Peter Winovich III is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has held positions at Wilcox Sports Management and founded Winovich Wealth Partners. Outside of financial advising, he is licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of asset management and retirement plan advisory services, utilizing multiple program platforms and model portfolios combined with mutual funds, ETFs, and individual securities.

Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 19 years of industry experience. He is also part owner of Creative Financial Partners and serves as a part-time instructor at the Morton-Barber Learning Center, where he provides training for insurance and securities industry professionals. Additionally, he owns Eco Prints, LLC, a marketing and creative services company. 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 various investment platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Christopher Anteau is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 66 designations and has 22 years of industry experience. His prior work includes roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and CCO Investment Services Corp. Outside of his advisory work, he is involved in sports card sales through online platforms such as eBay and TCG Player. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple managed account programs, including discretionary models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation with a large bank.

Matthew Nutter is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities LLC and The Huntington Investment Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithmic questionnaires to recommend investment risk levels and implements strategies via mutual funds and ETFs managed by PNC or third-party strategists.

Michelle Schroeder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at Ameritas Investment Company, Fifth Third Securities, The Huntington Investment Company, and other firms. Outside of finance, she creates digital content on vintage, thrifting, and home decor topics, sharing her work on social media platforms such as Instagram and TikTok. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs diverse investment strategies using model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology.

Denny Parsson is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with Fifth Third Securities and FIFTH THIRD BANK since 2011. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage channels. The firm offers a variety of investment programs via the Passageway Managed Account Platform, combining third-party portfolio management with customized risk profiling and strategies such as tax-overlay and direct indexing.

Jeffrey Little is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, Sun Federal Credit Union, and Allstate Financial Services, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party managed investment strategies.

Benjamin Jackson is a financial advisor with Fifth Third Securities, Inc. in Lambertville, MI, holding a Series 66 designation and seven years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2018 and previously worked at Wholehan Marketing from 2014 to 2018. 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, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Martin Regan Jr. is a financial advisor with SPC in Toledo, OH, holding a Series 63 credential and 33 years of industry experience. His career includes roles at LPL Financial and Sigma Financial Corporation, and he has operated Regan Financial since 1988. He is also involved with Regan Financial, LLC, focusing on fixed annuities and various insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and 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 services, emphasizing client suitability and offering both discretionary and nondiscretionary management options.

Steven Decker is a financial advisor with Ameritas Advisory Services, LLC in Toledo, Ohio. He holds a Series 63 designation and has 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates Decker Financial Group and Creative Financial Partners, where he is involved in fixed insurance and annuity sales. Decker is also an author working on a book about destination retirement. 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 uses a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, interval funds, and individual securities.

Michael Delaney is a financial advisor at J. W. Cole Advisors, Inc. in Toledo, Ohio, holding a Series 66 designation. He has experience working at Northwestern Mutual and General Motors, as well as involvement with Boustany Film Company. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

Joseph Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and with 19 years of industry experience. He has worked with Ameritas since 2016 and also operates Decker Financial Group and Creative Financial Partners, where he is involved in fixed insurance and annuities. 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 financial planning services, utilizing various model portfolios, mutual funds, ETFs, and individual securities.

Heather Calla is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 credential and over 20 years of industry experience. She has been with J. W. Cole Advisors and its affiliated firms since 2006 and has also been associated with Rohrs & Associates, LLC since 2004. Outside of her advisory work, she owns BR Chocolates and Edibles, a chocolate sales business, and serves as a trustee of the Dorothy D Rorick Trust. J. W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth, and institutional clients. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, and integrates both fundamental and technical analysis.

Mitchell Smith is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Fifth Third Bank. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers access to the Passageway Managed Account Program, featuring multiple portfolio management options and tailored investment strategies.

Minnie Singh is a financial advisor at Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation with 21 years of industry experience. She has been with Fifth Third Securities since 2014. 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 program types and third-party managed portfolios via its Passageway Managed Account Program, combining advisor-directed and model-based strategies.

Spencer Stone Jr. is a financial advisor with Wells Fargo Advisors in Toledo, OH, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years. Stone serves as an active trustee for the Boys and Girls Club of Toledo and is one of 14 trustees at the Toledo Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. Advisors use firm research and tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Crystal Tully Cahill is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2022 and previously spent seven years at Pension Innovations & Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Toby Weinert is a financial advisor with Robert W. Baird & Co. in Toledo, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Baird in 2021, he worked at Wells Fargo Clearing and has experience in the healthcare and nonprofit sectors, including roles at Ohio State University Wexner Medical Center and the American Red Cross-Cincinnati Chapter. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, internal research, and technology including artificial intelligence in its advisory process.

David Walker is a financial advisor at Equitable Advisors with 45 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as President of the Grace Community Center Board of Directors and holds several volunteer and leadership positions in local organizations, including the Sylvania United Church of Christ and the Lucas County Board of Elections. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers, focusing on personalized client assessments and matching clients to appropriate investment models.

Karen Owens is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, Owens is involved with Semper Fit LLC, doing business as Anytime Fitness, since 2006. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through employer-based Corporate Financial Planning agreements.