Gabriel Pollock is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones for 13 years and held roles at FSC and OSAIC before joining \u0026Partners. Outside of his advisory work, he serves on the parish council board of St. Augustine Catholic Church, is a board member of the Napoleon City Preservation Committee, and is the treasurer for the Liberty Center Education Foundation. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary portfolio management, utilizing both proprietary and third-party strategies.

Brian Micciche is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities Bankers Life Securities and Bankers Life & Casualty since 2016 and 2010, respectively. Outside of advisory services, he is involved in training and managing agents in the sales and service of non-variable insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of analytical approaches to portfolio management.

Louis Fahrbach is a financial advisor with Eagle Strategies (NY Life) in Maumee, Ohio, holding a Series 66 designation and over 12 years of industry experience. He has been affiliated with Heritage Planners and Eagle Strategies since 2018, and with New York Life and NYLIFE Securities since 2014. In addition to his financial advisory roles, Fahrbach serves on the Northwood City Council, a position he has held since 2013. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and tailors recommendations to client objectives, managing the majority of its assets on a non-discretionary basis and maintaining fiduciary responsibilities for retirement investors.

Megan Evans is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She operates under the DBA Evans, Beebe & Fields Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Nicholas Razzoog is a financial advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2022, he worked at ProMedica and Avionos. He also has experience in education, having worked at Bowling Green State University and Perrysburg High School. 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.

Ethan Pendry 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 previously worked at Fifth Third Bank and American Income Life Insurance Company. Outside of finance, he has experience working with the Trine University Ice Rink. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, providing clients access to advisor-directed models, SMA strategies, and tax-optimization techniques.

Paul Haye is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. He holds the ChFC® designation and Series 63 license with 43 years of industry experience. Since 2007, he has operated under the Heritage Planners DBA, focusing on the sale of New York Life products and brokering non-registered insurance products, alongside a long tenure at New York Life and Nylife Securities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea Gibbons is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. She holds the Series 66 credential and has worked at firms including AMG Sterling Financial and Signature Bank. In addition to her advisory role, she is involved in insurance services and financial advising through Wilcox Financial/AIC. 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 offers a range of asset management and retirement plan advisory solutions, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities across multiple program platforms.

Nicholas Razzoog is a Series 66-licensed advisor with Fifth Third Securities, Inc. in Perrysburg, Ohio, where he has worked since 2005, accumulating 21 years of industry experience. He has been with Fifth Third Securities throughout his career. 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 bank affiliation and municipal-advisor registration, providing clients access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Jerid Friar is a financial advisor with Fifth Third Securities, Inc. in Waterville, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Friar serves as a member of the Board of Directors for the Bowling Green Chamber of Commerce. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines its municipal-advisor registration with affiliation to Fifth Third Bank.

Gavin Cross is a financial advisor at &PARTNERS with one year of industry experience. He holds the Series 66 designation and previously worked at National Door & Trim and CaroTrans. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a range of analytical approaches and both proprietary and third-party strategies, managing accounts through discretionary and non-discretionary platforms.

Alec Falkenberg is a financial advisor with Transamerica Financial Advisors in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles with NetLaw and United Parcel Service, and he serves as a board member for the Friends of Lucas County Child Service, where he helps host events for children in the foster care system. Alec also owns A.M. Falk Enterprises, a business related to tax preparation. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Mark Matheson is a financial advisor with Empower Advisory Group in Perrysburg, OH. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Empower Advisory Group, he worked at MittGroup and has additional background in professional sports organizations. Outside of his advisory role, Matheson owns and operates Matheson Group LLC, a solar consultation business for residential homeowners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates, delivered through a model linked to Empower’s recordkeeping and administrative platforms.

Liam Rogers is a financial advisor at Ameritas Advisory Services, LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including DeVerna & Co Financial and Ameritas Investment Company, LLC. Outside of advisory work, he is involved with mortgage loan origination through Rocket Mortgage. 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 portfolio management and financial planning services using various investment products and program platforms.

Lucas King is a financial advisor with Eagle Strategies (NY Life) based in Perrysburg, OH, holding Series 63 and Series 66 credentials and having seven years of industry experience. Prior to his current role since 2022, he worked with NYLIFE Securities and New York Life Insurance Company starting in 2019, and he has a background at IMA World Health from 2012 to 2019. Outside of his advisory duties, he serves on the boards of several non-profit organizations, including DEXA Haiti Relief, Partners in Education of Toledo, and The Epilepsy Center of Northwest Ohio, and volunteers with the Toledo Rotary Club. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis, and maintains fiduciary responsibilities particularly regarding retirement investors.

Tate Carnicom is a financial advisor at Fifth Third Securities, Inc. in Waterville, Ohio, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Fifth Third Bank and Bassett's Market. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports clients with services that include mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

Cassie Christman is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Fifth Third Securities since 2024 and has additional experience at Fifth Third Bank, Planet Fitness, Penrod & George CPA, and Mike's Carwash. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets across a broad client base.

Christine Johnston is a financial advisor with Ameritas Advisory Services, LLC, holding 17 years of industry experience. She previously worked with Nationwide Securities, LLC and Nationwide Financial for five years and has been associated with DeVerna & Co Financial, Yanak Insurance Group, and McClure Insurance Group. She is also a licensed independent insurance agent, actively involved in selling life, long-term care, and fixed annuity insurance products. 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 financial planning and asset management solutions using model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Scott Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and Creative Financial Partners, among others. He is also a licensed independent insurance agent selling fixed insurance products through DeVerna & Co 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 offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Tyson Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held roles at several firms, including his own Moore Family Enterprises LLC and Net Law, which he uses occasionally as a resource for clients’ will and trust needs. Moore also serves on the Finance Department’s Board of Executive Advisors at the University of Toledo. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.