Robert Donnelly is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds.

Philip Springirth is a CFP® professional with 19 years of industry experience, currently advising at OSAIC Institutions, INC. He has worked at First Commonwealth Bank since 2019 and was previously with LPL Financial, LLC from 2016 to 2019. Outside of his advisory role, he serves on the endowment committee of his church. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm provides customized advisory services and operates a hybrid adviser/broker-dealer model that supports discretionary and non-discretionary accounts alongside access to alternative investments and lending solutions.

Quinn Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, working as part of the Jones Wealth Management Team serving clients in Canfield and Columbus, Ohio. He brings a focus on goals-based wealth management, helping clients navigate the complexities of their financial lives to build desired lifestyles and legacies. Quinn began his career in Chicago in 2014 at a boutique wealth management firm and completed the CERTIFIED FINANCIAL PLANNER® certification courses at DePaul University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree in Finance from Miami University, where he also studied abroad in Luxembourg and participated in an international business program in Asia. Outside of his professional work, Quinn is involved with the Bexley Schools Finance Advisory Council and City Year Columbus. He lives in Bexley, Ohio with his wife Molly and their goldendoodle Harlow. His personal interests include traveling, tennis, running, and activities on the water.

Ryan Mckay is a financial advisor with ROCKEFELLER FINANCIAL LLC and holds a Series 66 designation. He has 10 years of industry experience, including 12 years at Merrill before joining Rockefeller Financial in 2026. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Andrew Good is a financial advisor with Commonwealth Financial Network and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in basketball as a referee and coach. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors, offering a variety of advisory programs and services including discretionary model portfolios and wealth management solutions. The firm provides operational, trading, technology, compliance, and practice-management support to advisors who typically offer advice under their own brand names while operating under Commonwealth’s supervision.

Robert Kish is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Prudential Insurance Company of America, Citizens Securities, Inc., Edward Jones, and other financial services firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and invests via approved mutual fund and ETF models managed by PNC or third parties.

Bernard Heigl III is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, PNC Investments LLC, and Ameriprise Financial Services, LLC. 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 multiple wrap-fee programs through an open-architecture platform that incorporates third-party and proprietary investment models.

Negar Altieri is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Prior to joining Janney, she worked for Technology Publishing Company for seven years and has additional experience with Modern Woodman of America and Kirks Global Compass. 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 that includes individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, planning, and advisory services.

Kristine Johnson is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has 15 years of industry experience, including roles at LPL Financial and FirstMerit Bank. Johnson has been with The Huntington Investment Company since 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary private bank offerings, providing wrap-fee programs through the Envestnet MAS platform.

Bryan Gleghorn is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2022. He has been with The Huntington Investment Company since 2022 and has also worked with Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through an open-architecture model that includes multiple wrap-fee programs and proprietary Private Bank models.

Keith Wells is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at National Life Group, Prudential Insurance Company of America, PRUCO Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. He is also active as an insurance agent. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party managers, offering a mix of long-term strategies and options for shorter-term trading.

Alan Flick is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Beaver Falls, PA. He has 12 years of industry experience, including 10 years with Commonwealth. Outside of advisory work, he is involved in co-owning private entities related to securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides advisory support through managed-account programs, access to third-party asset managers, and custody/clearing services while managing over $212 billion in client assets.

Andrew Rickard is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His previous roles include positions at WCG Wealth Advisors, LLC, MML Investors Services, and ongoing involvement with Treloar & Heisel, LLC, where he engages in fixed insurance sales and related products. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves both product-sponsor and advisory roles, managing assets totaling $72.3 billion as of May 2026.

John Christman is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Rockefeller Financial in 2026, he worked at Merrill for twelve years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jessica Meek is a Series 66-licensed financial advisor with Janney Montgomery Scott, bringing 12 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large 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, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Ryan Harteis is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. Outside of his advisory role, he also serves as a client service representative at FIRST Commonwealth Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and provides access to alternative investments, lending, and cash-management options.

Kevin Flick is a CFP® and ChFC® with 24 years of industry experience. He has been with Commonwealth Financial Network since 2016. Outside of his advisory role, he teaches a personal finance course at Geneva College and serves as treasurer for a local political campaign. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Stefanos Newman is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with families to manage and grow their wealth through personalized strategies tailored to clients’ unique financial situations and goals. Stefanos focuses on areas including family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and tax minimization. He holds professional designations as a CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Stefanos earned his bachelor's degree from The Ohio State University. Outside of his professional commitments, he enjoys basketball, cooking, spending time with his family, and watching movies.

Gibson Mc Cracken is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Flick Financial, Equitable Advisors, and AXA Advisors. In addition to his advisory role, he spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, third-party asset manager access, and custody services to individual and institutional clients.

Daniel Flick is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 43 years of industry experience. He has been with Commonwealth since 2016. Flick is a part owner of Flick Financial, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.