Cameron Longwell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley Services Group, Inc. for six years and has a background that includes family business operations and roles in the healthcare sector. Steward Partners Investment Advisory, LLC is a national, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Ryan Young is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at various PNC entities since 2014, including PNC Investments, LLC, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithmic risk assessment and approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

William Weimer is a financial advisor with Stratos Wealth Partners, Ltd who holds the Series 63 and Series 65 designations and has 38 years of industry experience. His prior work includes positions at LPL Financial, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and Osaic FA, Inc. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Joshua White is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds a Series 66 designation and has previously worked at Signature Real Estate for five years. Outside of his advisory role, he owns Cornerstone Rental Properties LLC, a real estate business managing a portfolio of rental properties. The Huntington Investment Company, doing business as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party sub-managers and proprietary Private Bank offerings.

John Arbuckle is a financial advisor with Empower Advisory Group in Carroll, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at GWFS Equities, Inc. since 2020 and 14 years at Diversified Investment Advisors, Inc. and Diversified Investors Securities Corp. from 2006 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Michael Sohrenssen is a financial advisor with Principal Financial Services in Lancaster, Ohio, holding 33 years of industry experience. He has worked at MLS Financial since 2015 and has been affiliated with Principal Life Insurance Company and Princor Financial Services Corporation since 2000. His outside business activities include offering individual and group health, life, disability, dental, and long-term care insurance products, as well as Medicare Supplements and Advantage plans. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Matthew Mc Cleese is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential, Edward Jones, and TCP Asset Management. PNC Wealth Management offers retail brokerage and advisory services through model-based portfolio programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-adjusted investment models primarily composed of mutual funds and ETFs.

Jean Wing is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has worked at The Huntington Investment Company since 2010. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank models.

Joseph Kieffer is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved in managing Patty's Dance Center, LLC, a dance instruction business for children. Additionally, he owns FLEX AA, LTD., a retail business offering dancewear and dance shoes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Thomas Rose is a financial advisor with Raymond James Financial in Lancaster, Ohio, holding a Series 63 designation and 26 years of industry experience. His background includes roles at People's Bank and LPL Financial. Rose is also associated with People's Investment Services in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Collins is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliates since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Amy Hammer Huber is a financial advisor with Ameriprise in Independence, Ohio, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jennifer Deck is a CFP® and holds a Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2018. Prior to that, she worked at Lansing Trade Group and Interstate Commodities Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Parker Brady is a financial advisor with Edward Jones in Logan, OH, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he served in the United States Army from 2022 to 2025 and has experience in various roles including positions at The Savings Bank and Fairfield County Utilities. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the country.

Lauren Mc Donald is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she was affiliated with Ohio Christian University and the Ohio Poultry Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

Denise Mathias is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Nathaniel Wollenberg is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, VOYA Financial Advisors, JCC Insurance Services, and Jones Cochenour & Co. In addition to his advisory role, he is co-owner of a CPA firm and involved in independent insurance brokering. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Adam Custer is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he serves on the Permanent Endowment Committee of the First United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Russell Jurecki is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Aaron Black is a CFP® and ChFC® with 12 years of industry experience. He is currently an advisor at Edward Jones, where he has worked since 2024. Prior to this, he spent over a decade at Northwestern Mutual, including roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm offers various discretionary and non-discretionary investment strategies, affiliated mutual funds, and additional services including trust and securities-based lending, operating under a fiduciary standard.