Jennifer Gilroy is a financial advisor with ON Investment Management Company and holds a Series 66 credential. She has six years of industry experience, including roles at Raymond James Financial Services and First Federal Bank. In addition to her advisory work, she is involved in fixed annuity and insurance sales. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary management through a combination of third-party investment programs and IAR-directed solutions.

Gail Adler is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has operated Adler Insurance Agency LLC since 2006. In addition to her advisory role, she manages a farm ground cash rent business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities through a network of Investment Advisor Representatives and third-party money managers. The firm employs a largely non-discretionary model and uses various analytical tools to align portfolios with client objectives and risk tolerance.

Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 designation and 28 years of industry experience. He has worked at StoneX Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2002 to 2015. Outside of advisory work, he is involved in tractor pulling as a hobby activity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and managers, offering diverse account structures and model-based investment strategies.

James Copeland is a financial advisor at Kestra Advisory with 21 years of industry experience. He has worked at Kestra Advisory Services since 2026 and previously spent five years at Commonwealth Financial Network and seven years at Voya Financial Advisors. Copeland is also involved in fixed insurance sales and serves as an agent for Copeland Insurance Group, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Stratos Wealth Partners since 2023 and is also associated with LPL Financial and the Financial Design Agency of Ohio. His background includes roles outside financial services, such as positions at Mohawk Golf and Country Club and Alexandria's. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser 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, offering a range of services such as advisor-managed wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Kevin Smith is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank and Fifth Third Securities since 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types and utilizes third-party portfolio managers on its Passageway Managed Account platform.

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 at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds the Series 63 designation and has worked previously at LPL Financial and New England Securities. Outside of his advisory work, he owns and operates The Barn At Seneca Hills, an event center with a bar located in Tiffin, Ohio. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser 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, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers and includes specialized services such as outsourced CIO solutions and niche planning.

Charles Rogers is a financial advisor at Eagle Strategies (NY Life) with six years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with New York Life Insurance Company since 2016. Rogers has worked with NYLIFE Securities, LLC since 2020 and joined Eagle Strategies LLC in 2025. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

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. He holds Series 63 and Series 65 licenses and has 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 serves a diverse range of clients including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and a variety of strategies including SMA models and tax-overlay services.

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. He has 35 years of industry experience and holds roles at multiple financial entities, including a longstanding association with LPL Financial and ownership of the Financial Design Agency of Ohio, an insurance agency. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser 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, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform that integrates multiple managers and overlays.

Christopher Eaton is a CFP® with 14 years of industry experience, currently serving at Fifth Third Securities, Inc. and Fifth Third Bank since 2018. Prior to this, he worked at LPL Financial, LLC for four years and has maintained a role at First National Bank of Pandora since 2012. His outside activities include managing a rental property in Findlay, Ohio. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of managed account programs via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank, providing solutions ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

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 five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Financial Design Agency of Ohio and LPL Financial, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser 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 other institutional clients, employing an independent advisor model with open-architecture investment solutions.