Joshua Moore is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Faith Investment Services. Outside of finance, Moore is the owner and laborer of Josh Moore Contracting, a construction and maintenance business. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations guided by an Executive Investment Committee and offers various portfolio customization features, including Biblically Responsible Investing strategies.

Jennifer Gilroy is a financial advisor with ON Investment Management Company, holding a Series 66 credential and five years of industry experience. Her work history includes 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 provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and manages client accounts through a combination of discretionary and non-discretionary advisory relationships.

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. He has worked with firms including LPL Financial and Financial Design Agency of Ohio. His background also includes roles in hospitality and university settings. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation, active monitoring, and access to proprietary and third-party strategies across multiple platforms and custodians.

Kevin Smith is a financial advisor with Fifth Third Securities, Inc. in Findlay, Ohio. He holds the Series 65 and Series 63 licenses and has two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves individual (including high-net-worth) and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with a range of investment solutions from mutual funds and ETFs to separately managed accounts and direct indexing.

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.

Charles Rogers is a financial advisor with Eagle Strategies (NY Life) holding Series 66 and Series 63 credentials and six years of industry experience. He has been associated with New York Life Insurance Company since 2016 in various capacities, including roles at NYLIFE Securities, LLC. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated affiliate structure.

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.

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.

Jessica Lucius is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with LPL Financial, LLC and Financial Design Agency of Ohio. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active portfolio monitoring with access to both proprietary and third-party strategies across multiple custodians.

Travis Tiell is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Woodbury Financial Services, and SII Investments. Tiell also operated Tiell Tax Service, a tax preparation and accounting business. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives using a combination of proprietary and third-party strategies.

Bradley Zoeller is a CFP® professional with seven years of industry experience and is currently with Edward Jones in Fostoria, OH. He has worked with several firms, including Concordance Healthcare Solutions, Burns Financial Solutions, and Charles Schwab. Outside of his advisory role, he manages a farming operation and works as a travel agent planning and booking travel for family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Scott Conrad is a financial advisor with Primerica Advisors in Perrysburg, Ohio, holding 23 years of industry experience. He has been with Primerica since 2002 and has worked concurrently with organizations such as Unison Health and Perrysburg Schools. Outside of investment advisory, he is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.