Jason Goldsmith is a Certified Financial Planner® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held prior roles at Ameriprise Financial Services, Wells Fargo Advisors, Union Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model combining third-party and proprietary strategies, with a range of wrap-fee programs offered on the Envestnet platform.

Dale Van Valkenburg is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with VOYA Financial Advisors and VOYA Financial since 2014. Outside of his advisory role, he operates as an independent insurance agent. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on non-discretionary recommendations and multiple program structures.

Devon Henry is a CFP® and Series 65-registered advisor with Mariner in Columbus, OH. He has seven years of experience in the financial industry, including roles at Fifth Third Bank and First Commonwealth Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, with an emphasis on discretionary, customized portfolios supported by a robust investment team and integrated tax and accounting capabilities.

Brian Koch is a financial advisor with Voya Financial Advisors, Inc. and Koch Cushing Financial Group, holding a Series 66 credential and 14 years of industry experience. He has been with Voya since 2015 and currently owns Koch Cushing Financial Group, which provides financial advising and retirement planning services. Koch also works as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, primarily providing non-discretionary advice rather than discretionary management.

Michael Helsel is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 credential and over 21 years of industry experience. His career includes roles at Lance Capital LLC, The Verdi Agency, LLC, and The Verdi Group. Outside of advisory work, he owns and manages several holding companies. Voya Financial Advisors, Inc. 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 arrangements and operates both as an SEC-registered investment adviser and broker-dealer.

Timothy Colvin is a financial advisor with Principal Financial Services in Dublin, Ohio, holding 38 years of industry experience. He has worked with Principal Securities since 2016 and with Principal Life Insurance Company since 1998. His other business activity includes serving as an insurance agent for fixed life, annuities, disability income, group, long-term care, and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dustin Dillon is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Ameriprise and various positions within Huntington’s affiliated entities. 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 investment approach, offering multiple wrap-fee programs and combining third-party and proprietary model management.

Mark Yandura is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial, CUSO Financial Services, Wright-Patt Credit Union, and Equitable Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that integrates discretionary and non-discretionary account management.

Sean Murphy is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, he has worked in various positions at Bankers Life entities since 2023 and owns a consulting business that performs vehicle inspections and provides warranty consultation. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and non-ERISA retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.

Michael Roush is a CFP® with 15 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. His prior experience includes roles at Ameriprise Financial Services, Bank of America, and Merrill. 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 entities. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank offerings, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

Jennifer Triplett is a financial advisor with The Huntington Investment Company in Gahanna, OH, holding CFP® and Series 66 credentials and totaling 15 years of industry experience. She has been with The Huntington Investment Company since 2011 and also worked at Ameriprise Financial Services, LLC from 2026 to 2027. Outside of her advisory role, she is an owner of a rental property. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations and business entities through advisory and brokerage services. The firm employs an open-architecture investment approach featuring a range of wrap-fee programs, combining third-party and proprietary model offerings.

Jeffrey Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at KeyBank and PNC Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios, emphasizing risk-appropriate strategies and tax management.

Taylor Hedric is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC for nine years. Hedric is based in Columbus, OH. 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 model combining third-party sub-managers and proprietary private bank models.

Christopher Cox is a financial advisor with Voya Financial Advisors, Inc. in Columbus, Ohio, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He also serves as president of Family Financial Planning Investment & Insurance and works as an independent insurance agent. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, offering financial planning, portfolio management, and consulting through various program structures with a focus on non-discretionary recommendations.

Gerard Quinn is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at PrairieView Wealth Partners, Raymond James Financial Services, Merrill Lynch, and others. Quinn also serves as Head of Financial Planning at Focus Forward, providing outsourced financial planning support to RIA firms. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and uses a range of strategies including low-cost ETFs, index funds, and private funds.

Sarah Sims is a Series 66-licensed financial advisor at OSAIC Institutions, Inc. with three years of industry experience. She has worked at First Commonwealth Bank since 2018 and held prior roles at Interim Healthcare and Garage Doors of Ohio. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, using a hybrid adviser/broker-dealer model that includes discretionary and non-discretionary account management.

Andrew Kessinger is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at The Huntington Investment Company since 2009 and previously spent 10 years at Fleet Feet Sports. Outside of his advisory role, he coaches girls’ soccer at Upper Arlington High School. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and affiliate offerings on the Envestnet platform.

Bernard Laryea is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in Columbus, OH. He has held roles at several companies, including Civicom US LLC, Johnson & Johnson, and Sodexo Inc. Bernard's industry experience is currently listed as zero years. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party investment models, with both discretionary and non-discretionary program options.

Kelli Lynn is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2023, as well as Princor Financial Services and Principal Life Insurance from 2016 to 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advice programs that provide asset allocation, contribution rate, and retirement age guidance, offering both managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to tailor advice and operates at scale with over 212,000 clients and 301 advisors.

Curtis Cutler is a financial advisor at Voya Financial Advisors, Inc. in Columbus, OH. He holds a Series 66 designation and has recently entered the industry, beginning his advisory role in 2025. Prior to his current position, Curtis worked at several firms including JPMorgan Chase and Smithfield Foods. Voya Financial Advisors serves a diverse client base that includes individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides a variety of financial services such as planning, portfolio management, and consulting, with an emphasis on non-discretionary advisory relationships and multiple program structures.