M Will is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2011. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

David Rankin is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, providing mostly non-discretionary recommendations.

Brett Stahl is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Peak Retirement Planning, Inc. Outside of his advisory role, Brett owns and operates Fitness Life, LLC, a yoga studio in Dublin, Ohio. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services through a platform-centered approach that includes model portfolio solutions, discretionary asset management, and financial planning.

Robert Hoffman is a CFA® charterholder with 21 years of industry experience. He has worked at MAI Capital Management, LLC since 2025 and previously spent 20 years at JW Coons Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and other services into many client relationships.

Cian Nielsen Mayer is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies to meet various risk profiles and investment preferences.

Tanner Singleton is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with various firms, including Dupont Wealth Solutions and Central Ohio Financial Management Group. Singleton is also a licensed independent insurance agent focusing on fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that includes in-house model portfolios, third-party managers, and integration with Ameritas affiliates to offer a range of discretionary and non-discretionary investment solutions.

Michael Fisher is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at The Huntington Investment Company and work at Red Hook Grill. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an online discretionary model account available as an invitation-only employee pilot that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.

Jared Quentin Davis is a financial advisor at Equity Services, Inc. with 10 years of industry experience. He holds a Series 63 designation and has worked at several firms, including National Life Group and IFS Financial Services. Outside of his advisory work, Davis serves on the board of a nonprofit religious organization and holds multiple roles at New Burlington Church of Christ, including associate minister, youth minister, and elder. He also writes communion meditations for the Christian Standard. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading, and manages both discretionary and non-discretionary client programs.

Paul Riggert is a financial advisor with Fifth Third Securities, Inc. in Columbus, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Fifth Third Bank, Whole Foods Market, and Walmart. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Lareesa Haynes is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Morgan Stanley. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and advisory programs.

Roger Ruz is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes a decade at The Huntington Investment Company and more recent roles at Grove Point Advisors, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a range of discretionary and non-discretionary strategies.

Joseph Frederick II is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Voya Financial Advisors, Inc. and has held roles at Ascent Financial Partners and as a co-owner of J3, LLC, a financial services firm. He is also an independent insurance agent specializing in fixed insurance sales. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering non-discretionary, recommendation-based advice.

Terry Kelley is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, JP Morgan Securities, and other firms. Outside of his advisory work, he volunteers as an assistant girls varsity basketball coach for Pickerington Schools. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize non-discretionary, recommendation-based advice.

Anna Michaelson is a financial advisor with Key Investment Services LLC in Westerville, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at PNC Investments LLC, The Leaders Group, Inc., and Lincoln Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, offering model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with notable affiliations to KeyBank and KeyBanc Capital Markets.

Bethany Demassimo is a financial advisor with Sanctuary Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She previously worked at Private Advisor Group and LPL Financial, LLC. In addition to her advisory career, she is involved in a family business producing and selling pasta and pizza sauces and importing extra virgin olive oil. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a wide range of investment advisory and financial planning services through a large network of independent advisors, employing various analytical approaches and delivering both discretionary and non-discretionary portfolio management.

Steven Devlin is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc. since 2016. Outside of his advisory work, Devlin is involved with Bishop Watterson High School as a JV basketball coach and serves as secretary on the Bishop Watterson Alumni Association board, where he helps with fundraising for scholarships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Robert Hays is a financial advisor at Stratos Wealth Partners, Ltd with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America, N.A. for nine years. He is also a commissioned notary in the State of Ohio. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.

Michael Landolt is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 27 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 fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers comprehensive services like financial planning and portfolio management through multiple program structures, emphasizing recommendation-based relationships with a large portion of assets managed on a non-discretionary basis.

Renee Coil is a financial advisor with Valic Financial Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2012 and has also worked at Agia since 2022, where she is involved in the sale of non-securities insurance products. 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, consulting, and brokerage services through its broker-dealer operations.

Timothy Ferree is a Series 66-licensed financial advisor at The Huntington Investment Company with seven years of industry experience. He has worked at various Huntington entities since 2015, including The Huntington National Bank and The Huntington Investment Company. 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 utilizes an open-architecture investment model combining third-party and proprietary strategies, offering multiple wrap-fee programs administered through the Envestnet MAS platform.