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.

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.

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.

Ryan Young is a financial advisor with PNC Wealth Management in Canal Winchester, OH. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at PNC Investments, LLC since 2017 and prior positions at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic tools to recommend investments in mutual funds and ETFs, with portfolio implementation delegated to third parties.

Brett Stahl is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Peak Retirement Planning, Inc. Outside of his advisory role, Brett owns and operates Fitness Life, LLC, a yoga studio in Dublin, Ohio. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services through a platform-centered approach that includes model portfolio solutions, discretionary asset management, and financial planning.

Cian Nielsen Mayer is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and two years of industry experience. He has been with Fifth Third Securities since 2023 and has held roles at Fifth Third Bank since 2015. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers a range of investment programs via the Passageway Managed Account Program, using multiple portfolio managers and strategies tailored to client risk profiles.

Anna Michaelson is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior roles include positions at Continental General Insurance, PNC Investments LLC, and Lincoln Financial. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model that includes portfolio management from Envestnet, Key Wealth Chief Investment Office, and third-party managers.

Avion Johnson is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and one year of industry experience. He previously worked at American Income Life for seven years and at 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 offers integrated services linked to Empower’s administrative platforms, delivering point-in-time financial plans and optional managed account solutions within plan lineups selected by sponsors.

Toby Woloshan is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gahanna, OH, holding Series 63 and Series 65 designations and has 22 years of industry experience. He has been with Fifth Third Securities since 2009. Outside of his advisory role, he co-owns TDL Investments, LLC, which manages investment properties. 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 programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Richard Galzarano is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014, and prior to that was with PRUCO Securities, LLC. Outside of his advisory role, he serves as a board member for the North Columbus Jaycees, a community organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering financial planning, advisory programs, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform, managing both discretionary and non-discretionary assets with approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Robert Willison is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, Parkland Securities, and SPC. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools. The firm provides tailored recommendations while executing trades only with client authorization.

Daniel Smyth is a financial advisor at Citizens Securities, Inc. in Columbus, OH, holding a Series 66 license with three years of industry experience. Prior to joining Citizens Securities, he worked at Morgan Stanley and DoorDash among other roles. Outside of his advisory work, Smyth operates a Twitter account focused on memes and football news. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm’s offerings include a digital advisory program utilizing proprietary algorithms and discretionary portfolio management, alongside commission-based brokerage services.

Todd Emoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been associated with both Commonwealth Financial Network and Freedom Asset Management since 2005. Outside of his advisory work, he rents a seat on the Chicago Mercantile Exchange. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

David De Sciscio is a Series 66-credentialed financial advisor with 20 years of industry experience. He is currently with PNC Wealth Management and has held prior roles at The Huntington Investment Company, J.P. Morgan Securities, and Chase Investment Services Corp. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategist platform that uses algorithmic risk assessments to guide investments in mutual funds and ETFs with annual rebalancing.

Patricia McConnell is a CFP® professional with 24 years of experience in financial advisory roles. She is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Wells Fargo Advisors and Lincoln Investment. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm uses a fiduciary-based advisory model, combining client goals with strategies from leading asset managers and technology platforms.

Peter Christie is a financial advisor with Citizens Securities, Inc. in Columbus, OH, where he has worked since 2019. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to Citizens Securities, he was with JP Morgan Securities LLC and owns a custom home theater installation business, Hollywood Home Cinema. He also serves as President of the Olde Charted Trail Property Association. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based portfolios through a digital advisory program and a Managed Account program, and operates as a broker-dealer and insurance agency.