Laurence Dunlap is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Agia and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is the managing member of Bull and Bear Enterprises, LLC, a company used for accounting purposes. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts with centralized technology and model solutions to support its extensive client base.

Sean Housel is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Key Investment Services, PNC Investments, and KeyBanc Capital Markets. 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 and proprietary Private Bank models.

Geoffrey Hoff is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities since 2010 and Guardian Life Insurance Company since 2009. Hoff serves on the advisory board of Lake Catholic. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies, proprietary programs, and account-level solutions.

Daniel Vieland is a financial advisor with LPL Financial and Stratos Wealth Partners, LTD, holding a Series 66 designation and 22 years of industry experience. He previously worked at JPMorgan Securities LLC from 2015 to 2017. Vieland operates primarily out of Clyde, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Eric Rotolo is a financial advisor at PNC Wealth Management with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial, The Huntington Investment Company, and The Middlefield Banking Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio service available by invitation that uses algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Jesse Lazar is a CFP® professional with two years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he worked at The Jentner Corporation for nine years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a mix of third-party independent managers and a proprietary “Focus List” to implement client strategies. The firm offers discretionary wealth management, financial planning, retirement plan consulting, and other fiduciary services.

Samuel Gondek is a financial advisor with Fifth Third Securities, Inc. in Akron, OH, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and has worked at Fifth Third Bank since 2013. 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 provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate relationships.

Cory Nutter is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been associated with BDS Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform for operations, trading, technology, compliance, and practice management.

Pablo Torrico Alvarez is a financial advisor at Citizens Securities, Inc. in Toledo, OH, holding a Series 66 designation with two years of industry experience. His prior roles include positions at LPL Financial, Sun Federal Credit Union, and Chase Bank. He is a member of the Northwest Ohio Hispanic Chamber of Commerce, participating in educational and networking events. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Anthony Bucceri is a financial advisor at Principal Financial Services with 8 years of industry experience. He holds the Series 66 designation and has worked previously at Guardian Life Insurance Company, Park Avenue Securities, and Valic Financial Advisors. Outside of traditional advisory roles, Bucceri has experience in fixed insurance sales and service, including fixed life, fixed annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Trenton Stoddard is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. He has held roles at Key Investment Services and Key Bank, as well as positions outside the financial sector including at World Wide Golf Shops and Alpha Coffee. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring, due diligence, and supervisory oversight while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Abraham Lincoln is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and having nine years of industry experience. He previously worked at Perkins Coie LLP before joining KeyBank and Key Investment Services, where he has been since 2017. Outside of his financial career, he serves as president of the North Counties Christian Sports League, managing its annual charitable status. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm offers wrap-fee programs, model portfolios, and separately managed accounts, emphasizing client-driven model selection and ongoing monitoring while collaborating with affiliated entities within the KeyCorp group.

Andrew Ditty is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 66 licenses. He began his financial services career in 2026 with KeyBank and Key Investment Services, after prior roles outside the industry including positions at The Cheesecake Factory Inc and several educational institutions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and provides access to third-party discretionary managers, operating as part of the KeyCorp group with affiliations across banking and capital markets.

Christian Mc Entire is a CFP® with 10 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab since 2022, following prior roles at J.P. Morgan Securities and Fidelity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Tyler Durbin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank dating back to 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing oversight while working within the KeyCorp group and affiliated entities.

Joanna Simmons is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC and KeyBank. Outside of finance, she was involved with Noona Baking Company LLC for six years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Tigress Jones is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 21 years of industry experience. Her prior roles include multiple positions at JPMorgan Securities LLC between 2016 and 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings, emphasizing client direction in model selection while providing non-binding recommendations and ongoing monitoring. The firm operates within the KeyCorp group and collaborates with affiliated entities to deliver a comprehensive range of investment and brokerage services.

William Carroll is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to his advisory role, he worked at Texas de Brazil for four years. In addition to his advisory activities, Carroll is a licensed insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities, emphasizing periodic rebalancing and performance reviews.

Melissa Aiken is a Series 66 credentialed financial advisor with Valic Financial Advisors in Independence, Ohio, bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2012 and also holds a role with Agia since 2022. Outside of her advisory work, she serves on the board of directors for After School Discovery, a nonprofit providing educational and enrichment opportunities to at-risk children, and previously served as vice president of the Madison Band Patrons, a nonprofit supporting local school band programs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models for portfolio construction and management.

Victor Roach is a financial advisor with TIAA-CREF in Beachwood, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, Roach umpires youth baseball games for boys aged 9 to 20 in Ohio. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through employer retirement plans. The firm offers a range of advisory services that include model portfolios, customized portfolio management, and fiduciary services with a vertically integrated approach.