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.

Roseanne Pack is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding a Series 66 designation and bringing 19 years of industry experience. She has been with Fifth Third Securities since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

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.

Tracey Danison is a CFP® professional with 11 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2025, following a 27-year tenure at Danison & Associates Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active managers, quantitative and fundamental research, and various specialized financial services.

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 in Dublin, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Stratos Wealth Partners since 2018, following previous roles at Advisors' Pride and LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

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 Primerica Advisors, holding a Series 63 designation and over 31 years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory relationships, with a range of proprietary and third-party investment programs and account-level services.

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.

Andrew Tracy is a financial advisor with The Huntington Investment Company in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. His career includes seven years at J.P. Morgan Securities and JP Morgan Chase Bank NA and multiple roles at The Huntington Investment Company since 2019. 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 various wrap-fee programs through an open-architecture model that integrates third-party sub-managers with proprietary Private Bank strategies and custodial services via National Financial Services.