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.

Bryan Yasho is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2026 and previously worked at Fifth Third Bank and several other firms starting in 2016. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including the Passageway Managed Account Program, which features options such as mutual-fund and ETF models, SMA strategies, and direct indexing.

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.

Abdallah Osman is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and E*TRADE Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

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.

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.

Carrie Reynolds is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH. She holds a Series 66 designation and has 25 years of industry experience, including 21 years with Fifth Third Securities. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Stephen La Barre is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Mutual of America Financial Group, Huntington National Bank, and New York Life Insurance Company. Outside of his advisory work, he is involved as a bartender at a private bourbon and cocktail club. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, focusing on asset allocation, contribution guidance, and retirement planning using proprietary software and third-party expertise.

Timothy Deems is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., and Nationwide Investment Services Corp. 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 integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

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.

Michele Glusich is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She previously worked for Reynoldsburg City Schools for twelve years before joining Edward Jones, where she has been employed since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Gideon Hall is a financial advisor with LPL Financial in Circleville, OH, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Edward Jones and Pruco Securities, LLC. Outside of finance, he owns Pickaway Area Shooting and Self Defense Services, providing self-defense training. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Charles Minneci is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Collins is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliates since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.