Theodore Alexander is a ChFC® credentialed financial advisor with 18 years of industry experience, currently practicing at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and Prudential Insurance Company of America. Outside of financial advising, he serves as a board member for Folds of Honor Central Ohio and Relationships Under Construction and owns franchise locations for Huntington Learning Center, providing educational services. Integrity Alliance is a large advisory enterprise serving individual investors—including non‑HNW and high‑net‑worth clients—as well as corporations, business entities, and qualified retirement plans. The firm offers a range of advisory and brokerage services, employing a variety of investment approaches through advisor-managed accounts, model portfolios, and third-party sub-advisers.

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 in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Hornor, Townsend & Kent since 2014 and also works with Penn Mutual Life Insurance Company. In addition to his advisory role, he serves as a board member of the North Columbus Jaycees, a community organization focused on local service initiatives. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and utilizes third-party asset managers under various account structures, managing billions in assets.

Robert Willison is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Parkland Securities, Edward Jones, and LPL Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models.

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.

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.

Surya Dubey is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds the Series 66 designation and has worked at several Cetera affiliates before joining Huntington in 2025. Prior to his financial services career, he was affiliated with Genpact and had a decade-long involvement with Aryabhatta College (DU) and BPSKV School Deoli. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

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.

Kelly Mathews is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities. Mathews has spent the majority of his career at Huntington in various roles since 2016. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities, utilizing an open-architecture model that integrates third-party and proprietary investment strategies through multiple wrap-fee programs on the Envestnet platform.

Casey Daly is a financial advisor at The Huntington Investment Company with 20 years of industry experience. He holds a Series 66 credential and has been with the firm in various capacities since 2011. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Christopher Urbano is a financial advisor at The Huntington Investment Company with nine years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and Ameriprise Financial Services, LLC. 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 through an open-architecture platform combining third-party and affiliate portfolio models alongside discretionary and model-based management options.

Brett Warrick is a financial advisor with Fifth Third Securities, Inc. based in Newark, Ohio. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at Huntington National Bank, Bankers Life Securities, and experience with Ohio state organizations. Outside of his advisory work, he participates as a co-angler in professional bass fishing. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets for a broad client base using third-party portfolio managers and a range of investment strategies.

Michelle Loftus is a Series 66-licensed advisor at The Huntington Investment Company with 24 years of industry experience. She has worked at Huntington in various roles since 1995, including her current position at the investment company since 2002. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and proprietary investment strategies, with custodial services provided through National Financial Services.

Christopher Johnston is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at PNC Investments LLC since 2022, a brief tenure at J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021, and a decade at AIG Life Insurance and AIG Capital Services from 2011 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Allen Wandle is a financial advisor with Money Concepts Capital Corp and holds 23 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 22 years and operates Wandle & Associates, Inc., a CPA and accounting firm providing bookkeeping, payroll, tax consulting, and tax return preparation services. Additionally, he has ownership in a local restaurant, Sunbury Diner LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Garin Rydalch is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Lido Advisors, Lincoln Investment, Shore Morgan Young, and Switchback Global Capital. He also provides administrative support to Private Advisor Group. 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 employs a fiduciary-based model and utilizes a variety of investment strategies while offering both proprietary and third-party managed account solutions.

Lucas Gooding is a financial advisor with Cetera Planning Partners in Westerville, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at Avantax entities and Citizens Bank, among others. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified allocation approach centered on mutual funds and ETFs, supported by a formal planning process and a range of ancillary services such as tax planning and estate strategies.

Christopher Casto is a CFP® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held previous roles at Ameriprise, Cetera, and Regions Bank. His work is based in New Albany, Ohio. 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 managers with proprietary Private Bank strategies.

Tammi Wood is a financial advisor with The Huntington Investment Company in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Fifth Third Securities, Ameriprise Financial Services, Stifel Nicolaus & Co Inc, and JP Morgan Chase. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party and affiliate model offerings within an open-architecture framework, offering portfolio management and custodial services through National Financial Services.