Shane Hostetler is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Young Wealth Management, KeyBank, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he owns and operates Hostetler Personal Fitness LLC, where he designs exercise routines and leads workout sessions. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios, unified managed accounts, and separately managed accounts.

Daniel Riegner is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 16 years of industry experience. He has been with Equity Services, National Life Group, and Premiere Financial Group since 2009. Outside of his advisory work, he serves as a board member for the Warren County Career Center Education Foundation and is president of the Southern Warren County Chamber. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and manages a substantial amount of both discretionary and non-discretionary assets.

Kelly Grzyb is a financial advisor at Creative Planning with 10 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Lockton Investment Advisors and Nationwide Investment Services Corporation. Grzyb is based in Powell, Ohio. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Ashley Barnes is a financial advisor at The Huntington Investment Company with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at the firm since 2015. 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 offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers, affiliate models from its Private Bank, and Envestnet overlay services.

Eric Shisler is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with Corient, where he has worked since 2022, following a decade at Budros, Ruhlin & Roe. Shisler holds a Series 63 license and is based in Columbus, Ohio. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

Kevin Jones is a financial advisor with The Huntington Investment Company and holds a Series 66 designation. He has 15 years of industry experience and has been with Huntington since 2011. Prior to that, he worked at Ameriprise. The Huntington Investment Company serves individuals, charities, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, including proprietary Private Bank models.

Brent Wells is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 credential and has worked at Brookstone Capital Management and Young Wealth Management, LLC since 2020, and at May Insurance Services, Inc. from 2014 to 2020. In addition to his advisory work, he is licensed to sell Medicare, individual health, and ancillary insurance products through May Insurance Services and plans to offer life insurance, long-term care, and annuities through Advisors Excel. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies, including ETFs, mutual funds, options-enhanced strategies, and bespoke portfolios, operating through a turnkey asset management platform and serving both direct clients and other advisory programs.

David Sheppard is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Voya Financial Advisors, Inc. since 2018 and also has a concurrent tenure at VALIC Financial Advisors starting in 2013. Outside of advising, he is a member of the Capital City Cigar Club and holds ownership interests in DT Sheppard Enterprises, which has investments including a distillery operation in Ohio. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through various program structures that emphasize non-discretionary recommendations.

Isaiah Stidham is a CFP® with 11 years of industry experience, currently serving at Corient. His prior work includes over a decade at Budros, Ruhlin & Roe. He has been with Corient and affiliated entities since 2022, based in Columbus, Ohio. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

Cody Dooley is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and two years of industry experience. He previously worked at Prosperity Wealth Group LLC, Futurity First Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is involved in insurance sales through Prosperity Wealth Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and a variety of investment strategies to serve its client base of approximately 127,000 accounts.

Corey Zizelman is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank and Menards. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with affiliation to Fifth Third Bank, providing access to multiple managed-account programs and a range of portfolio management options.

Jamie Rizer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Corient in Columbus, OH. His prior work includes twelve years at Budros, Ruhlin & Roe and roles at CIPW Service Company and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Mcdonough is a financial advisor at Valic Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Buckingham Capital Management, Inc. and Agia. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. 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 unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage assets at scale.

Stephen Zeller is a financial advisor with The Huntington Investment Company in Marysville, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at The Huntington Investment Company since 2015 and was previously with Ameriprise Financial Services, LLC. 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 offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Eric Rogers is a financial advisor at Fifth Third Securities, Inc. in Dublin, Ohio, holding Series 65 and Series 63 licenses. He has one year of experience with Fifth Third Securities and five years with Fifth Third Bank, along with prior roles in communications and sales. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Jared Dubeansky is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 11 years of industry experience. In addition to his advisory role, he has been involved with Old Mentor Cigar Shop since 2013, where he assists clients with purchases and oversees store operations. He is also associated with the Verdi Group, providing insurance and securities products. VOYA Financial Advisors serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize recommendation-based, non-discretionary advice.

Harold Morley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 42 years of industry experience. He has worked at firms including MSI Financial Services, Inc. and MassMutual before joining Voya in 2018. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes non-discretionary, recommendation-based advice through multiple program structures, including wrap programs and third-party money manager access.

Frank Clegg III is a financial advisor with Commonwealth Financial Network in Dublin, OH, holding CFP® and ChFC® designations and over 45 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1986 and at Columbus Financial Concepts since 1985. Outside of advising, he is involved in fixed insurance sales as an agent under the name Columbus Financial Concepts. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including model portfolios and personalized investment solutions, while providing operations, compliance, and technology support to affiliated advisors.

Marc Chapman is a financial advisor with TIAA-CREF, holding a Series 66 designation and 27 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Ryan Bates is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Atrium Co. and involvement with Bowling Green State University, where he was connected to residence life and the university itself. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.