Tanner Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles with Dupont Wealth Solutions and Ameritas Investment Company. He is also the owner of Central Ohio Financial Management Group, where he engages in financial planning and holds a license as an independent insurance agent. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and robust portfolio construction and monitoring resources.

Michael Fisher is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at The Huntington Investment Company and work at Red Hook Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an online discretionary model account available as an invitation-only employee pilot that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.

Jared Quentin Davis is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, OH, holding a Series 63 designation and with 10 years of industry experience. His prior work includes roles at National Life Group, IFS Financial Services, and Touchston Securities. Outside of his advisory role, he serves as an elder and board member for the New Burlington Church of Christ and writes communion meditations for the Christian Standard. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Paul Riggert is a financial advisor with Fifth Third Securities, Inc. in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Fifth Third Bank, Whole Foods Market, and Walmart. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Roger Ruz is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 63 and Series 65 designations. He has 18 years of industry experience with prior roles at firms including Grove Point Advisors, The Huntington Investment Company, and J.P. Morgan Asset Management. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and integrates multiple custodial platforms while employing risk questionnaires and model portfolios to align client allocations with their objectives.

Joseph Frederick II is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Voya Financial Advisors, Inc. and has held roles at Ascent Financial Partners and as a co-owner of J3, LLC, a financial services firm. He is also an independent insurance agent specializing in fixed insurance sales. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary, recommendation-based advice.

Terry Kelley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He previously worked at firms including Equitable Advisors, AXA Advisors LLC, and JP Morgan Securities. Outside of his advisory role, he volunteers as an assistant girls varsity basketball coach for a high school in Pickerington, Ohio. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures. The firm emphasizes recommendation-based advice, with most assets managed under non-discretionary arrangements, and operates as both a registered investment adviser and broker-dealer.

Anna Michaelson is a financial advisor with Key Investment Services LLC in Westerville, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at PNC Investments LLC, The Leaders Group, Inc., and Lincoln Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, offering model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with notable affiliations to KeyBank and KeyBanc Capital Markets.

Bethany Demassimo is a financial advisor with Sanctuary Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She previously worked at Private Advisor Group and LPL Financial, LLC. In addition to her advisory career, she is involved in a family business producing and selling pasta and pizza sauces and importing extra virgin olive oil. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a wide range of investment advisory and financial planning services through a large network of independent advisors, employing various analytical approaches and delivering both discretionary and non-discretionary portfolio management.

Steven Devlin is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc. since 2016. Outside of his advisory work, Devlin is involved with Bishop Watterson High School as a JV basketball coach and serves as secretary on the Bishop Watterson Alumni Association board, where he helps with fundraising for scholarships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Robert Hays is a financial advisor at Stratos Wealth Partners, Ltd with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Bank of America, Merrill, and Morgan Stanley. He is also a commissioned notary in the state of Ohio. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Michael Landolt is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of 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 such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers comprehensive services like financial planning and portfolio management through multiple program structures, emphasizing recommendation-based relationships with a large portion of assets managed on a non-discretionary basis.

Renee Coil is a financial advisor at Valic Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing, Morgan Keegan & Company, and Ameriprise. Outside of her advisory role, she is an agent for non-securities insurance products with Agia. 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 discretionary unified managed accounts through a large network of advisors, utilizing technology and model solutions to support a high client count per advisor.

Timothy Ferree is a Series 66-licensed financial advisor at The Huntington Investment Company with seven years of industry experience. He has worked at various Huntington entities since 2015, including The Huntington National Bank and The Huntington Investment Company. 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 utilizes an open-architecture investment model combining third-party and proprietary strategies, offering multiple wrap-fee programs administered through the Envestnet MAS platform.

Joel Hunter is a CFP®-credentialed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. His prior work includes roles at Kovitz Investment Group Partners, Kovitz Securities, and Trinity Financial Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management, advisory, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Andrea Nameche is a financial advisor at Primerica Advisors in Columbus, OH, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Outside of her advisory role, she assists with financial and health care power of attorney responsibilities. Primerica Advisors is part of Park Avenue Securities LLC, which 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 services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Glenn Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he is engaged as an independent insurance agent specializing in the sale of fixed insurance products and fixed indexed annuities. VOYA Financial Advisors 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 recommendation-based advice and operates multiple program structures alongside brokerage activities.

Theodore Alexander is a ChFC® credentialed financial advisor with 18 years of industry experience, currently practicing at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and Prudential Insurance Company of America. Outside of financial advising, he serves as a board member for Folds of Honor Central Ohio and Relationships Under Construction and owns franchise locations for Huntington Learning Center, providing educational services. Integrity Alliance is a large advisory enterprise serving individual investors—including non‑HNW and high‑net‑worth clients—as well as corporations, business entities, and qualified retirement plans. The firm offers a range of advisory and brokerage services, employing a variety of investment approaches through advisor-managed accounts, model portfolios, and third-party sub-advisers.

Joseph Crotty is a CFP® professional with 29 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has been associated with New York Life Insurance Company since 1996 and has operated Crotty & Associates, LLC since 2007. Outside of his advisory work, he is involved in various real estate ventures through several holding companies. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs with an emphasis on tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Jason Riddle is a financial advisor with PNC Wealth Management in Dublin, Ohio, holding a Series 66 designation and 16 years of industry experience. He previously worked at The Huntington Investment Company for ten years before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and discretionary management using mutual funds and ETFs.