Dale Van Valkenburg is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with VOYA Financial Advisors and VOYA Financial since 2014. Outside of his advisory role, he operates as an independent insurance agent. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on non-discretionary recommendations and multiple program structures.

Devon Henry is a CFP® and Series 65-registered advisor with Mariner in Columbus, OH. He has seven years of experience in the financial industry, including roles at Fifth Third Bank and First Commonwealth Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, with an emphasis on discretionary, customized portfolios supported by a robust investment team and integrated tax and accounting capabilities.

Brian Koch is a financial advisor with Voya Financial Advisors, Inc. and Koch Cushing Financial Group, holding a Series 66 credential and 14 years of industry experience. He has been with Voya since 2015 and currently owns Koch Cushing Financial Group, which provides financial advising and retirement planning services. Koch also works as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, primarily providing non-discretionary advice rather than discretionary management.

Michael Helsel is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 credential and over 21 years of industry experience. His career includes roles at Lance Capital LLC, The Verdi Agency, LLC, and The Verdi Group. Outside of advisory work, he owns and manages several holding companies. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary arrangements and operates both as an SEC-registered investment adviser and broker-dealer.

Timothy Colvin is a financial advisor with Principal Financial Services in Dublin, Ohio, holding 38 years of industry experience. He has worked with Principal Securities since 2016 and with Principal Life Insurance Company since 1998. His other business activity includes serving as an insurance agent for fixed life, annuities, disability income, group, long-term care, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mark Yandura is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at LPL Financial, CUSO Financial Services, Wright-Patt Credit Union, Equitable Advisors, and The Huntington Investment Company. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and extensive third-party affiliations.

Michael Roush is a CFP® with 15 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His prior experience includes roles at Ameriprise Financial Services, Bank of America, and Merrill. 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 entities. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank offerings, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

Christopher Cox is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He also serves as president of Family Financial Planning Investment & Insurance and works as an independent insurance agent. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, offering financial planning, portfolio management, and consulting through various program structures with a focus on non-discretionary recommendations.

John Mchugh is a CFP® professional with 24 years of industry experience, currently serving at Corient since 2022. His prior experience includes 25 years at Budros, Ruhlin & Roe. He is a finance committee member for LifeCare Alliance and serves on the investment committee for the Upper Arlington Community Foundation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Sarah Sims is a Series 66-credentialed financial advisor at OSAIC Institutions, Inc. with three years of industry experience. She has held positions at First Commonwealth Bank since 2018 and served in roles at Interim Healthcare and Garage Doors of Ohio. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account options.

Kimberly Nelson is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She has worked at Janney Montgomery Scott and its predecessor firms since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she has been involved with Younique Cosmetics since 2014. Janney Montgomery Scott 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Andrew Kessinger is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at The Huntington Investment Company since 2009 and previously spent 10 years at Fleet Feet Sports. Outside of his advisory role, he coaches girls’ soccer at Upper Arlington High School. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate offerings on the Envestnet platform.

Kelli Lynn is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023, as well as Princor Financial Services and Principal Life Insurance from 2016 to 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advice programs that provide asset allocation, contribution rate, and retirement age guidance, offering both managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to tailor advice and operates at scale with over 212,000 clients and 301 advisors.

Curtis Cutler is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH. He holds a Series 66 designation and has recently entered the industry, beginning his advisory role in 2025. Prior to his current position, Curtis worked at several firms including JPMorgan Chase and Smithfield Foods. Voya Financial Advisors serves a diverse client base that includes individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides a variety of financial services such as planning, portfolio management, and consulting, with an emphasis on non-discretionary advisory relationships and multiple program structures.

Gary Vandia is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. He has been with Hornor, Townsend & Kent since 2016 and concurrently works with Penn Mutual Life Insurance Company. Vandia is also an agent involved in insurance brokerage through McCloy Financial Services and 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Eric Wiegandt is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Fifth Third Securities since 2001. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Daniel Jacobs Sr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 66 license and bringing 34 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 the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice through multiple program structures with a focus on recommendation-based, non-discretionary relationships.

Denice Chun is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has worked at Stratos Wealth Partners since 2018, following seven years with LPL Financial, and previously operated the Hong Kong Bakery & Deli for six years. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a broad network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party strategies.

Susan Magyar is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities for 12 years. Outside of her advisory role, she participates in her local homeowners association in Dublin, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and is affiliated with KeyCorp and KeyBank, offering integrated financial services.

John Kuhn is a financial advisor with Money Concepts Capital Corp in Galloway, Ohio, holding a Series 63 license and 29 years of industry experience. He has worked at Money Concepts Capital Corp since 2002 and has owned Kuhn Accounting & Financial Services, providing tax return preparation and financial statement compilation, since 1987. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, it manages multiple programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.