Casey Daly is a financial advisor at The Huntington Investment Company with 20 years of industry experience. He holds a Series 66 credential and has been with the firm in various capacities since 2011. 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 employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.

John Wile is a financial advisor at Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Tina Hohl is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH. She holds a Series 63 designation and has 34 years of industry experience. Since 2014, she has been with VOYA Financial Advisors. Outside of her advisory role, she volunteers with Junior Achievements of OKI Partners, teaching elementary students basic principles of money, spending, and saving. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, with most assets managed on a non-discretionary basis.

Mark Mchenry is a financial advisor with Fifth Third Securities, Inc. based in Delaware, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes positions at JP Morgan Chase Bank and LPL Financial, among others. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

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 with Private Advisor Group, LLC in Dublin, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Outside of his advisory role, he acts in a fiduciary capacity for the Burke Family Trust. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using a variety of custodians, strategists, and program vehicles.

Andrea Ellis is a CFP® professional with 19 years of industry experience. She joined Focus Partners Wealth, LLC in 2026 and has previously worked at firms including Pinnacle Advisors, Mariner Wealth Advisors, JMG Financial Group, Ltd., and Budros, Ruhlin & Roe, Inc. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies.

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 42 years of industry experience. He has worked with Ameritas since 2006 in various capacities and has been with Ameritas Advisory Services since 2021. In addition to his financial advisory roles, Hackett serves as a State Representative in Ohio from the 10th District. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary advice, and customized portfolio management through a combination of model portfolios, third-party sub-advisers, and strategies developed by its investment committee.

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.

Chase Parker is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked within various capacities at The Huntington Investment Company and Huntington National Bank since 2018, with a brief tenure at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and business entities. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, employing an open-architecture model that integrates third-party and proprietary investment strategies.

Kelli Gargasz is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory work, she facilitates educational workshops focused on divorce through the Second Saturday Divorce Workshops. Stratos Wealth Partners serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture Strategic Wealth Management platform. The firm emphasizes active monitoring and asset allocation across multiple custodians, utilizing both affiliated and unaffiliated sub-advisors to implement tailored investment strategies.

Kathryn Glanz is a CFP® and holds a Series 65 license with 17 years of industry experience. She is currently with NorthCoast Asset Management LLC and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Relative Value Partners, and Brownson, Rehmus & Foxworth. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a range of strategies including equities, income, alternatives, and dynamic asset allocation.