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 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 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 at Wilcox Sports Management and currently leads Winovich Wealth Partners, a financial services firm he owns. Outside of advising, he is licensed as an independent insurance agent for 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 financial planning through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. He is a part owner of Creative Financial Partners and serves as a part-time instructor at Morton-Barber Learning Center, where he provides training for insurance and securities industry exams. Davis is also the owner of Eco Prints, LLC, a marketing services company. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 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 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 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 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 Evans is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Megan is also the owner of EBF, LLC d/b/a Evans, Beebe & Fields Financial Group, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized solutions through multiple program types and emphasizes fiduciary responsibilities while managing a predominantly non-discretionary asset base.

Ethan Pendry is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and having worked in the financial services industry since 2023. His background includes roles at Fifth Third Bank and American Income Life Insurance Company, as well as experience in educational and inventory-related positions. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated municipal-advisor registration.

Thomas Geissler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also involved with Premier Planning Group, where he provides financial planning and client portfolio services. Previously, he was affiliated with Ameritas Investment Company and Wilcox Financial. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management using model portfolios, third-party sub-advisers, and custom strategies, along with a range of retirement plan consulting and fiduciary advisory services.

Paul Haye is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. He holds the ChFC® designation and Series 63 license with 43 years of industry experience. Since 2007, he has operated under the Heritage Planners DBA, focusing on the sale of New York Life products and brokering non-registered insurance products, alongside a long tenure at New York Life and Nylife Securities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michelle Schroeder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at The Huntington Investment Company and Fifth Third Securities. Outside of her advisory work, she creates digital content focused on vintage items, thrifting, and home decor, which she monetizes through affiliate marketing on social media platforms. 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.

Andrea Gibbons is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. She holds the Series 66 credential and has worked at firms including AMG Sterling Financial, Wilcox Financial, and Signature Bank. Outside of her advisory role, she is also involved in insurance and annuity sales through Wilcox Financial/AIC. 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.

Mark Juhasz is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including at Sea Dogs and Georgio's Bar and Grill, and has a background that includes time at the University of Toledo. 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 managed accounts and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

Kristy Turnwald is a CFP® and ChFC® with 21 years of experience in the financial services industry. She has been with Hantz Financial Services, Inc. since 2004. 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 entities such as a trust bank and in-house tax and business consulting.

Mark Matheson is a financial advisor with Empower Advisory Group in Perrysburg, OH, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Empower Advisory Group, he worked at MittGroup and has a background that includes several positions dating back to 2015. Outside of his financial advisory role, Matheson owns and operates a solar consultation business focused on educating residential homeowners and connecting them with installers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging a model integrated with Empower’s recordkeeping and administrative platforms. The firm offers both point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Liam Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His background includes roles at DeVerna & Co Financial, Ameritas Investment Company, and Creative Financial Partners, as well as experience in mortgage origination through Rocket Mortgage. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, offering a variety of discretionary and non-discretionary programs through both in-house and third-party managers.