Roger Ruz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes a decade at The Huntington Investment Company and more recent roles at Grove Point Advisors, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a range of discretionary and non-discretionary strategies.

Bethany Demassimo is a financial advisor with Sanctuary Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She previously worked at Private Advisor Group and LPL Financial, LLC. In addition to her advisory career, she is involved in a family business producing and selling pasta and pizza sauces and importing extra virgin olive oil. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a wide range of investment advisory and financial planning services through a large network of independent advisors, employing various analytical approaches and delivering both discretionary and non-discretionary portfolio management.

Steven Devlin is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc. since 2016. Outside of his advisory work, Devlin is involved with Bishop Watterson High School as a JV basketball coach and serves as secretary on the Bishop Watterson Alumni Association board, where he helps with fundraising for scholarships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Robert Hays is a financial advisor at Stratos Wealth Partners, Ltd with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America, N.A. for nine years. He is also a commissioned notary in the State of Ohio. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.

Joseph Crotty is a CFP® professional with 29 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has been associated with New York Life Insurance Company since 1996 and has operated Crotty & Associates, LLC since 2007. Outside of his advisory work, he is involved in various real estate ventures through several holding companies. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs with an emphasis on tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Christina Thornton is a financial advisor at The Huntington Investment Company with 18 years of industry experience. She holds Series 63 and Series 65 securities licenses and previously worked at Nationwide Financial and Nationwide Securities 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 model that combines third-party sub-managers with proprietary offerings from its Private Bank.

Chase Fryer is a financial advisor at PNC Wealth Management with seven years of industry experience. He previously worked at J.P. Morgan Securities and The Huntington Investment Company, among other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests via mutual funds and ETFs, with portfolio implementation delegated to third parties.

Chad Bentz is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JPMorgan Securities, LLC, Fedex Freight, and Performance Academies, as well as a 15-year involvement with Imperial School of Martial Arts. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory and brokerage programs. The firm emphasizes client-directed model selection with ongoing monitoring and due diligence, and operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

Caleb Stoneburner is a financial advisor with Commonwealth Financial Network holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and ownership of Stoneburner Wealth Management, LLC. He also has experience outside finance, having worked at Ohio Laser LLC and in the hospitality industry at Muirfield Village Country Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Evan Franckhauser is a financial advisor with Private Advisor Group, LLC in Dublin, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Outside of his advisory role, he acts in a fiduciary capacity for the Burke Family Trust. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using a variety of custodians, strategists, and program vehicles.

Erin Shafer is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Fifth Third Securities since 2008 and with Fifth Third since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides multiple managed-account options, including direct indexing and tax-overlay services.

Andrew Simons is a financial advisor with The Huntington Investment Company in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. He has worked at The Huntington Investment Company since 2003 and has been with Ameriprise Financial Services, LLC since 2026. 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 offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary models from its Private Bank.

Chad Adams is a financial advisor with PNC Wealth Management in Powell, Ohio, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, Bank of America, Commonwealth Financial Network, and Whetstone Financial, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials, utilizing algorithm-driven portfolio recommendations and third-party portfolio implementation.

Logan Kirk is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at Dostal & Kirk Insurance and Financial Services since 2016, providing sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Andrew Thorne is a financial advisor at Fifth Third Securities, Inc. in Powell, Ohio, with 24 years of industry experience. He has held positions at Fifth Third Securities and Fifth Third Bank since 2004. Thorne holds Series 63 and Series 66 licenses. 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 with features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.

Shawn Vance is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2016. Outside of advisory work, he is a business owner of SDV Transport Inc, which provides FedEx home delivery and ground services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, financial planning services, and retirement plan consulting through an open-architecture platform integrating multiple external tools and providers.

John Stiltner is a CFP® and ChFC® with 28 years of industry experience. He has worked at Fifth Third Securities, Inc. and Fifth Third Bank since 2004. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account Platform, with a focus on customized risk profiles and diversified strategies.

Teron Carter is a Series 66-licensed financial advisor with Empower Advisory Group and has 21 years of industry experience. He previously worked at UBS Financial Services and PNC Investments. Outside of his advisory role, he is a partner in TCC2, LLC, a real estate holding company he established for estate planning purposes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers a financial planning service focused on long-term portfolio returns and integrates its advisory services closely with Empower’s administrative platforms.

John Albrecht is a financial advisor with J.W. Cole Advisors, Inc. based in Dublin, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with J.W. Cole Advisors since 2015 and also operates Wealth Management Services, Inc. since 2006. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.

Nathan Cooper is a Series 66 licensed financial advisor with 13 years of industry experience. He currently works at First Commonwealth Bank and Infinex Investments, Inc., and previously was with Edward Jones. Nathan is also involved with the trust division at First Commonwealth Bank. He is affiliated with Osaic Institutions, Inc., an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model.