Garret Venetta is a financial advisor at &PARTNERS with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Venetta serves on the budget team of Violet Baptist Church, contributing to the review and planning of the church’s annual expenses. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of proprietary and third-party strategies through the Envestnet platform and NFS clearing arrangements.

John Haskins is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of his advisory role, he donates plasma several hours per month. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program based on ETF portfolios and a separate Managed Account program.

Thomas Staebler is a financial advisor with Eagle Strategies (NY Life) based in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Nylife Securities Inc. since 1982 and New York Life Insurance Co. since 1977. Outside of his advisory role, he serves as a board member of Krieger Ford, Inc., a retail automobile dealership, and is vice president of Westerville Elderly Housing Inc. He is also involved with the Westerville Rotary Foundation as a board member reviewing scholarship and charitable grants. Eagle Strategies serves a diverse client base including individuals, institutions, and corporate clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice and delivers solutions through various programs, emphasizing non-discretionary asset management and fiduciary responsibilities within an integrated New York Life affiliate structure.

Matthew Hosken is a financial advisor with Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His work history includes roles at Fifth Third Securities, Fifth Third Bank, and JPMorgan, and he also has a longstanding position as a sales representative with Cutco Corporation. Outside the securities industry, he is involved in artisan work creating custom chainmaille pieces. Fifth Third Securities 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 on its Passageway Managed Account platform, which includes strategies such as mutual fund and ETF models, SMA strategies, tax overlays, and direct indexing options.

David Edgerton is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds the ChFC® and Series 63 designations. He has 51 years of industry experience, including roles at Securities America Advisors, Inc., Securities Service Network, Inc., and ownership positions at Edgerton Financial Co. and The Edgerton Agency, Inc., where he serves as President and CEO. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Ayman Ghousheh is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and integrated platform relationships.

Keia Holt is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Huntington in 2026, she worked at Empower Advisory Group, Empower Financial Services, UBS Financial Services, and Nationwide Investment Services Corp. Outside of her advisory role, Holt serves as a pastor and founder of Covenant Believers Community Church and is an author who actively writes and promotes books. 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 sub-managers and affiliate model offerings, with portfolio management and custodial services provided via National Financial Services.

Dirk Miller is a financial advisor with PNC Wealth Management in Heath, Ohio, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and emphasizes mutual funds and ETFs with annual rebalancing.

Lynda Schockman is a financial advisor at The Huntington Investment Company with 23 years of industry experience. She holds a Series 66 designation and has worked at Huntington-affiliated firms since 2012. The Huntington Investment Company 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 includes both third-party and proprietary investment strategies.

Joshua Shank is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. in Dublin, Ohio, with 11 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Jacob Beddow is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Westerville, OH, holding Series 63 and Series 65 credentials and having two years of experience at the firm. His prior work includes roles at Fifth Third Bank, Target, and Columbus State Community College. Outside the financial industry, he works as a delivery driver for DoorDash. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio management via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Allison Salyer is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. She holds the Series 66 designation and has been with Voya Financial Advisors since 2014. The firm provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. Voya delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary programs.

Craig Halliday is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individual and institutional investors, offering investment advisory and brokerage services along with financial planning, retirement plan consulting, and investment banking. The firm combines proprietary and third-party investment solutions and operates as both a broker-dealer and registered investment adviser.

Jason Codrea is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 22 years of industry experience. He has been with Private Advisor Group since 2016 and has also been associated with LPL Financial since 2009. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Gayge Carroll is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 credential and has previously worked at AGIA, Valic Financial Advisors, and PNC Bank. Outside of her advisory work, Carroll owns Moss & Marble Candles L.L.C., an e-commerce and local flea market business that produces and sells various candle products. 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 using an open-architecture model that integrates third-party and proprietary investment strategies.

Matthew Casey is a financial advisor with Independent Financial Partners holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners and IFP Securities in 2025, he worked at Cambridge Investment Research from 2020 to 2025. Outside of his advisory work, he owns and operates AnchorPoint Wealth, a planning and advisory services business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform focused on serving individual, charitable, corporate, and high-net-worth clients with a decentralized investment approach and notable retirement-plan advisory capabilities.

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.

Garica Brown Cremeans is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with The Huntington Investment Company, having joined in 2026 after roles at Charles Schwab, Bank of America, Merrill, JPMorgan Chase, New York Life Insurance, and The Martin Law Firm. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering a range of wrap-fee programs through an open-architecture platform that combines third-party and proprietary investment models.

Andrew Panyik is a financial advisor with Money Concepts Capital Corp in Sunbury, OH, holding a Series 63 designation and 30 years of industry experience. He has been with Money Concepts Capital Corp since 2012. Panyik is also the owner of Panyik Financial, LLC, which operates as Money Concepts Wealth Management & Financial Planning Centre. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

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.