Joseph Leonetti Jr. is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at The Huntington Investment Company since 1998 and briefly at Ameriprise from 2026 to 2027. Outside of his advisory role, Leonetti serves as Vice President of the Orange Baseball Boosters and Orange Baseball Association and coaches 8th grade baseball at Berkshire Middle School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm utilizes an open-architecture investment approach with multiple wrap-fee programs and combines third-party and proprietary model offerings.

Alec Marshak is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Morgan Stanley and Strategic Value Partners LLC. Marshak is also a licensed life insurance agent affiliated with Transamerica’s related agencies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Charles De Luca is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at LPL Financial, Parkview Partners Capital Management, and multiple positions at Miami University. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management and financial planning services through discretionary and non-discretionary approaches using a range of fundamental, technical, and quantitative strategies.

Jason Gable is a financial advisor with The Huntington Investment Company in Dublin, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Huntington since 2012 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and affiliate private bank offerings, with investment services supported by National Financial Services custodial arrangements.

Sean Grzyb is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2021, he worked for eight years at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Jacob Williams is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including United Planners' Financial Services of America and Gilmore Enterprises, Inc DBA GA Financial Resources. Outside of his advisory role, he has maintained a career as a self-employed musician since 2008. Cambridge Investment Research Advisors serves a diverse clientele that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Aurelia Jackson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2023. Prior to her financial career, she spent 20 years with the Pediatric Academic Association/Nationwide Children's Hospital. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Thomas Mc Elroy is a CFP® professional with seven years of industry experience, currently associated with Ameriprise Financial Services in Dublin, OH. He has worked at Ameriprise since 2020 and previously at Alpha Financial Planning from 2016 to 2023. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a Recommendation Report and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Zachary Shepard is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The Huntington Investment Company and PNC Investments, LLC. Outside of advisory work, he serves on the board of the Roy G Biv Gallery for Emerging Artists, a nonprofit focused on the arts. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual and institutional clients through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, employing proprietary and third-party model strategies with both discretionary and non-discretionary portfolio management options.

Christopher Mcalpine is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he is involved in youth soccer programs in Centerville, Ohio, serving as an assistant coach for the boys' team and treasurer for the girls' team. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, incorporating Wells Fargo research and tools to develop tailored recommendations across various specialized planning areas.

Avery Venetta is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, Avery worked at the University of South Carolina and Olentangy Liberty High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances while combining institutional trading capabilities with wealth management services.

Craig Forsberg is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial in Dublin, OH, where he has worked since 2020. Prior to LPL, Forsberg held roles at Lincoln Investment and Legend Advisory Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Scout Zaas is a financial advisor at UBS Financial Services with a Series 66 designation and approximately one year of industry experience. Prior to joining UBS, Scout held positions at Washington & Jefferson College and The Wellington School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocations, and a variety of capital markets and lending services.

David Slates is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding Series 63 and Series 65 credentials and has 29 years of industry experience. His career with Wells Fargo spans multiple affiliated entities since 2009. Outside of his advisory work, he is involved in several investment-related business activities, including ownership roles in LLCs that focus on investment opportunities and serving as a trustee for family investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Shelby Byland is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, Shelby worked at Cambridge Investment Research Advisors and Northwestern Mutual in various capacities. Outside of advisory work, Shelby is involved as an investment specialist with Jeff Chaddock’s franchise through TRLT Ventures LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research and modeling with personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Taylor Walls is a financial advisor with Primerica Advisors in Dublin, Ohio, holding 12 years of industry experience. He has been with Primerica Advisors since 2013 and with Primerica Financial Services since 2011. Outside of his advisory role, Walls is involved in several non-investment-related business ventures, including ownership and executive roles in entities such as TF Walls Enterprise LLC and The Walls Syndicate LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Kevin Foley is a financial advisor with Raymond James Financial in Worthington, Ohio, holding a Series 63 designation and over 43 years of industry experience. He has been with Raymond James Financial since 2009 and has operated Financial Advisors Resources and Foley & Fields Wealth Strategies, both support companies related to his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Erica Weiser is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her advisory role, she is a Notary Public in the state of Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis.

Kurt Schlemitz is a financial advisor with Stifel in Dublin, Ohio, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been with Stifel since 1998. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services based on a proprietary investment strategy developed by its Investment Strategy Group.

Thomas Harrington is a CFP® professional with 36 years of industry experience. He is currently with LPL Financial and has previously worked at OSAIC for 27 years. He also founded Harrington Asset Management Inc., where he remains active. Harrington serves on the board of the nonprofit Hydro4Life, based in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.