Franco Iozzo is a financial advisor at rebel Financial, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Kansas Global Trade Services. He is also affiliated with North Carolina State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers unique service tiers and accounting services alongside traditional advisory programs.

Christina Povenmire is a CFP® with 17 years of industry experience. She is currently with rebel Financial, LLC and previously spent 20 years at Cmp Financial Planning. Outside of advising, she owns and conducts educational financial planning seminars through her business, Educational Seminars Group. rebel Financial serves individual and high-net-worth investors, as well as pension and corporate clients, offering investment management along with comprehensive financial, retirement, business, and estate planning. The firm provides additional services such as tax preparation, bookkeeping, and payroll, utilizing a combination of fundamental analysis and modern portfolio theory in portfolio management.

Smarika Adhikari is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, she worked at Disbennett Wealth Management, Mitchell Insurance Agency, and Hoak Insurance Services. Before entering the financial industry, she held roles at Kroger and Dishman's Shell Food Mart. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing investment management alongside comprehensive financial, retirement, business, and estate planning. The firm integrates fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

Scott Iversen is a financial advisor with Advisors Capital Management, LLC, holding a Series 66 designation and possessing 10 years of industry experience. He previously worked at Frontier Asset Management LLC, Northstar Securities LLC, Cross State Financial Group LLC, and Foothill Securities, Inc. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, employing a combination of top-down and bottom-up analysis across equity, fixed-income, and tactical approaches.

Cole Filer is a CFP® professional at Facet with one year of industry experience. Prior to joining Facet, he worked at Peak Retirement Planning, Inc., Fifth Third Bank, and Lifetime Financial Growth. Before entering financial advising, he spent six years working at Chick-fil-A. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations and offers a flat subscription fee structure rather than percentage-of-assets-under-management fees.

Garrett Tracht is an investment advisor representative with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Madison Avenue Securities, Impact Wealth LLC, Kestra Advisory Services, and Nationwide Financial. He is currently affiliated with both Csenge Advisory Group and Impact Wealth, where he provides wealth advisory and financial planning services. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm applies a combined fundamental and technical analysis approach, emphasizing relative strength and a structured market/sector/manager risk methodology, and offers portfolio customization through discretionary and model-based strategies.

Mark Scott is a CFP® with 16 years of industry experience currently serving at Virtue Capital Management, LLC. He has held roles at firms including Wealth Guidance, LLC, Horter Investment Management, and Variable Investment Advisors. Scott is also the owner and president of Scott Financial Group DBA Ohio Pension Advisors, where he is involved in insurance sales and financial planning. Virtue Capital Management, LLC is a federally registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a multi-team model and a combination of tactical, strategic, and dynamic investment approaches.

Natalie Collins is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2019, she worked at JPMorgan Securities LLC for three years. Outside of her advisory role, she is a joint owner of a rental property with her husband. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management and also acts as adviser to a donor-advised fund.

Armando Salgado is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he is involved with Mando Enterprise LLC. 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 clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Nicholas Calendine is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2022, with prior experience at Fifth Third Bank and Resource International. Outside of finance, he is involved in a carpentry business. Fifth Third Securities 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 that include advisor-directed models, separately managed accounts, and unified programs featuring third-party portfolio managers and tax-overlay services.

Douglas Bolenbaugh is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital, discretionary model account pilot for employees. The firm uses approved model strategies managed by PNC or third-party strategists and employs algorithmic tools for model selection and risk assessment.

Jennifer Morrow is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1996. She holds the Series 63 and Series 66 designations. 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 programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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 in Canal Winchester, OH. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at PNC Investments, LLC since 2017 and prior positions at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic tools to recommend investments in mutual funds and ETFs, with portfolio implementation delegated to third parties.

Ryan Stocke is a financial advisor at FIFTH THIRD SECURITIES, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fifth Third Bank and its affiliated securities firm since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party managers and advisor-directed strategies to meet varying client risk profiles.

Scott Braden is a financial advisor with Fifth Third Securities, Inc. in Circleville, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2005 and has also worked with Fifth Third Bank since 2003. Fifth Third Securities, Inc. 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 programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Sean Haider is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. His career includes roles at LPL Financial, Banc One Securities Corporation, and multiple firms under the Lion Street umbrella. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Charles Pockras is a financial advisor with Edward Jones in Circleville, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 1980. Outside of his advisory role, he serves as an adjunct professor at Circleville Bible College. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

Aaron Black is a financial advisor with J.P. Morgan Securities in Grove City, OH. He holds the Series 63 and Series 65 designations and has five years of industry experience, primarily with J.P. Morgan and its affiliated firms. His prior roles include positions at Nationwide Investment Advisors, Nationwide Investment Services Corp, and Innosource. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager and fund searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework in its investment recommendations.