Phillip Anderson

Dylan Fitchet is a financial advisor at Integrated Planning & Wealth Management, LLC, holding a Series 66 credential with one year of industry experience. Prior to joining Integrated Planning & Wealth Management in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing. He also spent five years at Bowling Green State University. Integrated Planning & Wealth Management is an SEC-registered firm managing approximately $80.4 million for around 133 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm specializes in serving optometric private practice owners while also working with non-optometrist clients, offering discretionary investment management, financial planning, and pension consulting through a diversified, risk-based approach.

Ryan Wagner is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with The Huntington Investment Company since 2017, including roles within Huntington National Bank. Prior to his financial services career, he worked at HHGregg for seven years. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets and operates an open-architecture, model-driven platform that integrates third-party and proprietary investment models.

Angela Bowman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has been with The Huntington Investment Company since 2010 and previously worked at Huntington National Bank. Outside of her advisory role, she is involved in selling cosmetics as a consultant and leases horse stalls on a small farm she owns. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and utilizes an open-architecture, model-driven platform with discretionary management and specialized overlay services.

Marc Hanneman is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 63 designation and has worked at Infinex Investments, Inc. and Andover Bank since 2009. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm provides customized financial solutions through a network of investment adviser representatives, employing a mix of fundamental and technical analysis alongside access to alternative investments and lending options.

Jon Glink is a financial advisor with LPL Financial and holds the Series 63 designation. He has 17 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Pelorus Financial Group. In addition to his advisory work, he is involved in insurance agency activities through Pelorus Financial Group and operates a non-variable insurance business. LPL Financial serves a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and both advisory and brokerage solutions.

Ally Durkovic is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses. Ally has been with Equitable Advisors since 2023 and has prior experience working in educational and service roles. Equitable Advisors serves a wide range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs and platforms.