Sam Walsh is a financial advisor at VOYA Financial Advisors, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Voya since 2016. Outside of his advisory role, Walsh coaches tennis locally. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through non-discretionary programs and blends investment advisory and broker-dealer activities.

Todd Emoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been associated with both Commonwealth Financial Network and Freedom Asset Management since 2005. Outside of his advisory work, he rents a seat on the Chicago Mercantile Exchange. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jennifer Fiumano is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2012 to 2023. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.

Andrew Pleune is a Series 66 credentialed advisor with six years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has a background spanning various roles within Bankers Life, including positions at Bankers Life Securities and Bankers Life & Casualty, as well as earlier work with Coca-Cola Bottling Co. Consolidated. Outside of his advisory role, he serves as secretary for AmSpirit Business Connections, a professional networking group. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients' goals and risk profiles.

Randal Regoli is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior work includes roles at MyLifeWerks and Nickayle Franchises LLC, and he has been affiliated with AllState Insurance Company since 2005. 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 provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features such as direct indexing and a tax-overlay service.

Caleb Stoneburner is a financial advisor with Commonwealth Financial Network holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and ownership of Stoneburner Wealth Management, LLC. He also has experience outside finance, having worked at Ohio Laser LLC and in the hospitality industry at Muirfield Village Country Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Carlos Arteaga is a financial advisor with TIAA-CREF in Dublin, Ohio, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior roles include positions at Nationwide Investment Advisors and TD Ameritrade Investment Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing discretionary management with a fiduciary standard applied to its RIA services.

Kiarra Marshall is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and has worked at firms including PNC and NS Charney and Associates. Janney Montgomery Scott is a large dual-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, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Derek Stiles is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding a Series 66 credential and 27 years of industry experience. He has been with Voya since 2014 and also operates Stiles Wealth Management Group. Stiles has held roles outside of financial advising, including as an independent insurance agent and as a partner in a real estate business. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and maintains a dual registration as both an SEC-registered investment adviser and a broker-dealer.

James Coons is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He holds the Series 65 designation and previously operated J. W. Coons Advisors, LLC for over two decades before joining MAI Capital Management in 2025. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a variety of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional accounts. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Charles Rogers is a CFP® with 10 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2018. His prior roles include positions at Ameriprise Financial Services, The Prudential Insurance Company of America, Pruco Securities, and Edward Jones. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model combining third-party sub-managers and affiliate offerings, overseeing wrap-fee programs primarily through Envestnet’s platform.

Carrie Cummings is a Series 66-credentialed financial advisor with 17 years of industry experience, currently affiliated with Valic Financial Advisors since 2011. She also serves as President of the Board of Trustees for the West Carrollton Education Foundation, which supports local education initiatives through grants and recognition programs. Additionally, she holds a notary public commission and has experience as an insurance agent with 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. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jonathan Duncan is a financial advisor with Empower Advisory Group in Powell, Ohio, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at GWFS Equities, Inc. and Nationwide Investment Services Corp. Jonathan has also been involved with athletic organizations, including Chaminade Junior Varsity Lacrosse and Wellbridge Athletic Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and optional managed account solutions.

Elle Moser is a Series 65-licensed financial advisor with Independent Financial Partners, bringing six years of industry experience. She has worked at Independent Financial Partners since 2020 and also holds roles at Hilton and other firms dating back to 2015. Outside of her advisory role, Moser serves as Director of Business Development and Financial Wellness Coach at Advanced Strategies Group. Independent Financial Partners operates a decentralized advisory model, supporting a nationwide network of advisors who provide investment advisory, financial planning, trust, and retirement-plan services. The firm is notable for its formal retirement-plan advisory and pension consulting capabilities, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Frank Siegel is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for J.W. Coons Advisors, LLC for 13 years before joining MAI Capital Management in 2025. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of investment strategies tailored to client needs and integrates financial planning, tax, and administrative services into many client relationships.

Patricia McConnell is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. She previously worked at Lincoln Investment for 11 years and has also been affiliated with Wells Fargo Advisors and LPL Financial. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Clara Bope is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. She has been with Bankers Life and its affiliated entities since 2020. Her prior experience includes roles in the food and beverage industry as well as at Capital University. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, offering both wrap and non-wrap programs and collaborating with outside managers when appropriate.

Brady Nolan is a financial advisor with TIAA-CREF in Dublin, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining TIAA-CREF, he worked at Bank of America, Merrill, and Northwestern Mutual, among other firms. He serves as a board trustee for the Westerville Library Foundation, participating in endowment management and fundraising efforts. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to a donor-advised fund.

Beth Anthony is a financial advisor at William Blair with 26 years of industry experience. She joined William Blair in 2026 after 22 years at Stifel Nicolaus & Co., Inc. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers access to proprietary models, third-party sub-managers, and private investment opportunities.

Tobias Cardone Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 credential and 43 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 fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice through various program structures, primarily focusing on non-discretionary, recommendation-based relationships.