Timothy Clayton is a financial advisor with Fifth Third Securities, Inc. in Maumee, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Outside of his advisory role, Clayton owns an office cleaning franchise, Raised 2 Life LLC, in Toledo, Ohio. Fifth Third Securities, Inc. 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 options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Thomas Tousley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Wilcox Financial and Ameritas Life Insurance Corp. Additionally, he is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including 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.

Luke Halsey is a financial advisor at Ameritas Advisory Services, LLC with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Ameritas Investment Company, Winovich Wealth Partners, LPL Enterprise LLC, and several positions outside the financial industry, including employment at Barnes Wendling CPAs and Bowling Green State University. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs using a combination of in-house model portfolios and third-party managers, supported by a platform that integrates Ameritas affiliates and various financial institutions.

Austin Reaster is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Piazza Wealth Management and Financial Gravity Family Office Services. In addition to advising, he dedicates a portion of his time to insurance-related activities through Financial Gravity Enhanced Markets, LLC. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach combining in-house model portfolios, third-party managers, and integrated services with Ameritas affiliates.

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 previously worked at Wilcox Sports Management and currently leads Winovich Wealth Partners, a financial services firm he owns. Outside of advising, he is licensed as an independent insurance agent for fixed insurance products. 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 financial planning through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 19 years of industry experience. He has worked with several firms including Creative Financial Partners, where he is a part owner, and serves as a part-time instructor at the Morton-Barber Learning Center, providing training for insurance and securities industry exams. He also owns Eco Prints, LLC, a creative services and marketing support business. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a platform approach that includes in-house model portfolios, third-party managers, and co-advisory relationships, serving a broad range of client needs including high-net-worth individuals and employer-sponsored plans.

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.

Michelle Schroeder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at The Huntington Investment Company and Fifth Third Securities. Outside of her advisory work, she creates digital content focused on vintage items, thrifting, and home decor, which she monetizes through affiliate marketing on social media platforms. 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.

Steven Edwards is a financial advisor with The Huntington Investment Company based in Toledo, Ohio. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 20 years at Huntington and a recent role at Ameriprise. Edwards serves as an investment committee member for The National Exchange Club, which focuses on child abuse prevention. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm utilizes an open-architecture investment approach combining third-party and affiliate models within multiple wrap-fee programs on the Envestnet MAS platform.

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 at PNC Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms including LPL Financial, Sun Federal Credit Union, and MassMutual Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering currently available as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs, with portfolio management delegated to third parties.

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, holding a Series 63 license and 17 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Decker Financial Group and Creative Financial Partners since 2016. Outside of advisory work, he is authoring a book focused on destination retirement. 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 a range of fiduciary and consulting services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates Decker Financial Group and Creative Financial Partners, both involved in fixed insurance and annuities. 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 uses a combination of model portfolios, third-party sub-advisers, and custom strategies.

Heather Calla is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 19 years of industry experience. She has been with J.W. Cole Advisors and its affiliated entities since 2006 and also maintains a long-term role at Rohrs & Associates, LLC. Outside of her advisory work, she owns a chocolate sales business and serves as a trustee for the Dorothy D Rorick Trust. 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 offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches.

Mitchell Smith is a financial advisor at Fifth Third Securities, Inc. based in Toledo, OH. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of programs on its Passageway platform, ranging from advisor-directed mutual-fund and ETF models to separately managed accounts and direct indexing.

Minnie Singh is a financial advisor with Fifth Third Securities, Inc. in Toledo, OH, holding a Series 66 designation and 20 years of industry experience. She has been with Fifth Third Securities since 2014. 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 multiple managed-account options and unique features such as direct indexing and tax-overlay services within a structure integrated with its parent company, Fifth Third Bank.

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.