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Katherine Waltner is a financial advisor at The Huntington Investment Company with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Hornor, Townsend & Kent, LLC, PNC Investments, Parkland Securities, SPC, and Sigma Financial Corporation. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals including high-net-worth clients, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate portfolio management solutions.

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.

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.

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.

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.

James Altier is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes an 18-year tenure at JPMorgan Distribution Services Inc. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary offerings, delivering diversified portfolio management through various wrap-fee programs on the Envestnet MAS platform.

Melissa Holding is a financial advisor at The Huntington Investment Company with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Truist Investment Services, SunTrust Bank, and BB&T. Holding serves as a board member for IF: Gathering, a faith-based women’s organization, and is vice-chair and strategy committee chair for Carmel Christian School, where she helps provide strategic direction and oversees the school’s five-year growth plan. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, and businesses with advisory and brokerage services. The firm offers a variety of wrap-fee programs using an open-architecture model that combines third-party managers with proprietary Private Bank strategies.

Stephen Hruby is a financial advisor with The Huntington Investment Company in Columbus, OH, holding a Series 66 designation and 19 years of industry experience. He has worked with Huntington at various capacities since 2012, including roles at The Huntington National Bank since 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—as well as charitable organizations and corporations. The firm employs an open-architecture investment model that incorporates third-party and proprietary strategies, offering a range of wrap-fee programs and portfolio management services.