James Piazza is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 66 designation and bringing 10 years of industry experience. His background includes roles at Wilcox Financial/Wilcox Sports Management and multiple leadership positions at his own firms, including Piazza Wealth Management and P3C Planning LLC. He is also involved with Deverna & Co Financial as an agent specializing in life and disability insurance. 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 utilizes a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology providers.

Griffin Boustany is a financial advisor at J.W. Cole Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has worked with J.W. Cole Advisors and J.W. Cole Financial since 2020. His background also includes roles at General Motors and involvement with Masterpiece Automotive Consulting and Masterpiece Financial Services. Outside of his advisory role, he was engaged with Boustany Film Company, LLC for eight years. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis and offers both discretionary and non-discretionary account management, incorporating digital advice and multiple custodial platforms.

Arthur Schlosser is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at LPL Financial, Mass Mutual Investors Services, METLIFE SECURITIES Inc, and CUNA Brokerage Services. Outside of his advisory work, he is also active as a musician in Toledo, Ohio. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting using both discretionary and non-discretionary strategies, leveraging technology platforms and a network model that includes connections with LPL Financial and third-party estate-planning services.

Robert Schoonmaker is a financial advisor with Ameritas Advisory Services, LLC in Perrysburg, Ohio, holding CFP® and securities licenses with 23 years of industry experience. His prior experience includes roles at Huntington Bank, Mass Mutual Investors Services, and Signator Investors. He serves on the boards of several nonprofit organizations, including the University of Toledo Foundation, Junior Achievement of Northwest Ohio, and the YMCA of Greater Toledo, participating in investment committees and general oversight. Additionally, he is involved as a fitness coach at CrossFit Fenix. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities.

Lawrence Decker is a financial advisor at Ameritas Advisory Services, LLC with 45 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Ameritas in 2021, he worked at VOYA Financial Advisors, Inc. for eight years. Decker also operates two ventures focused on fixed insurance and annuities sales. 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 utilizes a range of investment strategies and platforms, offering asset management, financial planning, and retirement plan advisory services.

Shelbie Conrad is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2020, and at Fifth Third Bank since 2017. Prior to that, she was employed at Jim White Toyota for one year. 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 investment programs on the Passageway platform, utilizing third-party portfolio managers and a range of strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

John Machcinski is a CFP® and ChFC® with 48 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. Outside of his advisory role, he holds officer positions in a variety of non-investment-related businesses, including a charter flight company and urban farm development ventures. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Timothy Haye is a financial advisor with Eagle Strategies (NY Life) based in Toledo, OH, holding Series 63 and Series 66 credentials and 10 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2016, and he operates under the dba Heritage Planners to offer New York Life products and services. Outside of his advisory work, he is a partner in a BBQ restaurant and has interests in a consulting firm. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nathan Tuori is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Bank and PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that utilizes algorithm-driven risk assessments and approved investment models managed by PNC or third parties.

Patrick Kenney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked with firms including Premier Planning Partners, Premier Planning Group, Ameritas Life Insurance Corp, Ameritas Investment Company, and Wilcox Financial. Outside of his advisory role, he is licensed as an independent insurance agent and also engages in acting and property management through his partnerships. Ameritas Advisory Services 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 utilizes a variety of investment strategies and platforms, offering asset management, financial planning, and retirement plan advisory services.

Timothy Clayton is a financial advisor with Fifth Third Securities, Inc. in Maumee, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Outside of his advisory role, Clayton owns an office cleaning franchise, Raised 2 Life LLC, in Toledo, Ohio. Fifth Third Securities, Inc. 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 options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Zachary Bartko is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked within the PNC organization since 2007, including roles at PNC Bank and PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Thomas Tousley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior work includes roles at Wilcox Financial, Ameritas Life Insurance Corp, Ameritas Investment Corp., and Carillon Investments, Inc. He is also licensed as an independent insurance agent offering fixed insurance products through Wilcox 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 utilizes a variety of portfolio construction methods and program platforms, offering a broad range of investment options including model portfolios, mutual funds, ETFs, and interval funds.

Richard Hudson is a financial advisor with Eagle Strategies (NY Life) based in Perrysburg, OH. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior affiliations include New York Life Insurance Co and Nylife Securities, LLC. Outside of advisory work, he serves on the Perrysburg Library Foundation Board of Trustees and is active as an usher at SaintRose Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Quinton Ranzau is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he supports advisors and partners with clients to understand their unique financial situations and assist them in working toward their financial goals. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His professional experience includes roles as a Financial Advisor at Wells Fargo Advisors from 2022 to 2023, a Registered Customer Experience Representative at Robinhood Markets from 2021 to 2022, a Senior Customer Service Representative Specialist at PNC Investments from 2019 to 2021, and a Bank Teller at First Federal Bank of Defiance from 2018 to 2019. Outside of his professional career, Quinton enjoys football, spending time with friends and attending social events, outdoor adventures, reading, traveling, and volunteering.

Luke Halsey is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and based in Toledo, Ohio. He began his advisory career in 2026 and has held positions at Ameritas Investment Company, Winovich Wealth Partners, and LPL Enterprise LLC, among others. Prior to entering the financial advisory industry, he worked in various roles including at Bowling Green State University and RJRunge Company. 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 utilizes a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by affiliated entities that offer a broad product set and operational capabilities.

Austin Reaster is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked at several firms including Piazza Wealth Management and Financial Gravity Family Office Services. Outside of his advisory role, he is an independent agent for Financial Gravity Enhanced Markets, LLC, where he is involved in insurance-related activities. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment products and program platforms and is affiliated with a mutual holding company that includes broker-dealer and insurance entities.

Philip Noble is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Noble is a co-founder of Noble Wealth Partners and serves on the executive leadership team for the Toledo chapter of the American Heart Association, where he helps lead annual fundraising efforts. 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 advisor-directed portfolio management through a broad range of strategies and acts as a fiduciary when a written advisory agreement is in place.

Thomas Fields is a CFP® professional with 18 years of industry experience, currently serving with Eagle Strategies (NY Life) in Maumee, OH. He has held roles at Eagle Strategies since 2012 and operates EBF, LLC d/b/a Evans, Beebe & Fields Financial Group. Fields is also active in his community as a board member and president of the Toledo Organization of Management and serves on the board of the Toledo Country Club. He is a commissioned Ohio Notary Public. 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 charitable and corporate entities. The firm emphasizes tailored advice delivered through multiple programs and manages the majority of its assets on a non-discretionary basis within an affiliated New York Life structure.

Rachel Long is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding CFP®, ChFC®, and Series 66 designations with five years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with USA Soccer. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.