Mark Guenard is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Columbia Management Investment Distributors Inc and Alps Fund Services. Guenard is based in Columbus, OH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, pension consulting, and managed account services.

Tyler Hissrich is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, with prior experience at Fifth Third Bank and other firms. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Regina Tomek is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 27 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and previously spent nine years with Valic Financial Advisors. Tomek serves as Vice President of the Cleveland Central Catholic Alumni Association, where she assists with fundraising and organizational activities. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Matthew Herrmann is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Nationwide Investment Services Corporation. Outside of his advisory work, he serves as an at-large board member for the North Carolina Council on Economic Education and as an HOA trustee for Piatt Meadows. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Isaac Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 10 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also associated with Central Ohio Financial Management Group and Ameritas Life Insurance Corp since 2017. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services and utilizes multiple program platforms that incorporate model portfolios, mutual funds, ETFs, and individual securities.

Dale Van Valkenburg is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with VOYA-affiliated firms since 2008, including VOYA Financial Partners, LLC, and has worked as an independent insurance agent offering fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategies using technology-enabled tools to manage mainly non-discretionary accounts, offering a broad product shelf through a large network of investment adviser representatives.

Brian Koch is a financial advisor with VOYA Financial Advisors, Inc. based in Columbus, Ohio, holding a Series 66 designation and 14 years of industry experience. He has worked at VOYA since 2015 and is currently owner of Koch Cushing Financial Group, which provides financial advising, planning, and retirement planning services. In addition, he works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, technology-enabled tools, and mostly non-discretionary management to deliver customized investment solutions.

Michael Helsel is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 21 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also involved with The Verdi Agency, LLC and The Verdi Group, which focus on insurance and financial services. Outside of his advisory work, Helsel owns and manages several holding companies and real estate LLCs. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to a diverse client base, including individuals, pension plans, and corporate clients. The firm combines in-house and third-party strategies, technology-driven tools, and a mix of discretionary and non-discretionary management approaches to serve clients.

Mark Yandura is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at LPL Financial, CUSO Financial Services, Wright-Patt Credit Union, Equitable Advisors, and The Huntington Investment Company. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and extensive third-party affiliations.

Sean Murphy is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, he has worked in various positions at Bankers Life entities since 2023 and owns a consulting business that performs vehicle inspections and provides warranty consultation. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and non-ERISA retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.

Jeffrey Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at KeyBank and PNC Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios, emphasizing risk-appropriate strategies and tax management.

Christopher Cox is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and having 20 years of industry experience. Since 2021, he has served as president of Family Financial Planning Investment & Insurance and as an independent insurance agent. His prior roles include positions at ADP Broker Dealer, Nationwide Investment Advisors, and U.S. Bancorp Investments. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment programs through a large network of advisers.

Gerard Quinn is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at PrairieView Wealth Partners, Raymond James Financial Services, Merrill Lynch, and others. Quinn also serves as Head of Financial Planning at Focus Forward, providing outsourced financial planning support to RIA firms. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and uses a range of strategies including low-cost ETFs, index funds, and private funds.

Sarah Sims is a Series 66-credentialed financial advisor at OSAIC Institutions, Inc. with three years of industry experience. She has held positions at First Commonwealth Bank since 2018 and served in roles at Interim Healthcare and Garage Doors of Ohio. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account options.

Bernard Laryea is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in Columbus, OH. He has held roles at several companies, including Civicom US LLC, Johnson & Johnson, and Sodexo Inc. Bernard's industry experience is currently listed as zero years. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party investment models, with both discretionary and non-discretionary program options.

Brian Davis is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 26 years of industry experience. He has worked at Principal Securities Inc. since 1999 and founded Davis Wealth Planning, LTD in 2013. Outside of his advisory work, Davis is a school board member for North Union Local Schools and the founder of Farrier Coffee Company, which serves the equine industry with handcrafted coffee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Kelli Lynn is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023, as well as Princor Financial Services and Principal Life Insurance from 2016 to 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advice programs that provide asset allocation, contribution rate, and retirement age guidance, offering both managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to tailor advice and operates at scale with over 212,000 clients and 301 advisors.

Curtis Cutler is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at firms including JPMorgan Chase and Smithfield Foods. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of model portfolios, both in-house and external strategists, and technology-driven tools to implement investment recommendations, with a notable emphasis on non-discretionary client relationships.

James Ryan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked for First Ohio Planning, LLC from 2007 to 2020. He is also the owner of First Ohio Planning, which provides life, disability, and long-term care insurance, and a part-owner of JSR Family Investments, a land development investment company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a variety of implementation options and offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Daniel Jacobs Sr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 credential and 34 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and was previously with Voya Financial Partners, LLC from 2004 to 2011. Jacobs also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of model portfolios, outside and in-house strategists, and technology tools to provide financial planning and portfolio management, with a notable focus on non-discretionary client relationships.