment advisory and brokerage services. The firm offers a range of program types on the Passageway Managed Account platform, utilizing multiple third-party portfolio managers and investment 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.

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.

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.

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.

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.

Christine Johnston is a financial advisor with Ameritas Advisory Services, LLC, holding 17 years of industry experience. She previously worked with Nationwide Securities, LLC and Nationwide Financial for five years and has been associated with DeVerna & Co Financial, Yanak Insurance Group, and McClure Insurance Group. She is also a licensed independent insurance agent, actively involved in selling life, long-term care, and fixed annuity 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, charitable organizations, and businesses. The firm offers a range of financial planning and asset management solutions using model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Joshua Dowell is an advisor at Fifth Third Securities, Inc. based in Toledo, Ohio, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Fifth Third Bank, PNC Bank, and Target. Outside of his advisory duties, he works as a food delivery driver and poker dealer. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of portfolio management programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a broad client base including high-net-worth individuals, corporations, and trusts.

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. His career includes roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and Creative Financial Partners, among others. He is also a licensed independent insurance agent selling fixed insurance products through DeVerna & Co Financial. 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 services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Mitchell Smith is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Fifth Third Bank. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers access to the Passageway Managed Account Program, featuring multiple portfolio management options and tailored investment strategies.

Minnie Singh is a financial advisor at Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation with 21 years of industry experience. She has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party managed portfolios via its Passageway Managed Account Program, combining advisor-directed and model-based strategies.

Tyson Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held roles at several firms, including his own Moore Family Enterprises LLC and Net Law, which he uses occasionally as a resource for clients’ will and trust needs. Moore also serves on the Finance Department’s Board of Executive Advisors at the University of Toledo. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.

Jaclyn Cardenas is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2019 to 2021. Before entering finance, she was self-employed in child care for six years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers discretionary and non-discretionary account management through a network of over 400 independent adviser representatives.

Dustin Alexander is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at LPL Financial, VOYA Financial Advisors, New England Securities, and Stirling Capital, where he remains active. Outside of his advisory work, he volunteers as a teacher with FMT Solutions. Independent Financial Partners is a national firm serving individual, charitable, corporate, and high-net-worth clients through a network of independent advisors. The firm offers a decentralized advisory model with various investment options and is noted for its retirement-plan advisory and pension consulting services.

Kendal Norman is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2011. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, 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, supplemented by third-party managers and Direct Indexing, and combines advisory and broker-dealer activities with mortgage and insurance product sales.

Brandon Rodriguez is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Toledo, OH. He has been with Edward Jones since 2017 and previously worked four years in the hospitality industry at Regency Hotels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard, with a nationwide network of more than 23,000 financial advisors.

Stephen Sterling is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Outside of his advisory role, he is involved in managing a rental property in Galveston, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.