Nathan Poiry is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and PNC Bank. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds investment approach overseen by a centralized Investment Team and is notable for its subadvisory roles with other registered investment advisers and specialized retirement-plan solutions.

Kaitlyn Natividad is a Series 65 credentialed financial advisor with one year of industry experience. She is currently with Advisory Alpha, LLC and previously worked at Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for a diverse client base, including individual and high-net-worth clients. The firm employs a fund-of-funds approach with systematic portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Nicholas Cosentino is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Facet and joined the firm in 2025. Prior to Facet, he worked at TFO Wealth Partners, Key Private Bank, Key Investment Services, Prudential Financial, and The State Bank and Trust Company. Facet provides tiered, subscription-based financial planning and discretionary investment management to individual members across a broad range of wealth levels. The firm uses a holistic financial planning approach and technology-driven asset allocation, relying primarily on ETFs and offering strategies like direct indexing and tax-loss harvesting without charging percentage-of-AUM fees.

Elliot Borge is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at Lifeworks Advisors, LLC. Before joining Lifeworks in 2025, he held roles at Northwestern Mutual Investment Services and Wealth Management, as well as positions at First Trust Portfolios LP and First Trust Advisors LP. He is also a licensed insurance agent involved in insurance sales and implementation in Toledo, OH. Lifeworks Advisors serves a diverse range of individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm integrates a planning-based tranche framework with risk-based portfolio construction, utilizing low-cost, diversified funds, third-party managers, and AI-supported research, while maintaining strong operational ties to tax and accounting services through affiliated firms and professionals.

George Newton III is a financial advisor with On Investment Management Co. in Perrysburg, OH, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and The O.N. Equity Sales Co. He is also an insurance agent with Augustar Life Insurance Company. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and managed account options with both discretionary and non-discretionary approaches.

Grant Newton is a financial advisor at O.N. Investment Management Company with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research, Inc., The O.N. Equity Sales Company, and Ohio National Insurance Company. He is also an insurance agent with Augustar Life Insurance Company. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Jon Vanslooten is a financial advisor with Kingsview Wealth Management, LLC in Toledo, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Kingsview Asset Management, LLC since 2016. Additionally, Vanslooten is an independent life insurance agent. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management and model strategies across various securities and investment products.

Christopher Egli is a financial advisor at WesBanco Securities, Inc. with 27 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, and Money Concepts Capital Corp. He holds Series 63 and Series 65 licenses. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and various managed account platforms, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

John Newton is a financial advisor at Advisory Alpha, LLC in Perrysburg, Ohio, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at The Huntington National Bank, NYLIFE Securities, and Fifth Third Bank. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team that utilizes a fund-of-funds approach across various managed portfolio series, and it also serves as a subadvisor and co-advisor to other registered investment advisers.

Kevin Bucher is a Series 65-licensed financial advisor with 15 years of industry experience, currently with Advisory Alpha, LLC since 2020. His prior roles include positions at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2007, where he serves as Vice-President and is also a licensed insurance agent. In addition to his advisory work, he co-owns a tax preparation business, CAG Tax, LLC. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plans and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.

Peter Samenuk is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance, Alphastar Capital Management, LLC, and Citizen Advisory Group, LLC. In addition to his advisory role, he is involved in insurance sales and serves as a general partner at Foresight Insurance, LLC. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and a range of specialty solutions, including retirement plans and tax-advantaged accounts. The firm also partners with other registered investment advisors through subadvisory and co-advisory arrangements and employs a diverse investment approach featuring fund-of-funds strategies alongside individual securities and structured products.

Thomas Nehring is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Ameriprise Financial Services and Fifth Third Bank. 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 through an open-architecture model that incorporates third-party and affiliate strategies, with custodial services provided by National Financial Services.

Lawrence Fairall is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with PNC Wealth Management and its affiliates since 2015. Outside of his advisory role, he owns a boat rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm employs algorithmic risk assessments and relies on third-party strategists for portfolio management and execution.

Michael Noble is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2012 and 2015, respectively. Noble serves as a board member of International Boxing (IBC), where he is involved in running events and raising funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who develop their own strategies, offering portfolio management through multiple platforms and maintaining a range of analytical approaches and fiduciary practices.

Joseph Kizer is a financial advisor with Transamerica Financial Advisors who holds five years of industry experience. He has worked with Dynamic Access, Inc. as a vascular access specialist and provides nursing care at Wood County Hospital. In addition to his advisory role, Kizer is involved in vascular access procedures in various healthcare settings. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs supported by a large advisor network.

Kevin Smith is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities in 2023, he worked at Fifth Third Bank beginning in 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform.

Kathryn Kelley is a financial advisor with Eagle Strategies (NY Life) in Toledo, OH, holding a Series 66 credential and bringing 26 years of industry experience. She has held roles at several firms including Premise Financial Group, Silas Parker & Associates, Salem Financial Group, and The Huntington Investment Company. Outside of her advisory work, she serves on the boards of Advocating Opportunity, the Arts Commission of Greater Toledo, and Lourdes University. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within an integrated structure affiliated with New York Life.

Julie Halladay is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and based in Oregon, Ohio. She has been with Citizens Securities since 2026 and has prior work experience in several service and retail roles. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and has two years of industry experience. Morgan’s prior experience includes roles at Northwestern Mutual and various mortgage and financial services companies. Morgan is also involved with Deverna & Co Financial, providing investment advising and insurance services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm delivers investment solutions through a combination of in-house models, third-party managers, and a platform integrating affiliated entities for diverse advisory needs.

Umihiko Saito is a financial advisor with Eagle Strategies (NY Life) in Perrysburg, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Eagle Strategies since 2009 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company, both since 2006. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.