Michael Welch is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cadaret Grant & Co., Inc. and Cco Investment Services Corp. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Mark Haimerl is a financial advisor with Ameritas Advisory Services, LLC in Columbus, Ohio, holding 18 years of industry experience. His career includes roles at multiple firms such as DeVerna & Co Financial, Creative Financial Partners, and SOBE Partners LLC. He is also the owner of The Wealth Lab, a fee-based advisory practice serving clients in central Ohio. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and ongoing consulting, supported by a broad network of Investment Adviser Representatives and third-party partners.

Steven Gress is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 18 years of industry experience. He has been with Huntington since 2008 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary private bank models.

John Roesch is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding 39 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advice delivered through multiple program structures.

Michael Brunner is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds a Series 66 designation and previously worked for Nationwide Investment Services Corp. Since 2022, he has served as an advisory board member for the nonprofit organization Run the Race. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers a range of wrap-fee programs using an open-architecture investment model that combines third-party sub-managers with proprietary private bank strategies.

Michael Thacker is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed long-term care, disability, and life insurance sales and service. VOYA Financial Advisors serves a diverse clientele including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting through various program structures such as Unified Managed Account wrap programs and third-party money manager options, emphasizing non-discretionary, recommendation-based advice.

Mark Wakeland is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at Wesbanco Securities Inc, PNC Investments, LLC, and JP Morgan. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies, with services delivered through National Financial Services.

James Oppenlander is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Columbus, OH. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. In addition to his role at Equity Services since 2014, he has been involved with Dome Financial Services since 2001, where he serves as President and CEO. Outside of advisory work, he is the managing member of Ope's On The Beach, LLC, a short-term rental business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Daniel Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has been associated with Ameritas Advisory Services since 2019 and has worked concurrently with Ameritas Life Insurance Corp., Ameritas Investment Corp., and Central Ohio Financial Management Group LLC, a financial planning and investment advisory firm he has been involved with since 2001. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a range of managed account programs and third-party partnerships to support portfolio construction and management.

Teresa Owsley is a financial advisor at Stratos Wealth Partners, Ltd with 32 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at LPL Financial and The Huntington Investment Company. Stratos Wealth Partners serves individual and institutional clients with a range of services including financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supported by a large network of investment adviser representatives.

Zachary Deppen is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he worked at Voya and has been employed as an order selector at an Aldi Distribution Center since 2021. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations across multiple program structures.

Susan Robenalt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes positions at Morgan Stanley and Citigroup Global Markets before joining Stratos Wealth Partners and LPL Financial in 2010. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, and specialized consulting through a broad network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Daniel Beck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Fifth Third Bank, and LPL Financial LLC. Outside the financial industry, he was involved with Exceeding Reality Performance Nutrition for two years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model, employing various investment strategies and technology platforms while offering access to third-party managers and proprietary managed account solutions.

Jason Quintus 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 Group, a financial services business he has operated since 2008. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and corporations, offering a range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures.

Roy Izzo is a financial advisor with Lincoln Investment in Columbus, OH, holding 44 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Equities Corporation and Valic Financial Advisors. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that develops strategic model portfolios and adaptive strategies.

Angela Mally is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Primerica Advisors and Park Avenue Securities, with prior roles at Guardian Life Insurance Company and its affiliates. Outside of her advisory work, she owns Arlington Capital Group, LLC, a marketing company, and is involved in several other business activities related to insurance and investment services. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Melvin Rochowiak is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 33 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1992. Outside of his advisory role, he is president of the AmSpirit Business Connections chapter and serves on the board of the Mercedes Benz Club of America – Central Ohio. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individuals, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under both adviser and promoter arrangements.

Edward Zimmer is a CFP® professional with 37 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2001. He holds Series 63 and Series 65 licenses and is based in Columbus, OH. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Madeline Hobbs is a CFP® professional with four years of industry experience, currently serving at Corient in Columbus, OH. Her prior work includes positions at Budros, Ruhlin & Roe and Richwood Bank. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Douglas Ramsey is a CFP® with 26 years of industry experience. He is currently with Mariner Wealth Advisors and MSEC, LLC, having previously worked at Hyre Personal Wealth Advisors and Raymond James Financial Services Advisors, Inc. Outside of his advisory roles, Ramsey is the owner of D. Ramsey Investments, LLC, a non-investment-related business. Mariner serves a broad range of clients including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, with a notable emphasis on tax and accounting integration alongside traditional portfolio management.