George Ade is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 66 and Series 63 credentials with 14 years of industry experience. Since 2012, he has been with VOYA Financial Advisors, and he also operates as an independent insurance agent selling fixed insurance products. Additionally, he manages a sole proprietorship used for administering self-employed retirement and health benefit accounts. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs and operates as both a registered investment adviser and broker-dealer.

James Smerke is a CFP® with seven years of industry experience, currently serving as a financial advisor at Corient in Columbus, OH. His prior roles include positions at Wellspring Family Office and Plante Moran Financial Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, utilizing risk management tools and alternative investment options where appropriate.

Sean Hannigan is a financial advisor with Fifth Third Securities, Inc. in Columbus, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Donald Mckell is a financial advisor with Lincoln Investment in Columbus, OH, holding a Series 63 designation and 40 years of industry experience. His career includes nine years at Lincoln Investment and previous roles at Legend Equities Corporation and Horizon Telecom. Outside of advising, he is a partial owner of Mckell Farm LLC, a real estate holding entity established with his siblings. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and operates with a fiduciary standard for ERISA-related advice.

Nicholas Karsatos is a CFP® professional at Corient with two years of industry experience. Prior to joining Corient, he worked at Clarus R&D and The Ohio State University. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Dene Sanfillipo is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 28 years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance Company, and his own firms, Sanfillipo Financial and Residently Speaking. He serves on the sponsorship committee of SAMS FANS, assisting with fundraising efforts for the event A THREAD of Hope. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Scott Golding is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also associated with The Verdi Group, where he has worked since 2008. Outside of his advisory roles, Golding is involved in youth sports coaching, serving as a head coach for a youth basketball team and an assistant coach for a travel baseball team. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third‑party money manager access, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary arrangements.

Michael Caligiuri De Jesus is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. Prior to joining Stratos in 2025, he worked at Hamilton Capital Management Inc. from 2014 to 2018 and operates Caligiuri Financial, where he provides tax preparation services during tax season. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals and institutions, offering financial planning, portfolio management, and retirement plan consulting through a broad network of advisers and access to both proprietary and third-party strategies.

Tracy Miller is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has been with VOYA Financial Advisors since 2012. In addition to her advisory role, she is a licensed Notary Public and works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a broad client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures such as Unified Managed Account wrap programs and third-party money manager access. The firm emphasizes recommendation-based relationships with predominantly non-discretionary asset management.

Anthony Fidelibus is a financial advisor with The Huntington Investment Company in Columbus, Ohio. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with The Huntington Investment Company since 2009 and joined Ameriprise Financial Services, LLC in 2026. He serves on the board of advisors for 3bfellowship, a nonprofit organization. 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 multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios, with accounts managed discretely or via model providers.

Douglas Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Carillon Investments, Inc. and long-term involvement with Ameritas Life Insurance Corp. and related entities. He is also the owner of Central Ohio Financial Management Group LLC, where he is involved in financial planning and insurance sales. 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, offering a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts.

William Poindexter is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Huntington Investment Company and Principal Life Insurance Co. Outside of his advisory role, he serves on the Finance Committee of the Short North Alliance and is a Certified Tourism Ambassador with Experience Columbus. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Matthew Mc Gervey is a CFP® with eight years of industry experience and is currently an advisor at Mariner Wealth Advisors. His prior roles include founding McGervey Wealth Management and positions at Paragon Advisors, Inc. and John Carroll University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm integrates discretionary portfolio management with in-house research and third-party strategies, and offers notable tax, accounting, and family office services alongside employer financial wellness tools.

Todd Tarney Sr. is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 designations and 33 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, CUNA Brokerage Services, and Nationwide Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and proprietary strategies, offering wrap-fee programs through the Envestnet MAS platform.

Brandon Salyers is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Voya since 2014 and has additional experience with Fifth Third Securities dating back to 2003. Outside of his advisory role, Salyers coaches varsity baseball for Xenia Community Schools. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures emphasizing recommendation-based advice rather than discretionary management.

Scott Kidwell is a CFP® professional with 13 years of industry experience, currently serving at Corient. His prior work includes an 18-year tenure at Budros, Ruhlin & Roe. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both proprietary and third-party strategies, employing risk management tools and offering specialized services through its affiliates.

Michael Patzer is a Series 66-licensed financial advisor with 23 years of industry experience, currently practicing at Fifth Third Securities, Inc. in Columbus, Ohio, where he has worked since 2014. Outside of his advisory role, he conducts residential home inspections through GC Eagle Home Inspections. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.

Howard O'Malley IV is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and possessing 24 years of industry experience. He has been with The Huntington Investment Company since 2009 and worked at Ameriprise Financial Services, LLC for one year starting in 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs on the Envestnet MAS platform.

Francis Ardner is a financial advisor with Eagle Strategies (NY Life) based in Worthington, OH. He holds Series 66 and Series 63 registrations and has eight years of industry experience. Prior to his current role, he worked at Nylife Securities LLC and Joel Field - Field Financial Strategies, and he spent eleven years at Battelle Memorial Institute. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Gregory Springfield is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of advisory work, he is involved in the sale and service of Voya Health Reimbursement Arrangement (HRA) products. VOYA Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily providing non-discretionary recommendations.