Denice Chun is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has worked at Stratos Wealth Partners since 2018 and previously at LPL Financial and Hong Kong Bakery & Deli. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Melissa Holding is a financial advisor at The Huntington Investment Company with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Truist Investment Services, SunTrust Bank, and BB&T. Holding serves as a board member for IF: Gathering, a faith-based women’s organization, and is vice-chair and strategy committee chair for Carmel Christian School, where she helps provide strategic direction and oversees the school’s five-year growth plan. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and businesses with advisory and brokerage services. The firm offers a variety of wrap-fee programs using an open-architecture model that combines third-party managers with proprietary Private Bank strategies.

Susan Magyar is a financial advisor at Key Investment Services LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities for 12 years. Outside of her advisory role, she participates in her local homeowners association in Dublin, Ohio. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and is affiliated with KeyCorp and KeyBank, offering integrated financial services.

Martin Jerwers is a financial advisor with Fifth Third Securities, Inc. in Dublin, Ohio, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Joseph Leonetti Jr. is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at The Huntington Investment Company since 1998 and briefly at Ameriprise from 2026 to 2027. Outside of his advisory role, Leonetti serves as Vice President of the Orange Baseball Boosters and Orange Baseball Association and coaches 8th grade baseball at Berkshire Middle School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm utilizes an open-architecture investment approach with multiple wrap-fee programs and combines third-party and proprietary model offerings.

Scott Grotelueschen is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2015. Outside of his advisory role, he serves as a board member of The Walk Foundation, which empowers athletes through faith, and participates in an annual mission trip organized by his church. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets under management.

Stephen Hruby is a financial advisor with The Huntington Investment Company in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Huntington at various capacities since 2012, including roles at The Huntington National Bank since 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm employs an open-architecture investment model that incorporates third-party and proprietary strategies, offering a range of wrap-fee programs and portfolio management services.

Charles De Luca is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at LPL Financial, Parkview Partners Capital Management, and multiple positions at Miami University. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management and financial planning services through discretionary and non-discretionary approaches using a range of fundamental, technical, and quantitative strategies.

Jason Gable is a financial advisor with The Huntington Investment Company in Dublin, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Huntington since 2012 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and affiliate private bank offerings, with investment services supported by National Financial Services custodial arrangements.

Sean Grzyb is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies from 2013 to 2021. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Gregory Beavers is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. He has been associated with Bankers Life and its affiliates since 2007, including roles at Bankers Life Securities, Inc. In addition to his advisory work, he is an insurance agent authorized to offer Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Jacob Williams is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including United Planners' Financial Services of America and Gilmore Enterprises, Inc DBA GA Financial Resources. Outside of his advisory role, he has maintained a career as a self-employed musician since 2008. Cambridge Investment Research Advisors serves a diverse clientele that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Drew Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and E*TRADE Securities. His background also includes roles at Uber Eats, DoorDash, Papa Johns, Cross Country Inns Inc, and Scioto Reserve Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brent Wagner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 1999 and joined Merrill in 2011. Brent utilizes a goals-based approach to help clients pursue long-term financial objectives, focusing on personal retirement planning, portfolio management services, and retirement income strategies. Brent holds a Bachelor of Science degree in Financial Management from The Ohio State University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™), among others. His expertise encompasses planning, portfolio management, insurance, banking and lending solutions through Bank of America, estate planning services, retirement planning, and education planning. Outside of his professional work, Brent enjoys football, hiking, and traveling. He emphasizes a personalized financial strategy developed through one-on-one collaboration with clients to address their goals, expectations, and risk tolerance.

Geoffrey Mccash is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 24 years before joining OSAIC in 2024. Outside of his advisory role, he owns a sole proprietorship selling oil and lubricants by referral and serves as an officer in a local Masonic lodge. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Simon Maynard is a CFP® professional with 18 years of experience in the financial industry. He has been with J.P. Morgan Securities since 1997 and also works at Jpmorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Turner II is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked within various branches of JPMorgan since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Aurelia Jackson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2023. Prior to her financial career, she spent 20 years with the Pediatric Academic Association/Nationwide Children's Hospital. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by third-party asset managers.

Zachary Konvolinka is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. He previously worked at several firms, including Valeo Financial Advisors and Benefit Solutions Financial Advisors, and has experience working in non-financial roles such as at The Ohio State University and in hospitality. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Darrah is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes roles at Uber and Ridgewood Plans, LLC, alongside his long tenure at P. Morgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.