Lawrence Decker is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has been with Ameritas Advisory Services since 2021. He also operates Decker Financial Group and Creative Financial Partners, focusing on fixed insurance and annuities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management solutions, including discretionary and non-discretionary portfolio management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies.

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 with The Huntington Investment Company, holding a Series 66 designation and 17 years of industry experience. He has been with The Huntington Investment Company since 2009 and previously worked at Ameriprise beginning in 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and affiliate offerings and sponsors multiple 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 licenses and bringing 39 years of industry experience. His career includes long-term roles at Wilcox Financial and Ameritas entities, as well as involvement with Premier Planning Partners and Premier Planning Group. Outside of financial advising, he has a side activity as an actor and participates in property management as a partner at Premier Planning Partners, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including 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 with regular client reviews.

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 licenses and bringing 34 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Wilcox Financial and Ameritas Life Insurance Corp. Additionally, he is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including 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.

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 at Ameritas Advisory Services, LLC with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Ameritas Investment Company, Winovich Wealth Partners, LPL Enterprise LLC, and several positions outside the financial industry, including employment at Barnes Wendling CPAs and Bowling Green State University. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs using a combination of in-house model portfolios and third-party managers, supported by a platform that integrates Ameritas affiliates and various financial institutions.

Austin Reaster is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Piazza Wealth Management and Financial Gravity Family Office Services. In addition to advising, he dedicates a portion of his time to insurance-related activities through Financial Gravity Enhanced Markets, LLC. 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 combining in-house model portfolios, third-party managers, and integrated services with Ameritas affiliates.

Philip Noble is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Morgan Stanley in various roles from 2011 to 2021. Outside of his advisory work, he serves on the executive leadership team for the American Heart Association's Toledo campaign and co-founded Noble Wealth Partners. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and affiliated entities to deliver a range of financial solutions.

Matthew Moyer is a financial advisor with The Huntington Investment Company in Toledo, OH, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Ameriprise Financial Services, Northwestern Mutual, and The Huntington National Bank. Outside of his advisory work, he is an owner of a residential rental property shared with his fiancé. 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 offers multiple wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary private bank models.

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 CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Maumee, OH. Her background includes roles at Northwestern Mutual and involvement with USA Soccer. She has also been connected to Arlyn's Good Beer and the Norwegian Business School. 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 in-house tax, business consulting, and affiliated insurance and mortgage services.

Darci Lingle is a financial advisor with Fifth Third Securities, Inc. holding Series 65 and Series 63 credentials and has five years of industry experience. She has been with Fifth Third Securities since 2020 and also has experience with Fifth Third Bank dating back to 2019. Prior to her industry roles, she spent several years affiliated with Ohio University. 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 multiple program types via its Passageway Managed Account platform, utilizing third-party portfolio managers and a range of strategies including mutual funds, ETFs, SMA models, and tax-overlay services.

Brian Mckenna is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Hantz Financial Services since 2007. 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 separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Clemens Szymanowski II is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and seven years of industry experience. He has worked at DeVerna & Co. Financial, Ameritas Investment Corp, and Creative Financial Partners. In addition to advisory work, he is involved in insurance and annuity business activities through DeVerna & Co. Financial. 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.