Brian Vanwinkle is a financial advisor with Van Winkle Wealth Management Group LLC in Newark, Ohio. He holds a Series 63 designation and has 32 years of industry experience, including over two decades at Syndicated Capital, Inc. Outside of his advisory role, he is a part owner of Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. Van Winkle Wealth Management Group provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan sponsors and participants. The firm uses model portfolios combined with fundamental and technical analysis to tailor strategies to client objectives, managing approximately 400 client relationships and about $114 million in assets.

Thomas Cantrell is the sole advisor at The Retirement Specialist of Central Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with his current firm since 2014 and is also involved in several related business activities, including ownership of Senior Services Inc, which focuses on life insurance and fixed annuity sales. The Retirement Specialist of Central Ohio serves individual clients, including high-net-worth individuals and small business owners, offering tailored financial planning and portfolio services. The firm combines written financial plans with an online aggregation platform and subscription-based wealth management, managing approximately $13.6 million in discretionary assets as of December 31, 2024.

Jonathan Taylor is a financial advisor at Patriot Asset Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Summit Brokerage Services. He also maintains a life insurance producer role, integrating life insurance into financial planning for clients. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a value-oriented approach with strategic and tactical asset allocation models. The firm offers a proprietary concentrated equity portfolio, employs derivatives and option strategies within managed accounts, and conducts public educational seminars and workshops.

Michael Allman is an advisor at Patriot Asset Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. He previously worked at Discover Financial Services and currently supervises product distribution at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, model allocation strategies, and a proprietary equity portfolio. The firm uses a value-oriented approach and incorporates derivatives and option strategies in managed accounts, along with public educational seminars and workshops.

Joshua Dandurand is a financial advisor at Walden Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation from 2013 to 2022 before founding Dandurand Financial Partners, LLC. Walden Financial provides investment management, financial planning, retirement consulting, and financial coaching to individual clients, pension plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with passive and active strategies, incorporating both fundamental and technical analysis, and offers customizable portfolios including ESG criteria.

James Noxon is a financial advisor with The Retirement Specialist of Central Ohio in Newark, OH. He holds a Series 65 designation and has experience providing discretionary investment management and comprehensive financial planning. The Retirement Specialist of Central Ohio serves individuals, high-net-worth clients, and self-employed or small business owners, focusing on retirement planning. The firm employs client interviews to develop individualized investment policies and uses fundamental analysis in investment decisions, offering an online planning platform and subscription-based ongoing planning services.

Richard Stocker is a CFP® with 31 years of industry experience and currently serves as an advisor at Patriot Asset Advisors, LLC. He previously worked at Cetera and Summit Brokerage Services. In addition to his advisory role, he is the owner of Patriot Insurance Advisors, LLC, and serves as Treasurer for the Licking County Coalition. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, using a value-oriented approach that includes strategic and tactical asset allocation models and a proprietary concentrated equity portfolio. The firm also offers public educational seminars and workshops for various organizations.

Aaron Steffan is a ChFC® credentialed financial advisor with 21 years of experience. He has worked at W&S Brokerage Services since 2013 and has been with Western Southern Life since 2001, where he serves as a full-time sales manager. W&S Advisory Services, LLC offers non-discretionary investment management focused on UGMA accounts through the Fabric by Gerber Life digital platform, providing clients with model portfolios managed by an affiliated sub-adviser. The firm operates as a subsidiary of Western & Southern Financial Group and integrates investment management with insurance affiliate services.

Sheila Steury is a financial advisor with NBC Securities, Inc. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her career includes roles at Stifel, UBS Financial Services, and McDonald Investments Inc. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base that includes high-net-worth individuals, institutional clients, and municipalities. The firm offers multiple fee-based advisory programs combining discretionary and non-discretionary management alongside integrated brokerage and custody solutions.

Lawrence Miller is a financial advisor at NBC Securities, Inc. in Granville, Ohio, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has been with NBC Securities since 2014. Outside of his advisory role, he is involved with Elegiac LLC, an entity that owns the office condominium housing his branch office. NBC Securities provides investment management, financial planning, and brokerage services to a wide range of individual and institutional clients, including high-net-worth individuals, ERISA-qualified plans, trusts, and municipalities. The firm offers multiple fee-based advisory programs that integrate third-party and affiliated investment managers with discretionary or non-discretionary options, supported by brokerage and custody services through RBC platforms.

Wayne Farnsworth Jr. is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with ValMark Advisers since 1999 and also operates Wayne Farnsworth Financial Services, Inc. Additionally, he is a U.S. Coast Guard licensed captain running a charter boat fishing business in Newark, Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm uses diversified, goal-based model portfolios with multi-asset allocation and offers proprietary platforms and third-party programs.

Aaron Ward is a financial advisor at Secure Asset Management, L.L.C. in Utica, Ohio, holding a Series 65 designation with over 20 years of combined experience in law enforcement and financial services. Prior to joining Secure Asset Management, he served with the City of Columbus Ohio Police Department for 22 years and has operated AWard And Associates Company since 2016. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of analytical approaches and utilizes third-party managers and platforms to manage client portfolios.

Neal Skiles is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Portfolio Medics since 2008. Outside of his advisory role, Neal is the owner of JASER LLC, a marketing and sales business focused on an online document storage service and legacy financial gifting, and serves as a pastor at Heath Christian Union Church. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches across diversified portfolios.

Brandy Breece is a financial advisor at The Huntington Investment Company with eight years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., Edward Jones, and Nationwide Children's Hospital. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party sub-managers, wrap strategists, and proprietary models, serving tens of thousands of client accounts with nearly 400 advisors.

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.

Brett Warrick is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Huntington National Bank and Bankers Life Securities. Outside of his advisory role, he participates as a professional co-angler in bass fishing tournaments. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.

Kelley King is a financial advisor at ArsenEAU Financial with over 41 years of industry experience. He holds the Series 63 designation and has worked at firms including The Leaders Group Inc and Valmark Advisors, Inc. King also operates as an independent insurance agent through King Financial Solutions. ArsenEAU Financial serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services. The firm employs a variety of analytical approaches and offers access to third-party money managers and a range of investment products.

Shannon Montell is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and JP Morgan Securities LLC. Montell has been with Huntington since 2021. 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 and utilizes an open-architecture, model-driven platform combining third-party sub-managers, proprietary models, and specialized program options.

Franklin Collins is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Aspen Energy, JPMorgan Chase Bank, and Reliant Capital Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services that include point-in-time financial plans and optional managed account solutions, operating within plan lineups selected by plan sponsors.

Joshua Jaffe is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services LLC and J.P. Morgan Securities. Outside of his advisory role, he is the managing member of 3J&E, LLC, a business focused on property management and oversight. Steward Partners Investment Advisory, LLC manages over $28 billion in assets and serves a diverse client base that includes individuals, charitable and corporate clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management using a combination of proprietary strategies and third-party money managers across multiple asset classes.