Joseph Bixler is a financial advisor at Hantz Financial Services, Inc. in Maumee, OH, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios along with third-party money managers and technology-driven solutions, combining advisory and broker-dealer services with mortgage and insurance product offerings.

Justin Snyder is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Hantz since 2018. Prior to that, he spent 12 years at Toledo Molding and Die Inc. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and other solutions, and combines advisory, brokerage, mortgage, and insurance services under one enterprise structure.

Joseph Kizer is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He is also employed as a vascular access specialist and provides nursing care at Wood County Hospital. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers, managing both discretionary and non-discretionary assets.

Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Ameritas, Morgan worked at Northwestern Mutual Wealth Management Company and several other financial services firms. Morgan is also employed with Deverna & Co Financial, where they provide investment advising and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides 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 to assist with portfolio construction and monitoring.

Umihiko Saito is a financial advisor with Eagle Strategies (NY Life) in Perrysburg, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Eagle Strategies since 2009 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company, both since 2006. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Christopher Mcintire is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has operated McIntire Retirement Services since 2000, providing financial and retirement planning. McIntire is also involved in insurance sales as an independent contractor. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Madeson Lamlein is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Fifth Third Securities, Lamlein worked at Fifth Third Bank and has experience in various roles including at Beckett's Burger Bar and Valco Valley Tool and Die. Fifth Third Securities 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 features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Glenn Alford is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and 65 licenses and possessing 30 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse range of individual and institutional clients, offering services including financial planning, portfolio management, and retirement plan consulting. The firm provides advice through multiple program structures, primarily on a non-discretionary basis, and operates as both a registered investment adviser and a broker-dealer.

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.

Hunter Smith is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and beginning his industry career in 2026. His prior work experience includes roles at DeVerna & Co Financial, LPL Enterprise LLC, and Beck Logistics LLC, among others. 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 fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

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.

David Elrod is a financial advisor with SPC in Toledo, Ohio, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Sigma Planning Corporation since 2007 and Sigma Financial Corporation since 2006. Outside of advising, he is the author of a children's book on money habits and supports his children’s business ventures, teaching them mechanical and business skills. He is also co-owner of a company that manufactures and sells lip balm products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, providing portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers. The firm offers discretionary and nondiscretionary investment management and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside its advisory services.

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 the CFP® designation and Series 63, 65, and 66 licenses. He has 23 years of industry experience, including roles at Huntington Bank and Mass Mutual Investors Services. Outside of his advisory work, he serves on the boards of the University of Toledo Foundation, Junior Achievement of Northwest Ohio, and the YMCA of Greater Toledo, and is a fitness coach at CrossFit Fenix. 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 fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

John Machcinski is a CFP® and ChFC® with 48 years of experience in financial advising. He has been with Hantz Financial Services, Inc. since 1999. Outside of his advisory role, he holds officer positions in various non-investment businesses, including an urban farm development company and a charter flight business. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, and business owners. The firm’s investment approach primarily uses ETF-based model portfolios across multiple risk levels and incorporates third-party managers and Direct Indexing, supported by technology platforms for trade execution and tax-loss harvesting.

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.

Rachel Long is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding CFP®, ChFC®, and Series 66 designations with five years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with USA Soccer. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Darci Lingle is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her work history includes roles at Fifth Third Securities, Fifth Third Bank, and Ohio University. Fifth Third Securities, Inc. serves a diverse client base including individuals, institutions, corporations, and trusts. The firm offers investment advisory and brokerage services through various managed account programs and third-party portfolio managers, operating as a wholly owned subsidiary of Fifth Third Bank.