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.

Michael Dent is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Huntington entities since 2013. 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 utilizes an open-architecture model incorporating third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Shawn Vance is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2016. Outside of advisory work, he is a business owner of SDV Transport Inc, which provides FedEx home delivery and ground services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, financial planning services, and retirement plan consulting through an open-architecture platform integrating multiple external tools and providers.

Laurel Link is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she serves as a team mom for the Alter High School girls soccer booster committee, overseeing various team activities and fundraisers. VOYA Financial Advisors, Inc. serves a broad range of clients including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary relationships alongside some commission-based product sales.

John Stiltner is a CFP® and ChFC® with 28 years of industry experience. He has worked at Fifth Third Securities, Inc. and Fifth Third Bank since 2004. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers a variety of program types and third-party portfolio managers on its Passageway Managed Account Platform, with a focus on customized risk profiles and diversified strategies.

Christopher Casto is a CFP® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held previous roles at Ameriprise, Cetera, and Regions Bank. His work is based in New Albany, Ohio. 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 using an open-architecture model that combines third-party managers with proprietary Private Bank strategies.

Tammi Wood is a financial advisor with The Huntington Investment Company in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Fifth Third Securities, Ameriprise Financial Services, Stifel Nicolaus & Co Inc, and JP Morgan Chase. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party and affiliate model offerings within an open-architecture framework, offering portfolio management and custodial services through National Financial Services.

Shelly Delucas is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following six years at Raymond James & Associates. 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Stephan Jarvie is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at The Huntington Investment Company and Huntington National Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Pamela Guggenheim is a financial advisor at &PARTNERS with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios and operates as both a registered investment adviser and broker-dealer.

Ryan Connell is a CFP® professional with 18 years of industry experience, currently serving as an advisor at The Huntington Investment Company. He has held roles at Ameriprise, Securities America Advisors, and Wells Fargo Advisors, among others. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that includes third-party sub-managers, affiliate model offerings, and overlay services.

James Altier is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes an 18-year tenure at JPMorgan Distribution Services Inc. 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 employs an open-architecture investment model combining third-party sub-managers and proprietary offerings, delivering diversified portfolio management through various wrap-fee programs on the Envestnet MAS platform.

Peyton White is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory role, White is also a professional golfer. Park Avenue® Wealth Management, where White practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Adam Donehue is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2014. Outside of his advisory role, he coaches youth wrestling with the Olentangy Youth Wrestling Organization in Powell, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment decisions and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.