Eliot Parker is a financial advisor at Parkmont Wealth Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Parkmont since 2017. Prior to that, he was with Horter Investment Management, LLC, and he also serves as president of Retirement Solutions Plus, a financial planning firm focused on marketing health fixed annuities to seniors. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and employing both long-term and short-term trading strategies. The firm constructs portfolios from a broad range of investment vehicles and offers discretionary management tailored to client goals, tax considerations, and risk tolerance.

Charles Corthell is a financial advisor at Parkmont Wealth Advisors LLC with a Series 65 designation. He has experience working at Retirement Solutions Plus LLC, PNC Bank, TW3 Lawn & Snow, and Fremont Ross City Schools. Corthell has no prior industry experience as a financial advisor. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and a mix of investment vehicles. The firm offers discretionary management with a focus on individualized Investment Policy Statements and utilizes Schwab Institutional for custody and trading services.

Anthony Messina is a financial advisor at Parkmont Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Sandusky County DJFS and Allstate Risk Management Business Center. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a mix of analytical methods and employing both long- and short-term trading strategies. The firm builds portfolios from a variety of asset classes and uses Schwab Institutional for custody and technology services.

Robert Parker is a financial advisor with Parkmont Wealth Advisors LLC in Fremont, Ohio, holding a Series 63 designation and 22 years of industry experience. Prior to joining Parkmont in 2018, he worked at Horter Investment Management, LLC and Sigma Financial Corporation. Outside of his advisory role, Parker owns and operates Parker Investment & Insurance Services, an insurance and investment business he has managed since 1985. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of analytical methods and both long- and short-term trading strategies to build diversified portfolios. The firm emphasizes individualized investment policy statements and utilizes Schwab Institutional for custody and technology support.

Paul Kozak is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gradient Advisors since 2017. Outside of his advisory role, he is a principal member involved in insurance and fixed annuities sales through his business activities with Premier Planning Services and D-Max Enterprises. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors across 154 offices and manages approximately $990.7 million in assets on its platform.

Hayward Evans is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones before joining Huntington in 2017. 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 and proprietary models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Ryan Dunlap is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Capstone Partners, Huntington Securities, and Huntington National Bank. Outside of finance, he serves as an assistant golf coach for Port Clinton High School. 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 across nearly 400 advisors, offering an open-architecture, model-driven platform with services including tax management and impact/ESG overlays, supported by its affiliation with a regional bank holding company and private banking services.

Michael Brandon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Thrivent Financial for Lutherans, U.S. Bancorp Investments, Cetera Advisors, and Brandon Wealth Management. Outside of his advisory work, he has been involved in live music performance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Bruce Joseph is a financial advisor at OSAIC Institutions, INC. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including CUSO Financial, Edward Jones, and Raymond James Financial Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, offering customized financial planning, ERISA plan services, alternative investments, and lending options. The firm’s advisory approach combines fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets.

Erin Flower is a financial advisor with Eagle Strategies (NY Life) in Oak Harbor, Ohio, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with Eagle Strategies since 2008 and is also associated with St. Bonore Financial Services and New York Life, where she has worked since 2001. Additionally, she is involved in insurance brokering through St. Bonore Financial Services. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.