Josh Cyrus is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments for five years. Outside of his advisory role, he is the sole proprietor of Cyrus Solutions LLC, a startup focused on website creation, marketing, and business support services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its advisor count.

William Elger is a financial advisor with SPC, holding a Series 66 credential and 19 years of industry experience. His prior affiliations include Arbor Point Advisors, Securities America, Equity Services, and National Life Group. He is also licensed as an insurance agent, conducting insurance sales through various companies. 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 offers tailored, discretionary advice delivered at the advisor level through multiple account programs.

James Bowman is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for eight years before joining Janney in 2022. Bowman serves as Board Chairman of the Yellowill Foundation, a nonprofit focused on raising funds and awareness for Ewing Sarcoma research. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services that combine in-house portfolio management with third-party managers across multiple programs.

Erick Primero is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Fifth Third Bank, Parkland Securities, and Nationwide Investment Services Corporation. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines bank affiliation with municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Robert Dickson is a financial advisor at Valic Financial Advisors in Columbus, OH, with four years of industry experience. He previously worked at JPMorgan Chase for eight years. Outside of advising, he serves as a referee for OHSAA and USSF soccer in central Ohio and is involved with the Wellington Parents Association as President Elect. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to serve a high client volume.

Karl Rubin is a CFP® professional with 30 years of industry experience, currently serving at VOYA Financial Advisors, Inc. since 2014. He is based in Columbus, OH. Rubin is a member of the finance committee at the Columbus Jewish Federation and serves on the board of Congregation Tifereth Israel, where he participates in monthly meetings and delivers presentations. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a variety of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Mark Guenard is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Columbia Management Investment Distributors Inc and Alps Fund Services. Guenard is based in Columbus, OH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, pension consulting, and managed account services.

Tenesha Hartgrove is a CFP® and PFS™ credentialed advisor with seven years of industry experience. She is currently with Money Concepts Capital Corp and has prior experience with Lincoln Douglas Investments, LLC, Intuit, and Ron Lykins CPAs. Outside of her advisory work, she is involved with YLDJ Consulting, a non-investment-related business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm uses model-driven and asset-allocation approaches across discretionary and non-discretionary programs and manages approximately $4.07 billion in client assets through a large network of advisors.

Tyler Hissrich is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, with prior experience at Fifth Third Bank and other firms. Fifth Third Securities 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.

Keisha Smith Jones is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Money Concepts Capital Corp since 2019 and has prior experience with Millennium Brokerage Group and Nationwide. Outside of her advisory role, she serves as a board member and director of the Gahanna Area Chamber of Commerce. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment approaches, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients with around $3.33 billion in assets under management.

Regina Tomek is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 63 designation and 26 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she serves as Vice President of the Cleveland Central Catholic Alumni Association, where she assists with fundraising and organizing social activities. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and consulting through various program structures, with a focus on recommendation-based client relationships.

Matthew Herrmann is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Nationwide Investment Services Corporation. He serves as an at-large board member for the North Carolina Council on Economic Education and is a trustee for the Piatt Meadows Home Owners Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through proprietary and third-party methodologies and operates within an integrated platform tied to Empower’s recordkeeping and administrative services.

Jeramy May is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Janney in 2018, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2018. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Nicholas Roddy is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Brenamen Insurance and Financial Services. He is also involved in the sales of insurance and annuity products through firms affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a mix of proprietary and third-party model portfolios.

Isaac Meyers is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and nine years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Central Ohio Financial Management Group and Ameritas Life Insurance Corp since 2017. His prior experience includes roles at Fifth Third Securities and Fifth Third Bank. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

James Powers is a financial advisor with Fifth Third Securities, Inc. in Pickerington, Ohio, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2010. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Andrew Croman is a financial advisor with The Huntington Investment Company in Dublin, Ohio, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His prior work includes roles at Ameriprise, Bank of America, Merrill, JP Morgan Chase, JP Morgan Securities, and PNC Investments. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party sub-managers with affiliate private bank offerings and provides multiple wrap-fee programs on the Envestnet MAS platform.

Carol Schuler is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Key Investment Services and its affiliated entities since 2009, including roles at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and supervisory oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.