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 with Ameritas Advisory Services, LLC, holding a Series 63 designation and eight years of industry experience. He has worked with DeVerna & Co. Financial, Ameritas Investment Corp, and Creative Financial Partners. Outside of his advisory role, he is involved with DeVerna & Co. Financial as an agent focusing on insurance and annuity business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an investment committee and third-party partners.

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, 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.

Adam Falardeau is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and has been with Huntington since 2015, including a recent affiliation with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs utilizing an open-architecture model that combines third-party and proprietary investment strategies.

Andrea Gibbons is a financial advisor with Ameritas Advisory Services, LLC in Perrysburg, OH, holding a Series 66 designation and eight years of industry experience. She has worked with firms including AMG Sterling Financial and Wilcox Financial, with prior experience at Signature Bank. Gibbons is also involved in insurance services and annuity sales through Wilcox Financial/AIC and AMG Sterling Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial and execution platforms while supporting portfolio construction through an Investment Committee and third-party partners.

Nicholas Razzoog is a Series 66-licensed advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio, where he has worked since 2005, accumulating 21 years of industry experience. He has been with Fifth Third Securities throughout his career. 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 and municipal-advisor registration, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Jerid Friar is a financial advisor with Fifth Third Securities, Inc. in Waterville, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Friar serves as a member of the Board of Directors for the Bowling Green Chamber of Commerce. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines its municipal-advisor registration with affiliation to Fifth Third Bank.

Alec Falkenberg is a financial advisor with Transamerica Financial Advisors in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles with NetLaw and United Parcel Service, and he serves as a board member for the Friends of Lucas County Child Service, where he helps host events for children in the foster care system. Alec also owns A.M. Falk Enterprises, a business related to tax preparation. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Mark Matheson is a financial advisor with Empower Advisory Group in Perrysburg, OH, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Empower Advisory Group, he worked at MittGroup and has a background that includes several positions dating back to 2015. Outside of his financial advisory role, Matheson owns and operates a solar consultation business focused on educating residential homeowners and connecting them with installers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging a model integrated with Empower’s recordkeeping and administrative platforms. The firm offers both point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.