James Oppenlander is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Columbus, OH. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. In addition to his role at Equity Services since 2014, he has been involved with Dome Financial Services since 2001, where he serves as President and CEO. Outside of advisory work, he is the managing member of Ope's On The Beach, LLC, a short-term rental business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Daniel Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has been associated with Ameritas-related entities since 2006 and also operates Central Ohio Financial Management Group LLC, a financial planning and independent insurance agency established in 2001. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment products and program platforms and is part of a mutual holding company structure that integrates broker-dealer, insurance, and investment affiliates.

Teresa Owsley is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 credentials and has 32 years of industry experience. Her prior work includes six years at The Huntington Investment Company and ongoing roles with LPL Financial and Stratos Wealth Partners since 2012 and 2015, respectively. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach and both discretionary and non-discretionary portfolio management options.

Zachary Deppen is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, holding the Series 66 designation with two years of industry experience. Prior to his advisory role, he worked at Voya and has been employed as an order selector at Aldi Distribution Center since 2021. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of advisors. The firm combines in-house and third-party strategies with technology-enabled tools to implement both discretionary and non-discretionary investment solutions.

Susan Robenalt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Stratos Wealth Partners and LPL Financial in 2010. She is also involved in non-variable insurance activities outside her advisory work. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an IAR-driven model with a focus on customized portfolio management, employing an open-architecture approach that integrates multiple third-party platforms and managers.

Anthony Mampieri is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including LifePro Asset Management, Kestra Financial Services Inc., and Goldberg, Clouse and Edgell, LLC. Outside of AE Wealth Management, he is involved with Merit Advisors LLC, where he sells life insurance and fixed indexed annuities as a wealth strategist. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, with an internal Investment Consulting Group supporting reporting and portfolio construction.

Daniel Beck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Fifth Third Bank, and LPL Financial LLC. Outside the financial industry, he was involved with Exceeding Reality Performance Nutrition for two years. 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 uses a fiduciary-based model, employing various investment strategies and technology platforms while offering access to third-party managers and proprietary managed account solutions.

Jason Quintus is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and is also involved with The Verdi Group, a financial services and insurance business, since 2008. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-driven tools to implement client-centered strategies, often through primarily non-discretionary accounts.

John Kwasnik is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and ProEquities, Inc. since 2012. In addition to his advisory role, Kwasnik serves as a unit field trainer and agent for Bankers Life & Casualty, focusing on insurance products for the senior market. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

George Ade is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. He holds the Series 66 and Series 63 designations and has 14 years of industry experience, including prior work at Edward Jones. Ade is also an independent insurance agent engaged in the sale of 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, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, pension plans, charitable organizations, and corporate clients through a network of investment adviser representatives and employs a combination of in-house and external strategists with technology-enabled tools to implement investment recommendations.

John Gardner is a financial advisor with Guardian Life who holds a Series 66 license and has seven years of industry experience. He previously worked at Bank of America and has been with Park Avenue Securities, a subsidiary of Guardian Life, since 2019. Outside of his advisory work, Gardner is a tennis instructor, giving lessons to clients of all ages and abilities. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a variety of financial planning and consulting services.

Robert Dice III is a financial advisor with Fifth Third Securities, Inc. in Delaware, Ohio, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Fifth Third Securities since 2009. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, including advisor-directed models, SMA strategies, and tax-overlay services, supporting both high-net-worth and business clients.

Andrew Ward is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. His work history includes roles at both Guardian Life Insurance and Park Avenue Securities dating back to 2016. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions utilizing both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

George Lehmann IV is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2012, as well as previous experience with New England Securities and Stifel. He also sells outside insurance products. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Scott Golding is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Voya Financial Advisors since 2014. Golding also has a longstanding role with The Verdi Group and has prior experience at Ameriprise. Outside of his advisory work, he coaches youth basketball and assists with his son’s travel baseball team. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes client relationships structured around investment policy statements and model portfolios, combining in-house and external strategists with technology-enabled tools to implement recommendations.

Michael Caligiuri De Jesus is a CFP® with 12 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He previously worked at Caligiuri Financial and Hamilton Capital Management Inc. In addition to his advisory role, he provides tax preparation services through Caligiuri Financial LLC during tax season. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with an open-architecture approach, integrating multiple third-party platforms and managers to deliver customized portfolio management and financial planning solutions.

Tracy Miller is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Miller has been with Voya Financial Advisors since 2012 and previously worked at Philip Neibert within the same firm. Outside of advising, she is a licensed Notary Public and 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 provides financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver personalized investment recommendations, operating primarily through non-discretionary client relationships.

Douglas Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with Central Ohio Financial Management Group LLC and Ameritas Life Insurance Corp. Meyers is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities, while operating multiple program platforms that incorporate third-party technology and management.

Mahesh Bhupalam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has a diverse background including roles at Lifeshield National Insurance Company, Medico Corp, and Registered Social Security Analysts. Outside of advisory work, he is involved in insurance sales and assists clients with Social Security claiming strategies and estate planning documentation through affiliated businesses. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Douglas Beebe is a financial advisor with Guardian Life and holds a Series 63 designation. He has 11 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance since 2014. Outside of his advisory role, he serves as a trustee of a family living trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.