Amy Amos is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for seven years before joining Venture Visionary Partners 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 employs a combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios, offering both discretionary and non-discretionary management alongside retirement-plan consulting and implementation services.

David Wright is a financial advisor at Sound Income Strategies, LLC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Wright Financial Group and Cetera Advisors LLC. Sound Income Strategies is a fee-based investment adviser serving a diverse client base that includes individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis while offering asset management, financial planning, ERISA plan services, and ETF sub-advisory arrangements.

Tamela K. Wriker is a CFP® professional with 28 years of industry experience, currently serving at Venture Visionary Partners LLC since 2022. She previously worked at UBS Financial Services for 15 years. Wriker is also a licensed independent insurance agent specializing in variable, life, accident, and health insurance. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary portfolio management alongside retirement-plan consulting.

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 at PNC Wealth Management with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with PNC Wealth Management and its affiliates since 2015. Outside of his advisory role, he owns a boat rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm employs algorithmic risk assessments and relies on third-party strategists for portfolio management and execution.

Joseph Hart is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee and model portfolio offerings, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment strategy selection and provides due diligence, oversight, and access to third-party discretionary managers.

Dennis Isabell is a financial advisor with SPC in Toledo, OH, holding a Series 63 designation and 38 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory work, Isabell serves on the advisory board of the Salvation Army of Northwest Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.

William Peet is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Merrill and Doordash. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway platform.

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.

Brandon Ohlinger is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he spent ten years at Huntington National Bank. 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 offers multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary private bank portfolios.

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, holding 32 years of industry experience. He has worked with Ameritas since 2019 and has been involved with Creative Financial Partners and CH Benefits, where he holds co-ownership. Holzemer also operates ML Holzemer Ltd, which manages payroll for commissions. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs including model portfolios and third-party subadvisers, serving a range of clients with integrated services across Ameritas affiliates.

James Piazza is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He has held roles at multiple firms including Wilcox Financial, Deverna & Co Financial, and Ameritas Life Insurance Corp. Piazza is also the owner of P3C Planning LLC and Piazza Wealth Management, where he provides financial, investment, and retirement planning services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a platform that integrates in-house and third-party managers along with co-advisory programs.

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.

Daniel Mell is a financial advisor with The Huntington Investment Company in Toledo, OH, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Huntington since 2016 and spent one year at Ameriprise Financial Services, LLC. Mell serves on the Board of Directors for Cardinal Stritch Catholic High School and Academy, a nonprofit role involving institutional advancement activities. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm utilizes an open-architecture investment model that combines third-party managers with proprietary private bank offerings, delivering a range of wrap-fee programs primarily through the Envestnet MAS platform.

Lawrence Decker is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has been with Ameritas Advisory Services since 2021. He also operates Decker Financial Group and Creative Financial Partners, focusing on fixed insurance and annuities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management solutions, including discretionary and non-discretionary portfolio management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies.

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.