Lawrence Miller is a financial advisor at Lanark Financial, Inc. with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with NBC Securities Inc. since 2014. Outside of his advisory role, he owns an LLC that manages the office condominium housing his branch office. Lanark Financial provides investment management and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a mix of discretionary and non-discretionary arrangements, utilizing third-party sub-advisers and various program-based accounts.

Wayne Farnsworth Jr. is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with ValMark Advisers since 1999 and also operates Wayne Farnsworth Financial Services, Inc. Additionally, he is a U.S. Coast Guard licensed captain running a charter boat fishing business in Newark, Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm uses diversified, goal-based model portfolios with multi-asset allocation and offers proprietary platforms and third-party programs.

Zachary Pipoly is a financial advisor at Manning & Napier Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc. and KeyBank National Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and is affiliated with in-house trust and broker-dealer entities.

Benjamin Forgrave is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at firms including LPL Financial, Alpha Financial Planning, and Stratos Wealth Partners. Outside of his advisory work, he serves as an associate pastor at Rooted Bible Fellowship in Newark, Ohio. Creative Financial Designs serves individual, corporate, and institutional clients by providing discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations aligned with varying risk objectives and offers Biblically Responsible Investing strategies alongside a range of flexible advisory billing options.

Scott Ryan is a financial advisor at Packerland Brokerage Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has been with Packerland since 2012. Outside of his advisory role, he owns a certified public accounting practice and works as an independent insurance agent. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Steven Landis is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Portfolio Medics, LLC since 2008 and previously worked at Sojourn Financial Strategies, LLC and other firms. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified funds, individual securities, and independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Wayne Farnsworth III is a financial advisor with ValMark Advisers, Inc., holding 22 years of industry experience. He has been with ValMark Advisers since 2004 and ValMark Securities since 2002. Outside of finance, he is involved in professional bowling and serves as Vice President of Sales for WFFS, Inc., a family business unrelated to investment management. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Brad Farnsworth is a financial advisor with ValMark Advisers, Inc. in Newark, Ohio, holding 18 years of industry experience. He has been with ValMark Advisers since 2009 and also serves as Vice President and Office Manager of Farnsworth Financial Services, Inc. Outside of his advisory roles, he is a volunteer board member for the U.S. Selective Service in Licking County. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, separate-account managers, and third-party programs, with oversight from an investment committee.

Neal Skiles is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Portfolio Medics since 2008. Outside of his advisory role, Neal is the owner of JASER LLC, a marketing and sales business focused on an online document storage service and legacy financial gifting, and serves as a pastor at Heath Christian Union Church. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches across diversified portfolios.

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.

Dirk Miller is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has held positions at PNC Investments since 2009 and previously worked at Natcity Investments, Inc. from 2000 to 2009. Miller holds the Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and manages investments via approved model strategies with mutual funds and ETFs.

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.

Brett Warrick is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Newark, Ohio, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at The Huntington National Bank and Bankers Life Securities. Outside of his advisory work, he participates as a professional co-angler in bass fishing. FIFTH THIRD SECURITIES, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional accounts. The firm offers investment advisory and brokerage services through various programs on its Passageway Managed Account platform, utilizing third-party managers and strategies such as mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Aryanna Miray is a financial advisor at Empower Advisory Group in Newark, Ohio. She holds the Series 66 designation and began her career in the financial services industry in 2026. Prior to joining Empower Advisory Group, she gained experience at Discover Financial Services and various other companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Franklin Collins is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Aspen Energy, JPMorgan Chase Bank, and Reliant Capital Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services that include point-in-time financial plans and optional managed account solutions, operating within plan lineups selected by plan sponsors.

Joshua Jaffe is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Ameriprise Financial Services LLC and J.P. Morgan Securities, among others. Outside of his advisory work, he is the managing member of 3J&E, LLC, a business involved in property management and general oversight. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Stacy Lynn Schindler is a financial advisor at Fifth Third Securities, Inc. in Newark, Ohio, holding a Series 66 credential with eight years of industry experience. Her prior roles include positions at Edward Jones, Piphany, Plexus Worldwide, and Thirty-One Gifts. She is currently affiliated with both Fifth Third Securities and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

John Elgin is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Ameriprise and Mid Atlantic Capital Corporation. Outside of his advisory role, he is involved in managing business entities including JENZ, LLC. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party investment solutions.

Kevin Cox is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as secretary and board member of Local Partners LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Michael Houser is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Park National Bank and held positions with the City of Newark and Ross Granville Market. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.