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.

Micah Mork is a financial advisor with Bankers Life Advisory Services, Inc. in Westerville, OH, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Bankers Life, he was involved in livestock and trucking businesses and currently works as an agent for Bankers Life and Casualty, assisting clients with Medicare, life insurance, and retirement income planning. He also held ownership interests in Martin D Yoder Livestock and Trucking, which were sold in 2021. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Allen Wandle is a financial advisor with Money Concepts Capital Corp and holds 23 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 22 years and operates Wandle & Associates, Inc., a CPA and accounting firm providing bookkeeping, payroll, tax consulting, and tax return preparation services. Additionally, he has ownership in a local restaurant, Sunbury Diner LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Garin Rydalch is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Lincoln Investment, Shore Morgan Young, and Switchback Global Capital. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse investment strategies and supporting held-away account management through multiple custodians.

Chad Adams is a financial advisor with PNC Wealth Management in Powell, Ohio, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, Bank of America, Commonwealth Financial Network, and Whetstone Financial, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials, utilizing algorithm-driven portfolio recommendations and third-party portfolio implementation.

Logan Kirk is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at Dostal & Kirk Insurance and Financial Services since 2016, providing sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Michael Slyby is a CFP® professional with 25 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. in Columbus, OH. His prior roles include positions at LPL Financial, Park Avenue Securities, Guardian Life Insurance Company, and Transamerica Financial Advisors. Outside of his advisory work, he serves as a trustee, elder, deacon, and committee member at University Baptist Church. Voya Financial Advisors serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering non-discretionary investment advice through multiple program structures.

Todd Richhart is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Voya since 2019. Prior to that, he was with VALIC Financial Advisors and has also operated as an independent insurance agent, focusing on the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional investors, providing financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm offers a blend of discretionary and predominantly non-discretionary advisory services and operates both as an SEC-registered investment adviser and a broker-dealer.

Charles Huff Jr. is a financial advisor with Fifth Third Securities, Inc. in Hilliard, Ohio, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Fifth Third Securities since 2004. Outside of his advisory role, he is also an owner and landlord of rental properties in Columbus, Ohio. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and corporate affiliation.

Barnett Mc Gowan is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., American Apex Corp, and Carmax. Outside of his advisory work, he is a social media consultant producing content related to philosophical anthropology, military history, comics, and Star Wars, and he serves as a poll worker and as treasurer on the board of a veterans organization focused on support for PTSD, substance abuse, and homelessness. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing primarily non-discretionary investment recommendations.

Andrew Thorne is a financial advisor at Fifth Third Securities, Inc. in Powell, Ohio, with 24 years of industry experience. He has held positions at Fifth Third Securities and Fifth Third Bank since 2004. Thorne holds Series 63 and Series 66 licenses. 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 programs with features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.

David Merola is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with The Huntington Investment Company since 1993 and also has a long tenure with Huntington National Bank dating back to 1990. Prior to servicing under the Huntington banner, he worked at Ameriprise Financial Services, LLC beginning in 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 utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering a variety of wrap-fee programs predominantly based on percentage-of-assets arrangements.

Mitchell Ewaska is a financial advisor at Guardian Life and holds Series 65 and Series 63 licenses. He began his advisory career in 2024 and has prior experience at Lifetime Financial Growth and Park Avenue Securities. His background includes four years at The Ohio State University. Mitchell works with Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

Robert Johnson III is a ChFC® credentialed financial advisor with 38 years of industry experience, currently serving at Primerica Advisors since 2008. He has held concurrent roles with Guardian Life Insurance Co. of America and operates the Self-Johnson Agency. Outside of his advisory work, Johnson is active in his community as chairman of the finance committee and a deacon at Delaware Bible Church, where he has been involved since 1992. Primerica Advisors is part of an enterprise serving 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 with an integrated operating model.

Brianne Caldwell is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 designation with four years of industry experience. She previously worked at Raymond James Financial Services Advisors and several other firms. Outside of advisory work, she is a musician who plays the fiddle. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and a variety of managed account programs, predominantly offering non-discretionary advisory services.

Lori Fellows is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services, Gerber, LLC, and First Ohio Planning, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.