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Robert H

Series 63

Powell, OH

Kestra Advisory

Robert Hassmann is a financial advisor with Kestra Advisory in Powell, Ohio, holding a Series 63 credential and bringing 31 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2016. Outside of his advisory work, Hassmann also works as a driver for a ridesharing service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that include large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Todd S

Series 63, Series 65

Columbus, OH

Guardian Life

Todd Statczar is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of advising, he assists with financial responsibilities for a commercial cleaning and catering business owned by his spouse. 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 combines advisor-led management with model-based strategies and provides varied financial planning, consulting, and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Christopher H

ChFC®, Series 63, Series 65

Columbus, OH

VOYA Financial Advisors, Inc.

Christopher Hogan is a financial advisor at Voya Financial Advisors, Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at several firms such as Equitable Advisors, Valic Financial Advisors, and Principal Financial Services. Hogan is also an author of an ebook titled "Using LinkedIn To Grow Your Financial Services Practice" and serves on local homeowners and condo association boards. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, portfolio management, and retirement advisory services through a broad network of investment adviser representatives and combines in-house and external strategies with technology-enabled tools to implement investment recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Kevin R

Series 63, Series 65

Columbus, OH

FIFTH THIRD SECURITIES, Inc.

Kevin Richard is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working concurrently at Fifth Third Bank since 2015. 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 combining third-party managers, strategist portfolios, and IAR-managed sleeves, with features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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M W

Series 63, Series 65

Powell, OH

Stratos Wealth Partners, Ltd

M Will is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2011, he worked at Wells Fargo Clearing for 11 years. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and about $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent adviser representatives delivering customized portfolio management and financial planning within an open-architecture platform.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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David R

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

David Rankin is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, Ohio, with 24 years of industry experience. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2014, having previously worked at Voya Financial Partners, LLC and Valic Financial Advisors. In addition to his advisory role, Rankin is also 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 accounts, and retirement-plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management solutions.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Brett S

Series 65

Westerville, OH

AE Wealth Management, LLC

Brett Stahl is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Peak Retirement Planning, Inc. Outside of his advisory role, Brett owns and operates Fitness Life, LLC, a yoga studio in Dublin, Ohio. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services through a platform-centered approach that includes model portfolio solutions, discretionary asset management, and financial planning.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Eric C

ChFC®, Series 66

Ostrander, OH

Creative Planning

Eric Cedor is a financial advisor at Creative Planning with the designations ChFC® and Series 66, and 10 years of industry experience. Prior to joining Creative Planning in 2024, he worked at Guardian Life Insurance Company, Park Avenue Securities, and Valley National Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, managing approximately $295.6 billion in assets. The firm emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Tanner S

Series 65, Series 63

Worthington, OH

Ameritas Advisory Services, LLC

Tanner Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with firms including Dupont Wealth Solutions and currently serves at Ameritas Investment Company and Central Ohio Financial Management Group. Outside of advisory roles, he is a licensed independent insurance agent focused on fixed insurance products and owns Central Ohio Financial Management Group. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides asset management, financial planning, and retirement plan advisory through a variety of program platforms, leveraging both internal and third-party resources.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Arron M

Series 66

Marysville, OH

Kestra Advisory

Arron Miller is a financial advisor with Kestra Advisory in Marysville, Ohio, holding a Series 66 designation and 1 year of industry experience. Prior to joining Kestra Advisory in 2025, he worked in pharmaceutical sales and various roles in the healthcare industry. Outside of advisory work, Miller is involved in real estate investment through several private investment groups focused on property acquisition and rehabilitation. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment management solutions, serving large institutional clients and utilizing a range of investment platforms and third-party relationships.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jared Quentin D

Series 63

Columbus, OH

Equity Services, inc.

Jared Quentin Davis is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, OH, holding a Series 63 designation and with 10 years of industry experience. His prior work includes roles at National Life Group, IFS Financial Services, and Touchston Securities. Outside of his advisory role, he serves as an elder and board member for the New Burlington Church of Christ and writes communion meditations for the Christian Standard. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Roger R

Series 63, Series 65

Dublin, OH

Ameritas Advisory Services, LLC

Roger Ruz is a financial advisor at Ameritas Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Advisors, The Huntington Investment Company, Nationwide Securities, and J.P. Morgan Asset Management. 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 uses a combination of model portfolios, mutual funds, ETFs, and individual securities, offering both discretionary and non-discretionary programs supported by multiple platforms and third-party technology.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Joseph F

CFP®, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Joseph Frederick II is a CFP®-credentialed financial advisor with 27 years of industry experience. He is currently with VOYA Financial Advisors, Inc. and has held positions at Ascent Financial Partners and J3, LLC, where he is a co-owner. He is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporates. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and third-party strategies, often managing accounts on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Terry K

Series 63, Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Terry Kelley is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors LLC, JP Morgan Securities, and Western Southern. He volunteers as an assistant varsity basketball coach for the girls' team at Pickerington High School. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a large network of advisors. The firm combines in-house and external strategists with technology-enabled tools to deliver mostly non-discretionary investment services alongside selective discretionary portfolio management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Bethany D

Series 65, Series 63

Dublin, OH

Sanctuary Advisors, LLC

Bethany Demassimo is a financial advisor with Sanctuary Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She previously worked at Private Advisor Group and LPL Financial. Outside of finance, she is involved in an entrepreneurial venture, providing bookkeeping services for De Massimo's, LLC, a business that produces and sells pasta and pizza sauces and imports extra virgin olive oil. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports its network of more than 400 independent advisors with a range of portfolio management options and analytical approaches, operating under a fiduciary standard when agreements are in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Steven D

Series 63

Powell, OH

Principal Financial Services

Steven Devlin is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc. since 2016. Outside of his advisory work, Devlin is involved with Bishop Watterson High School as a JV basketball coach and serves as secretary on the Bishop Watterson Alumni Association board, where he helps with fundraising for scholarships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Robert H

Series 63, Series 65

Powell, OH

Stratos Wealth Partners, Ltd

Robert Hays is a financial advisor with Stratos Wealth Partners, Ltd in Powell, Ohio. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Hays is also a commissioned notary in the State of Ohio. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, using an independent advisor-driven model and an open-architecture investment approach that integrates multiple third-party platforms and managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Michael L

Series 66

Columbus, OH

VOYA Financial Advisors, Inc.

Michael Landolt is a financial advisor at Voya Financial Advisors, Inc. in Columbus, Ohio, with 27 years of industry experience. He holds a Series 66 designation and has been with Voya Financial Advisors since 2014, previously working at Voya Financial Partners, LLC from 2002 to 2011. Outside of advising, he operates as 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. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, combining in-house and third-party strategies with technology-enabled tools to manage both discretionary and non-discretionary client accounts.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Renee C

Series 63, Series 65

Columbus, OH

Valic Financial Advisors

Renee Coil is a financial advisor at Valic Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing, Morgan Keegan & Company, and Ameriprise. Outside of her advisory role, she is an agent for non-securities insurance products with Agia. 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 discretionary unified managed accounts through a large network of advisors, utilizing technology and model solutions to support a high client count per advisor.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Joel H

CFP®, Series 63

Powell, OH

Focus Partners Wealth, LLC

Joel Hunter is a CFP®-credentialed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. His prior work includes roles at Kovitz Investment Group Partners, Kovitz Securities, and Trinity Financial Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management, advisory, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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