David Bazzoli is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds the Series 66 designation and has 19 years of industry experience. Prior to his current tenure at Huntington, he worked at Morgan Stanley Smith Barney LLC from 2016 to 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm uses an open-architecture model incorporating third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

James Anderson is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at PNC Investments and Extended Travel. He serves as a board member and secretary of his condo association in Dublin, Ohio. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers with proprietary Private Bank strategies.

James Bowman is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for eight years before joining Janney in 2022. Bowman serves as Board Chairman of the Yellowill Foundation, a nonprofit focused on raising funds and awareness for Ewing Sarcoma research. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services that combine in-house portfolio management with third-party managers across multiple programs.

Erick Primero is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Fifth Third Bank, Parkland Securities, and Nationwide Investment Services Corporation. 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 with municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Robert Dickson is a financial advisor at Valic Financial Advisors in Columbus, OH, with four years of industry experience. He previously worked at JPMorgan Chase for eight years. Outside of advising, he serves as a referee for OHSAA and USSF soccer in central Ohio and is involved with the Wellington Parents Association as President Elect. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to serve a high client volume.

Karl Rubin is a CFP® with 30 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. since 2014. He serves on the finance committee of the Columbus Jewish Federation and is a board member of Congregation Tifereth Israel, where he participates in governance and community activities. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage and insurance product distribution. The firm employs a mix of affiliated and third-party strategies and primarily manages assets on a non-discretionary basis.

Mark Guenard is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Columbia Management Investment Distributors Inc and Alps Fund Services. Guenard is based in Columbus, OH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, pension consulting, and managed account services.

Laura Ingle is a financial advisor with PNC Wealth Management in Columbus, Ohio. She holds a Series 66 designation and has five years of industry experience, previously working at J.P. Morgan Securities LLC and Morgan Stanley. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital account available by invitation to employees. The firm uses algorithmic risk assessment and approved model strategies managed by PNC or third parties, primarily investing in mutual funds and ETFs with annual rebalancing.

John Schuman is a CFP® and holds a Series 65 license, with 24 years of industry experience. He has worked at Budros, Ruhlin & Roe for 22 years and has been with Corient since 2022, including its affiliate Corient Services LLC since 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, employing continuous portfolio monitoring and risk management tools.

Tenesha Hartgrove is a CFP® and PFS™ credentialed advisor with seven years of industry experience. She is currently with Money Concepts Capital Corp and has prior experience with Lincoln Douglas Investments, LLC, Intuit, and Ron Lykins CPAs. Outside of her advisory work, she is involved with YLDJ Consulting, a non-investment-related business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm uses model-driven and asset-allocation approaches across discretionary and non-discretionary programs and manages approximately $4.07 billion in client assets through a large network of advisors.

Levarn Clay is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Nationwide Investment Services Inc. since 2014. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Keisha Smith Jones is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Money Concepts Capital Corp since 2019 and has prior experience with Millennium Brokerage Group and Nationwide. Outside of her advisory role, she serves as a board member and director of the Gahanna Area Chamber of Commerce. 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 and investment approaches, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients with around $3.33 billion in assets under management.

Regina Tomek is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 license and 26 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she serves as Vice President of the Cleveland Central Catholic Alumni Association, where she is involved in organizing fundraising and social activities. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a variety of investment programs combining model portfolios and manager-driven strategies, with a significant portion of assets managed on a non-discretionary basis.

Mauricio Juarez Flores is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at JP Morgan Securities LLC and BMO Harris Bank, N.A. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets and serves a large number of clients through a scale-oriented, recordkeeper-driven model relying on independent financial experts for portfolio construction.

Oleg Prozapas is a financial advisor at Nationwide Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Nationwide Investment Services Corporation, Randstad, Primerica Advisors, and Buckeye Corner, among others. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and investment advice focused on ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large client base within a family of affiliated financial companies.

Matthew Herrmann is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior work includes roles at GWFS Equities, Inc., Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Nationwide Investment Services Corporation. He serves as an at-large board member for the North Carolina Council on Economic Education and is a trustee for the Piatt Meadows Home Owners Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through proprietary and third-party methodologies and operates within an integrated platform tied to Empower’s recordkeeping and administrative services.

Andrew Diano is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Since 2014, he has been associated with Nationwide Investment Services Corporation. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Jeramy May is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Janney in 2018, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2018. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Nicholas Roddy is a financial advisor with Transamerica Financial Advisors possessing seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and various affiliated entities. Roddy is also involved in the sale of insurance and annuity products through companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party models, providing a range of discretionary and non-discretionary investment programs.

Benjamin Kuhn is a Series 66-licensed financial advisor at Key Investment Services LLC with two years of industry experience. He has worked at Key Investment Services LLC since 2023 and previously held roles at KeyBank NA, Huntington Bank, and Chase Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolio offerings, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.