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 at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Bank and American Income Life Insurance Company. Outside of finance, he has experience working with the Trine University Ice Rink. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients access to advisor-directed models, SMA strategies, and tax-optimization techniques.

Thomas Geissler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Ameritas Investment Company, LLC since 2006 and served with Wilcox Financial and Merrill earlier in his career. Geissler is also affiliated with Premier Planning Group, where he provides financial planning and client portfolio services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm provides various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

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 licenses and 24 years of industry experience. Her prior work includes roles at Fifth Third Securities, The Huntington Investment Company, and KeyBanc Capital Markets Inc. Outside of finance, she creates digital content focused on vintage items, thrifting, and home decor through social media platforms with affiliate marketing. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable products, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Andrea Gibbons is a financial advisor with Ameritas Advisory Services, LLC in Perrysburg, OH, holding a Series 66 designation and eight years of industry experience. She has worked with firms including AMG Sterling Financial and Wilcox Financial, with prior experience at Signature Bank. Gibbons is also involved in insurance services and annuity sales through Wilcox Financial/AIC and AMG Sterling Financial. 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 integrates multiple custodial and execution platforms while supporting portfolio construction through an Investment Committee and third-party partners.

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.

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 63 and Series 65 licenses and bringing five years of industry experience. He has worked with several firms including DeVerna & Co Financial and Ameritas Investment Company, LLC. Outside of traditional advisory roles, Rogers has experience as a mortgage loan originator with Rocket Mortgage and has been involved in fixed insurance sales. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable products, supported by a combination of internal committees and third-party partners.

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 a Series 66 designation and four years of industry experience. He has worked at IFP Securities LLC since 2021 and has been involved with Stirling Capital since 2013, where he serves as Director of Operations. In addition to his advisory role, Boyer owns Stirling Capital Tax & Accounting Services, which provides tax preparation and accounting. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a broad client base and offers both individualized and centralized investment management options, with a notable focus on retirement-plan advisory and pension consulting services.

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., holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with Fifth Third Securities and FIFTH THIRD BANK since 2011. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage channels. The firm offers a variety of investment programs via the Passageway Managed Account Platform, combining third-party portfolio management with customized risk profiling and strategies such as tax-overlay and direct indexing.

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 at Fifth Third Securities, Inc. in Toledo, OH, with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2014 and Fifth Third Bank since 2013. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Program, featuring third-party portfolio managers and a range of strategies including mutual funds, SMAs, tax-overlay services, and direct indexing.

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. He holds the Series 66 designation and previously served 25 years with the City of Toledo Department of Police. Brown also provides financial services through Premier Planning Group. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by risk-based portfolio construction and multiple custodial platforms.

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.