Evan Allion is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with The Huntington Investment Company, where he has worked since 2015, including a prior tenure at Huntington Bank. He also spent time at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Adam Brentlinger is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Toledo, OH, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. He has worked at Fifth Third Securities since 2014 and has been associated with FIFTH THIRD BANK since 2013. 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 investment programs via its Passageway Managed Account platform, combining advisor-directed and third-party portfolio management strategies.

Jeffrey Little is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms including LPL Financial, Sun Federal Credit Union, and MassMutual Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering currently available as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs, with portfolio management delegated to third parties.

Benjamin Jackson is a financial advisor with Fifth Third Securities, Inc. in Lambertville, MI, holding a Series 66 designation and seven years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2018 and previously worked at Wholehan Marketing from 2014 to 2018. 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 and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Martin Regan Jr. is a financial advisor with SPC in Toledo, OH, holding a Series 63 credential and 33 years of industry experience. His career includes roles at LPL Financial and Sigma Financial Corporation, and he has operated Regan Financial since 1988. He is also involved with Regan Financial, LLC, focusing on fixed annuities and various insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement services, emphasizing client suitability and offering both discretionary and nondiscretionary management options.

Richard Escobedo is a Series 66-registered financial advisor at Hantz Financial Services, Inc., with two years of industry experience. Prior to joining Hantz, he worked in healthcare and education roles at Promedica Toledo Hospital, Promedica Flower Hospital, University of Toledo Medical Center, Gibsonburg Middle School, and Mercy College of Ohio. Hantz Financial Services operates as a diversified enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing around $10 billion in assets. The firm emphasizes ETF-centered model portfolios, asset allocation, and periodic rebalancing, supplemented by third-party SMA managers and tax-aware strategies, while also providing mortgage brokerage and insurance services through affiliated agencies.

Tate Carnicom is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses. He has been with Fifth Third Bank and its securities arm since 2021. Prior to entering the financial industry, he held various roles including positions at Bassett's Market and Florida Gulf Coast University. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Eric Baker is a financial advisor at The Huntington Investment Company with 26 years of industry experience. He has previously worked at PNC Investments, CIG Capital Advisors, CIG Asset Management, CIG Risk Management, CIG Securities, Inc., and TD Ameritrade. He holds Series 63 and Series 66 designations. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. 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.

Steven Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and 17 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Decker Financial Group and Creative Financial Partners since 2016. Outside of advisory work, he is authoring a book focused on destination retirement. 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 a range of fiduciary and consulting services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Michael Delaney is a financial advisor at J. W. Cole Advisors, Inc. in Toledo, Ohio, holding a Series 66 designation. He has experience working at Northwestern Mutual and General Motors, as well as involvement with Boustany Film Company. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

Joseph Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates Decker Financial Group and Creative Financial Partners, both involved in 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 fee-based asset management, retirement-plan advisory, and uses a combination of model portfolios, third-party sub-advisers, and custom strategies.

Nicole Manning is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding a Series 65 designation with two years of industry experience. She has been with Hantz Financial Services since 2020 and previously worked at Bowling Green State University and the University of Phoenix. 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 along with separately managed accounts and unified managed account solutions, supported by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.

Cassie Siler is a financial advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and one year of industry experience. She has held roles at Fifth Third Bank, N.A. since 2019 and worked briefly at Planet Fitness, Penrod & George CPA, and Mike's Carwash prior to her current position. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, supported by Fidelity’s Managed Account Xchange, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Christine Johnston is a financial advisor at Ameritas Advisory Services, LLC with 17 years of industry experience. She has held roles at DeVerna & Co Financial and Nationwide Securities, LLC, among others. Johnston is also a licensed independent insurance agent, working with life, long-term care, and fixed annuity insurance products through multiple insurance agencies. 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, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Heather Calla is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 19 years of industry experience. She has been with J.W. Cole Advisors and its affiliated entities since 2006 and also maintains a long-term role at Rohrs & Associates, LLC. Outside of her advisory work, she owns a chocolate sales business and serves as a trustee for the Dorothy D Rorick Trust. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches.

Scott Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ameritas in various capacities since 2005 and is currently affiliated with DeVerna & Co Financial, where he is also licensed to sell fixed insurance products. 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 utilizes model portfolios, third-party sub-advisers, and custom strategies, serving clients through both discretionary and non-discretionary approaches.

Mitchell Smith is a financial advisor at Fifth Third Securities, Inc. based in Toledo, OH. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of programs on its Passageway platform, ranging from advisor-directed mutual-fund and ETF models to separately managed accounts and direct indexing.

Minnie Singh is a financial advisor with Fifth Third Securities, Inc. in Toledo, OH, holding a Series 66 designation and 20 years of industry experience. She has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines multiple managed-account options and unique features such as direct indexing and tax-overlay services within a structure integrated with its parent company, Fifth Third Bank.

Tyson Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held roles at several firms, including his own Moore Family Enterprises LLC and Net Law, which he uses occasionally as a resource for clients’ will and trust needs. Moore also serves on the Finance Department’s Board of Executive Advisors at the University of Toledo. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.

Kendal Norman is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2011. 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 affiliated capabilities such as a state-chartered trust bank, in-house tax and business consulting, and mortgage origination services.