Bartosz Warzycha is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 63 designation and has been with Guardian Life and its affiliates since 2016. Outside of his advisory role, he serves as Vice President of the Polish American Club of Columbus and has been involved with Advocare since 2013. He works at Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and employs a variety of in-house and third-party portfolio management strategies.

Jennifer Mccarthy is a financial advisor with William Blair, holding a Series 66 designation and 13 years of industry experience. She previously worked at Stifel Nicolaus for 14 years before joining William Blair in 2026. Outside of her advisory role, Mccarthy is actively involved in the ice hockey community as a referee, coach, and instructor for various youth and amateur hockey organizations in Ohio. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across asset classes and offers proprietary models, third-party sub-manager options, and access to private funds and co-investments.

Matthew Carter is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously held roles at Aetna Financial Services, Inc. and related entities since 1995. Outside of advising, he is an independent insurance agent and a partner in a site development advisory business. VOYA Financial Advisors serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures with an emphasis on recommendation-based, non-discretionary arrangements.

Benjamin Smith is a financial advisor at VOYA Financial Advisors, Inc. with 17 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and was previously with R.A. Croucher & Associates. He also operates as an independent insurance agent, focusing on the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse clientele, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services, including financial planning, portfolio management, and plan-sponsor consulting, primarily offering non-discretionary advice through multiple program structures.

Matthew Hart is a financial advisor with Guardian Life and holds a Series 63 designation. He has 32 years of industry experience and has worked at firms including LPL Financial, Mass Mutual Investors Services, and MetLife. Hart is based in Columbus, Ohio. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Rebecca Ruvolo is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding the CFP® designation and securities licenses Series 63 and Series 66. She has 18 years of industry experience and has previously worked at Schwab Wealth Advisory, Charles Schwab, and Scottrade. Ruvolo is also an independent insurance agent specializing in fixed insurance products and operates Ruvolo Wealth Management, providing financial planning and investment management services. VOYA Financial Advisors, Inc. serves a diversified client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and access to third-party money managers through various program structures, with a significant portion of assets managed on a recommendation-based, non-discretionary basis.

Pamela Samsey is a financial advisor at Guardian Life with 23 years of industry experience and holds a Series 66 designation. Her career includes positions at Park Avenue Securities, JPMorgan Chase Bank, J.P. Morgan Securities, RW Baird, and LPL Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and retirement consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory solutions, including proprietary and third-party model portfolios, along with a hybrid digital advisory platform.

Barry Brown is a financial advisor at Equity Services, Inc. in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2014. Outside of his advisory work, he is involved as a partner in a self-storage business and a real estate investment company that buys, renovates, and sells or rents residential properties. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, and charitable organizations. The firm blends long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.

Jason Dubeansky is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 21 years of experience in the industry. He has been with VOYA since 2014 and is also associated with The Verdi Group since 2006. Outside of his advisory work, he is an author of short stories and coordinates art, publishing, and distribution. VOYA Financial Advisors, Inc. serves a broad client base including individuals, institutions, and retirement plan sponsors. The firm offers comprehensive financial planning and portfolio management through various program structures, predominantly providing non-discretionary recommendations.

James Browning is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 27 years of industry experience. He has been with Voya since 2014 and is a partner at Ascent Financial Partners. Outside of his advisory work, Browning serves as a poll worker for the Delaware County Board of Elections and holds an active role in J3, LLC. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access through various program structures. The firm is known for its combination of advisory and broker-dealer services and its emphasis on non-discretionary client recommendations.

Allison Salyer is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. She has been with Voya Financial Advisors since 2014 and holds a Series 66 designation. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through various program structures, emphasizing recommendation-based non-discretionary arrangements.

Matthew Snyder is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 25 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he officiates interscholastic and youth sporting events in football and baseball as an independent contractor. VOYA Financial Advisors serves a diverse range of clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based advice primarily delivered on a non-discretionary basis.

Thomas Roberts is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank and Fifth Third Securities since 2024, following prior roles at KeyBank and other financial institutions. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Bryan Hoppe is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the CFP® and CFA® designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as an executor for a family estate. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services through discretionary and non-discretionary wrap programs, utilizing multiple portfolio strategies monitored by an Investment Strategy Committee.

Jason Codrea is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 23 years of industry experience. He has previously worked at LPL Financial and Waddell & Reed. His outside activities include managing Codrea Financial Services, an enterprise providing investment advisory services separate from his primary firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary platforms and third-party managers, employing a fiduciary-based advisory model tailored to client goals and risk tolerances.

Kyle Storey is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of experience in the financial services industry, including his current role at Park Avenue Securities and Guardian Life Insurance Company. Prior to this, he spent 13 years at United Pool Distribution, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Jeffrey Kirk is a financial advisor at Principal Financial Services with 24 years of industry experience. He has been associated with Dostal & Kirk Inc. since 2010 and Principal Life Insurance since 2007. In addition to his advisory role, Kirk serves as a non-officer board member of the Wedgewood Golf and Country Club in Powell, Ohio. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Leonard Marryott is a financial advisor at William Blair with 34 years of industry experience and holds Series 63 and Series 65 credentials. He previously worked at Stifel Nicolaus & Co Inc for 17 years before joining William Blair. Outside of his advisory work, he serves as President and Board Member of the Heart of Ohio Classical Academy. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds through its affiliated entities.

Peggy Slaughter is a CFP® professional with 23 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her prior roles include positions at Raymond James Financial, Saling Simms Associates, and Level Four Financial. She is also involved in a non-investment business assisting with qualified retirement plans and defined benefit policy renewals. Steward Partners Investment Advisory, LLC is an SEC‑registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through discretionary and non-discretionary portfolio management programs.

Daniel Frizzell is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Fifth Third Securities since 2017, following three years at CCO Investment Services Corp. Outside of his advisory role, he is involved in rental property ownership in the Westerville and Columbus, Ohio areas. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.