Jason Riddle is a financial advisor with PNC Wealth Management in Dublin, Ohio, holding a Series 66 designation and 16 years of industry experience. He previously worked at The Huntington Investment Company for ten years before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and discretionary management using mutual funds and ETFs.

Christina Thornton is a financial advisor at The Huntington Investment Company with 18 years of industry experience. She holds Series 63 and Series 65 securities licenses and previously worked at Nationwide Financial and Nationwide Securities LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers with proprietary offerings from its Private Bank.

Andres Velasquez is a financial advisor at VALIC Financial Advisors in Columbus, OH, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at VALIC Financial Advisors since 2013 and at Agia since 2022. Outside of his advisory work, Velasquez serves as a softball umpire for the Lancaster Girls Softball organization. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Gagnon is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary model combining point-in-time financial planning with ongoing portfolio management through customizable and model-based managed accounts.

Jeffrey Harper is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, including prior roles at Waddell & Reed, Inc. From 2025, he serves as Managing Partner at Lake Forest Financial Advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Cushing is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 28 years of industry experience. He has been with Voya since 2014 and serves as Senior Adviser at Koch, Cushing Financial Group. He is also president of D.P. Cushing and Associates, LLC, and acts as an independent insurance agent. Additionally, he serves on the board of CSE Federal Credit Union. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures with a preference for recommendation-based relationships.

Corbin Jones is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. His prior work includes roles at Buckley Financial Planning and N. Wasserstrom, as well as eight years at Vineyard Columbus Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, employee education, and access to multiple management platforms. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Zachary Carter is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 license and bringing 22 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he serves as an usher and Audit Committee volunteer at Lebanon United Methodist Church. VOYA Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based, non-discretionary relationships and operates as both an SEC-registered investment adviser and broker-dealer.

Matthew Marrah is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and eight years of industry experience. He has previously worked at LPL Financial, Axa Advisors, and Miller Management. He is also involved in selling life insurance products that complement his advisory services. Stratos Wealth Partners serves a wide range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers financial planning, advisor-managed portfolios, model portfolios, third-party manager solutions, and retirement plan consulting, combining individualized asset allocation with both proprietary and third-party investment strategies.

Chase Fryer is a financial advisor at PNC Wealth Management with seven years of industry experience. He previously worked at J.P. Morgan Securities and The Huntington Investment Company, among other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and invests via mutual funds and ETFs, with portfolio implementation delegated to third parties.

Jeffrey Rankin is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and having 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed annuity and fixed life insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, and high-net-worth individuals, providing services such as financial planning, portfolio management, and retirement plan consulting. The firm offers advice primarily through non-discretionary, recommendation-based programs and maintains a dual registration as both an investment adviser and broker-dealer.

Sam Walsh is a financial advisor at VOYA Financial Advisors, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Voya since 2016. Outside of his advisory role, Walsh coaches tennis locally. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through non-discretionary programs and blends investment advisory and broker-dealer activities.

Michael Kline is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Corient in Columbus, OH, where he has worked since 2022. His prior experience includes a 19-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, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies and third-party managers, utilizing risk management tools and offering specialized services such as family office and trustee solutions.

Randal Regoli is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior work includes roles at MyLifeWerks and Nickayle Franchises LLC, and he has been affiliated with AllState Insurance Company since 2005. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features such as direct indexing and a tax-overlay service.

Caleb Stoneburner is a financial advisor with Commonwealth Financial Network holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and ownership of Stoneburner Wealth Management, LLC. He also has experience outside finance, having worked at Ohio Laser LLC and in the hospitality industry at Muirfield Village Country Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Carlos Arteaga is a financial advisor with TIAA-CREF in Dublin, Ohio, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include positions at Nationwide Investment Advisors and TD Ameritrade Investment Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Kiarra Marshall is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and has worked at firms including PNC and NS Charney and Associates. Janney Montgomery Scott is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Derek Stiles is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 credential and 27 years of industry experience. He has been with Voya since 2014 and also operates Stiles Wealth Management Group. Stiles has held roles outside of financial advising, including as an independent insurance agent and as a partner in a real estate business. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and maintains a dual registration as both an SEC-registered investment adviser and a broker-dealer.

James Coons is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He holds the Series 65 designation and previously operated J. W. Coons Advisors, LLC for over two decades before joining MAI Capital Management in 2025. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a variety of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional accounts. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Aaron Armstrong is a CFP® and CFA® with 20 years of industry experience. He currently works at Corient, where he has been since 2022, following a 22-year tenure at Budros, Ruhlin & Roe. He is based in Columbus, OH. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.