Lawrence Fairall is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and PRUCO Securities, LLC. Outside of his advisory work, he owns a boat rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. The firm uses algorithm-driven risk assessments and implements portfolios through approved mutual fund and ETF strategies managed internally or by third parties.

Michael Noble is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2012 and 2015, respectively. Noble serves as a board member of International Boxing (IBC), where he is involved in running events and raising funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who develop their own strategies, offering portfolio management through multiple platforms and maintaining a range of analytical approaches and fiduciary practices.

Dennis Isabell is a financial advisor with SPC in Toledo, OH, holding a Series 63 designation and 38 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory work, Isabell serves on the advisory board of the Salvation Army of Northwest Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored 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 plan services, offering both discretionary and nondiscretionary investment strategies.

Joseph Kizer is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He is also employed as a vascular access specialist and provides nursing care at Wood County Hospital. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers, managing both discretionary and non-discretionary assets.

William Peet is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Merrill and Doordash. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway platform.

Jeffrey Jensen is a financial advisor at Fifth Third Securities, Inc. in Toledo, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1997. 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, operating as a wholly owned subsidiary of Fifth Third Bank.

Jonathan Grimm is a financial advisor at The Huntington Investment Company with a Series 66 designation. He has been with the firm since 2025 and has over a decade of experience at Huntington National Bank. 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 offers multiple wrap-fee programs through the Envestnet platform, utilizing an open-architecture model that combines third-party sub-managers with proprietary Private Bank strategies.

Kathryn Kelley is a financial advisor with Eagle Strategies (NY Life) in Toledo, OH, holding a Series 66 credential and bringing 26 years of industry experience. She has held roles at several firms including Premise Financial Group, Silas Parker & Associates, Salem Financial Group, and The Huntington Investment Company. Outside of her advisory work, she serves on the boards of Advocating Opportunity, the Arts Commission of Greater Toledo, and Lourdes University. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within an integrated structure affiliated with New York Life.

Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Ameritas, De Nutte worked at Northwestern Mutual and several mortgage-related firms. De Nutte is also employed at Deverna & Co Financial, providing investment advising and insurance services. 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 range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Umihiko Saito is a financial advisor with Eagle Strategies (NY Life) in Perrysburg, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Eagle Strategies since 2009 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company, both since 2006. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Christopher Mcintire is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has operated McIntire Retirement Services since 2000, providing financial and retirement planning. McIntire is also involved in insurance sales as an independent contractor. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Glenn Alford is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and 65 licenses and possessing 30 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse range of individual and institutional clients, offering services including financial planning, portfolio management, and retirement plan consulting. The firm provides advice through multiple program structures, primarily on a non-discretionary basis, and operates as both a registered investment adviser and a broker-dealer.

Michael Mccarthy is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 11 years of industry experience. He has worked at Ameritas Investment Corp since 2015 and at Ameritas Advisory Services since 2021, alongside his role at Premier Planning Group beginning in 2020. Outside of his advisory work, he serves as a wrestling coach at St. Johns Jesuit High School. 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 and fee-based management of variable annuity and universal life subaccounts, delivering advisory relationships on both discretionary and non-discretionary bases supported by an Investment Committee and third-party partners.

Dennis Isabell II is a financial advisor at SPC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC and Sigma Financial Corporation for 20 years. His outside business activities include offering financial services and selling various lines of insurance through multiple insurance carriers. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers customized investment advice primarily through discretionary management and a range of account programs.

Nadeem Salem is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Toledo, OH, bringing 34 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2008 and has operated Salem Financial Group since 2016. Outside of his advisory role, Salem serves as a director appointed by county commissioners on the Toledo Lucas County Port Authority board and holds board and advisory positions with the University of Toledo Foundation and College of Business and Innovation. He is also the finance committee chair for the Islamic Society of Northwest Ohio. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of its assets under management overseen on a non-discretionary basis.

Mark Holzemer is a financial advisor with Ameritas Advisory Services, LLC, with 32 years of industry experience. He has held roles at Ameritas Investment Corp, Creative Financial Partners, HRS Wealth Solutions, and Voya Financial Advisors, Inc. Holzemer is also involved as co-owner of CH Benefits and owner of ML Holzemer Ltd, which manages payroll for commissions. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs, fee-based management of variable products, and uses multiple custodial and third-party platforms to support portfolio construction and oversight.

Michael Brandon is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His prior experience includes roles at Thrivent Financial for Lutherans, U.S. Bancorp Investments, Cetera Advisors, and Brandon Wealth Management. Outside of his advisory duties, he has been involved in a live music performance endeavor. 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 a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

Kevin Pietro is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 designations. He has six years of industry experience, including prior roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of advisory work, he operates an e-commerce business as a sole proprietor on eBay. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm emphasizes long-term portfolio returns and integrated services aligned with Empower’s recordkeeping and administrative platforms.

Scott Peluso is a financial advisor with Fifth Third Securities, Inc. in Findlay, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at BFC Planning, Berthel Fisher & Company Financial Services, and Citizens Securities. Outside of his advisory work, he is involved in Medicare insurance sales. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs and specialized investment features such as direct indexing and tax-overlay services.

Anthony Spaniolo is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he occasionally bartends on weekends at Silver Lake Chicken Shack. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.