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Quinton R

Series 63, Series 66

Oregon, OH

PNC Wealth Management

Quinton Ranzau is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he supports advisors and partners with clients to understand their unique financial situations and assist them in working toward their financial goals. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His professional experience includes roles as a Financial Advisor at Wells Fargo Advisors from 2022 to 2023, a Registered Customer Experience Representative at Robinhood Markets from 2021 to 2022, a Senior Customer Service Representative Specialist at PNC Investments from 2019 to 2021, and a Bank Teller at First Federal Bank of Defiance from 2018 to 2019. Outside of his professional career, Quinton enjoys football, spending time with friends and attending social events, outdoor adventures, reading, traveling, and volunteering.

Wealth management Executive
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Luke H

Series 66

Toledo, OH

Ameritas Advisory Services, LLC

Luke Halsey is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and based in Toledo, Ohio. He began his advisory career in 2026 and has held positions at Ameritas Investment Company, Winovich Wealth Partners, and LPL Enterprise LLC, among others. Prior to entering the financial advisory industry, he worked in various roles including at Bowling Green State University and RJRunge Company. 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, combining model portfolios, mutual funds, ETFs, and individual securities, supported by affiliated entities that offer a broad product set and operational capabilities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Austin R

Series 65

Toledo, OH

Ameritas Advisory Services, LLC

Austin Reaster is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked at several firms including Piazza Wealth Management and Financial Gravity Family Office Services. Outside of his advisory role, he is an independent agent for Financial Gravity Enhanced Markets, LLC, where he is involved in insurance-related activities. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment products and program platforms and is affiliated with a mutual holding company that includes broker-dealer and insurance entities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Philip N

Series 63, Series 65

Toledo, OH

Sanctuary Advisors, LLC

Philip Noble is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Noble is a co-founder of Noble Wealth Partners and serves on the executive leadership team for the Toledo chapter of the American Heart Association, where he helps lead annual fundraising efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports advisor-directed portfolio management through a broad range of strategies and acts as a fiduciary when a written advisory agreement is in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Rachel L

CFP®, ChFC®, Series 66

Maumee, OH

Hantz financial Services, Inc.

Rachel Long is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding CFP®, ChFC®, and Series 66 designations with five years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with USA Soccer. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Darci L

Series 65, Series 63

Toledo, OH

FIFTH THIRD SECURITIES, Inc.

Darci Lingle is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with Fifth Third Securities since 2020 and has additional experience at Fifth Third Bank beginning in 2019. Prior to her financial career, she was affiliated with Ohio University from 2010 to 2018. 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 program types and third-party portfolio management via its Passageway Managed Account Program, which includes advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Brian M

Series 63, Series 65

Maumee, OH

Hantz financial Services, Inc.

Brian Mckenna is a financial advisor at Hantz Financial Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz since 2007. Hantz Financial Services, Inc. serves a diverse clientele, including individual and high-net-worth clients, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and operates a combined advisory, broker-dealer, mortgage, and insurance business structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Peter W

Series 66

Toledo, OH

Ameritas Advisory Services, LLC

Peter Winovich III is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has held positions at Wilcox Sports Management and founded Winovich Wealth Partners. Outside of financial advising, he is licensed as an independent insurance agent for fixed 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, and charitable organizations. The firm offers a range of asset management and retirement plan advisory services, utilizing multiple program platforms and model portfolios combined with mutual funds, ETFs, and individual securities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Robert D

Series 63

Toledo, OH

Ameritas Advisory Services, LLC

Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 19 years of industry experience. He is also part owner of Creative Financial Partners and serves as a part-time instructor at the Morton-Barber Learning Center, where he provides training for insurance and securities industry professionals. Additionally, he owns Eco Prints, LLC, a marketing and creative services company. 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 asset management and consulting services, utilizing various investment platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Christopher B

Series 66

Toledo, OH

PNC Wealth Management

Christopher Brzuchalski is a financial advisor with PNC Wealth Management in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he serves as a board member and treasurer for Sylvania Youth Hockey. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments to guide investment strategy with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Joseph G

Series 66

Maumee, OH

Hantz financial Services, Inc.

Joseph Gentile is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and third-party SMAs, employing an asset-allocation framework with periodic rebalancing, while integrating technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Seth L

Series 66

Monroe, MI

PNC Wealth Management

Seth Longton is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. Outside of his advisory role, he manages a non-investment-related rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees, employing algorithm-driven portfolio strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Christopher A

Series 63, Series 66

Lambertville, MI

FIFTH THIRD SECURITIES, Inc.

Christopher Anteau is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 66 designations and has 22 years of industry experience. His prior work includes roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and CCO Investment Services Corp. Outside of his advisory work, he is involved in sports card sales through online platforms such as eBay and TCG Player. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple managed account programs, including discretionary models and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation with a large bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Matthew N

Series 63, Series 66

Toledo, OH

PNC Wealth Management

Matthew Nutter is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities LLC and The Huntington Investment Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithmic questionnaires to recommend investment risk levels and implements strategies via mutual funds and ETFs managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Thomas G

Series 63, Series 65

Toledo, OH

Ameritas Advisory Services, LLC

Thomas Geissler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at Wilcox Financial, Merrill, and Ameritas Investment Company, LLC. He is also involved with Premier Planning Group, where he provides financial planning and client portfolio services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs various program platforms and investment strategies, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple affiliates within its mutual holding company structure.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Vera J

CFP®, ChFC®, Series 66

Monroe, MI

FIFTH THIRD SECURITIES, Inc.

Vera Johnson is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Monroe, MI. She holds the CFP® and ChFC® designations and has 26 years of industry experience. Her prior roles include positions at LPL Financial, Uvest Financial Services Group, Inc., and Merrill. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via its Passageway Managed Account Platform, combining third-party portfolio managers with customizable investment strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Michelle S

Series 63, Series 66

Sylvania, OH

Ameritas Advisory Services, LLC

Michelle Schroeder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at Ameritas Investment Company, Fifth Third Securities, The Huntington Investment Company, and other firms. Outside of finance, she creates digital content on vintage, thrifting, and home decor topics, sharing her work on social media platforms such as Instagram and TikTok. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs diverse investment strategies using model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Kristy T

CFP®, ChFC®, Series 63, Series 65

Maumee, OH

Hantz financial Services, Inc.

Kristy Turnwald is a CFP® and ChFC® with 22 years of experience in financial advising at Hantz Financial Services, Inc., where she has worked since 2004. She holds Series 63 and Series 65 licenses and is based in Maumee, Ohio. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, business owners, and institutional clients. The firm offers financial planning and wealth management primarily through ETF-based model portfolios and third-party strategies, alongside brokerage, mortgage, and insurance services through affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Nathan B

Series 66

Oregon, OH

Independent Financial Partners

Nathan Boyer is a financial advisor at Independent Financial Partners with a Series 66 designation and four years of industry experience. He has worked at IFP Securities LLC since 2021 and has been involved with Stirling Capital since 2013, where he serves as Director of Operations. In addition to his advisory role, Boyer owns Stirling Capital Tax & Accounting Services, which provides tax preparation and accounting. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a broad client base and offers both individualized and centralized investment management options, with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Denny P

Series 63, Series 65

Sylvania, OH

FIFTH THIRD SECURITIES, Inc.

Denny Parsson is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with Fifth Third Securities and FIFTH THIRD BANK since 2011. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage channels. The firm offers a variety of investment programs via the Passageway Managed Account Platform, combining third-party portfolio management with customized risk profiling and strategies such as tax-overlay and direct indexing.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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