Melissa Curran is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 13 years of industry experience. She has worked in various roles within Huntington National Bank and The Huntington Investment Company since 2012. Outside of her advisory role, she owns a small rental property business. The Huntington Investment Company 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 incorporates third-party sub-managers and proprietary portfolio strategies.

Kathleen Bindas is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at notable firms including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Kathleen has held various roles within Fifth Third Securities since 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering services through investment advisory and brokerage channels. The firm utilizes the Passageway Managed Account Program platform, providing a range of investment approaches from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

Panayiotis Ragias is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of finance, he serves as a referee for the Ohio High School Athletic Association. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary private bank portfolios.

Brennan Mccoy is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2013, also working with Fifth Third Bank since 2011. Outside of his financial career, he is involved in direct sales of health and wellness products through Amway and provides residential lawn care services in his local community. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options, including direct indexing and tax-overlay services, supported by multiple portfolio management strategies.

Micheal Miller is a financial advisor with Valic Financial Advisors in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously held positions at AGIA, IC Advisory Services, Inc., and The Investment Center, Inc. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers a range of investment advisory and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts on the Envestnet platform.

Randy Sharp is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with VOYA and its affiliated entities since 2014. In addition to advising, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advice.

James Bowman is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for eight years before joining Janney in 2022. Bowman serves as Board Chairman of the Yellowill Foundation, a nonprofit focused on raising funds and awareness for Ewing Sarcoma research. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services that combine in-house portfolio management with third-party managers across multiple programs.

Erick Primero is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Fifth Third Bank, Parkland Securities, and Nationwide Investment Services Corporation. 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 bank affiliation with municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Robert Dickson is a Series 66-credentialed financial advisor with Valic Financial Advisors in Columbus, OH, bringing four years of industry experience. Prior to joining Valic, he worked at JPMorgan Chase for eight years. Outside of his advisory role, he serves as a soccer referee in central Ohio and holds leadership positions in local community organizations, including the Wellington Parents Association. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Karl Rubin is a CFP® professional with 30 years of industry experience, currently serving at VOYA Financial Advisors, Inc. since 2014. He is based in Columbus, OH. Rubin is a member of the finance committee at the Columbus Jewish Federation and serves on the board of Congregation Tifereth Israel, where he participates in monthly meetings and delivers presentations. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a variety of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Mark Guenard is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Columbia Management Investment Distributors Inc and Alps Fund Services. Guenard is based in Columbus, OH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, pension consulting, and managed account services.

John Schuman is a CFP® and holds a Series 65 license, with 24 years of industry experience. He has worked at Budros, Ruhlin & Roe for 22 years and has been with Corient since 2022, including its affiliate Corient Services LLC since 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools.

Tyler Hissrich is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, with prior experience at Fifth Third Bank and other firms. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Regina Tomek is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and 26 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she serves as Vice President of the Cleveland Central Catholic Alumni Association, where she assists with fundraising and organizing social activities. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and consulting through various program structures, with a focus on recommendation-based client relationships.

Jeramy May is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Janney in 2018, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2018. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Nicholas Roddy is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Brenamen Insurance and Financial Services. He is also involved in the sales of insurance and annuity products through firms affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a mix of proprietary and third-party model portfolios.

Isaac Meyers is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 10 years of industry experience, including roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and Fifth Third Bank. Meyers is also involved with Central Ohio Financial Management Group, an independent planning group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing a network of Investment Adviser Representatives supported by an Investment Committee and third-party partners.

Andrew Croman is a financial advisor with The Huntington Investment Company in Dublin, Ohio, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His prior work includes roles at Ameriprise, Bank of America, Merrill, JP Morgan Chase, JP Morgan Securities, and PNC Investments. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party sub-managers with affiliate private bank offerings and provides multiple wrap-fee programs on the Envestnet MAS platform.

Carol Schuler is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Key Investment Services and its affiliated entities since 2009, including roles at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and supervisory oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Jason Goldsmith is a Certified Financial Planner® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held prior roles at Ameriprise Financial Services, Wells Fargo Advisors, Union Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model combining third-party and proprietary strategies, with a range of wrap-fee programs offered on the Envestnet platform.