Nicholas Razzoog is a financial advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2022, he worked at ProMedica and Avionos. He also has experience in education, having worked at Bowling Green State University and Perrysburg High School. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

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.

Nicholas Razzoog is a Series 66-licensed advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio, where he has worked since 2005, accumulating 21 years of industry experience. He has been with Fifth Third Securities throughout his career. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines bank affiliation and municipal-advisor registration, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

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.

Alec Falkenberg is a financial advisor with Transamerica Financial Advisors in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles with NetLaw and United Parcel Service, and he serves as a board member for the Friends of Lucas County Child Service, where he helps host events for children in the foster care system. Alec also owns A.M. Falk Enterprises, a business related to tax preparation. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

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.

Lucas King is a financial advisor with Eagle Strategies (NY Life) based in Perrysburg, OH, holding Series 63 and Series 66 credentials and having seven years of industry experience. Prior to his current role since 2022, he worked with NYLIFE Securities and New York Life Insurance Company starting in 2019, and he has a background at IMA World Health from 2012 to 2019. Outside of his advisory duties, he serves on the boards of several non-profit organizations, including DEXA Haiti Relief, Partners in Education of Toledo, and The Epilepsy Center of Northwest Ohio, and volunteers with the Toledo Rotary Club. 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 various program types tailored to client objectives, with most assets managed on a non-discretionary basis, and maintains fiduciary responsibilities particularly regarding retirement investors.

Nathan Boyer is a financial advisor at Independent Financial Partners with four years of industry experience. He holds the Series 66 designation and has worked at IFP Securities LLC since 2021 and at Stirling Capital since 2013, where he serves as Director of Operations. Outside of his advisory role, Boyer owns Stirling Capital Tax & Accounting Services, providing tax return preparation and submission. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Steven Edwards is a financial advisor with The Huntington Investment Company based in Toledo, Ohio. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 20 years at Huntington and a recent role at Ameriprise. Edwards serves as an investment committee member for The National Exchange Club, which focuses on child abuse prevention. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm utilizes an open-architecture investment approach combining third-party and affiliate models within multiple wrap-fee programs on the Envestnet MAS platform.

Denny Parsson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

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.

James Brown is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. Prior to his financial services career, he worked for 25 years with the City of Toledo Department of Police. He is also employed with Premier Planning Group, providing financial services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing a range of fee-based asset management programs and fiduciary retirement-plan advice.