Christopher McIntire is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 19 years of industry experience. He has operated McIntire Retirement Services since 2000, focusing on financial and retirement planning. In addition to his advisory role, he has worked as an independent insurance agent involved in the sale of life and health insurance products. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds, while also serving as sub-advisor to other advisory programs.

Madeson Lamlein is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Fifth Third Securities, Lamlein worked at Fifth Third Bank and has experience in various roles including at Beckett's Burger Bar and Valco Valley Tool and Die. Fifth Third Securities 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 features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Kevin Pietro is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 designations. He has six years of industry experience, including prior roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of advisory work, he operates an e-commerce business as a sole proprietor on eBay. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm emphasizes long-term portfolio returns and integrated services aligned with Empower’s recordkeeping and administrative platforms.

Scott Peluso is a financial advisor with Fifth Third Securities, Inc. in Swanton, Ohio, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2022, with prior roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Citizens Securities, Inc. In addition to his advisory work, he is an agent involved in Medicare insurance sales. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, employing a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Hunter Smith is a financial advisor at Ameritas Advisory Services, LLC with a Series 65 designation and one year of industry experience. His career includes roles at Ameritas Advisory Services, DeVerna & Co Financial, and LPL Enterprise LLC. Outside of finance, he has experience working with Beck Logistics LLC and has been involved with various organizations including Bowling Green State University and Stone Ridge Golf Club. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of model portfolios, mutual funds, ETFs, interval funds, and individual securities.

Anthony Spaniolo is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he occasionally bartends on weekends at Silver Lake Chicken Shack. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

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.

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.

Brooke Bowerman is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She previously worked at Royal Alliance Associates for 13 years and has owned Bowerman Financial LLC, an insurance agency, since 2007. Outside of her advisory work, Bowerman serves as chairman of Visions of Hope Ministries and is a member of the executive advisory board for the Toledo Community Land Trust, a nonprofit focused on affordable housing and equitable development. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a variety of portfolio strategies and custodial platforms.

Robert Schoonmaker is a financial advisor with Ameritas Advisory Services, LLC in Perrysburg, Ohio, holding CFP® and securities licenses with 23 years of industry experience. His prior experience includes roles at Huntington Bank, Mass Mutual Investors Services, and Signator Investors. He serves on the boards of several nonprofit organizations, including the University of Toledo Foundation, Junior Achievement of Northwest Ohio, and the YMCA of Greater Toledo, participating in investment committees and general oversight. Additionally, he is involved as a fitness coach at CrossFit Fenix. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities.

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.

Shelbie Conrad is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2020, and at Fifth Third Bank since 2017. Prior to that, she was employed at Jim White Toyota for one year. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, utilizing third-party portfolio managers and a range of strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

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.

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.