Kelli Gargasz is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 66 designations and has 21 years of industry experience. Her prior experience includes roles at Morgan Stanley and LPL Financial. Outside of her advisory work, she facilitates educational workshops focused on divorce support through the Second Saturday program. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Its advisor-driven, open-architecture model integrates multiple platforms and managers to provide customized portfolio management and active monitoring.

Kathryn Glanz is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies alongside third-party managers and private funds.

Corey Clark is a financial advisor with Guardian Life in Columbus, Ohio, holding 13 years of industry experience. He previously worked at Principal Financial Services before joining Guardian Life, where he has spent the majority of his career. Outside of his advisory role, Clark is a co-owner of Advisors Accelerated, LLC, a life insurance-focused business, and he owns an automotive equipment business. Guardian Life provides brokerage and investment advisory services to individuals, corporations, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs. The firm’s offering includes financial planning, retirement plan services, and a range of specialized solutions tailored by its investment adviser representatives.

Christopher Johnston is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at PNC Investments LLC since 2022, a brief tenure at J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021, and a decade at AIG Life Insurance and AIG Capital Services from 2011 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Lynette Justice is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her prior experience includes roles at Edward Jones and The Huntington Investment Company. She is also appointed as an agent to sell non-securities insurance products for 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, offering managed-account programs, financial planning, and brokerage services.

Micah Mork is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 66 licenses and three years of industry experience. Prior to his current role, he owned and managed trucking and livestock businesses and has involvement with insurance products related to Medicare and retirement planning through Bankers Life & Casualty, Inc. He also owns and operates a residential rental real estate business. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create customized asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Allen Wandle is a financial advisor with Money Concepts Capital Corp and holds 23 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 22 years and operates Wandle & Associates, Inc., a CPA and accounting firm providing bookkeeping, payroll, tax consulting, and tax return preparation services. Additionally, he has ownership in a local restaurant, Sunbury Diner LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Chad Adams is a financial advisor with PNC Wealth Management in Powell, Ohio, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, Bank of America, Commonwealth Financial Network, and Whetstone Financial, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials, utilizing algorithm-driven portfolio recommendations and third-party portfolio implementation.

Logan Kirk is a financial advisor with Principal Financial Services holding Series 65 and Series 63 designations and four years of industry experience. He has worked with Dostal & Kirk Insurance and Financial Services since 2016, combining roles in insurance advisory and investment services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Michael Slyby is a CFP®-certified financial advisor with 25 years of industry experience, currently practicing at Voya Financial Advisors, Inc. in Columbus, OH. His prior roles include positions at LPL Financial, Park Avenue Securities, Guardian Life Insurance Company, and Transamerica Financial Advisors. Outside of his advisory work, he serves as a trustee, elder, deacon, and committee member at University Baptist Church. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists and uses technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Todd Richhart is a financial advisor at Voya Financial Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Valic Financial Advisors, and Allstate Insurance Company. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing both affiliated and unaffiliated investment products within a structure that emphasizes investment policy statements and model portfolios.

Barnett Mc Gowan is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. Prior to joining Voya in 2019, he worked at NYLIFE Securities LLC and New York Life Insurance Co., as well as American Apex Corp and Carmax. Outside of advising, he is active as a social media consultant producing content on philosophical anthropology and pop culture topics, and serves on the board and as treasurer for a veterans organization focused on PTSD, substance abuse, and homelessness. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-driven tools to offer both discretionary and non-discretionary account management through a broad network of advisors.

Andrew Thorne is a financial advisor at Fifth Third Securities, Inc. in Powell, Ohio, with 24 years of industry experience. He has held positions at Fifth Third Securities and Fifth Third Bank since 2004. Thorne holds Series 63 and Series 66 licenses. 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 with features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.

Mitchell Ewaska is a financial advisor with Guardian Life, holding Series 65 and Series 63 credentials. He has one year of industry experience, with previous roles at Lifetime Financial Growth and The Ohio State University. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Lucas Gooding is a financial advisor with Cetera Planning Partners in Westerville, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at Avantax entities and Citizens Bank, among others. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified allocation approach centered on mutual funds and ETFs, supported by a formal planning process and a range of ancillary services such as tax planning and estate strategies.

Robert Johnson III is a financial advisor with Guardian Life in Columbus, Ohio. He holds the ChFC® and Series 63 designations and has 39 years of industry experience. Johnson has been with Guardian Life since 2008 and has operated the Self-Johnson Agency since 1984. He serves as chairman of the finance committee and is a deacon at Delaware Bible Church. Guardian Life's subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.

Brianne Caldwell is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio. She holds a Series 66 designation and has four years of industry experience, including previous roles at Raymond James Financial Services and Welsh Hills Financial Services. Outside of her advisory work, she is a musician and plays the fiddle. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing a combination of in-house and third-party strategists, model portfolios, and technology-enabled tools to implement client strategies.

Lori Fellows is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services, Gerber, LLC, and First Ohio Planning, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Shawn Vance is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets prior to joining Stratos in 2016. Outside of advisory work, he is a business owner involved with a FedEx Home Delivery transport company and a maintenance repair business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management through an independent adviser model and an open-architecture platform integrating multiple third-party managers.

Laurel Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, Laurel serves as Team Mom for the Alter High School Lady Knights soccer team, overseeing various team committees and event planning. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account programs, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines model portfolios, in-house and third-party strategists, and technology-enabled tools to deliver both discretionary and non-discretionary investment management.