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.

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 Findlay, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at BFC Planning, Berthel Fisher & Company Financial Services, and Citizens Securities. Outside of his advisory work, he is involved in Medicare insurance sales. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs and specialized investment features such as direct indexing and tax-overlay services.

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 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.

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, holding CFP® and multiple securities licenses, and has 23 years of industry experience. His prior roles include positions at Huntington Bank and MassMutual Investors Services. Outside of finance, he is active as a fitness coach and 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. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing both in-house and third-party managers, with integrated solutions across its affiliated entities.

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.

Shelbie Conrad is a financial advisor with Fifth Third Securities, Inc. She holds Series 65 and Series 63 licenses and has six years of industry experience. Shelbie has worked at Fifth Third Securities since 2020 and has been with Fifth Third Bank since 2017. Prior to that, she worked at Jim White Toyota for one year. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, through investment advisory and brokerage services. The firm offers various program types and third-party portfolio managers via its Passageway Managed Account platform.

Jacob Chalupa is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 17 years of industry experience. He has been with The Huntington Investment Company since 2009 and previously worked at Ameriprise beginning in 2026. 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 employs an open-architecture model combining third-party and affiliate offerings and sponsors multiple wrap-fee programs through the Envestnet MAS platform.

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.

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.