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.

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.

Thomas Geissler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also involved with Premier Planning Group, where he provides financial planning and client portfolio services. Previously, he was affiliated with Ameritas Investment Company and Wilcox Financial. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management using model portfolios, third-party sub-advisers, and custom strategies, along with a range of retirement plan consulting and fiduciary advisory services.

Vera Johnson is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has worked at Fifth Third Securities, Inc. since 2017 and previously spent six years at LPL Financial. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Michelle Schroeder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at The Huntington Investment Company and Fifth Third Securities. Outside of her advisory work, she creates digital content focused on vintage items, thrifting, and home decor, which she monetizes through affiliate marketing on social media platforms. 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.

Mark Juhasz is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including at Sea Dogs and Georgio's Bar and Grill, and has a background that includes time at the University of Toledo. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies supplemented by managed accounts and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

Kristy Turnwald is a CFP® and ChFC® with 21 years of experience in the financial services industry. She has been with Hantz Financial Services, Inc. since 2004. Hantz Financial Services serves a diverse client base including 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, supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Nathan Boyer is a financial advisor at Independent Financial Partners with four years of industry experience. He holds the Series 66 designation and has worked at IFP Securities LLC since 2021 and at Stirling Capital since 2013, where he serves as Director of Operations. Outside of his advisory role, Boyer owns Stirling Capital Tax & Accounting Services, providing tax return preparation and submission. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Steven Edwards is a financial advisor with The Huntington Investment Company based in Toledo, Ohio. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 20 years at Huntington and a recent role at Ameriprise. Edwards serves as an investment committee member for The National Exchange Club, which focuses on child abuse prevention. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm utilizes an open-architecture investment approach combining third-party and affiliate models within multiple wrap-fee programs on the Envestnet MAS platform.

Denny Parsson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Evan Allion is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with The Huntington Investment Company, where he has worked since 2015, including a prior tenure at Huntington Bank. He also spent time at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Adam Brentlinger is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Toledo, OH, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. He has worked at Fifth Third Securities since 2014 and has been associated with FIFTH THIRD BANK since 2013. 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 multiple investment programs via its Passageway Managed Account platform, combining advisor-directed and third-party portfolio management strategies.

Jeffrey Little is a financial advisor at PNC Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms including LPL Financial, Sun Federal Credit Union, and MassMutual Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering currently available as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs, with portfolio management delegated to third parties.

James Brown is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. Prior to his financial services career, he worked for 25 years with the City of Toledo Department of Police. He is also employed with Premier Planning Group, providing financial services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing a range of fee-based asset management programs and fiduciary retirement-plan advice.

Benjamin Jackson is a financial advisor with Fifth Third Securities, Inc. in Lambertville, MI, holding a Series 66 designation and seven years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2018 and previously worked at Wholehan Marketing from 2014 to 2018. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, 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 use of platforms like Fidelity Institutional Wealth Adviser.

Martin Regan Jr. is a financial advisor with SPC in Toledo, OH, holding a Series 63 credential and 33 years of industry experience. His career includes roles at LPL Financial and Sigma Financial Corporation, and he has operated Regan Financial since 1988. He is also involved with Regan Financial, LLC, focusing on fixed annuities and various insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement services, emphasizing client suitability and offering both discretionary and nondiscretionary management options.

Richard Escobedo is a Series 66-registered financial advisor at Hantz Financial Services, Inc., with two years of industry experience. Prior to joining Hantz, he worked in healthcare and education roles at Promedica Toledo Hospital, Promedica Flower Hospital, University of Toledo Medical Center, Gibsonburg Middle School, and Mercy College of Ohio. Hantz Financial Services operates as a diversified enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing around $10 billion in assets. The firm emphasizes ETF-centered model portfolios, asset allocation, and periodic rebalancing, supplemented by third-party SMA managers and tax-aware strategies, while also providing mortgage brokerage and insurance services through affiliated agencies.

Cheryl Gill is a financial advisor at The Huntington Investment Company with nine years of industry experience. She holds a Series 63 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities LLC, Fifth Third Bank, Fifth Third Securities, Citizens Securities, Inc., and Citizens Bank. She is based in Oregon, Ohio. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

Robert Best is a financial advisor with SPC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Sigma Financial Corporation since 1999. Outside of advising, he is a licensed insurance agent offering life, disability, and long-term care insurance products through Summit Reserve Group. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services, with a corporate structure that includes affiliated broker-dealers and insurance agencies.

Steven Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and 17 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Decker Financial Group and Creative Financial Partners since 2016. Outside of advisory work, he is authoring a book focused on destination retirement. 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 a range of fiduciary and consulting services, utilizing model portfolios, third-party sub-advisers, and custom strategies.