Christopher McIntire is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 19 years of industry experience. He has operated McIntire Retirement Services since 2000, focusing on financial and retirement planning. In addition to his advisory role, he has worked as an independent insurance agent involved in the sale of life and health insurance products. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds, while also serving as sub-advisor to other advisory programs.

Madeson Lamlein is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Fifth Third Securities, Lamlein worked at Fifth Third Bank and has experience in various roles including at Beckett's Burger Bar and Valco Valley Tool and Die. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Richard Frank is a financial advisor with PlanMember Securities Corporation, holding over 41 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company for more than three decades and has operated Rick Frank Insurance since 1984. He also serves as a trustee for the Fremont Elks Lodge #169. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Michael Mccarthy is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and Premier Planning Group. Outside of his advisory work, he serves as a wrestling coach at St. Johns Jesuit High School. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, while maintaining operational practices that include cost management and affiliated entity restrictions.

Nadeem Salem is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Toledo, OH, bringing 34 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2008 and has operated Salem Financial Group since 2016. Outside of his advisory role, Salem serves as a director appointed by county commissioners on the Toledo Lucas County Port Authority board and holds board and advisory positions with the University of Toledo Foundation and College of Business and Innovation. He is also the finance committee chair for the Islamic Society of Northwest Ohio. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of its assets under management overseen on a non-discretionary basis.

Michael Brandon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Welty Insurance Group, Aligned Investment Concepts, Deverna & Co, Brandon Wealth Management, Cetera Advisors, U.S. Bancorp Investments, and Thrivent Financial for Lutherans. Outside of his advisory work, he has experience in insurance and annuity sales and has owned a marketing business related to investment account management and retirement planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses model portfolios, mutual funds, ETFs, and individual securities, offering a range of advisory programs and leveraging affiliated broker-dealer and investment company resources.

Ross Snyder is an advisor with Brookstone Capital Management LLC holding a Series 65 designation. He has one year of experience in the financial industry, having joined Brookstone Capital Management in 2025. Prior to his current role, he held positions at Chipotle and various educational institutions. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Hunter Smith is a financial advisor at Ameritas Advisory Services, LLC with a Series 65 designation and one year of industry experience. His career includes roles at Ameritas Advisory Services, DeVerna & Co Financial, and LPL Enterprise LLC. Outside of finance, he has experience working with Beck Logistics LLC and has been involved with various organizations including Bowling Green State University and Stone Ridge Golf Club. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of model portfolios, mutual funds, ETFs, interval funds, and individual securities.

Anthony Spaniolo is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he occasionally bartends on weekends at Silver Lake Chicken Shack. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Arthur Schlosser is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at LPL Financial, Mass Mutual Investors Services, METLIFE SECURITIES Inc, and CUNA Brokerage Services. Outside of his advisory work, he is also active as a musician in Toledo, Ohio. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting using both discretionary and non-discretionary strategies, leveraging technology platforms and a network model that includes connections with LPL Financial and third-party estate-planning services.

Robert Schoonmaker is a financial advisor with Ameritas Advisory Services, LLC in Perrysburg, Ohio, holding CFP® and securities licenses with 23 years of industry experience. His prior experience includes roles at Huntington Bank, Mass Mutual Investors Services, and Signator Investors. He serves on the boards of several nonprofit organizations, including the University of Toledo Foundation, Junior Achievement of Northwest Ohio, and the YMCA of Greater Toledo, participating in investment committees and general oversight. Additionally, he is involved as a fitness coach at CrossFit Fenix. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities.

Nathan Tuori is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Bank and PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that utilizes algorithm-driven risk assessments and approved investment models managed by PNC or third parties.

Patrick Kenney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked with firms including Premier Planning Partners, Premier Planning Group, Ameritas Life Insurance Corp, Ameritas Investment Company, and Wilcox Financial. Outside of his advisory role, he is licensed as an independent insurance agent and also engages in acting and property management through his partnerships. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, offering asset management, financial planning, and retirement plan advisory services.

Zachary Bartko is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked within the PNC organization since 2007, including roles at PNC Bank and PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Thomas Tousley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior work includes roles at Wilcox Financial, Ameritas Life Insurance Corp, Ameritas Investment Corp., and Carillon Investments, Inc. He is also licensed as an independent insurance agent offering fixed insurance products through Wilcox Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio construction methods and program platforms, offering a broad range of investment options including model portfolios, mutual funds, ETFs, and interval funds.

Richard Hudson is a financial advisor with Eagle Strategies (NY Life) based in Perrysburg, OH. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior affiliations include New York Life Insurance Co and Nylife Securities, LLC. Outside of advisory work, he serves on the Perrysburg Library Foundation Board of Trustees and is active as an usher at SaintRose Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Quinton Ranzau is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he supports advisors and partners with clients to understand their unique financial situations and assist them in working toward their financial goals. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His professional experience includes roles as a Financial Advisor at Wells Fargo Advisors from 2022 to 2023, a Registered Customer Experience Representative at Robinhood Markets from 2021 to 2022, a Senior Customer Service Representative Specialist at PNC Investments from 2019 to 2021, and a Bank Teller at First Federal Bank of Defiance from 2018 to 2019. Outside of his professional career, Quinton enjoys football, spending time with friends and attending social events, outdoor adventures, reading, traveling, and volunteering.

Philip Noble is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Noble is a co-founder of Noble Wealth Partners and serves on the executive leadership team for the Toledo chapter of the American Heart Association, where he helps lead annual fundraising efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports advisor-directed portfolio management through a broad range of strategies and acts as a fiduciary when a written advisory agreement is in place.

Darci Lingle is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with Fifth Third Securities since 2020 and has additional experience at Fifth Third Bank beginning in 2019. Prior to her financial career, she was affiliated with Ohio University from 2010 to 2018. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio management via its Passageway Managed Account Program, which includes advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

Clemens Szymanowski II is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. He holds a Series 63 designation and has worked at firms including Ameritas Investment Corp and Creative Financial Partners. In addition to his advisory role, he is involved in soliciting and servicing insurance and annuity business through DeVerna & Co. Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.