Daniel Hatfield is a financial advisor with Commonwealth Financial Network in Westerville, OH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been associated with Ranney & Hatfield, LLC, Stoneworth Financial Group, and Commonwealth Financial Network since 2009. He is a 50% owner of Ranney-Hatfield, LLC, an entity created to run a securities practice. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios managed by its Investment Management and Research team, and provides operations, technology, compliance, and practice-management support to affiliated advisors.

Brian Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he operates as an independent insurance agent through his sole proprietorship. VOYA Financial Advisors, Inc. serves a wide range of clients including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, often making non-discretionary recommendations to clients.

Zachary Howard is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has worked at Stifel and Cambridge Investment Research Advisors. Outside of his advisory work, he previously owned a personal LLC that is no longer active. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee program, delivering investment management on a discretionary basis across various model portfolios and managed accounts.

Mike Miele is a financial advisor at PNC Wealth Management in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantor Fitzgerald and TIAA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and employs approved model strategies managed by PNC or third-party strategists.

Jason Goncz is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior work includes several roles at firms such as Securities America, Arbor Point Advisors, Mass Mutual Life Insurance Company, and National Life Group. He is also involved with Dome Financial Services, Ltd. as an insurance agent. Equity Services, Inc., known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary account management.

Thomas Ranney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth and Stoneworth Financial Group since 2009. He is also the owner of TEAK Wealth Strategies, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios, wealth management, and retirement plan consulting, while enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Jonathan Hardy is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Columbus, OH, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Fifth Third Securities since 2019 and has been associated with Fifth Third Bank since 2015. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Kimberly Wells is a CFP® and holds a Series 65 license, with 14 years of industry experience. She has been with Brookstone Capital Management LLC since 2016 and also maintains a role at Young Wealth Management since 2013. Her prior experience includes four years at Horter Investment Management, LLC. Wells provides comprehensive financial planning services that sometimes include the sale of insurance products such as life insurance, long-term care, and annuities. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program, with investment management primarily delivered on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Jillian Bowman is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. She has been with Fifth Third Securities since 2016. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.

Michael Titus is a financial advisor at Citizens Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside 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.

Michael Welch is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cadaret Grant & Co., Inc. and Cco Investment Services Corp. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Mark Haimerl is a financial advisor with Ameritas Advisory Services, LLC, based in Columbus, Ohio, with 18 years of industry experience. He has held roles at firms including DeVerna & Co Financial and Creative Financial Partners. Haimerl also owns The Wealth Lab and Central Ohio Financial Management Group, both fee-based advisory practices serving clients in central Ohio. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Steven Gress is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 18 years of industry experience. He has been with Huntington since 2008 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary private bank models.

John Roesch is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding 39 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advice delivered through multiple program structures.

Michael Brunner is a financial advisor at The Huntington Investment Company with 16 years of industry experience. He holds a Series 66 designation and previously worked for Nationwide Investment Services Corp. Since 2022, he has served as an advisory board member for the nonprofit organization Run the Race. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers a range of wrap-fee programs using an open-architecture investment model that combines third-party sub-managers with proprietary private bank strategies.

Shannon Arias is a financial advisor with Fifth Third Securities, Inc. in Newark, Ohio, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her career includes multiple tenures at Fifth Third and Charles Schwab, spanning roles in both firms since 2007. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Michael Thacker is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed long-term care, disability, and life insurance sales and service. VOYA Financial Advisors serves a diverse clientele including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting through various program structures such as Unified Managed Account wrap programs and third-party money manager options, emphasizing non-discretionary, recommendation-based advice.

Michael Capobianco is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Prudential Insurance Company of America, Santander Bank, and Merrill. Outside of his advisory career, he owns and manages a commercial building painting and coating business and works as an Uber Eats driver. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Joseph Davidson is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Northwestern Mutual in various capacities for six years and held roles at Old Fort Banking Company and Bowling Green State University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, pension, charitable, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs that include model portfolios and a digital hybrid advisory solution.

Mark Wakeland is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at Wesbanco Securities Inc, PNC Investments, LLC, and JP Morgan. 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 using an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies, with services delivered through National Financial Services.