Kevin Pietro is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 designations. He has six years of industry experience, including prior roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of advisory work, he operates an e-commerce business as a sole proprietor on eBay. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm emphasizes long-term portfolio returns and integrated services aligned with Empower’s recordkeeping and administrative platforms.

Scott Peluso is a financial advisor with Fifth Third Securities, Inc. in Findlay, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at BFC Planning, Berthel Fisher & Company Financial Services, and Citizens Securities. Outside of his advisory work, he is involved in Medicare insurance sales. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs and specialized investment features such as direct indexing and tax-overlay services.

Anthony Spaniolo is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he occasionally bartends on weekends at Silver Lake Chicken Shack. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Brooke Bowerman is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She previously worked at Royal Alliance Associates for 13 years and has owned Bowerman Financial LLC, an insurance agency, since 2007. Outside of her advisory work, Bowerman serves as chairman of Visions of Hope Ministries and is a member of the executive advisory board for the Toledo Community Land Trust, a nonprofit focused on affordable housing and equitable development. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a variety of portfolio strategies and custodial platforms.

Robert Schoonmaker is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and multiple securities licenses, and has 23 years of industry experience. His prior roles include positions at Huntington Bank and MassMutual Investors Services. Outside of finance, he is active as a fitness coach and serves on the boards of several nonprofit organizations, including the University of Toledo Foundation, Junior Achievement of Northwest Ohio, and the YMCA of Greater Toledo. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing both in-house and third-party managers, with integrated solutions across its affiliated entities.

Shelbie Conrad is a financial advisor with Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has six years of industry experience. Shelbie has worked at Fifth Third Securities since 2020 and has been with Fifth Third Bank since 2017. Prior to that, she worked at Jim White Toyota for one year. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, through investment advisory and brokerage services. The firm offers various program types and third-party portfolio managers via its Passageway Managed Account platform.

Jacob Chalupa is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 17 years of industry experience. He has been with The Huntington Investment Company since 2009 and previously worked at Ameriprise beginning in 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and affiliate offerings and sponsors multiple wrap-fee programs through the Envestnet MAS platform.

Richard Hudson is a financial advisor with Eagle Strategies (NY Life) based in Perrysburg, OH. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior affiliations include New York Life Insurance Co and Nylife Securities, LLC. Outside of advisory work, he serves on the Perrysburg Library Foundation Board of Trustees and is active as an usher at SaintRose Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Atonn Smeltzer is a financial advisor with Money Concepts Capital Corp in Perrysburg, OH, holding a Series 63 designation and 13 years of industry experience. Prior to joining Money Concepts in 2017, he worked at MML Investors Services and MassMutual. Outside of his advisory role, he owns Weddings For The Ages, LLC, where he officiates weddings, and serves as vice president of a local BNI chapter as well as a board member of the BG SONG nonprofit. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.

Thomas Fields is a CFP® professional with 18 years of industry experience, currently serving with Eagle Strategies (NY Life) in Maumee, OH. He has held roles at Eagle Strategies since 2012 and operates EBF, LLC d/b/a Evans, Beebe & Fields Financial Group. Fields is also active in his community as a board member and president of the Toledo Organization of Management and serves on the board of the Toledo Country Club. He is a commissioned Ohio Notary Public. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate entities. The firm emphasizes tailored advice delivered through multiple programs and manages the majority of its assets on a non-discretionary basis within an affiliated New York Life structure.

Clemens Szymanowski II is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and seven years of industry experience. He has worked at DeVerna & Co. Financial, Ameritas Investment Corp, and Creative Financial Partners. In addition to advisory work, he is involved in insurance and annuity business activities through DeVerna & Co. Financial. 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.

Benjamin Taylor is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2019. He previously worked at AXA Advisors, LLC from 2016 to 2019 and has been with Ameriprise Financial Services, LLC since 2026. Outside of his advisory role, he is an assistant football coach at Pike Delta York High School. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm utilizes an open-architecture investment model with multiple wrap-fee programs and integrates both third-party and proprietary investment strategies.

Scott Fisher is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and over a decade of experience with various entities within the Bankers Life group. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, where he has worked since 2012. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach combines customized asset allocation, tax efficiency, and a blend of fundamental, technical, and cyclical analysis, with a focus on individual clients rather than corporate or charitable organizations.

Nathan Breese is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding Series 65 and Series 63 credentials. He has six years of industry experience, all with Fifth Third Securities, and an additional 15 years with Fifth Third Bank. Fifth Third Securities serves a diverse client base that includes individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers a range of investment advisory and brokerage services through the Passageway Managed Account Program, utilizing various third-party portfolio managers and strategies tailored to clients’ risk profiles.

Jeffrey Reitzel is a financial advisor with Money Concepts Capital Corp in Perrysburg, Ohio, holding a Series 63 designation and 21 years of industry experience. He has been with Money Concepts Capital Corp since 2009. Outside of his advisory role, he is a limited partner in Reitzel Realty Ltd., a commercial property development and agriculture farming business established in 1975. 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 using model portfolios, third-party sub-advisers, and fundamental and technical analysis to guide asset allocation and account rebalancing.

Brian Micciche is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities Bankers Life Securities and Bankers Life & Casualty since 2016 and 2010, respectively. Outside of advisory services, he is involved in training and managing agents in the sales and service of non-variable 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 blend of analytical approaches to portfolio management.

Louis Fahrbach is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked with Heritage Planners and New York Life entities since 2014. Outside of his advisory work, Fahrbach serves on the Northwood City Council, a position he has held since 2013. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Megan Evans is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Megan is also the owner of EBF, LLC d/b/a Evans, Beebe & Fields Financial Group, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized solutions through multiple program types and emphasizes fiduciary responsibilities while managing a predominantly non-discretionary asset base.

Nicholas Razzoog is a financial advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2022, he worked at ProMedica and Avionos. He also has experience in education, having worked at Bowling Green State University and Perrysburg High School. 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 clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Ethan Pendry 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 previously worked at Fifth Third Bank and American Income Life Insurance Company. Outside of finance, he has experience working with the Trine University Ice Rink. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients access to advisor-directed models, SMA strategies, and tax-optimization techniques.