Hunter Smith is a financial advisor at Ameritas Advisory Services, LLC with a Series 65 designation and one year of industry experience. His career includes roles at Ameritas Advisory Services, DeVerna & Co Financial, and LPL Enterprise LLC. Outside of finance, he has experience working with Beck Logistics LLC and has been involved with various organizations including Bowling Green State University and Stone Ridge Golf Club. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of model portfolios, mutual funds, ETFs, interval funds, and individual securities.

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 in Perrysburg, Ohio, holding CFP® and securities licenses with 23 years of industry experience. His prior experience includes roles at Huntington Bank, Mass Mutual Investors Services, and Signator Investors. He 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, participating in investment committees and general oversight. Additionally, he is involved as a fitness coach at CrossFit Fenix. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities.

Shelbie Conrad is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2020, and at Fifth Third Bank since 2017. Prior to that, she was employed at Jim White Toyota for one year. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, utilizing third-party portfolio managers and a range of strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

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.

Julia Sharlow is a Series 65 licensed financial advisor with four years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Kestra Advisory Services, Savage and Associates, and Prime Capital Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a network of approximately 286 advisors.

Clemens Szymanowski II is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. He holds a Series 63 designation and has worked at firms including Ameritas Investment Corp and Creative Financial Partners. In addition to his advisory role, he is involved in soliciting and servicing insurance and annuity business through DeVerna & Co. 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 offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

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 at Fifth Third Securities, Inc. in Bowling Green, Ohio, holding Series 65 and Series 63 licenses with six years of industry experience. He has been with Fifth Third Securities since 2020 and has a longer tenure with Fifth Third Bank dating back to 2011. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers various investment programs on its Passageway platform, combining third-party portfolio managers and advisor-directed strategies.

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) in Maumee, Ohio, holding a Series 66 designation and over 12 years of industry experience. He has been affiliated with Heritage Planners and Eagle Strategies since 2018, and with New York Life and NYLIFE Securities since 2014. In addition to his financial advisory roles, Fahrbach serves on the Northwood City Council, a position he has held since 2013. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and tailors recommendations to client objectives, managing the majority of its assets on a non-discretionary basis and maintaining fiduciary responsibilities for retirement investors.

Megan Evans is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She operates under the DBA Evans, Beebe & Fields Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

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.

Paul Haye is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. He holds the ChFC® designation and Series 63 license with 43 years of industry experience. Since 2007, he has operated under the Heritage Planners DBA, focusing on the sale of New York Life products and brokering non-registered insurance products, alongside a long tenure at New York Life and Nylife Securities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea Gibbons is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. She holds the Series 66 credential and has worked at firms including AMG Sterling Financial and Signature Bank. In addition to her advisory role, she is involved in insurance services and financial advising through Wilcox Financial/AIC. 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 offers a range of asset management and retirement plan advisory solutions, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities across multiple program platforms.