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Austin R
Series 65
Toledo, OH
Ameritas Advisory Services, LLC
Austin Reaster is a financial advisor with Ameritas Advisory Services, LLC based in Toledo, OH. He holds a Series 65 credential and has one year of industry experience. Prior to joining Ameritas, he worked at several firms including Piazza Wealth Management and Financial Gravity Family Office Services. Outside of his advisory role, he is involved with Financial Gravity Enhanced Markets, LLC in an insurance-related capacity. 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 utilizes both discretionary and non-discretionary advisory relationships supported by an Investment Committee and third-party partners.
Philip N
Series 63, Series 65
Toledo, OH
Sanctuary Advisors, LLC
Philip Noble is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Noble is a co-founder of Noble Wealth Partners and serves on the executive leadership team for the Toledo chapter of the American Heart Association, where he helps lead annual fundraising efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports advisor-directed portfolio management through a broad range of strategies and acts as a fiduciary when a written advisory agreement is in place.
Matthew M
Series 63, Series 66
Toledo, OH
The huntington Investment company
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 F
CFP®, Series 63, Series 66
Maumee, OH
Eagle Strategies (NY Life)
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 L
CFP®, ChFC®, Series 66
Maumee, OH
Hantz financial Services, Inc.
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 L
Series 65, Series 63
Toledo, OH
FIFTH THIRD SECURITIES, Inc.
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 M
Series 63, Series 65
Maumee, OH
Hantz financial Services, Inc.
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.
Julia S
Series 65
Waterville, OH
Concurrent Investment Advisors, LLC
Julia Sharlow is a Series 65 licensed financial advisor with four years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Kestra Advisory Services, Savage and Associates, and Prime Capital Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a network of approximately 286 advisors.
Clemens S
Series 63
Perrysburg, OH
Ameritas Advisory Services, LLC
Clemens Szymanowski II is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and eight years of industry experience. He has worked with DeVerna & Co. Financial, Ameritas Investment Corp, and Creative Financial Partners. Outside of his advisory role, he is involved with DeVerna & Co. Financial as an agent focusing on insurance and annuity business. 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 range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an investment committee and third-party partners.
Benjamin T
CFP®, Series 63, Series 66
Maumee, OH
The huntington Investment company
Benjamin Taylor is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2019. He previously worked at AXA Advisors, LLC from 2016 to 2019 and has been with Ameriprise Financial Services, LLC since 2026. Outside of his advisory role, he is an assistant football coach at Pike Delta York High School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm utilizes an open-architecture investment model with multiple wrap-fee programs and integrates both third-party and proprietary investment strategies.
Scott F
Series 66
Maumee, OH
Bankers Life Advisory Services, Inc.
Scott Fisher is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and over a decade of experience with various entities within the Bankers Life group. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, where he has worked since 2012. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach combines customized asset allocation, tax efficiency, and a blend of fundamental, technical, and cyclical analysis, with a focus on individual clients rather than corporate or charitable organizations.
Peter W
Series 66
Toledo, OH
Ameritas Advisory Services, LLC
Peter Winovich III is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked with Wilcox Sports Management and currently leads Winovich Wealth Partners, a financial services firm he owns. Additionally, he is licensed as an independent insurance agent for fixed insurance products. 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 an Investment Committee and third-party partners.
Jeffrey R
Series 63
Perrysburg, OH
Money Concepts Capital Corp
Jeffrey Reitzel is a financial advisor with Money Concepts Capital Corp in Perrysburg, Ohio, holding a Series 63 designation and 21 years of industry experience. He has been with Money Concepts Capital Corp since 2009. Outside of his advisory role, he is a limited partner in Reitzel Realty Ltd., a commercial property development and agriculture farming business established in 1975. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and fundamental and technical analysis to guide asset allocation and account rebalancing.
Robert D
Series 63
Toledo, OH
Ameritas Advisory Services, LLC
Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Creative Financial Partners and Ameritas Life Insurance Corp. Outside of his advisory work, he is a part-time instructor at Morton-Barber Learning Center, providing training and continuing education for insurance and securities professionals. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports its clients through a variety of managed account programs and combines multiple custodial platforms with third-party tools to align portfolios with client objectives.
Christopher B
Series 66
Toledo, OH
PNC Wealth Management
Christopher Brzuchalski is a financial advisor with PNC Wealth Management in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he serves as a board member and treasurer for Sylvania Youth Hockey. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments to guide investment strategy with mutual funds and ETFs.
Brian M
Series 63, Series 65
Maumee, OH
Bankers Life Advisory Services, Inc.
Brian Micciche is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities Bankers Life Securities and Bankers Life & Casualty since 2016 and 2010, respectively. Outside of advisory services, he is involved in training and managing agents in the sales and service of non-variable insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of analytical approaches to portfolio management.
Joseph G
Series 66
Maumee, OH
Hantz financial Services, Inc.
Joseph Gentile is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering a range of services including financial planning, portfolio management, and retirement plan consulting, with an investment approach focused on diversified, ETF-centered model portfolios and tax-aware implementations.
Louis F
Series 66
Maumee, OH
Eagle Strategies (NY Life)
Louis Fahrbach is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked with Heritage Planners and New York Life entities since 2014. Outside of his advisory work, Fahrbach serves on the Northwood City Council, a position he has held since 2013. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.
Christopher A
Series 63, Series 66
Lambertville, MI
FIFTH THIRD SECURITIES, Inc.
Christopher Anteau is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 66 designations and has 22 years of industry experience. His prior work includes roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and CCO Investment Services Corp. Outside of his advisory work, he is involved in sports card sales through online platforms such as eBay and TCG Player. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple managed account programs, including discretionary models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation with a large bank.
Megan E
Series 63, Series 65
Maumee, OH
Eagle Strategies (NY Life)
Megan Evans is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She operates under the DBA Evans, Beebe & Fields Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.
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