Karyn Keilholz is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years before joining her current firm in 2020. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern-portfolio-theory approaches to customize portfolios and offers both discretionary and non-discretionary management alongside retirement-plan consulting.

Kelly Andrews is a financial advisor with Venture Visionary Partners LLC, holding a Series 66 designation and 24 years of industry experience. He worked at UBS Financial Services Inc. from 2016 to 2020 before joining Venture Visionary Partners in 2020. Venture Visionary Partners LLC offers investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a blend of fundamental, technical, and modern-portfolio-theory approaches, and provides both discretionary and non-discretionary management alongside retirement-plan consulting and implementation.

Todd Wirick is a financial advisor with Prosperity Wealth Management, Inc. in Sylvania, OH, holding a Series 63 designation and 31 years of industry experience. He has been with Prosperity Wealth Management since 2016 and also has longstanding roles at Fortune Financial Services, Inc. and Connecticut Mutual Life Insurance Co. Outside of his advisory work, he is president and sole owner of Financial Visions, a marketing company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for around 1,600 clients and employs a comprehensive investment process that includes multiple analytical methods and ongoing oversight of third-party managers.

Taylor O Connell is a financial advisor with Eagle Strategies (New York Life) based in Toledo, Ohio, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to his advisory career, he served eight years in the U.S. Army and has worked in various roles including at Amazon and ACE Hardware. Outside of financial services, he works as an independent personal trainer, providing customized fitness programs to select clients. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable entities. The firm offers comprehensive financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and primarily non-discretionary asset management within an integrated New York Life affiliate structure.

Lawrence Fairall is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and PRUCO Securities, LLC. Outside of his advisory work, he owns a boat rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. The firm uses algorithm-driven risk assessments and implements portfolios through approved mutual fund and ETF strategies managed internally or by third parties.

Joseph Hart is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Hantz Financial Services, Inc. for three years before joining Key Investment Services LLC in 2014. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model for portfolio management, with integration of KeyCorp affiliates providing additional financial services and resources.

Dennis Isabell is a financial advisor with SPC in Toledo, OH, holding a Series 63 designation and 39 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2006 and previously at Transamerica Financial Advisors. He serves on the advisory board of the Salvation Army of Northwest Ohio. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large advisory network and offers tailored, discretionary advice through various account programs, with custody and execution services provided by Fidelity/NFS.

William Peet is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill, Select Quote Insurance Services, and DoorDash, among other firms. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering access to multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides clients with a variety of portfolio management options including mutual funds, ETFs, and separately managed accounts.

Jeffrey Jensen is a financial advisor at Fifth Third Securities, Inc. in Toledo, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1997. 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 and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Dennis Isabell II is a financial advisor at SPC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC and Sigma Financial Corporation for 20 years. His outside business activities include offering financial services and selling various lines of insurance through multiple insurance carriers. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers customized investment advice primarily through discretionary management and a range of account programs.

Mark Holzemer is a financial advisor with Ameritas Advisory Services, LLC who holds 33 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has previous experience at Voya Financial Advisors and HRS Wealth Solutions among others. Holzemer is also co-owner of CH Benefits, a health insurance company. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of model portfolios, mutual funds, ETFs, and individual securities, offering a broad range of investment options across discretionary and non-discretionary programs.

Emerson Neto is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the advisory field, he worked in various roles including with Spaces Consignment, eBay, and the Twinsburg City School District. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs diverse investment strategies utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities providing additional investment options.

James Piazza is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and nine years of industry experience. He is also the owner of Piazza Wealth Management and P3C Planning LLC, through which he engages in financial, investment, and retirement planning. Additionally, he works as an agent for Deverna & Co Financial, specializing in life and disability insurance. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of solutions such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Griffin Boustany is a financial advisor at J.W. Cole Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has worked with J.W. Cole Advisors and J.W. Cole Financial since 2020. His background also includes roles at General Motors and involvement with Masterpiece Automotive Consulting and Masterpiece Financial Services. Outside of his advisory role, he was engaged with Boustany Film Company, LLC for eight years. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis and offers both discretionary and non-discretionary account management, incorporating digital advice and multiple custodial platforms.

Lawrence Decker is a financial advisor at Ameritas Advisory Services, LLC with 45 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Ameritas in 2021, he worked at VOYA Financial Advisors, Inc. for eight years. Decker also operates two ventures focused on fixed insurance and annuities sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, offering asset management, financial planning, and retirement plan advisory services.

Timothy Haye is a financial advisor with Eagle Strategies (NY Life) based in Toledo, OH, holding Series 63 and Series 66 credentials and 10 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2016, and he operates under the dba Heritage Planners to offer New York Life products and services. Outside of his advisory work, he is a partner in a BBQ restaurant and has interests in a consulting firm. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Timothy Clayton is a financial advisor with Fifth Third Securities, Inc. in Maumee, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Outside of his advisory role, Clayton owns an office cleaning franchise, Raised 2 Life LLC, in Toledo, Ohio. Fifth Third Securities, Inc. 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 options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Thomas Tousley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior work includes roles at Wilcox Financial, Ameritas Life Insurance Corp, Ameritas Investment Corp., and Carillon Investments, Inc. He is also licensed as an independent insurance agent offering fixed insurance products through Wilcox Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio construction methods and program platforms, offering a broad range of investment options including model portfolios, mutual funds, ETFs, and interval funds.

Luke Halsey is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and based in Toledo, Ohio. He began his advisory career in 2026 and has held positions at Ameritas Investment Company, Winovich Wealth Partners, and LPL Enterprise LLC, among others. Prior to entering the financial advisory industry, he worked in various roles including at Bowling Green State University and RJRunge Company. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by affiliated entities that offer a broad product set and operational capabilities.

Austin Reaster is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked at several firms including Piazza Wealth Management and Financial Gravity Family Office Services. Outside of his advisory role, he is an independent agent for Financial Gravity Enhanced Markets, LLC, where he is involved in insurance-related activities. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment products and program platforms and is affiliated with a mutual holding company that includes broker-dealer and insurance entities.