John Altieri is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked in various roles within The Huntington organization since 2018 and previously held positions at Tidewater Management Group, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, Altieri serves as commissioner and president of Columbus Sports LLC, an adult soccer league he has been involved with since 2000. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, and corporations with advisory and brokerage services. The firm sponsors multiple wrap-fee programs on the Envestnet MAS platform and utilizes an open-architecture model combining third-party and affiliate portfolio management offerings.

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 with VOYA Financial Advisors, Inc. in Columbus, OH. He holds a Series 66 designation and has 10 years of industry experience, all with Voya. Outside of his advisory role, Nicola is involved with The Verdi Group, an independent financial services business. VOYA Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm emphasizes recommendation-based advice, with the majority of assets managed on a non-discretionary basis.

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, LLC, holding nine years of industry experience. He previously worked at Foresters Financial Services for one year before joining his current firms in 2017. Outside of his advisory role, he serves as treasurer and board member of NAIFA Ohio and officiates middle and high school lacrosse games. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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

Chun Hao Chen is a financial advisor at Transamerica Financial Advisors with a Series 66 license and less than one year of industry experience. His prior work includes roles at PricewaterhouseCoopers Taiwan and multiple business ventures such as OhioRain Tax Service LLC and Edge Home Finance, LLC. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party managers. The firm operates as both a registered broker-dealer and a registered investment adviser, with features such as discretionary and non-discretionary programs and affiliated retirement solutions.

David Sheppard is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Voya Financial Advisors, Inc. since 2018 and also has a concurrent tenure at VALIC Financial Advisors starting in 2013. Outside of advising, he is a member of the Capital City Cigar Club and holds ownership interests in DT Sheppard Enterprises, which has investments including a distillery operation in Ohio. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through various program structures that emphasize non-discretionary recommendations.

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.

Stephen Zeller is a financial advisor with The Huntington Investment Company in Marysville, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at The Huntington Investment Company since 2015 and was previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Jared Dubeansky is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 11 years of industry experience. In addition to his advisory role, he has been involved with Old Mentor Cigar Shop since 2013, where he assists clients with purchases and oversees store operations. He is also associated with the Verdi Group, providing insurance and securities products. VOYA Financial Advisors serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize recommendation-based, non-discretionary advice.

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. He has worked at firms including MSI Financial Services, Inc. and MassMutual before joining Voya in 2018. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes non-discretionary, recommendation-based advice through multiple program structures, including wrap programs and third-party money manager access.

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.

Mark Posey is a financial advisor with Fifth Third Securities, Inc. in Westerville, OH, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Fifth Third Securities since 2016. Outside of his advisory role, Posey serves as the head volleyball coach at Westerville North High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, utilizing third-party portfolio managers and various investment strategies tailored to client risk profiles.

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 bringing 31 years of industry experience. He has been with VOYA and its affiliated entities since 2014. In addition to advising, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advice.

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.

Karl Rubin is a CFP® professional with 30 years of industry experience, currently serving at VOYA Financial Advisors, Inc. since 2014. He is based in Columbus, OH. Rubin is a member of the finance committee at the Columbus Jewish Federation and serves on the board of Congregation Tifereth Israel, where he participates in monthly meetings and delivers presentations. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a variety of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based advice over discretionary management.