Ayman Ghousheh is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and integrated platform relationships.

Keia Holt is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Huntington in 2026, she worked at Empower Advisory Group, Empower Financial Services, UBS Financial Services, and Nationwide Investment Services Corp. Outside of her advisory role, Holt serves as a pastor and founder of Covenant Believers Community Church and is an author who actively writes and promotes books. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate model offerings, with portfolio management and custodial services provided via National Financial Services.

Dirk Miller is a financial advisor with PNC Wealth Management in Heath, Ohio, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and emphasizes mutual funds and ETFs with annual rebalancing.

Joshua Shank is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. in Dublin, Ohio, with 11 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Jacob Beddow is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, Target, and Columbus State Community College. Outside of his advisory role, he works part-time as a food delivery driver for DoorDash in Columbus, OH. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account Program, utilizing third-party portfolio managers and a variety of strategies ranging from mutual funds and ETFs to separately managed accounts with tax overlay and direct indexing options.

Allison Salyer is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. She has been with Voya Financial Advisors since 2014 and holds a Series 66 designation. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through various program structures, emphasizing recommendation-based non-discretionary arrangements.

Craig Halliday is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Jason Codrea is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 23 years of industry experience. He has previously worked at LPL Financial and Waddell & Reed. His outside activities include managing Codrea Financial Services, an enterprise providing investment advisory services separate from his primary firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary platforms and third-party managers, employing a fiduciary-based advisory model tailored to client goals and risk tolerances.

Gayge Carroll is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 credential and has previously worked at AGIA, Valic Financial Advisors, and PNC Bank. Outside of her advisory work, Carroll owns Moss & Marble Candles L.L.C., an e-commerce and local flea market business that produces and sells various candle products. 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 using an open-architecture model that integrates third-party and proprietary investment strategies.

Matthew Casey is a financial advisor with Independent Financial Partners in New Albany, OH, holding a Series 66 designation and four years of industry experience. He previously worked at Cambridge Investment Research Inc. and Capital Financial Group. Outside of his advisory work, Casey owns AnchorPoint Wealth, a planning and advisory service operating as a DBA. Independent Financial Partners is a nationwide firm that provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized model with various investment strategies and notable capabilities in retirement-plan advisory and pension consulting.

Guy Gohn is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 14 years of industry experience. He has been associated with ASC Financial Group, LLC since 2015 and with American Senior Coordinators, LLC since 2011, where he serves as an associate independent contractor. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, and offers investment management primarily on a discretionary basis using a variety of strategies and models.

Garica Brown Cremeans is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with The Huntington Investment Company, having joined in 2026 after roles at Charles Schwab, Bank of America, Merrill, JPMorgan Chase, New York Life Insurance, and The Martin Law Firm. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering a range of wrap-fee programs through an open-architecture platform that combines third-party and proprietary investment models.

Andrew Panyik is a financial advisor with Money Concepts Capital Corp in Sunbury, OH, holding a Series 63 designation and 30 years of industry experience. He has been with Money Concepts Capital Corp since 2012. Panyik is also the owner of Panyik Financial, LLC, which operates as Money Concepts Wealth Management & Financial Planning Centre. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Daniel Frizzell is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Fifth Third Securities since 2017, following three years at CCO Investment Services Corp. Outside of his advisory role, he is involved in rental property ownership in the Westerville and Columbus, Ohio areas. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutions through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated banking and advisory functions.

Mark Bucciere is a financial advisor with PlanMember Securities Corporation in Westerville, Ohio. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining PlanMember in 2021, he worked with PNC Funds Distributor LLC and PNC Capital Advisors, LLC from 2010 to 2019. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Christopher Mc Nally is an advisor at SPC with a Series 66 designation and three years of industry experience. He has previously worked at Gilliland Lee Financial Group, Inc. and KeyBank, and has a background that includes roles outside finance such as with the Southern Ohio Copperheads and Golf Galaxy. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Alec Vernon is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with several entities affiliated with Huntington since 2020 and previously with W&S Brokerage Services, Western & Southern Life, and National Agents Alliance. Outside of his advisory work, he is a partner in Vernon Capital LLC, a business involved in rental property management. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary private bank portfolios, providing portfolio management, trade execution, and custodial services.

Cian Nielsen Mayer is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and has worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies to meet various risk profiles and investment preferences.

Anna Michaelson is a financial advisor with Key Investment Services LLC in Westerville, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at PNC Investments LLC, The Leaders Group, Inc., and Lincoln Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, offering model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with notable affiliations to KeyBank and KeyBanc Capital Markets.

Avion Johnson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 designations and 1 year of industry experience. He previously worked at American Income Life for seven years and Credit ReInventors for two years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.