Stephan Jarvie is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at The Huntington Investment Company and Huntington National Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Peyton White is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked with Park Avenue Securities and Guardian Life since 2023. Outside of finance, he is a professional golfer. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, businesses, and organizations. The firm provides tailored financial planning and investment solutions through advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Adam Donehue is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes a year at UBS Financial Services and multiple tenures at Key Investment Services LLC since 2014. Outside of his advisory role, he coaches youth wrestling with the Olentangy Youth Wrestling Organization. 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 plans. The firm utilizes a multi-provider model with discretionary and non-discretionary strategies, integrating resources from KeyCorp affiliates and offering various wrap-fee programs through a network of financial professionals.

Nathan Cooper is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 13 years of industry experience. He has worked at Edward Jones and Infinex Investments, Inc., and currently serves at First Commonwealth Bank, where he is involved with the Trust Division. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on delegated investment management and diverse client solutions.

Christopher Nicola is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Voya since 2016. Nicola is also involved with The Verdi Group, a financial services enterprise. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support its investment approach.

Daniel Riegner is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 16 years of industry experience. He has been with Equity Services, National Life Group, and Premiere Financial Group since 2009. Outside of his advisory work, he serves as a board member for the Warren County Career Center Education Foundation and is president of the Southern Warren County Chamber. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and manages a substantial amount of both discretionary and non-discretionary assets.

Derek Scheetz is a financial advisor with Guardian Life and Park Avenue Securities, bringing nine years of industry experience. He previously worked at Foresters Financial Services and currently serves as the treasurer and a board member of NAIFA Ohio. Outside of finance, he officiates middle and high school lacrosse games. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.

George Aucreman III is a financial advisor with Hornor, Townsend & Kent, LLC, holding 16 years of industry experience. He has previously worked with MML Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he operates an insurance brokerage business focused on multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset managers to provide both discretionary and non-discretionary portfolio management.

Kelly Grzyb is a financial advisor at Creative Planning with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Creative Planning since 2021. Prior to that, she was employed with Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, and Nationwide Investment Services Corporation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Chun Hao Chen is a financial advisor with Transamerica Financial Advisors in Columbus, OH. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at OhioRain Tax Service LLC, TrueStone Realty, Inc., and PricewaterhouseCoopers Taiwan. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary program options.

David Sheppard is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH, with 13 years of industry experience. He holds a Series 66 designation and previously worked at Valic Financial Advisors before joining Voya in 2018. Outside of his advisory role, he is a member of the Capital City Cigar Club and has ownership interests in a distillery business and an independent insurance agency. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plans, and corporations, offering financial planning, portfolio management, and access to third-party money managers. The firm combines in-house and external strategists with technology-enabled tools to implement mostly non-discretionary investment programs alongside limited discretionary management options.

Matthew Mcdonough is a financial advisor at Valic Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Buckingham Capital Management, Inc. and Agia. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage assets at scale.

Jared Dubeansky is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds the Series 63 designation and has been with Voya since 2012. Outside of his advisory work, he has been involved in retail through his role at Old Mentor Cigar Shop since 2013. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, corporate clients, and charitable organizations through financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions structured around client-specific investment policy statements.

Latosha Brown is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked for the Columbus City Attorney's Office for nine years. Brown is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create tailored portfolios and offers both wrap and non-wrap programs with access to a range of securities and outside managers.

Harold Morley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 42 years of industry experience. His prior roles include positions at MassMutual, MSI Financial Services, and MetLife Investment Fund Services. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools to manage a wide range of investment programs, including both discretionary and non-discretionary accounts.

Yuan Conde is a financial advisor with Transamerica Financial Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Priority Mortgage and T2 Financial LLC. Outside of finance, he is an officer of Joie Yoga LLC, which offers online yoga classes. Transamerica Financial Advisors serves a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Micheal Miller is a financial advisor with Valic Financial Advisors in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously held positions at AGIA, IC Advisory Services, Inc., and The Investment Center, Inc. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers a range of investment advisory and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts on the Envestnet platform.

Randy Sharp is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and 31 years of industry experience. He has worked with various Voya entities since 2003, including Voya Financial Partners and Valic Financial Advisors. In addition to his advisory work, 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 that offers financial planning, portfolio management, unified managed account programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations, managing many accounts on a non-discretionary basis while offering some discretionary management options.

William Elger is a financial advisor with SPC, holding a Series 66 credential and 19 years of industry experience. His prior affiliations include Arbor Point Advisors, Securities America, Equity Services, and National Life Group. He is also licensed as an insurance agent, conducting insurance sales through various companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice delivered at the advisor level through multiple account programs.

Robert Dickson is a Series 66-credentialed financial advisor with Valic Financial Advisors in Columbus, OH, bringing four years of industry experience. Prior to joining Valic, he worked at JPMorgan Chase for eight years. Outside of his advisory role, he serves as a soccer referee in central Ohio and holds leadership positions in local community organizations, including the Wellington Parents Association. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.