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.

Michael Mccarthy is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and previously at Wilcox Financial from 2014 to 2020. 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 financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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, holding 32 years of industry experience. He has worked with Ameritas since 2019 and has been involved with Creative Financial Partners and CH Benefits, where he holds co-ownership. Holzemer also operates ML Holzemer Ltd, which manages payroll for commissions. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs including model portfolios and third-party subadvisers, serving a range of clients with integrated services across Ameritas affiliates.

Michael Brandon is a financial advisor at Ameritas Advisory Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial for Lutherans, Cetera Advisors, and Brandon Wealth Management. Outside of his advisory roles, he has been involved in live music performance. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs using in-house and third-party portfolios, and integrates with Ameritas affiliates to deliver a broad range of financial solutions.

Christopher Rennert is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services and PNC in addition to his current firm. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

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 designation and nine years of industry experience. He has held roles at multiple firms including Wilcox Financial, Deverna & Co Financial, and Ameritas Life Insurance Corp. Piazza is also the owner of P3C Planning LLC and Piazza Wealth Management, where he provides financial, investment, and retirement planning services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a platform that integrates in-house and third-party managers along with co-advisory programs.

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.

Daniel Mell is a financial advisor with The Huntington Investment Company in Toledo, OH, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Huntington since 2016 and spent one year at Ameriprise Financial Services, LLC. Mell serves on the Board of Directors for Cardinal Stritch Catholic High School and Academy, a nonprofit role involving institutional advancement activities. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm utilizes an open-architecture investment model that combines third-party managers with proprietary private bank offerings, delivering a range of wrap-fee programs primarily through the Envestnet MAS platform.

Arthur Schlosser is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with firms including LPL Financial, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he is also involved as a musician in Toledo, OH. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model of independent advisors and utilizes a range of portfolio management strategies supported by various technology platforms.

Mindy Carr is a financial advisor at The Huntington Investment Company with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Huntington and Fifth Third Securities. Outside of her advisory role, she serves as Board President of the Anthony Wayne High School Hockey Club. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate portfolio management, with services delivered via National Financial Services.

Lawrence Decker is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has been with Ameritas Advisory Services since 2021. He also operates Decker Financial Group and Creative Financial Partners, focusing on fixed insurance and annuities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management solutions, including discretionary and non-discretionary portfolio management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies.

John Machcinski is a CFP® and ChFC® with 47 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. since 1999. In addition to his advisory role, he serves as an officer in various non-investment-related business ventures affiliated with the Hantz Group, including a charter flight business, urban farm development, technology services, and a golf club. He is also a board member of Hantz Trust Bank. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and retirement-plan advisory services supported by affiliated banking, tax, insurance, and mortgage businesses.

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 licenses and bringing 39 years of industry experience. His career includes long-term roles at Wilcox Financial and Ameritas entities, as well as involvement with Premier Planning Partners and Premier Planning Group. Outside of financial advising, he has a side activity as an actor and participates in property management as a partner at Premier Planning Partners, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

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.