Lance White is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and UBS Financial Services. Outside of advisory work, he is involved in several entrepreneurial ventures, including managing partnerships focused on real estate and technology investments. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, financial planning, portfolio management, and consulting services. The firm combines independent managers, model strategies, and technology tools, including AI-assisted analytics, to tailor portfolios and enhance investment decision-making.

Derrick Edwards is a financial advisor at CoreCap Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at W & S Brokerage Services and Western & Southern Life. Edwards is also affiliated with Cooper Adel Vu Financial, where he provides financial services including insurance and annuity sales. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment and portfolio management along with financial planning. The firm employs a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds, and manages third-party sub-advisors across multiple custodial platforms.

Daniel Bartholomew is a financial advisor with Creativeone Wealth, LLC, holding 13 years of industry experience. He has worked at Preferred Planning Services and ChangePath, LLC since 2019, and previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2015 to 2019. Bartholomew is also a board member and trustee for the Upper Arlington Area Chamber of Commerce. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts through a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, and options.

John Billy Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Portfolio Medics since 2008 and also works with Benefit Pros, LLC, a benefits consulting firm, alongside maintaining an insurance agent practice focused on life, health, and annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches across a variety of portfolios and strategies.

Brad Farnsworth is a financial advisor with ValMark Advisers, Inc. in Newark, Ohio, holding 18 years of industry experience. He has been with ValMark Advisers since 2009 and also serves as Vice President and Office Manager of Farnsworth Financial Services, Inc. Outside of his advisory roles, he is a volunteer board member for the U.S. Selective Service in Licking County. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, separate-account managers, and third-party programs, with oversight from an investment committee.

Michael Davis is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Ashton Thomas since 2015 and is also involved as Vice President of Sales at Creative Retirement Systems. Additionally, he owns MRD Real Estate Partners, LLC, a real estate rental business. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion across about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles and multiple program versions tailored to client profiles.

Neal Skiles is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Portfolio Medics since 2008. Outside of his advisory role, Neal is the owner of JASER LLC, a marketing and sales business focused on an online document storage service and legacy financial gifting, and serves as a pastor at Heath Christian Union Church. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches across diversified portfolios.

Bruce Hull is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Lion Street Advisors. Outside of his advisory work, he owns ClearCo Restoration, a painting and power washing services business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Kevin Loch is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Steward Partners in 2026, he worked at Morgan Stanley starting in 2014. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

Brandy Breece is a financial advisor at The Huntington Investment Company with eight years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and Edward Jones. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs primarily on the Envestnet MAS platform.

Mike Miele is a financial advisor at PNC Wealth Management in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantor Fitzgerald and TIAA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and employs approved model strategies managed by PNC or third-party strategists.

Gary Stentz is a CFA® charterholder with 15 years of industry experience, currently affiliated with Independent Financial Partners in New Albany, OH. He has worked at Cascade Investment LLC since 2015 and operates Stentz Law LLC since 2022. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a broad client base and features a decentralized advisory model along with notable retirement-plan advisory and pension consulting capabilities.

Michael Titus is a financial advisor at Citizens Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, 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.

Shannon Arias is a financial advisor with Fifth Third Securities, Inc. in Newark, Ohio, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her career includes multiple tenures at Fifth Third and Charles Schwab, spanning roles in both firms since 2007. 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.

Stephen Becker is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lakewood, OH, holding a Series 63 designation and 21 years of industry experience. He has been with Fifth Third Securities since 2003. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines its municipal-advisor registration with a corporate affiliation to a large bank, Fifth Third Bank, which serves as a portfolio manager in some programs.

Jamie Bressler is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2012. Outside of his advisory role, he is the owner of Humble Bee Boutique. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes approved model strategies executed through mutual funds and ETFs, with algorithm-driven portfolio recommendations and annual rebalancing.

Katherine Waltner is a financial advisor at The Huntington Investment Company with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Hornor, Townsend & Kent, LLC, PNC Investments, Parkland Securities, SPC, and Sigma Financial Corporation. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals including high-net-worth clients, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate portfolio management solutions.

Garret Venetta is a financial advisor with &PARTNERS in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years before joining &PARTNERS. Outside of his advisory role, he serves on the budget team of Violet Baptist Church. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of investment strategies supported by proprietary and third-party managers and operates under both registered investment adviser and broker-dealer registrations.

Matthew Hosken is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His work history includes roles at Fifth Third Securities, Fifth Third Bank, and JPMorgan, and he also has a longstanding position as a sales representative with Cutco Corporation. Outside the securities industry, he is involved in artisan work creating custom chainmaille pieces. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, which includes strategies such as mutual fund and ETF models, SMA strategies, tax overlays, and direct indexing options.

David Edgerton is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds the ChFC® and Series 63 designations. He has 51 years of industry experience, including roles at Securities America Advisors, Inc., Securities Service Network, Inc., and ownership positions at Edgerton Financial Co. and The Edgerton Agency, Inc., where he serves as President and CEO. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.