Carrie Cummings is a Series 66-credentialed financial advisor with 17 years of industry experience, currently affiliated with Valic Financial Advisors since 2011. She also serves as President of the Board of Trustees for the West Carrollton Education Foundation, which supports local education initiatives through grants and recognition programs. Additionally, she holds a notary public commission and has experience as an insurance agent with Agia. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jonathan Duncan is a financial advisor with Empower Advisory Group in Powell, Ohio, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at GWFS Equities, Inc. and Nationwide Investment Services Corp. Jonathan has also been involved with athletic organizations, including Chaminade Junior Varsity Lacrosse and Wellbridge Athletic Club. 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 services integrate with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and optional managed account solutions.

Elle Moser is a Series 65-licensed financial advisor with Independent Financial Partners, bringing six years of industry experience. She has worked at Independent Financial Partners since 2020 and also holds roles at Hilton and other firms dating back to 2015. Outside of her advisory role, Moser serves as Director of Business Development and Financial Wellness Coach at Advanced Strategies Group. Independent Financial Partners operates a decentralized advisory model, supporting a nationwide network of advisors who provide investment advisory, financial planning, trust, and retirement-plan services. The firm is notable for its formal retirement-plan advisory and pension consulting capabilities, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Frank Siegel is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for J.W. Coons Advisors, LLC for 13 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of investment strategies tailored to client needs and integrates financial planning, tax, and administrative services into many client relationships.

Brady Nolan is a financial advisor with TIAA-CREF in Dublin, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining TIAA-CREF, he worked at Bank of America, Merrill, and Northwestern Mutual, among other firms. He serves as a board trustee for the Westerville Library Foundation, participating in endowment management and fundraising efforts. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to a donor-advised fund.

Beth Anthony is a financial advisor at William Blair with 26 years of industry experience. She joined William Blair in 2026 after 22 years at Stifel Nicolaus & Co., Inc. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.

Massimo Giuliani is a financial advisor at The Huntington Investment Company with credentials including the Series 66 and Series 63 licenses and approximately one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life. 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 the Envestnet MAS platform, combining third-party sub-managers, affiliate models, and discretionary advisor management within an open-architecture investment approach.

Tobias Cardone Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 credential and 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice through various program structures, primarily focusing on non-discretionary, recommendation-based relationships.

Constance Butler is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Valic Financial Advisors since 2004 and also works with Agia since 2022. Outside of her advisory role, she is an ambassador for Plexus Worldwide, a health products distributor, though she does not actively market or sell products. Valic Financial Advisors primarily serves U.S.-based 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

John Wile is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Tina Hohl is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. She holds a Series 63 designation and has 34 years of industry experience. Since 2014, she has been with VOYA Financial Advisors. Outside of her advisory role, she volunteers with Junior Achievements of OKI Partners, teaching elementary students basic principles of money, spending, and saving. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, with most assets managed on a non-discretionary basis.

Martin Roesch is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 1996 and also works with Agia. Outside of his advisory role, he serves as a volunteer board member (trustee) for Wolves, Inc., overseeing clubs at Worthington Kilbourne High School. 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, and brokerage services, utilizing Envestnet UMA models with integrated tax and ESG overlay options.

Kevin Evans is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with VOYA Financial Advisors, Inc. in Columbus, Ohio, where he has worked since 2014. Outside of his advisory role, Evans serves as Vice President of the St. Vincent DePaul nonprofit organization and is an ad hoc board member of the Clan Crawford Association, a nonprofit dedicated to the study of the Scottish Crawford surname. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through various program structures and primarily operates using non-discretionary client recommendations.

Evan Franckhauser is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2016, following four years at Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing a combination of asset allocation, fundamental and technical strategies, and technology platforms while often implementing advice through third-party managers and turnkey asset management programs.

Gary Marcinick is a financial advisor at Corient in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Budros, Ruhlin & Roe and CIPW Service Company, LLC before joining Corient. Corient provides investment advisory and financial planning services to individual, high-net-worth, institutional, and charitable clients. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and continuous portfolio monitoring.

Andrea Ellis is a CFP® professional with 19 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and previously held roles at Pinnacle Advisors, Mariner Wealth Advisors, JMG Financial Group, Ltd., and The Prudential Insurance Co. of America. Ellis spent over two decades at Budros, Ruhlin & Roe, Inc. prior to her current position. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Deidre Jackson is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by its affiliation with Fifth Third Bank and distinctive municipal-advisor registration.

Scott Maiberger is a financial advisor at Corient with 19 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Corient in 2025, he worked at Mutual of America and Nationwide Investment Services Corp. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Grace Flesher is a CFP® professional with three years of industry experience, currently serving at Corient. Her prior roles include positions at Budros, Ruhlin & Roe and the Mount Vernon Nazarene University Business Department. 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 utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and continuous portfolio monitoring through advanced risk management tools.

Erin Shafer is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Fifth Third Securities since 2008 and with Fifth Third since 2006. 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 municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides multiple managed-account options, including direct indexing and tax-overlay services.