David Edgerton is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds the ChFC® and Series 63 designations. He has 51 years of industry experience, including roles at Securities America Advisors, Inc., Securities Service Network, Inc., and ownership positions at Edgerton Financial Co. and The Edgerton Agency, Inc., where he serves as President and CEO. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Ayman Ghousheh is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base 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, supported by its affiliation with Fifth Third Bank and integrated platform relationships.

Francis Ardner is a financial advisor with Eagle Strategies (NY Life) based in Worthington, OH. He holds Series 66 and Series 63 registrations and has eight years of industry experience. Prior to his current role, he worked at Nylife Securities LLC and Joel Field - Field Financial Strategies, and he spent eleven years at Battelle Memorial Institute. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Gregory Springfield is a financial advisor at VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of advisory work, he is involved in the sale and service of Voya Health Reimbursement Arrangement (HRA) products. VOYA Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily providing non-discretionary recommendations.

Courtney Kennedy is a CFP® and holds a Series 63 license with seven years of industry experience. She is currently an advisor at Creative Planning in Columbus, OH, having previously worked at WesBanco and KeyBank. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active management strategies and private market exposure.

Shirley Mcallister is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Valic Financial Advisors since 2016 and previously worked at Agia. Outside of her advisory role, Mcallister is involved as a working partner in an oil and gas drilling program. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Bartosz Warzycha is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 63 designation and has been with Guardian Life and its affiliates since 2016. Outside of his advisory role, he serves as Vice President of the Polish American Club of Columbus and has been involved with Advocare since 2013. He works at Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and employs a variety of in-house and third-party portfolio management strategies.

Keia Holt is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Huntington in 2026, she worked at Empower Advisory Group, Empower Financial Services, UBS Financial Services, and Nationwide Investment Services Corp. Outside of her advisory role, Holt serves as a pastor and founder of Covenant Believers Community Church and is an author who actively writes and promotes books. 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 using an open-architecture model that combines third-party sub-managers and affiliate model offerings, with portfolio management and custodial services provided via National Financial Services.

Alan Dennis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at U.S. Bank and various PNC entities dating back to 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessments and invests through approved model strategies with mutual funds and ETFs.

Jennifer Mccarthy is a financial advisor with William Blair, holding a Series 66 designation and 13 years of industry experience. She previously worked at Stifel Nicolaus for 14 years before joining William Blair in 2026. Outside of her advisory role, Mccarthy is actively involved in the ice hockey community as a referee, coach, and instructor for various youth and amateur hockey organizations in Ohio. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across asset classes and offers proprietary models, third-party sub-manager options, and access to private funds and co-investments.

Matthew Carter is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously held roles at Aetna Financial Services, Inc. and related entities since 1995. Outside of advising, he is an independent insurance agent and a partner in a site development advisory business. VOYA Financial Advisors serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures with an emphasis on recommendation-based, non-discretionary arrangements.

Joseph Moyer is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016. In addition to his advisory work, he serves as an insurance agent, soliciting and servicing life insurance and annuity products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Ronald Palanca is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes prior roles at LPL Financial, Merrill, and Advisors' Pride. Stratos Wealth Partners serves a wide range of individual and institutional clients, offering financial planning, portfolio management, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party strategies across multiple custodians.

Matthew Terwilliger is a financial advisor with Sanctuary Advisors, LLC in Dublin, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for nearly a decade. Terwilliger serves as a board member of The O Foundation, which supports Ohio State University student athletes in charitable activities, and is treasurer and board member of the Upper Arlington Basketball Club, a youth sports organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, and charitable organizations. The firm supports independently registered advisors who employ diverse investment strategies and offers services such as portfolio management, retirement plan consulting, and the use of sub-advisers and model portfolios.

Benjamin Smith is a financial advisor at VOYA Financial Advisors, Inc. with 17 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and was previously with R.A. Croucher & Associates. He also operates as an independent insurance agent, focusing on the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse clientele, 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, primarily offering non-discretionary advice through multiple program structures.

Matthew Hart is a financial advisor with Guardian Life and holds a Series 63 designation. He has 32 years of industry experience and has worked at firms including LPL Financial, Mass Mutual Investors Services, and MetLife. Hart is based in Columbus, Ohio. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Rebecca Ruvolo is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding the CFP® designation and securities licenses Series 63 and Series 66. She has 18 years of industry experience and has previously worked at Schwab Wealth Advisory, Charles Schwab, and Scottrade. Ruvolo is also an independent insurance agent specializing in fixed insurance products and operates Ruvolo Wealth Management, providing financial planning and investment management services. VOYA Financial Advisors, Inc. serves a diversified client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and access to third-party money managers through various program structures, with a significant portion of assets managed on a recommendation-based, non-discretionary basis.

Damon Owens is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds the ChFC® designation and Series 66 and Series 63 licenses. Prior to joining Huntington, he worked at Ameriprise Financial Services and Northwestern Mutual in various capacities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and proprietary investment strategies, offering multiple wrap-fee programs through the Envestnet platform.

Keith Blankemeyer is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked for Coons Advisors for 18 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Pamela Samsey is a financial advisor at Guardian Life with 23 years of industry experience and holds a Series 66 designation. Her career includes positions at Park Avenue Securities, JPMorgan Chase Bank, J.P. Morgan Securities, RW Baird, and LPL Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and retirement consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory solutions, including proprietary and third-party model portfolios, along with a hybrid digital advisory platform.