Tammy Knouff is a Series 66 licensed advisor with 16 years of industry experience. She has been with The Huntington Investment Company since 2010 and previously worked at Ameriprise. 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 offers a range of wrap-fee programs using an open-architecture model that incorporates third-party sub-managers, proprietary Private Bank models, and overlay services, with custodial support from National Financial Services.

Scott Jones Jr. is a financial advisor with Primerica Advisors based in Canton, OH, holding a Series 66 designation and three years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is a licensed real estate agent in Ohio. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Edward Pryor II is a CFP® professional with 24 years of industry experience, currently affiliated with Primerica Advisors in Canton, OH. He has worked at Park Avenue Securities since 2001 and at Guardian Life Insurance Company of America since 2000. Outside of his advisory role, he is involved in insurance sales beyond Guardian Life. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and a digital advice platform, supporting both discretionary and non-discretionary accounts.

Michael McGervey is a financial advisor at Mariner with 10 years of industry experience and holds a Series 65 designation. Prior to joining Mariner in 2022, he founded and managed McGervey Wealth Management, LLC and McGervey Capital, LLC, where he worked from 2015 to 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and integrates in-house research with third-party managers, while also offering coordinated tax services and CFO capabilities uncommon for firms of its size.

Bruce Gilmore is a financial advisor with NewEdge Advisors, holding a Series 63 designation and over 38 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently with Mid Atlantic Financial Management and Mid Atlantic Capital Corporation since 2015. Gilmore also has a longstanding role in fixed insurance sales, including life, health, fixed and indexed annuities, long-term care, and disability insurance. Additionally, he has engaged in food delivery work through DoorDash. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers diverse portfolio management and consulting services, utilizing a combination of in-house and third-party investment strategies supported by technology and a centralized due diligence process.

Michele Stuban Peters is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 65 designations and has 44 years of industry experience. She has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of investment and financial planning services through fee-based wrap programs, using strategies managed internally and by third-party managers.

Denise Blevins is a financial advisor with OSAIC Institutions, Inc. and holds the Series 63 and Series 65 designations. She has 22 years of industry experience and currently works with First Commonwealth Bank and Infinex Investments, Inc., having previously been with The Huntington Investment Company and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model.

Kristina Beers is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at First Commonwealth Bank for eight years, along with roles in the hospitality sector. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Justin Nodo is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2017. Prior to his financial career, he worked at Kent State University from 2013 to 2017. 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 programs and features such as direct indexing and an optional tax-overlay service, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, investment adviser, and municipal advisor.

David Donges is a financial advisor with PNC Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at PNC Investments LLC since 2022 and previously held roles at KeyBank and Key Investment Services from 2016 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessments and delegated portfolio management with mutual funds and ETFs.

Jerry Hupp is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has operated Jerry Hupp Financial Services since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Thomas Breckenridge is a Chartered Financial Consultant (ChFC®) with 23 years of experience in the financial services industry. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006. He also serves on the Malone University Estate Planning Advisory Council, which discusses estate planning topics and strategies for attracting endowment funds. Primerica Advisors is part of Park Avenue Securities LLC, a firm serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a range of investment programs utilizing proprietary and third-party strategies and supports both discretionary and non-discretionary account management.

Ryan Miller is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Independent Advisor Alliance since 2019 and previously spent eight years at Independent Financial Partners and 15 years with LPL Financial. Miller serves as a board member of Glenmoor Country Club. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a network model of independent advisory representatives, many of whom hold dual registrations with LPL Financial.

David Ciccarelli is a financial advisor with Primerica Advisors in Naples, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes long-term roles with Primerica Advisors and Guardian Life Insurance of America. Outside of his advisory work, he is involved with Innovatus Wealth Advisors LLC, a business intended for future use as a DBA. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, employing a range of proprietary and third-party investment strategies and offering financial planning, retirement consulting, and business consulting.

Nikolche Sobevski is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at The Huntington National Bank and its affiliated investment company since 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 employs an open-architecture investment approach that combines third-party managers with proprietary models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Kevin Krakora is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds a Series 65 credential and previously worked at Storey & Associates for six years before joining MAI Capital in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning and tax services into its client relationships.

Raymond Pelanda is a financial advisor with Primerica Advisors based in Canton, Ohio, holding a Series 63 designation and bringing 23 years of industry experience. He has worked with Park Avenue Securities since 2002 and with Guardian Life Insurance Company since 2000. Outside of his advisory role, he officiates basketball games. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and offers various programs and account-level services to meet client needs.

Susan Marran is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. Her prior roles include positions at First Commonwealth, Infinex Investments, LPL Financial, Firstmerit Bank, and Merrill. She holds Series 63 and Series 66 licenses. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its representatives.

Matthew Obradovich is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services LLC, New York Community Bank, and LPL Financial. Outside of his advisory role, he is involved in consulting through Obradovich Enterprises LLC and manages practice expenses via MDO Group LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Michael Thomas is a Certified Financial Planner® at MAI Capital Management, LLC with four years of industry experience. He previously worked at Storey & Associates for four years and has experience from Ashland University. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and serves in both advisory and product-sponsor capacities.