Huntington Financial Advisors

Amy Roma is a financial advisor with The Huntington Investment Company in Canton, Ohio, holding a Series 66 designation and 13 years of industry experience. She previously worked at PNC Investments for eight years before joining Huntington in 2022. Roma serves as a board member and volunteer fundraiser for the Eric Snow YMCA. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that combines third-party sub-managers and proprietary models through various wrap-fee programs.

Andrew Boerma is a CFP® with one year of industry experience, currently advising at The Huntington Investment Company. His prior roles include positions at SYM Financial Advisors, Benjamin F. Edwards, Isabella Community Credit Union, and earlier experience in non-financial sectors such as Enterprise Rent-A-Car and Dick’s Sporting Goods. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model, offering a range of wrap-fee programs that combine third-party and proprietary portfolio management strategies.

Jeffrey Core is a financial advisor with The Huntington Investment Company in Livonia, MI, holding Series 66 and Series 63 licenses and having 21 years of industry experience. His work history includes roles at Ameriprise, Infinex Investments, Flagstar Bank, and Fifth Third Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party and proprietary models, and sponsors multiple wrap-fee programs through the Envestnet MAS platform.

Jon Short is a CFP® professional with 26 years of experience in the financial services industry. He has worked at The Huntington Investment Company since 2009 and also spent time at Ameriprise Financial Services, LLC. Outside of his advisory role, he serves on the board of the Enis Furley Foundation, a nonprofit organization assisting families facing illness and hardship. The Huntington Investment Company serves individuals, charitable organizations, and businesses with advisory and brokerage services, utilizing an open-architecture investment approach that includes third-party sub-managers and proprietary models through its Private Bank.

Matthew Garner is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at Ameriprise Financial Services, LLC, LPL Financial, and Firstmerit Bank NA. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm sponsors multiple wrap-fee programs using an open-architecture model that combines third-party Sub-Managers and Wrap Strategists with proprietary Private Bank models.

Soo Lee is a Series 66 licensed financial advisor with seven years of industry experience. She has worked at The Huntington Investment Company since 2026 and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities from 2019 to 2026. Outside of her advisory role, Lee works as a rideshare driver with Lyft and Uber. 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 incorporates third-party sub-managers and proprietary Private Bank portfolio models.

Stephen Garrett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Columbus, OH. He has worked at The Huntington Investment Company since 2014 and was previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations and corporations, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate offerings, with advisory arrangements primarily based on percentage-of-assets wrap fees.

Brandon Miller is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Franklin, OH. He has been with The Huntington Investment Company since 2015. 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 through an open-architecture model that incorporates third-party and affiliate investment strategies.

Steven Ringgold is a CFP® with 18 years of industry experience currently serving as a financial advisor at The Huntington Investment Company. His prior work includes roles at Ameriprise Financial Services, LLC and TCF National Bank, among others. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank strategies.

George Greenert is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at The Huntington Investment Company and has prior experience at Ameriprise Financial Services, KeyBank, and PNC Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs using an open-architecture model that combines third-party managers with proprietary offerings from its Private Bank.

Nathan Schultz is a Series 66-licensed financial advisor with The Huntington Investment Company, bringing 21 years of industry experience. His prior roles include positions at Sterne Agee Financial Services and Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary portfolio management strategies within an open-architecture model.

Brian Ailes is a CFP® with 19 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company since 2013. He previously worked at Ameriprise Financial Services, LLC. Outside of his advisory role, he owns a rental property in Kalamazoo, Michigan. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations, corporations, and business entities. The firm offers advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that incorporates third-party and proprietary portfolio management strategies.

Paul Krepinski is a financial advisor at The Huntington Investment Company with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Edward Jones, Empower Advisory Group, and Charles Schwab in various capacities from 2015 to 2025. 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 and affiliate portfolio management, with custodial services through National Financial Services.

Thomas Nehring is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Ameriprise Financial Services and Fifth Third Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party and affiliate strategies, with custodial services provided by National Financial Services.

Kyleigh Karell is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Ameriprise, Fidelity Investments, JPMorgan Chase, and Fifth Third Securities. Outside of advising, she is active in social media affiliate marketing, creating content and promoting products for platforms such as TikTok, Walmart, and Amazon. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture model featuring third-party sub-managers and proprietary private bank strategies, offering various wrap-fee programs and portfolio management options.