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.

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.

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.

Travis Dragan is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at Sequoia Financial Group, Lineweaver Wealth Advisors, PNC Asset Management, and Boyd Watterson Asset Management. Mission Wealth Management, LP serves high-net-worth individuals, families, nonprofit organizations, and institutional clients, offering customized wealth management and financial planning services. The firm manages approximately $10 billion in assets and provides a range of investment solutions with a long-term orientation.

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.

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.

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.

Shad Tyson is a financial advisor with The Huntington Investment Company in Newark, OH, holding a Series 66 designation and 23 years of industry experience. He has been with The Huntington Investment Company since 2002. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets through a platform that integrates third-party sub-managers, wrap strategists, and proprietary models. The firm is affiliated with a regional bank holding company and its Private Bank, offering specialized services including trust and overlay options.

Stacy Lynn Schindler is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones, Piphany, Plexus Worldwide, and Thirty-One Gifts. Schindler is based in Newark, Ohio. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. 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.

John Elgin is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Ameriprise and Mid Atlantic Capital Corporation. Outside of his advisory role, he is involved in managing real estate holdings and business interests through entities such as JENZ, LLC and 3J&E, LLC. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies alongside third-party money managers, with investment allocations across multiple asset classes tailored to client objectives.

Kevin Cox is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as secretary and board member of Local Partners LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Joseph Johnson is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he has ownership interests in a nutrition company and serves as president of a real estate LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.