M Will is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2011, he worked at Wells Fargo Clearing for 11 years. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and about $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent adviser representatives delivering customized portfolio management and financial planning within an open-architecture platform.

David Rankin is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, Ohio, with 24 years of industry experience. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2014, having previously worked at Voya Financial Partners, LLC and Valic Financial Advisors. In addition to his advisory role, Rankin is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management solutions.

Eric Cedor is a financial advisor at Creative Planning with the designations ChFC® and Series 66, and 10 years of industry experience. Prior to joining Creative Planning in 2024, he worked at Guardian Life Insurance Company, Park Avenue Securities, and Valley National Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, managing approximately $295.6 billion in assets. The firm emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jared Quentin Davis is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, OH, holding a Series 63 designation and with 10 years of industry experience. His prior work includes roles at National Life Group, IFS Financial Services, and Touchston Securities. Outside of his advisory role, he serves as an elder and board member for the New Burlington Church of Christ and writes communion meditations for the Christian Standard. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Joseph Frederick II is a CFP®-credentialed financial advisor with 27 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and has held positions at Ascent Financial Partners and J3, LLC, where he is a co-owner. He is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporates. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and third-party strategies, often managing accounts on a non-discretionary basis.

Terry Kelley is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors LLC, JP Morgan Securities, and Western Southern. He volunteers as an assistant varsity basketball coach for the girls' team at Pickerington High School. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a large network of advisors. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment services alongside selective discretionary portfolio management.

Anna Michaelson is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Continental General Insurance, PNC Investments LLC, and Lincoln Financial. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model that includes portfolio management from Envestnet, Key Wealth Chief Investment Office, and third-party managers.

Steven Devlin is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc. since 2016. Outside of his advisory work, Devlin is involved with Bishop Watterson High School as a JV basketball coach and serves as secretary on the Bishop Watterson Alumni Association board, where he helps with fundraising for scholarships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Robert Hays is a financial advisor with Stratos Wealth Partners, Ltd in Powell, Ohio. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Hays is also a commissioned notary in the State of Ohio. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an independent advisor-driven model and an open-architecture investment approach that integrates multiple third-party platforms and managers.

Michael Landolt is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, with 27 years of industry experience. He holds a Series 66 designation and has been with Voya Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2002 to 2011. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, combining in-house and third-party strategies with technology-enabled tools to manage both discretionary and non-discretionary client accounts.

Renee Coil is a financial advisor at Valic Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing, Morgan Keegan & Company, and Ameriprise. Outside of her advisory role, she is an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing technology and model solutions to support a high client count per advisor.

Joel Hunter is a CFP®-credentialed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. His prior work includes roles at Kovitz Investment Group Partners, Kovitz Securities, and Trinity Financial Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management, advisory, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Andrea Nameche is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Guardian Life since 2008. Outside of her advisory role, she manages financial and health care power of attorney responsibilities. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored client solutions using a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Glenn Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 42 years of industry experience. He has worked at VOYA Financial Advisors since 2014, previously serving at Voya Financial Partners, LLC and Valic Financial Advisors. In addition to his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. operates as an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement recommendations, providing both discretionary and non-discretionary investment management options.

Theodore Alexander is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and Series 66 licenses, and has 18 years of industry experience. His prior roles include positions at Lion Street Financial, Prudential Insurance Company of America, and Fifth Third Securities. Outside of his advisory work, he is involved in educational services through ownership of franchised Huntington Learning Center locations and serves on the board of local nonprofit organizations including Folds of Honor Central Ohio and Relationships Under Construction. Integrity Alliance, LLC is a large advisory and brokerage firm with over 300 independent advisers managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and access to multiple investment platforms, employing a range of strategic and tactical allocation approaches.

Andres Velasquez is a financial advisor at VALIC Financial Advisors in Columbus, OH, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VALIC Financial Advisors since 2013 and at Agia since 2022. Outside of his advisory work, Velasquez serves as a softball umpire for the Lancaster Girls Softball organization. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

David Cushing is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and over 28 years of industry experience. He has been with Voya Financial Advisors since 2014 and serves as Senior Adviser at Koch, Cushing Financial Group. Outside of his advisory roles, he is a board member of CSE Federal Credit Union and operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, nonprofits, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to offer both discretionary and non-discretionary investment management through a large network of advisers.

Zachary Carter is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 22 years of industry experience. He has worked with VOYA and its affiliates since 2005. Outside of his advisory role, he serves as an usher and Audit Committee volunteer at Lebanon United Methodist Church. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, managed accounts, and retirement advisory services to individuals, pension plans, charities, and corporate clients. The firm combines internal and external strategists and technology tools to implement customized investment solutions, offering both advisory and broker-dealer services through a large network of representatives.

Robert Willison is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, Parkland Securities, and SPC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools. The firm provides tailored recommendations while executing trades only with client authorization.

Jeffrey Rankin is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2005 to 2011. Rankin also operates as an independent insurance agent, focusing on the sale of fixed annuities and level term/fixed life insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives, utilizing both in-house and third-party strategists along with technology-enabled tools to support a mix of discretionary and non-discretionary client relationships.