Sam Walsh is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at MSI Financial Services, Inc. from 2014 to 2016. Outside of his advisory role, Walsh serves as a tennis instructor, coaching locally. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing a combination of in-house and external strategies along with technology-enabled tools to implement client recommendations.

Jennifer Fiumano is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2012 to 2023. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.

Andrew Pleune is a Series 66 credentialed advisor with six years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has a background spanning various roles within Bankers Life, including positions at Bankers Life Securities and Bankers Life & Casualty, as well as earlier work with Coca-Cola Bottling Co. Consolidated. Outside of his advisory role, he serves as secretary for AmSpirit Business Connections, a professional networking group. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients' goals and risk profiles.

Derek Stiles is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, OH, with 27 years of industry experience. He holds a Series 66 designation and has worked at VOYA Financial Advisors since 2004, including his current role at VOYA Financial Advisors, Inc. since 2014, as well as operating Stiles Wealth Management Group since 2012. Outside of advisory services, he has experience in fixed insurance sales as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of investment adviser representatives, combining both in-house and external strategies with technology-enabled tools to implement client recommendations.

Carrie Cummings is a Series 66-credentialed financial advisor with 17 years of industry experience, currently affiliated with Valic Financial Advisors since 2011. She also serves as President of the Board of Trustees for the West Carrollton Education Foundation, which supports local education initiatives through grants and recognition programs. Additionally, she holds a notary public commission and has experience as an insurance agent with Agia. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jonathan Duncan is a financial advisor with Empower Advisory Group holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at GWFS Equities, Inc. and Nationwide Investment Services Corp. His background includes brief roles unrelated to finance, such as positions at Chaminade Junior Varsity Lacrosse and Wellbridge Athletic Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model features point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Elle Moser is a Series 65-licensed financial advisor with Independent Financial Partners, bringing six years of industry experience. She has worked at Independent Financial Partners since 2020 and also holds roles at Hilton and other firms dating back to 2015. Outside of her advisory role, Moser serves as Director of Business Development and Financial Wellness Coach at Advanced Strategies Group. Independent Financial Partners operates a decentralized advisory model, supporting a nationwide network of advisors who provide investment advisory, financial planning, trust, and retirement-plan services. The firm is notable for its formal retirement-plan advisory and pension consulting capabilities, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Clara Bope is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. She has been with Bankers Life and its affiliated entities since 2020. Her prior experience includes roles in the food and beverage industry as well as at Capital University. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs and collaborating with outside managers when appropriate.

Beth Anthony is a financial advisor at William Blair with 26 years of industry experience. She joined William Blair in 2026 after 22 years at Stifel Nicolaus & Co., Inc. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.

Tobias Cardone Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, 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. Outside of his advisory work, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to support both discretionary and non-discretionary management strategies across a broad product platform.

Matthew Steciow is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2016. He holds the Series 66 designation and is based in Columbus, OH. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, direct indexing, and selective private market exposure.

Constance Butler is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2004 and also works with Agia since 2022. Outside of her advisory role, she is an ambassador for Plexus Worldwide, a health products distributor, though she does not actively market or sell products. Valic Financial Advisors primarily serves U.S.-based 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-developed UMA models to construct client portfolios.

Tina Hohl is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 34 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she volunteers with Junior Achievements of OKI Partners, teaching elementary students the basics of money, spending, and saving. VOYA Financial Advisors, Inc. is an enterprise-scale firm that serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services using a combination of in-house and third-party strategies, with offerings delivered through a large network of representatives.

Mark Mchenry is a financial advisor with Fifth Third Securities, Inc. based in Delaware, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes positions at JP Morgan Chase Bank and LPL Financial, among others. 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 programs combining third-party managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Geno Frissora is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience, including over a decade at Nationwide Investment Services Corporation before joining Guardian Life in 2025. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm provides a range of financial planning and investment management solutions, including discretionary and model-based strategies supported by proprietary and third-party platforms.

Martin Roesch is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 1996 and also works with Agia. Outside of his advisory role, he serves as a volunteer board member (trustee) for Wolves, Inc., overseeing clubs at Worthington Kilbourne High School. 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, and brokerage services, utilizing Envestnet UMA models with integrated tax and ESG overlay options.

Gordon Brookhart is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at Guardian Life since 2015 and previously held roles at New England Securities and Fidelity. Outside of his advisory work, he is involved in harness racing and holds a license to drive racehorses. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions tailored to client needs.

Randy Hyliard is a financial advisor at PNC Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2012. Outside of his advisory role, he serves as a board member of the Dover Township Zoning Board. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven portfolio strategies with mutual funds and ETFs.

Kevin Evans is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and having 14 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as Vice President of St. Vincent DePaul, a nonprofit organization, and is an ad hoc board member for the Clan Crawford Association, which focuses on the study of the Scottish Crawford surname. VOYA Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of representatives, combining in-house and external strategies with technology-enabled tools to implement client recommendations.

Samuel Grooms is a financial advisor with Guardian Life and Park Avenue Securities, holding 18 years of industry experience. He previously worked at New York Life Insurance Company and NYLife Securities. Outside of his advisory role, he is involved with OVE Media LLC, where he dedicates part of his time. Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers personalized financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies.