Mark Guenard is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Columbia Management Investment Distributors Inc and Alps Fund Services. Guenard is based in Columbus, OH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, pension consulting, and managed account services.

Regina Tomek is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and 26 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she serves as Vice President of the Cleveland Central Catholic Alumni Association, where she assists with fundraising and organizing social activities. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and consulting through various program structures, with a focus on recommendation-based client relationships.

Matthew Herrmann is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Nationwide Investment Services Corporation. Outside of his advisory work, he serves as an at-large board member for the North Carolina Council on Economic Education and as an HOA trustee for Piatt Meadows. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Dale Van Valkenburg is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with VOYA Financial Advisors and VOYA Financial since 2014. Outside of his advisory role, he operates as an independent insurance agent. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on non-discretionary recommendations and multiple program structures.

Brian Koch is a financial advisor with Voya Financial Advisors, Inc. and Koch Cushing Financial Group, holding a Series 66 credential and 14 years of industry experience. He has been with Voya since 2015 and currently owns Koch Cushing Financial Group, which provides financial advising and retirement planning services. Koch also works as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, primarily providing non-discretionary advice rather than discretionary management.

Michael Helsel is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 credential and over 21 years of industry experience. His career includes roles at Lance Capital LLC, The Verdi Agency, LLC, and The Verdi Group. Outside of advisory work, he owns and manages several holding companies. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary arrangements and operates both as an SEC-registered investment adviser and broker-dealer.

Mark Yandura is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at LPL Financial, CUSO Financial Services, Wright-Patt Credit Union, Equitable Advisors, and The Huntington Investment Company. 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, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and extensive third-party affiliations.

Sean Murphy is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, he has worked in various positions at Bankers Life entities since 2023 and owns a consulting business that performs vehicle inspections and provides warranty consultation. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and non-ERISA retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.

Jeffrey Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at KeyBank and PNC Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios, emphasizing risk-appropriate strategies and tax management.

Christopher Cox is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He also serves as president of Family Financial Planning Investment & Insurance and works as an independent insurance agent. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, offering financial planning, portfolio management, and consulting through various program structures with a focus on non-discretionary recommendations.

Gerard Quinn is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at PrairieView Wealth Partners, Raymond James Financial Services, Merrill Lynch, and others. Quinn also serves as Head of Financial Planning at Focus Forward, providing outsourced financial planning support to RIA firms. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and uses a range of strategies including low-cost ETFs, index funds, and private funds.

Sarah Sims is a Series 66-credentialed financial advisor at OSAIC Institutions, Inc. with three years of industry experience. She has held positions at First Commonwealth Bank since 2018 and served in roles at Interim Healthcare and Garage Doors of Ohio. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account options.

Bernard Laryea is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in Columbus, OH. He has held roles at several companies, including Civicom US LLC, Johnson & Johnson, and Sodexo Inc. Bernard's industry experience is currently listed as zero years. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party investment models, with both discretionary and non-discretionary program options.

Brian Davis is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 26 years of industry experience. He has worked at Principal Securities Inc. since 1999 and founded Davis Wealth Planning, LTD in 2013. Outside of his advisory work, Davis is a school board member for North Union Local Schools and the founder of Farrier Coffee Company, which serves the equine industry with handcrafted coffee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Curtis Cutler is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH. He holds a Series 66 designation and has recently entered the industry, beginning his advisory role in 2025. Prior to his current position, Curtis worked at several firms including JPMorgan Chase and Smithfield Foods. Voya Financial Advisors serves a diverse client base that includes individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides a variety of financial services such as planning, portfolio management, and consulting, with an emphasis on non-discretionary advisory relationships and multiple program structures.

James Ryan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked for First Ohio Planning, LLC from 2007 to 2020. He is also the owner of First Ohio Planning, which provides life, disability, and long-term care insurance, and a part-owner of JSR Family Investments, a land development investment company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a variety of implementation options and offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Daniel Jacobs Sr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 license and bringing 34 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice through multiple program structures with a focus on recommendation-based, non-discretionary relationships.

Scott Grotelueschen is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2015. Outside of his advisory role, he serves as a board member of The Walk Foundation, which empowers athletes through faith, and participates in an annual mission trip organized by his church. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets under management.

Sean Grzyb is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2021, he worked for eight years at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing 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.

Gregory Beavers is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. He has been associated with Bankers Life and its affiliates since 2007, including roles at Bankers Life Securities, Inc. In addition to his advisory work, he is an insurance agent authorized to offer Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.