Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 19 years of industry experience. He has worked with several firms including Creative Financial Partners, where he is a part owner, and serves as a part-time instructor at the Morton-Barber Learning Center, providing training for insurance and securities industry exams. He also owns Eco Prints, LLC, a creative services and marketing support business. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that includes in-house model portfolios, third-party managers, and co-advisory relationships, serving a broad range of client needs including high-net-worth individuals and employer-sponsored plans.

Brian Micciche is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities Bankers Life Securities and Bankers Life & Casualty since 2016 and 2010, respectively. Outside of advisory services, he is involved in training and managing agents in the sales and service of non-variable insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of analytical approaches to portfolio management.

Joseph Gentile is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering a range of services including financial planning, portfolio management, and retirement plan consulting, with an investment approach focused on diversified, ETF-centered model portfolios and tax-aware implementations.

Louis Fahrbach is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked with Heritage Planners and New York Life entities since 2014. Outside of his advisory work, Fahrbach serves on the Northwood City Council, a position he has held since 2013. 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 tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Christopher Anteau is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 66 designations and has 22 years of industry experience. His prior work includes roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and CCO Investment Services Corp. Outside of his advisory work, he is involved in sports card sales through online platforms such as eBay and TCG Player. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple managed account programs, including discretionary models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation with a large bank.

Megan Evans is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Megan is also the owner of EBF, LLC d/b/a Evans, Beebe & Fields Financial Group, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized solutions through multiple program types and emphasizes fiduciary responsibilities while managing a predominantly non-discretionary asset base.

Nicholas Razzoog is a financial advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2022, he worked at ProMedica and Avionos. He also has experience in education, having worked at Bowling Green State University and Perrysburg High School. 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 its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

James Reeves is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 16 years of industry experience and has been associated with Eagle Strategies since 2017. Besides his advisory work, he volunteers with the Wauseon School District Finance Committee and participates in local fundraising efforts through West Valley Mavericks. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Paul Haye is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. He holds the ChFC® designation and Series 63 license with 43 years of industry experience. Since 2007, he has operated under the Heritage Planners DBA, focusing on the sale of New York Life products and brokering non-registered insurance products, alongside a long tenure at New York Life and Nylife Securities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michelle Schroeder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at The Huntington Investment Company and Fifth Third Securities. Outside of her advisory work, she creates digital content focused on vintage items, thrifting, and home decor, which she monetizes through affiliate marketing on social media platforms. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Andrea Gibbons is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. She holds the Series 66 credential and has worked at firms including AMG Sterling Financial, Wilcox Financial, and Signature Bank. Outside of her advisory role, she is also involved in insurance and annuity sales through Wilcox Financial/AIC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Nicholas Razzoog is a Series 66-licensed advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio, where he has worked since 2005, accumulating 21 years of industry experience. He has been with Fifth Third Securities throughout his career. 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 bank affiliation and municipal-advisor registration, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Mark Juhasz is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including at Sea Dogs and Georgio's Bar and Grill, and has a background that includes time at the University of Toledo. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies supplemented by managed accounts and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

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 21 years of experience in the financial services industry. She has been with Hantz Financial Services, Inc. since 2004. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Mark Matheson is a financial advisor with Empower Advisory Group in Perrysburg, OH, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Empower Advisory Group, he worked at MittGroup and has a background that includes several positions dating back to 2015. Outside of his financial advisory role, Matheson owns and operates a solar consultation business focused on educating residential homeowners and connecting them with installers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging a model integrated with Empower’s recordkeeping and administrative platforms. The firm offers both point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Liam Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His background includes roles at DeVerna & Co Financial, Ameritas Investment Company, and Creative Financial Partners, as well as experience in mortgage origination through Rocket Mortgage. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, offering a variety of discretionary and non-discretionary programs through both in-house and third-party managers.

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.

Steven Edwards is a financial advisor with The Huntington Investment Company based in Toledo, Ohio. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 20 years at Huntington and a recent role at Ameriprise. Edwards serves as an investment committee member for The National Exchange Club, which focuses on child abuse prevention. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm utilizes an open-architecture investment approach combining third-party and affiliate models within multiple wrap-fee programs on the Envestnet MAS platform.

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.