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.

Gary Stentz is a CFA® charterholder with 15 years of industry experience, currently affiliated with Independent Financial Partners in New Albany, OH. He has worked at Cascade Investment LLC since 2015 and operates Stentz Law LLC since 2022. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a broad client base and features a decentralized advisory model along with notable retirement-plan advisory and pension consulting capabilities.

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.

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.

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.

James Oppenlander is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Columbus, OH. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. In addition to his role at Equity Services since 2014, he has been involved with Dome Financial Services since 2001, where he serves as President and CEO. Outside of advisory work, he is the managing member of Ope's On The Beach, LLC, a short-term rental business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Daniel Singleton is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has been involved with Ameritas entities since 2006. He is also licensed as an independent insurance agent focusing on fixed insurance products and operates Central Ohio Financial Management Group LLC, providing financial planning services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a mix of in-house model portfolios and third-party managers, delivering both discretionary and non-discretionary programs, and integrates its offerings with affiliated broker-dealer and investment advisory services.

Teresa Owsley is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Stratos Wealth Partners since 2015 and has also worked with LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse clientele, including individual investors, trusts, charitable organizations, corporations, and institutional clients, using an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians and offers a range of affiliated and third-party advisory solutions.

Zachary Deppen is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he worked at Voya and has been employed as an order selector at an Aldi Distribution Center since 2021. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations across multiple program structures.

Susan Robenalt is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with LPL Financial and Stratos Wealth Partners since 2010. Robenalt also engages in non-variable insurance activities through Vanbridge. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Anthony Mampieri is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including LifePro Asset Management, Kestra Financial Services Inc., and Goldberg, Clouse and Edgell, LLC. Outside of AE Wealth Management, he is involved with Merit Advisors LLC, where he sells life insurance and fixed indexed annuities as a wealth strategist. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, financial planning, and plan services, with an internal Investment Consulting Group supporting reporting and portfolio construction.