David Merola is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with The Huntington Investment Company since 1993 and also has a long tenure with Huntington National Bank dating back to 1990. Prior to servicing under the Huntington banner, he worked at Ameriprise Financial Services, LLC beginning in 2026. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering a variety of wrap-fee programs predominantly based on percentage-of-assets arrangements.

Brianne Caldwell is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation with four years of industry experience. She previously worked at Raymond James Financial Services Advisors and several other firms. Outside of advisory work, she is a musician who plays the fiddle. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and a variety of managed account programs, predominantly offering non-discretionary advisory services.

Jeffrey Suchy is a CFP® professional with 11 years of industry experience, currently with Corient in Columbus, OH. His work history includes over two decades at Budros, Ruhlin & Roe and roles within Corient and affiliated entities since 2022. Corient serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporate entities, offering investment advisory and financial planning services. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Michael Dent is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Huntington entities since 2013. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model incorporating third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Shawn Vance is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets. He is also a business owner of SDV Transport Inc, a FedEx home delivery-related enterprise based in Powell, Ohio. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, access to model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with proprietary and third-party strategies, and its enterprise scale supports a wide range of institutional and niche advisory services.

Laurel Link is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she serves as a team mom for the Alter High School girls soccer booster committee, overseeing various team activities and fundraisers. VOYA Financial Advisors, Inc. serves a broad range of clients including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary relationships alongside some commission-based product sales.

John Stiltner is a CFP® and ChFC® with 28 years of industry experience. He has worked at Fifth Third Securities, Inc. and Fifth Third Bank since 2004. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account Platform, with a focus on customized risk profiles and diversified strategies.

Shelly Delucas is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following six years at Raymond James & Associates. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Stephan Jarvie is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at The Huntington Investment Company and Huntington National Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Ryan Connell is a CFP® professional with 18 years of industry experience, currently serving as an advisor at The Huntington Investment Company. He has held roles at Ameriprise, Securities America Advisors, and Wells Fargo Advisors, among others. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that includes third-party sub-managers, affiliate model offerings, and overlay services.

Adam Donehue is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2014. Outside of his advisory role, he coaches youth wrestling with the Olentangy Youth Wrestling Organization in Powell, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment decisions and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Dylan Murphy is a financial advisor with The Huntington Investment Company in Columbus, OH, holding a Series 63 designation and five years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and The Huntington National Bank. Outside of finance, he serves as an assistant coach for the offensive line at Columbus Academy’s football team. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm uses an open-architecture investment model that combines third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs and brokerage services.

Dean Danison is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously operated Danison & Associates, Inc. for 27 years. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Teron Carter is a Series 66-licensed financial advisor with Empower Advisory Group and has 21 years of industry experience. He previously worked at UBS Financial Services and PNC Investments. Outside of his advisory role, he is a partner in TCC2, LLC, a real estate holding company he established for estate planning purposes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm offers a financial planning service focused on long-term portfolio returns and integrates its advisory services closely with Empower’s administrative platforms.

John Altieri is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked in various roles within The Huntington organization since 2018 and previously held positions at Tidewater Management Group, Global View Capital Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, Altieri serves as commissioner and president of Columbus Sports LLC, an adult soccer league he has been involved with since 2000. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, and corporations with advisory and brokerage services. The firm sponsors multiple wrap-fee programs on the Envestnet MAS platform and utilizes an open-architecture model combining third-party and affiliate portfolio management offerings.

John Albrecht is a financial advisor with J.W. Cole Advisors, Inc. based in Dublin, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with J.W. Cole Advisors since 2015 and also operates Wealth Management Services, Inc. since 2006. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.

Nathan Cooper is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 13 years of industry experience. He has worked at Edward Jones and Infinex Investments, Inc., and currently serves at First Commonwealth Bank, where he is involved with the Trust Division. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on delegated investment management and diverse client solutions.

Christopher Nicola is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. He holds a Series 66 designation and has 10 years of industry experience, all with Voya. Outside of his advisory role, Nicola is involved with The Verdi Group, an independent financial services business. VOYA Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm emphasizes recommendation-based advice, with the majority of assets managed on a non-discretionary basis.

Mark Evans is a CFA® charterholder with over 22 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He holds a Series 66 license and operates out of Dublin, Ohio. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning and specialized programs such as the Davidson Private Wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Sonia Brinkman is a financial advisor with Corient in Columbus, OH, holding a Series 65 credential and 11 years of industry experience. Her work history includes roles at Budros, Ruhlin & Roe and CIPW Service Company, with her current tenure at Corient spanning from 2022. Corient provides investment advisory and financial planning services to a diverse client base, including individual, high-net-worth, trust, pension, charitable, and corporate clients. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions and employs risk management tools and alternative investment options where appropriate.