Derek Scheetz is a financial advisor with Guardian Life and Park Avenue Securities, holding nine years of industry experience. His prior work includes roles at Foresters Financial Services and Berkshire Hathaway HomeServices. Outside of advising, he serves as treasurer and board member for NAIFA Ohio and officiates middle and high school lacrosse games. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and a combination of proprietary and third-party advisory programs.

George Aucreman III is a financial advisor with Hornor, Townsend & Kent, LLC, holding 16 years of industry experience. He has previously worked with MML Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he operates an insurance brokerage business focused on multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset managers to provide both discretionary and non-discretionary portfolio management.

Kelly Grzyb is a financial advisor at Creative Planning with 10 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Lockton Investment Advisors and Nationwide Investment Services Corporation. Grzyb is based in Powell, Ohio. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Ashley Barnes is a financial advisor at The Huntington Investment Company with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at the firm since 2015. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers, affiliate models from its Private Bank, and Envestnet overlay services.

Chun Hao Chen is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Nova Choice LLC and TrueStone Realty, Inc., among other business activities outside the financial advisory field. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Kevin Jones is a financial advisor with The Huntington Investment Company and holds a Series 66 designation. He has 15 years of industry experience and has been with Huntington since 2011. Prior to that, he worked at Ameriprise. The Huntington Investment Company serves individuals, charities, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, including proprietary Private Bank models.

Brent Wells is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 credential and has worked at Brookstone Capital Management and Young Wealth Management, LLC since 2020, and at May Insurance Services, Inc. from 2014 to 2020. In addition to his advisory work, he is licensed to sell Medicare, individual health, and ancillary insurance products through May Insurance Services and plans to offer life insurance, long-term care, and annuities through Advisors Excel. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies, including ETFs, mutual funds, options-enhanced strategies, and bespoke portfolios, operating through a turnkey asset management platform and serving both direct clients and other advisory programs.

David Sheppard is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Voya Financial Advisors, Inc. since 2018 and also has a concurrent tenure at VALIC Financial Advisors starting in 2013. Outside of advising, he is a member of the Capital City Cigar Club and holds ownership interests in DT Sheppard Enterprises, which has investments including a distillery operation in Ohio. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through various program structures that emphasize non-discretionary recommendations.

Corey Zizelman is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank and Menards. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with affiliation to Fifth Third Bank, providing access to multiple managed-account programs and a range of portfolio management options.

Matthew Mcdonough is a financial advisor at Valic Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Buckingham Capital Management, Inc. and Agia. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage assets at scale.

Stephen Zeller is a financial advisor with The Huntington Investment Company in Marysville, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at The Huntington Investment Company since 2015 and was previously with Ameriprise Financial Services, LLC. 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 through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Eric Rogers is a financial advisor at Fifth Third Securities, Inc. in Dublin, Ohio, holding Series 65 and Series 63 licenses. He has one year of experience with Fifth Third Securities and five years with Fifth Third Bank, along with prior roles in communications and sales. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Jared Dubeansky is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 11 years of industry experience. In addition to his advisory role, he has been involved with Old Mentor Cigar Shop since 2013, where he assists clients with purchases and oversees store operations. He is also associated with the Verdi Group, providing insurance and securities products. VOYA Financial Advisors serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize recommendation-based, non-discretionary advice.

Latosha Brown is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked for the Columbus City Attorney's Office for nine years. Brown is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. 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 combines fundamental, technical, and cyclical analysis methods to create tailored portfolios and offers both wrap and non-wrap programs with access to a range of securities and outside managers.

Harold Morley is a financial advisor with Voya Financial Advisors, Inc. in Columbus, OH, holding 42 years of industry experience. He has worked at firms including MSI Financial Services, Inc. and MassMutual before joining Voya in 2018. In addition to 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, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes non-discretionary, recommendation-based advice through multiple program structures, including wrap programs and third-party money manager access.

Frank Clegg III is a financial advisor with Commonwealth Financial Network in Dublin, OH, holding CFP® and ChFC® designations and over 45 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1986 and at Columbus Financial Concepts since 1985. Outside of advising, he is involved in fixed insurance sales as an agent under the name Columbus Financial Concepts. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including model portfolios and personalized investment solutions, while providing operations, compliance, and technology support to affiliated advisors.

Yuan Conde is a financial advisor with Transamerica Financial Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Priority Mortgage and T2 Financial LLC. Outside of finance, he is an officer of Joie Yoga LLC, which offers online yoga classes. Transamerica Financial Advisors serves a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Steven Morgan is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, Inc., Polaris Financial Partners, LLC, and Cadaret Grant & Co. Morgan also acts as an insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse range of clients such as individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models.

Marc Chapman is a financial advisor with TIAA-CREF, holding a Series 66 designation and 27 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Melissa Curran is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 13 years of industry experience. She has worked in various roles within Huntington National Bank and The Huntington Investment Company since 2012. Outside of her advisory role, she owns a small rental property business. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary portfolio strategies.