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Austin G

Series 63, Series 65

Lancaster, OH

The huntington Investment company

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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Cameron L

Series 66

Canal Winchester, OH

Steward Partners Investment Advisory, LLC

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.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Alec V

Series 65, Series 63

Gahanna, OH

The huntington Investment company

Alec Vernon is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with several entities affiliated with Huntington since 2020 and previously with W&S Brokerage Services, Western & Southern Life, and National Agents Alliance. Outside of his advisory work, he is a partner in Vernon Capital LLC, a business involved in rental property management. 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 offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary private bank portfolios, providing portfolio management, trade execution, and custodial services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Ryan Y

Series 65, Series 63

Canal Winchester, OH

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Cian N

Series 65, Series 63

Gahanna, OH

FIFTH THIRD SECURITIES, Inc.

Cian Nielsen Mayer is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies to meet various risk profiles and investment preferences.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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William W

Series 63, Series 65

Lancaster, OH

Stratos Wealth Partners, Ltd

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Avion J

Series 65, Series 63

Blacklick, OH

Empower Advisory Group

Avion Johnson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 designations and 1 year of industry experience. He previously worked at American Income Life for seven years and Credit ReInventors for two years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Toby W

Series 63, Series 65

Gahanna, OH

FIFTH THIRD SECURITIES, Inc.

Toby Woloshan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gahanna, OH, holding Series 63 and Series 65 designations and has 22 years of industry experience. He has been with Fifth Third Securities since 2009. Outside of his advisory role, he co-owns TDL Investments, LLC, which manages investment properties. Fifth Third Securities, Inc. 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 programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Todd E

Series 63, Series 65

Blacklick, OH

Commonwealth Financial Network

Todd Emoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been associated with both Commonwealth Financial Network and Freedom Asset Management since 2005. Outside of his advisory work, he rents a seat on the Chicago Mercantile Exchange. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David D

Series 66

Columbus, OH

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Joshua W

Series 66

Canal Winchester, OH

The huntington Investment company

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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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John A

Series 63, Series 65

Carroll, OH

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael S

Lancaster, OH

Principal Financial Services

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.

Retired Founder/Business Owner
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Brian S

CFP®, Series 63, Series 66

Pickerington, OH

The huntington Investment company

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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Tracy W

Series 66

Columbus, OH

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Andrew C

Series 63, Series 65

Columbus, OH

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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Jean W

Series 66

Canal Winchester, OH

The huntington Investment company

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.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Franklin C

Series 63, Series 66

Pataskala, OH

Empower Advisory Group

Franklin Collins is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Aspen Energy, JPMorgan Chase Bank, and Reliant Capital Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services that include point-in-time financial plans and optional managed account solutions, operating within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Stefan F

Series 63, Series 66

Reynoldsburg, OH

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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David D

Series 66

Columbus, OH

PNC Wealth Management

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.

Passive / index investing Active portfolio management Wealth management Executive
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