Andrea Nameche is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Guardian Life since 2008. Outside of her advisory role, she manages financial and health care power of attorney responsibilities. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored client solutions using a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Glenn Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 42 years of industry experience. He has worked at VOYA Financial Advisors since 2014, previously serving at Voya Financial Partners, LLC and Valic Financial Advisors. In addition to his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. operates as an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement recommendations, providing both discretionary and non-discretionary investment management options.

Joseph Crotty is a CFP® professional with 29 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has been associated with New York Life Insurance Company since 1996 and has operated Crotty & Associates, LLC since 2007. Outside of his advisory work, he is involved in various real estate ventures through several holding companies. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs with an emphasis on tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Andres Velasquez is a financial advisor at VALIC Financial Advisors in Columbus, OH, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VALIC Financial Advisors since 2013 and at Agia since 2022. Outside of his advisory work, Velasquez serves as a softball umpire for the Lancaster Girls Softball organization. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

David Cushing is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and over 28 years of industry experience. He has been with Voya Financial Advisors since 2014 and serves as Senior Adviser at Koch, Cushing Financial Group. Outside of his advisory roles, he is a board member of CSE Federal Credit Union and operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, nonprofits, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to offer both discretionary and non-discretionary investment management through a large network of advisers.

Corbin Jones is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His prior work includes roles at Buckley Financial Planning and N. Wasserstrom, as well as eight years at Vineyard Columbus Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Zachary Carter is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 22 years of industry experience. He has worked with VOYA and its affiliates since 2005. Outside of his advisory role, he serves as an usher and Audit Committee volunteer at Lebanon United Methodist Church. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, managed accounts, and retirement advisory services to individuals, pension plans, charities, and corporate clients. The firm combines internal and external strategists and technology tools to implement customized investment solutions, offering both advisory and broker-dealer services through a large network of representatives.

Matthew Marrah is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial and Axa Advisors, LLC. He is also involved in selling life insurance products to complement his advisory services. 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, using an open-architecture investment approach that integrates multiple third-party platforms and managers.

Chase Fryer is a financial advisor at PNC Wealth Management with seven years of industry experience. He previously worked at J.P. Morgan Securities and The Huntington Investment Company, among other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests via mutual funds and ETFs, with portfolio implementation delegated to third parties.

Jeffrey Rankin is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2005 to 2011. Rankin also operates as an independent insurance agent, focusing on the sale of fixed annuities and level term/fixed life insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives, utilizing both in-house and third-party strategists along with technology-enabled tools to support a mix of discretionary and non-discretionary client relationships.

Sam Walsh is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at MSI Financial Services, Inc. from 2014 to 2016. Outside of his advisory role, Walsh serves as a tennis instructor, coaching locally. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing a combination of in-house and external strategies along with technology-enabled tools to implement client recommendations.

Jennifer Fiumano is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2012 to 2023. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.

Andrew Pleune is a Series 66 credentialed advisor with six years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has a background spanning various roles within Bankers Life, including positions at Bankers Life Securities and Bankers Life & Casualty, as well as earlier work with Coca-Cola Bottling Co. Consolidated. Outside of his advisory role, he serves as secretary for AmSpirit Business Connections, a professional networking group. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients' goals and risk profiles.

Caleb Stoneburner is a financial advisor with Commonwealth Financial Network in Dublin, Ohio. He holds Series 66 and Series 63 designations and has four years of industry experience. His prior roles include positions at Fidelity Investments and ownership of Stoneburner Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Derek Stiles is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, OH, with 27 years of industry experience. He holds a Series 66 designation and has worked at VOYA Financial Advisors since 2004, including his current role at VOYA Financial Advisors, Inc. since 2014, as well as operating Stiles Wealth Management Group since 2012. Outside of advisory services, he has experience in fixed insurance sales as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of investment adviser representatives, combining both in-house and external strategies with technology-enabled tools to implement client recommendations.

Carrie Cummings is a Series 66-credentialed financial advisor with 17 years of industry experience, currently affiliated with Valic Financial Advisors since 2011. She also serves as President of the Board of Trustees for the West Carrollton Education Foundation, which supports local education initiatives through grants and recognition programs. Additionally, she holds a notary public commission and has experience as an insurance agent with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jonathan Duncan is a financial advisor with Empower Advisory Group holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at GWFS Equities, Inc. and Nationwide Investment Services Corp. His background includes brief roles unrelated to finance, such as positions at Chaminade Junior Varsity Lacrosse and Wellbridge Athletic Club. 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 retail brokerage account holders. The firm’s integrated service model features point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Elle Moser is a Series 65-licensed financial advisor with Independent Financial Partners, bringing six years of industry experience. She has worked at Independent Financial Partners since 2020 and also holds roles at Hilton and other firms dating back to 2015. Outside of her advisory role, Moser serves as Director of Business Development and Financial Wellness Coach at Advanced Strategies Group. Independent Financial Partners operates a decentralized advisory model, supporting a nationwide network of advisors who provide investment advisory, financial planning, trust, and retirement-plan services. The firm is notable for its formal retirement-plan advisory and pension consulting capabilities, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Clara Bope is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. She has been with Bankers Life and its affiliated entities since 2020. Her prior experience includes roles in the food and beverage industry as well as at Capital University. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs and collaborating with outside managers when appropriate.

Beth Anthony is a financial advisor at William Blair with 26 years of industry experience. She joined William Blair in 2026 after 22 years at Stifel Nicolaus & Co., Inc. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.