Huntington Financial Advisors

Amy Roma is a financial advisor at The Huntington Investment Company with 12 years of industry experience. She holds a Series 66 designation and previously worked at PNC Investments for eight years. Outside of her advisory role, she serves as a board member for the Eric Snow YMCA, where she volunteers and coordinates fundraising events. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven, open-architecture platform that includes third-party and proprietary investment strategies.

Andrew Boerma is a CFP® with one year of experience currently serving as a financial advisor at The Huntington Investment Company. He previously worked at SYM Financial Advisors, Benjamin F. Edwards, and Isabella Community Credit Union. 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 with discretionary authority to implement and rebalance investments, and it is affiliated with a regional bank holding company and Private Bank offering trust services and proprietary portfolio models.

Jeffrey Core is a financial advisor at The Huntington Investment Company with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Infinex Investments, Flagstar Bank, Fifth Third Securities, and Fifth Third Bank. 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 and offers specialized program options and overlay services, managing approximately $6.3 billion in assets across nearly 400 advisors.

Jon Short is a CFP® professional with 25 years of experience in financial advising, currently serving at The Huntington Investment Company since 2009. He holds Series 63 and Series 65 licenses and is based in Indianapolis, IN. Outside of his advisory role, Jon serves as a board member for the Enis Furley Foundation, a nonprofit organization supporting families facing illness and hardship. The Huntington Investment Company, operating as Huntington Financial Advisors, manages approximately $6.3 billion in assets across nearly 400 advisors. The firm offers advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients through an open-architecture, model-driven platform that includes third-party and proprietary investment models.

Matthew Garner is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company since 2017, with prior experience at LPL Financial and FirstMerit Bank NA. The Huntington Investment Company, operating as Huntington Financial Advisors, 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 and offers an open-architecture, model-driven platform with discretionary management, specialized program options, and overlay services.

Stephen Garrett is a CFP® and Series 66-registered advisor with The Huntington Investment Company in Columbus, OH. He has 12 years of industry experience, all of which has been with Huntington since 2014. 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 and operates an open-architecture, model-driven platform that integrates third-party and proprietary investment models.

Brandon Miller is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. He has been with the firm in various capacities since 2015. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through an open-architecture, model-driven platform that integrates third-party and proprietary investment models, offering specialized program options and overlay services.

Steven Ringgold is a CFP® professional with 17 years of experience in the financial services industry. He currently serves as an advisor at The Huntington Investment Company and has previously worked at TCF National Bank, Cetera Investment Advisors LLC, Cetera Investment Services LLC, and Hantz Financial Services. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm operates an open-architecture, model-driven platform that integrates third-party sub-managers and proprietary models, offering specialized services such as tax management and impact/ESG overlays.

George Greenert is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds a Series 66 designation and has worked previously at KeyBank and PNC Bank. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets across nearly 400 advisors. The firm operates an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, offering specialized program options and overlay services.

Nathan Schultz is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 21 years of industry experience. He previously worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. from 2014 to 2023. 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 that integrates third-party sub-managers and proprietary models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Brian Ailes is a CFP®-certified financial advisor with The Huntington Investment Company in Kalamazoo, MI, where he has worked since 2013. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm operates an open-architecture, model-driven platform that combines third-party and proprietary investment models and offers specialized services including tax management and impact/ESG overlays.

Paul Krepinski is a financial advisor at The Huntington Investment Company with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Empower Advisory Group, and Charles Schwab in various capacities. 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 and proprietary models, offering specialized services such as tax management and impact/ESG overlays, and oversees approximately $6.3 billion in assets across nearly 400 advisors.

Thomas Nehring is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fifth Third Bank and Fifth Third Securities. 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, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Kyleigh Karell is a financial advisor at The Huntington Investment Company with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Fidelity Investments, JPMorgan Chase Bank, and Fifth Third Securities. Outside of her advisory work, she is active as a social media affiliate and digital influencer for platforms such as TikTok, Walmart, and Amazon. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven, open-architecture platform and offers specialized program options alongside brokerage, custody, and clearing services.

Sarah Aluise is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at The Huntington Investment Company since 2019 and previously held positions at Northwestern Mutual Investment Services LLC and Wesley H Richardson. The Huntington Investment Company, operating as Huntington Financial Advisors, 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 and offers an open-architecture, model-driven platform with discretionary investment authority and specialized program options.