David Elrod is a financial advisor with SPC in Toledo, Ohio, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Sigma Planning Corporation since 2007 and Sigma Financial Corporation since 2006. Outside of advising, he is the author of a children's book on money habits and supports his children’s business ventures, teaching them mechanical and business skills. He is also co-owner of a company that manufactures and sells lip balm products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, providing portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers. The firm offers discretionary and nondiscretionary investment management and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside its advisory services.

James Piazza is a financial advisor at Ameritas Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has been affiliated with Ameritas since 2016, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. Outside of his work at Ameritas, Piazza owns P3C Planning LLC and operates Piazza Wealth Management, focusing on financial, investment, and retirement planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

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.

Daniel Mell is a financial advisor with The Huntington Investment Company in Toledo, OH, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Huntington since 2016 and spent one year at Ameriprise Financial Services, LLC. Mell serves on the Board of Directors for Cardinal Stritch Catholic High School and Academy, a nonprofit role involving institutional advancement activities. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm utilizes an open-architecture investment model that combines third-party managers with proprietary private bank offerings, delivering a range of wrap-fee programs primarily through the Envestnet MAS platform.

Arthur Schlosser is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with firms including LPL Financial, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he is also involved as a musician in Toledo, OH. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model of independent advisors and utilizes a range of portfolio management strategies supported by various technology platforms.

Robert Schoonmaker is a Certified Financial Planner® with 23 years of industry experience. He currently serves as an advisor at Ameritas Advisory Services, LLC and has held prior roles at firms including Huntington Bank and MassMutual. Outside of his advisory work, Schoonmaker is involved as a fitness coach at CrossFit Fenix and 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. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base ranging from individual high-net-worth investors to corporate and charitable organizations. The firm offers a variety of managed account programs and employs both discretionary and non-discretionary advisory approaches, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

Mindy Carr is a financial advisor at The Huntington Investment Company with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Huntington and Fifth Third Securities. Outside of her advisory role, she serves as Board President of the Anthony Wayne High School Hockey Club. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate portfolio management, with services delivered via National Financial Services.

Lawrence Decker is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 45 years of industry experience, including prior roles at VOYA Financial Advisors, Inc. He also manages his own firms, Decker Financial Group and Creative Financial Partners, where he is involved in fixed insurance and annuity sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a large network of advisors. The firm offers a range of managed account programs, consulting services, and fee-based management of variable annuity and variable universal life subaccounts.

Shelbie Conrad is a financial advisor with Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has six years of industry experience. Shelbie has worked at Fifth Third Securities since 2020 and has been with Fifth Third Bank since 2017. Prior to that, she worked at Jim White Toyota for one year. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, through investment advisory and brokerage services. The firm offers various program types and third-party portfolio managers via its Passageway Managed Account platform.

Jacob Chalupa is a financial advisor at The Huntington Investment Company with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley & Co. LLC. His career includes 17 years at The Huntington Investment Company and one year at Ameriprise. 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 uses an open-architecture model that combines third-party sub-managers and proprietary private bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.

John Machcinski is a CFP® and ChFC® with 47 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. since 1999. In addition to his advisory role, he serves as an officer in various non-investment-related business ventures affiliated with the Hantz Group, including a charter flight business, urban farm development, technology services, and a golf club. He is also a board member of Hantz Trust Bank. Hantz Financial Services serves 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, and offers a range of financial planning, wealth management, and retirement-plan advisory services supported by affiliated banking, tax, insurance, and mortgage businesses.

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. His career includes long-term roles at Ameritas Life Insurance Corp. and Ameritas Investment Company, LLC, as well as Wilcox Financial. Outside of advising, he is also an actor and participates in property management through a partnership at Premier Planning Partners, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial and execution platforms, supported by an investment committee and third-party partners to assist in portfolio construction and monitoring.

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 credentials and possessing 34 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has longstanding roles at Wilcox Financial and Ameritas Life Insurance Corp. Additionally, Tousley is licensed as an independent insurance agent, offering fixed insurance products through Wilcox Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations, employing a range of managed account programs and supporting portfolio construction through a network of Investment Adviser Representatives.

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 Series 66-licensed financial advisor with Ameritas Advisory Services, LLC in Toledo, OH. He has been with Ameritas and affiliated firms since 2026. Prior to his advisory role, his work history includes positions at LPL Enterprise LLC, Barnes Wendling CPAs, and Bowling Green State University. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supported by an Investment Committee and third-party partners to assist with portfolio construction and oversight.