Christopher Rohan is a financial advisor with Primerica Advisors based in Columbus, OH. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has 17 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2008. Outside of his advisory role, he offers disability and life insurance products from providers other than Guardian when clients’ needs require alternative solutions. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm utilizes a combination of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary accounts across various asset types.

Mark Altstaetter is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, Ohio, holding 25 years of industry experience. He has been with Equity Services since 2014 and also maintains longstanding roles with Dome Financial Services and Webb Insurance Agency, where he is responsible for life insurance accounts. Additionally, he works as a part-time sports writer for The Lima News. 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, combining long-term strategies with options for shorter-term trading and specialized instruments, and manages a mix of discretionary and non-discretionary client assets.

David Fisher is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked with Guardian Life since 2016. Outside of his advisory role, he manages financial power of attorney responsibilities for a family member and has established an LLC for business purposes. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options using both proprietary and third-party models.

Mark Bucciere is a financial advisor with PlanMember Securities Corporation in Westerville, Ohio. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining PlanMember in 2021, he worked with PNC Funds Distributor LLC and PNC Capital Advisors, LLC from 2010 to 2019. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Jody Henley is a financial advisor with Independent Financial Partners, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at firms including LPL Financial and AXA Advisors. Henley is also the COO and Director of Client Experience & Digital Outreach at Advanced Strategies Group, LLC in Powell, Ohio. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both discretionary and non-discretionary management, with a notable focus on retirement-plan advisory and pension consulting services.

Nicholas Disalle is a CFP® professional with 25 years of industry experience, currently with Voya Financial Advisors, Inc. since 2014. He is also an independent insurance agent. Voya Financial Advisors serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures, including unified managed accounts and third-party money manager access.

Brian Mickelson is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Valic and Agia in 2022, he worked at W & S Brokerage and Western & Southern Life from 2021 to 2022 and spent over two decades at Stone Fence of Ohio. Outside of his advisory work, he holds a non-securities insurance agent position with Agia. Valic Financial Advisors 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, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Robert Hassmann is a financial advisor with Kestra Advisory in Powell, Ohio, holding a Series 63 credential and bringing 31 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2016. Outside of his advisory work, Hassmann also works as a driver for a ridesharing service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that include large institutional investors and sovereign wealth funds.

Todd Statczar is a financial advisor with Guardian Life and Park Avenue Securities in Columbus, OH. He holds Series 63 and Series 65 credentials and has eight years of industry experience. Beyond his advisory role, he assists with the financial and tax aspects of a commercial cleaning and catering business owned by his spouse. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary management using both proprietary and third-party model portfolios.

Christopher Hogan is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience and has been with Voya since 2016. Hogan is also an author, having published an ebook titled "Using LinkedIn To Grow Your Financial Services Practice." He serves on local homeowners and condo association boards. Voya Financial Advisors, Inc. serves individual and institutional clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing non-discretionary, recommendation-based advice.

Kevin Richard is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working concurrently at Fifth Third Bank since 2015. Fifth Third Securities 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 programs combining third-party managers, strategist portfolios, and IAR-managed sleeves, with features such as direct indexing and tax-overlay services.

M Will is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2011 and was previously with Wells Fargo Clearing from 2000 to 2011. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

David Rankin is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, providing mostly non-discretionary recommendations.

Brett Stahl is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Peak Retirement Planning, Inc. Outside of his advisory role, Brett owns and operates Fitness Life, LLC, a yoga studio in Dublin, Ohio. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services through a platform-centered approach that includes model portfolio solutions, discretionary asset management, and financial planning.

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.

Arron Miller is a financial advisor with Kestra Advisory in Marysville, Ohio, holding a Series 66 designation and 1 year of industry experience. Prior to joining Kestra Advisory in 2025, he worked in pharmaceutical sales and various roles in the healthcare industry. Outside of advisory work, Miller is involved in real estate investment through several private investment groups focused on property acquisition and rehabilitation. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment management solutions, serving large institutional clients and utilizing a range of investment platforms and third-party relationships.

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® professional with 27 years of experience in the financial services industry. He is currently with Voya Financial Advisors, Inc. and has held roles at Ascent Financial Partners and as a co-owner of J3, LLC, a financial services firm. He is also an independent insurance agent specializing in fixed insurance sales. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary, recommendation-based advice.

Terry Kelley is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Equitable Advisors, AXA Advisors, JP Morgan Securities, and Western Southern. Outside of his advisory work, he volunteers as an assistant girls varsity basketball coach at Pickerington Schools. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and high-net-worth clients, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary relationships, using multiple program structures such as Unified Managed Account wrap programs and third-party money manager access.

Anna Michaelson is a financial advisor with Key Investment Services LLC in Westerville, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at PNC Investments LLC, The Leaders Group, Inc., and Lincoln Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, offering model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with notable affiliations to KeyBank and KeyBanc Capital Markets.