Anne Wilson is a financial advisor with MissionSquare Retirement based in Dublin, Ohio. She holds Series 65 and Series 63 licenses and has 14 years of industry experience. Outside of her advisory work, she manages and performs in a local cover band called Six Foot Blonde. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and Fund Advice designed and managed by Morningstar Investment Management.

Jeffrey Zimmer is a financial advisor at Ausdal Financial Partners, Inc. in Delaware, Ohio, with 41 years of industry experience. He has been with Ausdal Financial Partners since 2010. Outside of his advisory role, he serves as the president of the Courtyard of Clear Creek Home Owners Association. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a large network of advisors. The firm offers a range of investment advisory services tailored to client objectives and integrates third-party money managers and model portfolios into client solutions.

Shad Patterson is a financial advisor with Prospera Financial Services, Inc. in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His background includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and UBS Financial Services. Patterson has ownership interests in TRI-OAK Private Wealth Management, LLC, an investment-related business. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Joseph Chornyak Jr. is a CFP® with 31 years of industry experience, currently affiliated with Apollon Wealth Management, LLC. His prior roles include positions at Janney Montgomery Scott LLC, Commonwealth Financial Network, Chornyak & Associates, and Royal Alliance Associates, INC. Outside of advising, he is involved in managing a commercial real estate business in Columbus, Ohio. Apollon Wealth Management is a multi-team SEC-registered adviser overseeing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, families, trusts, businesses, and institutional clients, offering a range of planning and portfolio management services that combine fundamental analysis, tactical allocations, and ESG risk models with technology tools including generative AI.

Leah Burke is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked with Private Advisor Group and LPL Financial since 2016. Burke is also a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and external strategists to provide a range of investment approaches tailored to client goals and risk tolerances.

Kirstin Hark is a CFP® professional with 17 years of experience in the financial advisory industry. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Tull Financial Group and Freedom Street Partners. Her career includes roles at multiple Steward Partners affiliates and Elan Wealth Management. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Joel Seckel is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2000 and also holds a position at Agia. Outside of his advisory work, he serves as President of the Morrow County Board of Developmental Disabilities, a volunteer role overseeing budgets and operations for a county agency serving developmentally disabled individuals. 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 and operating at scale with over 1,200 advisors.

William Henehan is a financial advisor with GWN Securities Inc. in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1997. Outside of his advisory role, he serves as CEO of Henehan Financial Group, an insurance sales business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a variety of managed-account programs and model portfolios, including some legacy market-timing and momentum-based strategies.

Janis Halteman is a financial advisor with Commonwealth Financial Network based in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been affiliated with Stoneburner & Frank Wealth Management Group, Ltd. and Commonwealth Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Daniel Hatfield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has worked at Commonwealth Financial Network since 2009 and previously held positions at Citigroup Global Markets and Edward Jones. Hatfield is a 50% owner of Ranney-Hatfield, LLC, an entity managing a securities practice. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Brian Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014, following eight years at Voya Financial Partners, LLC. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of in-house and external strategies, utilizing technology-enabled tools and managing both discretionary and non-discretionary accounts.

Zachary Howard is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at firms including Stifel and Cambridge Investment Research. Outside of his advisory role, he was involved with Pittsburgh International Race Complex for four years. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models, utilizes a range of investment vehicles including ETFs and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.

Jason Goncz is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior work includes several roles at firms such as Securities America, Arbor Point Advisors, Mass Mutual Life Insurance Company, and National Life Group. He is also involved with Dome Financial Services, Ltd. as an insurance agent. Equity Services, Inc., known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary account management.

Thomas Ranney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth and Stoneworth Financial Group since 2009. He is also the owner of TEAK Wealth Strategies, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios, wealth management, and retirement plan consulting, while enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Kimberly Wells is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC. She has worked with Brookstone since 2016 and previously at Young Wealth Management and Horter Investment Management. Her other business activities include providing comprehensive financial planning services that occasionally involve the sale of insurance products. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset-allocation models and investment vehicles, operating both a turnkey asset management platform and a wrap-fee program.

Michael Welch is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Cadaret Grant & Co., Inc., CCO Investment Services Corp, J.P. Morgan Securities, The Huntington Investment Company, Wells Fargo Clearing, and Fifth Third Securities. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model offering various wrap fee programs with custodial and trade execution services, supported by affiliated insurance products and integration with KeyCorp affiliates.

John Roesch is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding 39 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. In addition to his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services using both affiliated and unaffiliated investment products, emphasizing client-approved, non-discretionary strategies alongside discretionary management options.

Michael Thacker is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2000 to 2011. In addition to his advisory role, he operates as an independent insurance agent focusing on fixed long-term care, disability, and life insurance sales and service. 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 financial planning and investment services, combining in-house and external resources with technology-enabled tools to implement client recommendations through both discretionary and non-discretionary management approaches.

Michael Capobianco is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Prudential Insurance Company of America, Santander Bank, and Bank of America. Outside of his advisory work, he is involved in commercial building painting and coating through his ownership of Finished Product Inc. LLC and also works with Uber Eats. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm provides tailored financial planning and management strategies combining advisor-led discretionary management with model-based approaches, supported by a range of proprietary and third-party platforms.

Joseph Davidson is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and five years of industry experience. His background includes roles at Northwestern Mutual Wealth Management Company and Old Fort Banking Company. He is based in Columbus, Ohio. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of advisor-led management and model-based strategies, providing a range of financial planning, consulting, and investment solutions tailored to client needs.