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. in Westerville, OH, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Bankers Life, he was involved in livestock and trucking businesses and currently works as an agent for Bankers Life and Casualty, assisting clients with Medicare, life insurance, and retirement income planning. He also held ownership interests in Martin D Yoder Livestock and Trucking, which were sold in 2021. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Garin Rydalch is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Lido Advisors, Lincoln Investment, Shore Morgan Young, and Switchback Global Capital. He also provides administrative support to Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes a variety of investment strategies while offering both proprietary and third-party managed account solutions.

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 licenses and four years of industry experience. He has worked at Dostal & Kirk Insurance and Financial Services since 2016, providing sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Michael Slyby is a CFP® professional with 25 years of industry experience, currently affiliated with 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 serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering non-discretionary investment advice through multiple program structures.

Todd Richhart is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Voya since 2019. Prior to that, he was with VALIC Financial Advisors and has also operated as an independent insurance agent, focusing on the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional investors, providing financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm offers a blend of discretionary and predominantly non-discretionary advisory services and operates both as an SEC-registered investment adviser and a broker-dealer.

Barnett Mc Gowan is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., American Apex Corp, and Carmax. Outside of his advisory work, he is a social media consultant producing content related to philosophical anthropology, military history, comics, and Star Wars, and he serves as a poll worker and as treasurer on the board of a veterans organization focused on support for PTSD, substance abuse, and homelessness. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing primarily non-discretionary investment recommendations.

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 at Guardian Life and holds Series 65 and Series 63 licenses. He began his advisory career in 2024 and has prior experience at Lifetime Financial Growth and Park Avenue Securities. His background includes four years at The Ohio State University. Mitchell works with Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

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, OH, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including 18 years at Guardian Life. Outside of his advisory role, he serves as Chairman of the Finance Committee and is a member of the Deacon Board at Delaware Bible Church. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients, offering a range of proprietary and third-party investment advisory programs.

Brianne Caldwell is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation with four years of industry experience. She previously worked at Raymond James Financial Services Advisors and several other firms. Outside of advisory work, she is a musician who plays the fiddle. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and a variety of managed account programs, predominantly offering non-discretionary advisory services.

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 with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets. He is also a business owner of SDV Transport Inc, a FedEx home delivery-related enterprise based in Powell, Ohio. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, access to model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with proprietary and third-party strategies, and its enterprise scale supports a wide range of institutional and niche advisory services.

Laurel Link is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she serves as a team mom for the Alter High School girls soccer booster committee, overseeing various team activities and fundraisers. VOYA Financial Advisors, Inc. serves a broad range of clients including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary relationships alongside some commission-based product sales.

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.

Ryan Connell is a CFP® professional with 18 years of industry experience, currently serving as an advisor at The Huntington Investment Company. He has held roles at Ameriprise, Securities America Advisors, and Wells Fargo Advisors, among others. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that includes third-party sub-managers, affiliate model offerings, and overlay services.

Peyton White is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory role, White is also a professional golfer. Park Avenue® Wealth Management, where White practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Adam Donehue is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2014. Outside of his advisory role, he coaches youth wrestling with the Olentangy Youth Wrestling Organization in Powell, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment decisions and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.