Michael Noble is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2012 and 2015, respectively. Noble serves as a board member of International Boxing (IBC), where he is involved in running events and raising funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who develop their own strategies, offering portfolio management through multiple platforms and maintaining a range of analytical approaches and fiduciary practices.

Kathryn Kelley is a financial advisor with Eagle Strategies (NY Life) in Toledo, OH, holding a Series 66 credential and bringing 26 years of industry experience. She has held roles at several firms including Premise Financial Group, Silas Parker & Associates, Salem Financial Group, and The Huntington Investment Company. Outside of her advisory work, she serves on the boards of Advocating Opportunity, the Arts Commission of Greater Toledo, and Lourdes University. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within an integrated structure affiliated with New York Life.

Julie Halladay is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and based in Oregon, Ohio. She has been with Citizens Securities since 2026 and has prior work experience in several service and retail roles. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Richard Frank is a financial advisor with PlanMember Securities Corporation, holding over 41 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company for more than three decades and has operated Rick Frank Insurance since 1984. He also serves as a trustee for the Fremont Elks Lodge #169. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Michael Mccarthy is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and previously at Wilcox Financial from 2014 to 2020. Outside of his advisory work, he serves as a wrestling coach at St. Johns Jesuit High School. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Nadeem Salem is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Toledo, OH, bringing 34 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2008 and has operated Salem Financial Group since 2016. Outside of his advisory role, Salem serves as a director appointed by county commissioners on the Toledo Lucas County Port Authority board and holds board and advisory positions with the University of Toledo Foundation and College of Business and Innovation. He is also the finance committee chair for the Islamic Society of Northwest Ohio. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of its assets under management overseen on a non-discretionary basis.

Michael Brandon is a financial advisor at Ameritas Advisory Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial for Lutherans, Cetera Advisors, and Brandon Wealth Management. Outside of his advisory roles, he has been involved in live music performance. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs using in-house and third-party portfolios, and integrates with Ameritas affiliates to deliver a broad range of financial solutions.

Cory Langhals is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities LLC. Langhals has been with Huntington since 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that integrates third-party sub-managers with proprietary private bank offerings.

Ross Snyder is an advisor with Brookstone Capital Management LLC holding a Series 65 designation. He has one year of experience in the financial industry, having joined Brookstone Capital Management in 2025. Prior to his current role, he held positions at Chipotle and various educational institutions. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Arthur Schlosser is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with firms including LPL Financial, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he is also involved as a musician in Toledo, OH. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model of independent advisors and utilizes a range of portfolio management strategies supported by various technology platforms.

Mindy Carr is a financial advisor at The Huntington Investment Company with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Huntington and Fifth Third Securities. Outside of her advisory role, she serves as Board President of the Anthony Wayne High School Hockey Club. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate portfolio management, with services delivered via National Financial Services.

Nathan Tuori is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Bank and PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that utilizes algorithm-driven risk assessments and approved investment models managed by PNC or third parties.

Bruce Joseph is a financial advisor at OSAIC Institutions, INC. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including CUSO Financial, Edward Jones, and Raymond James Financial Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, offering customized financial planning, ERISA plan services, alternative investments, and lending options. The firm’s advisory approach combines fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets.

Patrick Kenney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles at Wilcox Financial and Ameritas entities, as well as involvement with Premier Planning Partners and Premier Planning Group. Outside of financial advising, he has a side activity as an actor and participates in property management as a partner at Premier Planning Partners, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Zachary Bartko is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked within the PNC organization since 2007, including roles at PNC Bank and PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Quinton Ranzau is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he supports advisors and partners with clients to understand their unique financial situations and assist them in working toward their financial goals. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His professional experience includes roles as a Financial Advisor at Wells Fargo Advisors from 2022 to 2023, a Registered Customer Experience Representative at Robinhood Markets from 2021 to 2022, a Senior Customer Service Representative Specialist at PNC Investments from 2019 to 2021, and a Bank Teller at First Federal Bank of Defiance from 2018 to 2019. Outside of his professional career, Quinton enjoys football, spending time with friends and attending social events, outdoor adventures, reading, traveling, and volunteering.

Philip Noble is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Noble is a co-founder of Noble Wealth Partners and serves on the executive leadership team for the Toledo chapter of the American Heart Association, where he helps lead annual fundraising efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports advisor-directed portfolio management through a broad range of strategies and acts as a fiduciary when a written advisory agreement is in place.

Christopher Brzuchalski is a financial advisor with PNC Wealth Management in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he serves as a board member and treasurer for Sylvania Youth Hockey. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments to guide investment strategy with mutual funds and ETFs.

Thomas Geissler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also involved with Premier Planning Group, where he provides financial planning and client portfolio services. Previously, he was affiliated with Ameritas Investment Company and Wilcox Financial. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management using model portfolios, third-party sub-advisers, and custom strategies, along with a range of retirement plan consulting and fiduciary advisory services.

Nathan Boyer is a financial advisor at Independent Financial Partners with four years of industry experience. He holds the Series 66 designation and has worked at IFP Securities LLC since 2021 and at Stirling Capital since 2013, where he serves as Director of Operations. Outside of his advisory role, Boyer owns Stirling Capital Tax & Accounting Services, providing tax return preparation and submission. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.