Bradley Roach is a financial advisor with Guardian Life and holds the Series 66 designation. He has 18 years of industry experience, including nine years at Park Avenue Securities. Outside of his advisory work, he serves as president of Fashion and Vanity Cleaners, Inc. and is a board member of the 211 Referral Services board of Fairfield County and the Lancaster-Sherman Rotary. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and proprietary and third-party platforms.

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.

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.

Ryan Young is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PNC Investments and PNC Bank since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, implementing investments primarily with mutual funds and ETFs through an algorithm-driven process.

William Weimer is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and 38 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and LPL Financial. He operates W. B. Weimer Custom Investment Strategies, a DBA focused on investment advisory services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with 379 advisors and approximately $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

David De Sciscio is a Series 66-credentialed financial advisor with 20 years of industry experience. He is currently with PNC Wealth Management and has held prior roles at The Huntington Investment Company, J.P. Morgan Securities, and Chase Investment Services Corp. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategist platform that uses algorithmic risk assessments to guide investments in mutual funds and ETFs with annual rebalancing.

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.

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.

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.

Randy Holloway is a CFP®-designated financial advisor with Edward Jones in Pickerington, OH, where he has worked for 17 years. He holds a Series 66 license and has spent his entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Terry Roberts is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Bank of America, J.P. Morgan Securities, and Fidelity Investments. He served in the United States Army for 14 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Baker is a financial advisor at Edward Jones in Bexley, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at DHL and Pilot Flying J. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michele Glusich is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Joseph Kieffer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved in several business ventures, including co-ownership of Patty's Dance Center, a dance instruction business for children. Additionally, he is the owner of FLEX AA, a company focused on fitness-lifestyle apparel for dancers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program framework.