Christopher Casto is a CFP® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held previous roles at Ameriprise, Cetera, and Regions Bank. His work is based in New Albany, Ohio. 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 using an open-architecture model that combines third-party managers with proprietary Private Bank strategies.

Tammi Wood is a financial advisor with The Huntington Investment Company in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Fifth Third Securities, Ameriprise Financial Services, Stifel Nicolaus & Co Inc, and JP Morgan Chase. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party and affiliate model offerings within an open-architecture framework, offering portfolio management and custodial services through National Financial Services.

Pamela Guggenheim is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes nine years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary and third-party strategies through platforms such as Envestnet, and operates with a combination of roles as a broker-dealer, registered investment adviser, and municipal advisor.

James Altier is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes an 18-year tenure at JPMorgan Distribution Services Inc. 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 employs an open-architecture investment model combining third-party sub-managers and proprietary offerings, delivering diversified portfolio management through various wrap-fee programs on the Envestnet MAS platform.

Jason Lee is a financial advisor at SPC with 25 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities, LLC since 2014 and Gilliland Lee Financial Group, Inc. since 2008. Outside of his advisory roles, he sells fixed annuities, life, health, and long-term care insurance, and serves as co-trustee of a family trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary and non-fiduciary retirement services.

Tracy Wheeler is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s investment approach incorporates approved model strategies managed by PNC or third-party strategists, executed via mutual funds and ETFs with annual rebalancing.

Andrew Chattos is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation that uses algorithm-driven risk assessments and approved model strategies implemented with mutual funds and ETFs.

Latosha Brown is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked for the Columbus City Attorney's Office for nine years. Brown is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create tailored portfolios and offers both wrap and non-wrap programs with access to a range of securities and outside managers.

Steven Morgan is a financial advisor with Osaic Advisory Services, LLC in Westerville, OH, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Arbor Point Advisors, Polaris Financial Partners, and Cadaret Grant & Co., Inc. Morgan also engages in insurance sales as part of his professional activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers diverse advisory services through multiple program models and utilizes a combination of proprietary guidance and third-party platforms to manage client portfolios.

Mark Posey is a financial advisor with Fifth Third Securities, Inc. in Westerville, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Fifth Third Securities since 2016. Outside of his advisory role, Posey serves as the head volleyball coach at Westerville North High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, utilizing third-party portfolio managers and various investment strategies tailored to client risk profiles.

Joseph Marshall is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Ameriprise and Fifth Third Securities. Outside of his advisory role, he co-owns Better Days Vacations LLC, a retail business focused on discounted travel arrangements. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that includes proprietary models and third-party strategies, with services delivered through various wrap-fee programs on the Envestnet MAS platform.

Josh Cyrus is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments for five years. Outside of his advisory role, he is the sole proprietor of Cyrus Solutions LLC, a startup focused on website creation, marketing, and business support services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its advisor count.

Tenesha Hartgrove is a CFP® and PFS™ credentialed advisor with seven years of industry experience. She is currently with Money Concepts Capital Corp and has prior experience with Lincoln Douglas Investments, LLC, Intuit, and Ron Lykins CPAs. Outside of her advisory work, she is involved with YLDJ Consulting, a non-investment-related business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm uses model-driven and asset-allocation approaches across discretionary and non-discretionary programs and manages approximately $4.07 billion in client assets through a large network of advisors.

Aryanna Miray is a financial advisor at Empower Advisory Group in Newark, Ohio. She holds the Series 66 designation and began her career in the financial services industry in 2026. Prior to joining Empower Advisory Group, she gained experience at Discover Financial Services and various other companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Keisha Smith Jones is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Money Concepts Capital Corp since 2019 and has prior experience with Millennium Brokerage Group and Nationwide. Outside of her advisory role, she serves as a board member and director of the Gahanna Area Chamber of Commerce. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment approaches, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients with around $3.33 billion in assets under management.

Jean Wing is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has worked at The Huntington Investment Company since 2010. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank models.

James Powers is a financial advisor with Fifth Third Securities, Inc. in Pickerington, Ohio, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2010. 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 a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Franklin Collins is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Aspen Energy, JPMorgan Chase Bank, and Reliant Capital Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services that include point-in-time financial plans and optional managed account solutions, operating within plan lineups selected by plan sponsors.

Joshua Jaffe is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Ameriprise Financial Services LLC and J.P. Morgan Securities, among others. Outside of his advisory work, he is the managing member of 3J&E, LLC, a business involved in property management and general oversight. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Dustin Dillon is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Ameriprise and various positions within Huntington’s affiliated entities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach, offering multiple wrap-fee programs and combining third-party and proprietary model management.