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.

Patricia McConnell is a CFP® professional with 24 years of experience in financial advisory roles. She is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Wells Fargo Advisors and Lincoln Investment. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm uses a fiduciary-based advisory model, combining client goals with strategies from leading asset managers and technology platforms.

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, OH, holding a Series 63 credential and 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice through various program structures, primarily focusing on non-discretionary, recommendation-based relationships.

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.

Kelly Mathews is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities. Mathews has spent the majority of his career at Huntington in various roles since 2016. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities, utilizing an open-architecture model that integrates third-party and proprietary investment strategies through multiple wrap-fee programs on the Envestnet platform.

Tina Hohl is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. She holds a Series 63 designation and has 34 years of industry experience. Since 2014, she has been with VOYA Financial Advisors. Outside of her advisory role, she volunteers with Junior Achievements of OKI Partners, teaching elementary students basic principles of money, spending, and saving. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, with most assets managed on a non-discretionary basis.

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 who holds the ChFC® designation as well as Series 66 and Series 63 licenses. He has 12 years of industry experience, including 11 years at Nationwide Investment Services Corporation. He works at Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

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 Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company since 2015. Outside of his advisory work, he is involved in harness racing and holds a license to drive horses. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing a combination of proprietary and third-party strategies.

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 Series 66-credentialed financial advisor with 14 years of industry experience, currently with VOYA Financial Advisors, Inc. in Columbus, Ohio, where he has worked since 2014. Outside of his advisory role, Evans serves as Vice President of the St. Vincent DePaul nonprofit organization and is an ad hoc board member of the Clan Crawford Association, a nonprofit dedicated to the study of the Scottish Crawford surname. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through various program structures and primarily operates using non-discretionary client recommendations.

Samuel Grooms is a financial advisor with Primerica Advisors based in Columbus, OH, holding 17 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and was previously with New York Life Insurance Company and NYLife Securities from 2008 to 2017. Outside of his advisory roles, he is involved with OVE Media LLC, dedicating time to this non-investment-related business. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services through proprietary and third-party investment programs, supporting a range of account types and investment strategies.

Kelli Gargasz is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Stratos Wealth Partners since 2017. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Gargasz facilitates educational workshops on divorce as part of her activities outside of investment advising. Stratos Wealth Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives. Its advice model combines individualized asset allocation, active monitoring, and access to proprietary and third-party strategies.

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 Primerica Advisors who holds 12 years of industry experience. He has worked at both Primerica Advisors and Guardian Life Insurance Co during his career. Outside of his advisory work, Clark owns and operates Efficient Automotive Equipment Solutions, a business that purchases automotive equipment from factories across the U.S. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

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.