Kathryn Kelley is a financial advisor with Eagle Strategies (NY Life) in Toledo, OH, holding a Series 66 designation and over 26 years of industry experience. Her career includes roles at Premise Financial Planning, Silas Parker & Associates, Salem Financial Group, and The Huntington Investment Company. She serves on the boards of Advocating Opportunity, a nonprofit providing legal services and advocacy for trafficked persons, the Arts Commission of Greater Toledo, and Lourdes University. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Glenn Alford is a financial advisor at VOYA Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Voya-affiliated firms since 2003. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account programs, and retirement advisory services through a large network of representatives using both affiliated and unaffiliated products.

Michael Mccarthy is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and Premier Planning Group. Outside of his advisory work, he serves as a wrestling coach at St. Johns Jesuit High School. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, while maintaining operational practices that include cost management and affiliated entity restrictions.

Dennis Isabell II is a financial advisor at SPC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC and Sigma Financial Corporation for 20 years. His outside business activities include offering financial services and selling various lines of insurance through multiple insurance carriers. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers customized investment advice primarily through discretionary management and a range of account programs.

Nadeem Salem is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Toledo, OH, bringing 34 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2008 and has operated Salem Financial Group since 2016. Outside of his advisory role, Salem serves as a director appointed by county commissioners on the Toledo Lucas County Port Authority board and holds board and advisory positions with the University of Toledo Foundation and College of Business and Innovation. He is also the finance committee chair for the Islamic Society of Northwest Ohio. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of its assets under management overseen on a non-discretionary basis.

Mark Holzemer is a financial advisor with Ameritas Advisory Services, LLC who holds 33 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has previous experience at Voya Financial Advisors and HRS Wealth Solutions among others. Holzemer is also co-owner of CH Benefits, a health insurance company. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of model portfolios, mutual funds, ETFs, and individual securities, offering a broad range of investment options across discretionary and non-discretionary programs.

Michael Brandon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Welty Insurance Group, Aligned Investment Concepts, Deverna & Co, Brandon Wealth Management, Cetera Advisors, U.S. Bancorp Investments, and Thrivent Financial for Lutherans. Outside of his advisory work, he has experience in insurance and annuity sales and has owned a marketing business related to investment account management and retirement planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses model portfolios, mutual funds, ETFs, and individual securities, offering a range of advisory programs and leveraging affiliated broker-dealer and investment company resources.

Emerson Neto is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the advisory field, he worked in various roles including with Spaces Consignment, eBay, and the Twinsburg City School District. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs diverse investment strategies utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities providing additional investment options.

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.

James Piazza is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and nine years of industry experience. He is also the owner of Piazza Wealth Management and P3C Planning LLC, through which he engages in financial, investment, and retirement planning. Additionally, he works as an agent for Deverna & Co Financial, specializing in life and disability insurance. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of solutions such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Griffin Boustany is a financial advisor at J.W. Cole Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has worked with J.W. Cole Advisors and J.W. Cole Financial since 2020. His background also includes roles at General Motors and involvement with Masterpiece Automotive Consulting and Masterpiece Financial Services. Outside of his advisory role, he was engaged with Boustany Film Company, LLC for eight years. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis and offers both discretionary and non-discretionary account management, incorporating digital advice and multiple custodial platforms.

Arthur Schlosser is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at LPL Financial, Mass Mutual Investors Services, METLIFE SECURITIES Inc, and CUNA Brokerage Services. Outside of his advisory work, he is also active as a musician in Toledo, Ohio. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting using both discretionary and non-discretionary strategies, leveraging technology platforms and a network model that includes connections with LPL Financial and third-party estate-planning services.

Lawrence Decker is a financial advisor at Ameritas Advisory Services, LLC with 45 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Ameritas in 2021, he worked at VOYA Financial Advisors, Inc. for eight years. Decker also operates two ventures focused on fixed insurance and annuities sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, offering asset management, financial planning, and retirement plan advisory services.

John Machcinski is a CFP® and ChFC® with 48 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. Outside of his advisory role, he holds officer positions in a variety of non-investment-related businesses, including a charter flight company and urban farm development ventures. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Timothy Haye is a financial advisor with Eagle Strategies (NY Life) based in Toledo, OH, holding Series 63 and Series 66 credentials and 10 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2016, and he operates under the dba Heritage Planners to offer New York Life products and services. Outside of his advisory work, he is a partner in a BBQ restaurant and has interests in a consulting firm. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nathan Tuori is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Bank and PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that utilizes algorithm-driven risk assessments and approved investment models managed by PNC or third parties.

Patrick Kenney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked with firms including Premier Planning Partners, Premier Planning Group, Ameritas Life Insurance Corp, Ameritas Investment Company, and Wilcox Financial. Outside of his advisory role, he is licensed as an independent insurance agent and also engages in acting and property management through his partnerships. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, offering asset management, financial planning, and retirement plan advisory services.

Timothy Clayton is a financial advisor with Fifth Third Securities, Inc. in Maumee, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Outside of his advisory role, Clayton owns an office cleaning franchise, Raised 2 Life LLC, in Toledo, Ohio. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Zachary Bartko is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked within the PNC organization since 2007, including roles at PNC Bank and PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Thomas Tousley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior work includes roles at Wilcox Financial, Ameritas Life Insurance Corp, Ameritas Investment Corp., and Carillon Investments, Inc. He is also licensed as an independent insurance agent offering fixed insurance products through Wilcox Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio construction methods and program platforms, offering a broad range of investment options including model portfolios, mutual funds, ETFs, and interval funds.