Tobias Cardone Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, 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. Outside of his advisory work, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to support both discretionary and non-discretionary management strategies across a broad product platform.

Matthew Steciow is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2016. He holds the Series 66 designation and is based in Columbus, OH. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, direct indexing, and selective private market exposure.

Constance Butler is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2004 and also works with Agia since 2022. Outside of her advisory role, she is an ambassador for Plexus Worldwide, a health products distributor, though she does not actively market or sell products. Valic Financial Advisors primarily serves U.S.-based 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 to construct client portfolios.

Tina Hohl is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and bringing 34 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she volunteers with Junior Achievements of OKI Partners, teaching elementary students the basics of money, spending, and saving. VOYA Financial Advisors, Inc. is an enterprise-scale firm that serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services using a combination of in-house and third-party strategies, with offerings delivered through a large network of representatives.

Mark Mchenry is a financial advisor with Fifth Third Securities, Inc. based in Delaware, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes positions at JP Morgan Chase Bank and LPL Financial, among others. 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 programs combining third-party managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Geno Frissora is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience, including over a decade at Nationwide Investment Services Corporation before joining Guardian Life in 2025. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm provides a range of financial planning and investment management solutions, including discretionary and model-based strategies supported by proprietary and third-party platforms.

Martin Roesch is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 1996 and also works with Agia. Outside of his advisory role, he serves as a volunteer board member (trustee) for Wolves, Inc., overseeing clubs at Worthington Kilbourne High School. 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 UMA models with integrated tax and ESG overlay options.

Gordon Brookhart is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at Guardian Life since 2015 and previously held roles at New England Securities and Fidelity. Outside of his advisory work, he is involved in harness racing and holds a license to drive racehorses. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions tailored to client needs.

Randy Hyliard is a financial advisor at PNC Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2012. Outside of his advisory role, he serves as a board member of the Dover Township Zoning Board. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven portfolio strategies with mutual funds and ETFs.

Kevin Evans is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and having 14 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as Vice President of St. Vincent DePaul, a nonprofit organization, and is an ad hoc board member for the Clan Crawford Association, which focuses on the study of the Scottish Crawford surname. VOYA Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of representatives, combining in-house and external strategies with technology-enabled tools to implement client recommendations.

Evan Franckhauser is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2016, following four years at Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing a combination of asset allocation, fundamental and technical strategies, and technology platforms while often implementing advice through third-party managers and turnkey asset management programs.

Samuel Grooms is a financial advisor with Guardian Life and Park Avenue Securities, holding 18 years of industry experience. He previously worked at New York Life Insurance Company and NYLife Securities. Outside of his advisory role, he is involved with OVE Media LLC, where he dedicates part of his time. Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers personalized financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies.

Erin Shafer is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Dublin, OH. She holds Series 63 and Series 66 licenses and has 18 years of industry experience, all with Fifth Third Securities or its affiliated entities since 2006. FIFTH THIRD SECURITIES, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and investment strategies on its Passageway platform, combining proprietary oversight with third-party portfolio management.

Robert Hackett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and with 43 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has also worked with Ameritas Life Insurance Corp, Ameritas Investment Corp, and Central Ohio Financial Management Group, where he has served as a licensed independent insurance agent since 1990. In addition to his financial advisory roles, Hackett serves as a State Representative in Ohio’s 10th District. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies using model portfolios, mutual funds, ETFs, interval funds, and individual securities, and operates multiple program platforms including model-based allocation and wrap fee programs.

Kelli Gargasz is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 66 designations and has 21 years of industry experience. Her prior experience includes roles at Morgan Stanley and LPL Financial. Outside of her advisory work, she facilitates educational workshops focused on divorce support through the Second Saturday program. Stratos Wealth Partners is an SEC-registered enterprise advisory firm 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 institutions, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Its advisor-driven, open-architecture model integrates multiple platforms and managers to provide customized portfolio management and active monitoring.

Kathryn Glanz is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies alongside third-party managers and private funds.

Corey Clark is a financial advisor with Guardian Life in Columbus, Ohio, holding 13 years of industry experience. He previously worked at Principal Financial Services before joining Guardian Life, where he has spent the majority of his career. Outside of his advisory role, Clark is a co-owner of Advisors Accelerated, LLC, a life insurance-focused business, and he owns an automotive equipment business. Guardian Life provides brokerage and investment advisory services to individuals, corporations, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs. The firm’s offering includes financial planning, retirement plan services, and a range of specialized solutions tailored by its investment adviser representatives.

Lynette Justice is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her prior experience includes roles at Edward Jones and The Huntington Investment Company. She is also appointed as an agent to sell non-securities insurance products for 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, offering managed-account programs, financial planning, and brokerage services.

Micah Mork is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 66 licenses and three years of industry experience. Prior to his current role, he owned and managed trucking and livestock businesses and has involvement with insurance products related to Medicare and retirement planning through Bankers Life & Casualty, Inc. He also owns and operates a residential rental real estate business. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create customized asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Chad Adams is a financial advisor with PNC Wealth Management in Powell, Ohio, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, Bank of America, Commonwealth Financial Network, and Whetstone Financial, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials, utilizing algorithm-driven portfolio recommendations and third-party portfolio implementation.