John Gardner is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America. Outside of his advisory role, he provides tennis instruction to individuals of all ages and abilities. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Robert Dice III is a financial advisor with Fifth Third Securities, Inc. in Delaware, Ohio, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Fifth Third Securities since 2009. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, including advisor-directed models, SMA strategies, and tax-overlay services, supporting both high-net-worth and business clients.

Andrew Ward is a financial advisor with Guardian Life and holds a Series 66 license. He has five years of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory work, he is involved with insurance products beyond Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and features proprietary and third-party model portfolios.

Dene Sanfillipo is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 28 years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance Company, and his own firms, Sanfillipo Financial and Residently Speaking. He serves on the sponsorship committee of SAMS FANS, assisting with fundraising efforts for the event A THREAD of Hope. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

John Haskins is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of his advisory role, he donates plasma several hours per month. 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 based on ETF portfolios and a separate Managed Account program.

George Lehmann IV is a Series 66-credentialed advisor with 17 years of industry experience, currently affiliated with Primerica Advisors in Columbus, OH. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Lehmann also engages in selling outside insurance products as a secondary business activity. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party managers and supports multiple account features including discretionary management, alternative investments, and securities-based lending.

Scott Golding is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also associated with The Verdi Group, where he has worked since 2008. Outside of his advisory roles, Golding is involved in youth sports coaching, serving as a head coach for a youth basketball team and an assistant coach for a travel baseball team. VOYA Financial Advisors, Inc. serves 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, delivering advice primarily through recommendation-based, non-discretionary arrangements.

Michael Caligiuri De Jesus is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2025. Prior to that, he held roles at Caligiuri Financial and Hamilton Capital Management Inc. In addition to his advisory work, he provides tax preparation services through Caligiuri Financial LLC during tax season. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment and financial planning solutions using an open-architecture approach that integrates external platforms and both advisor-managed and model-based strategies.

Tracy Miller is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has been with VOYA Financial Advisors since 2012. In addition to her advisory role, she is a licensed Notary Public and works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a broad client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures such as Unified Managed Account wrap programs and third-party money manager access. The firm emphasizes recommendation-based relationships with predominantly non-discretionary asset management.

Anthony Fidelibus is a financial advisor with The Huntington Investment Company in Columbus, Ohio. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with The Huntington Investment Company since 2009 and joined Ameriprise Financial Services, LLC in 2026. He serves on the board of advisors for 3bfellowship, a nonprofit organization. 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 multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios, with accounts managed discretely or via model providers.

Douglas Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Central Ohio Financial Management Group LLC since 2007, where he is also licensed as an independent insurance agent. Additionally, he owns 615 High St Ltd, a company involved in building ownership and management. 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, employing a range of investment strategies and maintaining firm-level affiliations that support its product and custody arrangements.

Mahesh Bhupalam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Medico Corp, Registered Social Security Analysts, Net Law Group Inc., World System Builders, and World Financial Group. He is involved in activities related to insurance sales and social security claiming strategies. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses model portfolios and third-party managers for portfolio implementation and operates a large advisor network with approximately $1.7 billion in regulatory assets under management.

Douglas Beebe is a financial advisor with Primerica Advisors based in Columbus, OH, holding a Series 63 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2014. In addition to his advisory roles, he serves as a trustee of a family living trust. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services.

William Poindexter is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Huntington Investment Company and Principal Life Insurance Co. Outside of his advisory role, he serves on the Finance Committee of the Short North Alliance and is a Certified Tourism Ambassador with Experience Columbus. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Jason Rizzo is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has been with Fifth Third Securities since 2009. Outside of his advisory role, he is a member and owner of R Squared LLC, a rental property management business in Galena, Ohio. Fifth Third Securities 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Mc Gervey is a CFP® with eight years of industry experience and is currently an advisor at Mariner Wealth Advisors. His prior roles include founding McGervey Wealth Management and positions at Paragon Advisors, Inc. and John Carroll University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm integrates discretionary portfolio management with in-house research and third-party strategies, and offers notable tax, accounting, and family office services alongside employer financial wellness tools.

Todd Tarney Sr. is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 designations and 33 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, CUNA Brokerage Services, and Nationwide Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and proprietary strategies, offering wrap-fee programs through the Envestnet MAS platform.

Thomas Staebler is a financial advisor with Eagle Strategies (NY Life) based in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Nylife Securities Inc. since 1982 and New York Life Insurance Co. since 1977. Outside of his advisory role, he serves as a board member of Krieger Ford, Inc., a retail automobile dealership, and is vice president of Westerville Elderly Housing Inc. He is also involved with the Westerville Rotary Foundation as a board member reviewing scholarship and charitable grants. Eagle Strategies serves a diverse client base including individuals, institutions, and corporate clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice and delivers solutions through various programs, emphasizing non-discretionary asset management and fiduciary responsibilities within an integrated New York Life affiliate structure.

Brandon Salyers is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Voya since 2014 and has additional experience with Fifth Third Securities dating back to 2003. Outside of his advisory role, Salyers coaches varsity baseball for Xenia Community Schools. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures emphasizing recommendation-based advice rather than discretionary management.

Michael Patzer is a Series 66-licensed financial advisor with 23 years of industry experience, currently practicing at Fifth Third Securities, Inc. in Columbus, Ohio, where he has worked since 2014. Outside of his advisory role, he conducts residential home inspections through GC Eagle Home Inspections. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with a corporate affiliation to a large bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.