Geno Frissora is a financial advisor with Guardian Life and Park Avenue Securities who holds the ChFC® designation as well as Series 66 and Series 63 licenses. He has 12 years of industry experience, including 11 years at Nationwide Investment Services Corporation. He works at Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Martin Roesch is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 1996 and also works with Agia. Outside of his advisory role, he serves as a volunteer board member (trustee) for Wolves, Inc., overseeing clubs at Worthington Kilbourne High School. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with integrated tax and ESG overlay options.

Gordon Brookhart is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company since 2015. Outside of his advisory work, he is involved in harness racing and holds a license to drive horses. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing a combination of proprietary and third-party strategies.

Christopher Urbano is a financial advisor at The Huntington Investment Company with nine years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture platform combining third-party and affiliate portfolio models alongside discretionary and model-based management options.

Randy Hyliard is a financial advisor at PNC Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2012. Outside of his advisory role, he serves as a board member of the Dover Township Zoning Board. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven portfolio strategies with mutual funds and ETFs.

Kevin Evans is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with VOYA Financial Advisors, Inc. in Columbus, Ohio, where he has worked since 2014. Outside of his advisory role, Evans serves as Vice President of the St. Vincent DePaul nonprofit organization and is an ad hoc board member of the Clan Crawford Association, a nonprofit dedicated to the study of the Scottish Crawford surname. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through various program structures and primarily operates using non-discretionary client recommendations.

Evan Franckhauser is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2016, following four years at Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing a combination of asset allocation, fundamental and technical strategies, and technology platforms while often implementing advice through third-party managers and turnkey asset management programs.

Andrea Ellis is a CFP® professional with 19 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and previously held roles at Pinnacle Advisors, Mariner Wealth Advisors, JMG Financial Group, Ltd., and The Prudential Insurance Co. of America. Ellis spent over two decades at Budros, Ruhlin & Roe, Inc. prior to her current position. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Samuel Grooms is a financial advisor with Primerica Advisors based in Columbus, OH, holding 17 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and was previously with New York Life Insurance Company and NYLife Securities from 2008 to 2017. Outside of his advisory roles, he is involved with OVE Media LLC, dedicating time to this non-investment-related business. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services through proprietary and third-party investment programs, supporting a range of account types and investment strategies.

Deidre Jackson is a financial advisor at Fifth Third Securities, Inc. in Columbus, Ohio, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by its affiliation with Fifth Third Bank and distinctive municipal-advisor registration.

Erin Shafer is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Fifth Third Securities since 2008 and with Fifth Third since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides multiple managed-account options, including direct indexing and tax-overlay services.

Robert Hackett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Ameritas-related entities since 2006 and operates Central Ohio Financial Management Group, where he provides retirement planning, insurance protection, and employee benefits services. Hackett also serves as a State Representative in Ohio’s 10th District. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction and management.

Michelle Loftus is a Series 66-licensed advisor at The Huntington Investment Company with 24 years of industry experience. She has worked at Huntington in various roles since 1995, including her current position at the investment company since 2002. 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 using an open-architecture model that integrates third-party and proprietary investment strategies, with custodial services provided through National Financial Services.

Kelli Gargasz is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Stratos Wealth Partners since 2017. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Gargasz facilitates educational workshops on divorce as part of her activities outside of investment advising. Stratos Wealth Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives. Its advice model combines individualized asset allocation, active monitoring, and access to proprietary and third-party strategies.

Kathryn Glanz is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies alongside third-party managers and private funds.

Nathan Barnhart is a financial advisor at PNC Wealth Management in Columbus, Ohio, with 27 years of industry experience. He has held his current role since 2014, previously working at PNC Investments. Barnhart holds the Series 63 and Series 65 credentials. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs approved model strategies managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.

Corey Clark is a financial advisor with Primerica Advisors who holds 12 years of industry experience. He has worked at both Primerica Advisors and Guardian Life Insurance Co during his career. Outside of his advisory work, Clark owns and operates Efficient Automotive Equipment Solutions, a business that purchases automotive equipment from factories across the U.S. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Christopher Johnston is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at PNC Investments LLC since 2022, a brief tenure at J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021, and a decade at AIG Life Insurance and AIG Capital Services from 2011 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Andrew Simons is a financial advisor with The Huntington Investment Company in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. He has worked at The Huntington Investment Company since 2003 and has been with Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary models from its Private Bank.

Lynette Justice is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her prior experience includes roles at Edward Jones and The Huntington Investment Company. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.