Gail Adler is a financial advisor with Gradient Advisors, LLC, holding a Series 65 license and having eight years of industry experience. She has been with Gradient Advisors since 2018 and also owns and operates Adler Insurance Agency LLC, which she has run since 2006. In addition to her advisory and insurance work, she is involved in farm land leasing. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a variety of clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using tools such as the Color of Money Risk Analysis to assess client objectives and risk tolerance.

Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 license and 27 years of industry experience. He has been with StoneX Advisors since 2015 and also affiliated with StoneX Securities Inc. since 2014. Outside of his advisory role, he participates in tractor pulling as a hobby. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of strategies using proprietary models, third-party money managers, and multiple platforms to tailor investment solutions.

Lawrence Copeland Jr. is a financial advisor with Commonwealth Financial Network based in Findlay, OH. He holds the ChFC® designation and Series 63 license, and has 38 years of industry experience. Prior to joining Commonwealth in 2021, he worked at VOYA Financial Advisors from 2014 to 2021 and has been involved with Copeland Financial Investment and Wealth Management since 2012, where he serves as CEO and owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors with advisory programs, technology, and operational services. The firm offers a variety of investment and wealth management solutions, including discretionary model portfolios and customizable advisory programs.

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd. holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at LPL Financial and the Financial Design Agency of Ohio, among other positions outside the financial sector. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment and financial planning services through a network of independent advisers, utilizing an open-architecture approach that includes active monitoring, model portfolios, and third-party manager programs.

Matthew Leddy is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 63 designation and has previously worked at True View Financial Group, MDRN Capital, LLC, and Golden Reserve RIA, LLC. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring process based on fundamental analysis and Modern Portfolio Theory, offering services through independent advisor representatives, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Weston Reinbolt is a financial advisor with LPL Financial in Findlay, OH, holding a Series 63 designation and bringing 17 years of industry experience. He has worked with LPL Financial since 2011 and has been affiliated with Stratos Wealth Partners since 2017. Outside of his advisory roles, he owns and operates The Barn At Seneca Hills, an event center with a bar. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Charles Rogers is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at NYLIFE Securities, LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

Chad Balhoff is a financial advisor at Fifth Third Securities, Inc. in Fremont, Ohio, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2017, following three years at Cco Investment Services Corp. 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 options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jane Radabaugh is a financial advisor with Eagle Strategies (NY Life) in Findlay, Ohio, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Eagle Strategies since 2016 and also works with Baker Financial Services, LLC d.b.a. Baker Moyer Financial Group. Outside of her advisory role, Radabaugh serves as an NRA Certified Instructor and is the secretary of the Hancock County Conservation League, a shooting club affiliated with the National Rifle Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and provides multiple program types, with the majority of assets managed on a non-discretionary basis.

Jacob Cordonnier is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at The Huntington Investment Company and Huntington National Bank from 2012 to 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Luong Horn is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Findlay, OH, holding Series 65 and Series 63 designations and four years of industry experience. He has been with FIFTH THIRD SECURITIES since 2022 and has worked at Fifth Third Bank since 2015. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients, including corporations, trusts, and retirement accounts, through both investment advisory and brokerage channels. The firm offers a variety of investment programs via its Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Angela Schumaker is a Series 66-credentialed financial advisor with 13 years of industry experience. She has worked at Fifth Third Securities, Inc. since 2012. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Aaron Smith is a financial advisor with Stratos Wealth Partners, Ltd, holding 34 years of industry experience. He has worked at Stratos Wealth Partners since 2017 and has longstanding affiliations with LPL Financial and Smith Financial dating back to 1990. He is also involved with the Financial Design Agency of Ohio, an insurance agency he owns. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Christopher Eaton is a CFP® professional with 14 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having worked there since 2018, and has prior experience at LPL Financial and First National Bank of Pandora. Outside of his advisory role, he is an owner and landlord of a rental property in Findlay, Ohio. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank, combining brokerage, advisory, and municipal advisory services.

Wayne Korpics is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for four years. Outside of his advisory role, he serves as President and Chairperson of the Board of Trustees for Bless Up and Bloom, Inc., a nonprofit organization in Findlay, Ohio. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm offers multiple wrap-fee programs using an open-architecture approach that integrates third-party sub-managers with proprietary models from its Private Bank.

Daniel Romick is a financial advisor at Money Concepts Capital Corp with 17 years of industry experience. He holds a Series 63 designation and has been with Money Concepts since 2012. Outside of his advisory role, Romick serves on the financial advisory team for Cedar Creek Church and is a board member of Hope House for the Homeless, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Mark Dunfee is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones from 2014 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jamie Vazquez is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020, as well as Fifth Third Bank since 2015. Outside of his advisory role, Vazquez owns and operates Jamie Coy Photography in Gibsonburg, OH. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a layered supervisory structure.

Jessica Lucius is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC and Financial Design Agency of Ohio. Her roles have included administrative support within Stratos Wealth Partners. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Jack Shultz is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial LLC and Financial Design Agency of Ohio. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, access to third-party manager programs, and a range of financial planning services utilizing an open-architecture approach.