Bradley Roach is a financial advisor with Primerica Advisors in Lancaster, Ohio, holding 17 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2017 and was previously with Primerica Advisors and Guardian Life Insurance Co. Outside of his advisory work, Roach serves as president of Fashion and Vanity Cleaners, Inc. and is a board member of the 211 referral services of Fairfield County as well as the Lancaster-Sherman Rotary. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Nicholas Calendine is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2022, with prior experience at Fifth Third Bank and Resource International. Outside of finance, he is involved in a carpentry business. 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 options that include advisor-directed models, separately managed accounts, and unified programs featuring third-party portfolio managers and tax-overlay services.

Douglas Bolenbaugh is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital, discretionary model account pilot for employees. The firm uses approved model strategies managed by PNC or third-party strategists and employs algorithmic tools for model selection and risk assessment.

Austin Griffith is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services and The Huntington National Bank. Prior to his financial services career, he was involved with Islide Performance Horses and Autumn Rose Farm. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through an open-architecture model that combines third-party and proprietary investment strategies.

Cameron Longwell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley Services Group, Inc. for six years and has a background that includes family business operations and roles in the healthcare sector. Steward Partners Investment Advisory, LLC is a national, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Jeffrey Lawler is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. He is currently with The Huntington Investment Company and previously worked at Ameriprise, The Leaders Group, Millennium Brokerage, and Nationwide Investment Services Corporation. Lawler serves on the advisory boards of Franklin University’s Leadership Center and Sales Center, contributing to non-profit initiatives focused on education and leadership development. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, and businesses. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party managers and proprietary Private Bank strategies.

Ryan Young is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at various PNC entities since 2014, including PNC Investments, LLC, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm utilizes algorithmic risk assessment and approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

William Weimer is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Stratos Wealth Partners since 2012, with additional affiliation at LPL Financial since 2012. Weimer also operates a custom investment strategy business under a DBA. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for over 24,000 clients. The firm provides advisor-managed portfolios, model portfolios, third-party manager access, and a variety of financial planning services, utilizing an open-architecture approach that integrates multiple external platforms and tools.

David De Sciscio is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has previously worked at The Huntington Investment Company and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Joshua White is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Signature Real Estate and Huntington National Bank, where he has been employed since 2009. Outside of advisory services, he is the owner of Cornerstone Rental Properties LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model incorporating third-party sub-managers, proprietary Private Bank strategies, and various wrap-fee programs on the Envestnet MAS platform.

John Arbuckle is a financial advisor with Empower Advisory Group in Carroll, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at GWFS Equities, Inc. since 2020 and 14 years at Diversified Investment Advisors, Inc. and Diversified Investors Securities Corp. from 2006 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Michael Sohrenssen is a financial advisor with Principal Financial Services in Lancaster, Ohio, holding 33 years of industry experience. He has worked at MLS Financial since 2015 and has been affiliated with Principal Life Insurance Company and Princor Financial Services Corporation since 2000. His outside business activities include offering individual and group health, life, disability, dental, and long-term care insurance products, as well as Medicare Supplements and Advantage plans. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Brian Steele is a CFP® professional with 28 years of industry experience, currently serving at The Huntington Investment Company since 2008. He previously worked at Ameriprise Financial Services, LLC, and has managed real estate investment ventures through MACE LLC and Echo-Nomics LLC. His real estate activities focus on residential, commercial, and mixed-use properties aimed at wealth creation and financial independence. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm employs an open-architecture investment model combining third-party and proprietary strategies with comprehensive wrap-fee programs on the Envestnet MAS platform.

Tracy Wheeler is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s investment approach incorporates approved model strategies managed by PNC or third-party strategists, executed via mutual funds and ETFs with annual rebalancing.

Andrew Chattos is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation that uses algorithm-driven risk assessments and approved model strategies implemented with mutual funds and ETFs.

Jean Wing is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has worked at The Huntington Investment Company since 2010. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank models.

Stefan Funes Vitanza is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at PNC Investments LLC and PNC Bank, as well as earlier positions with Mutual of Omaha, New York Life, and State Farm Bank. Outside of finance, he serves as a ministry team member with Grace Apostolic Ministry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party managed strategies predominantly implemented with mutual funds and ETFs.

David Douglass is a financial advisor with PNC Wealth Management in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. He has been with PNC Investments since 2016 and is also employed as an on-call banquet server at Hilton Columbus Downtown. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.

Charles Pockras is a financial advisor with Edward Jones in Circleville, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 1980. Outside of his advisory role, he serves as an adjunct professor at Circleville Bible College. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

Brian Shepard is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has been with Raymond James since 2013 and holds a Series 66 designation. Outside of his advisory work, he owns and manages several small businesses including a bookkeeping and project management firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with a notable focus on municipal advisory services and small employer retirement plan consulting.