Dan D Trinter

David Raney is a financial advisor at Legacy Finance Group LLC based in Columbia Station, OH. He holds a Series 65 designation and has prior work experience at Sealed Air Corporation and as the owner of Hometown Direct LLC, an apparel and decal business. Legacy Finance Group LLC provides portfolio management, financial planning, and consulting services to small businesses, individuals, and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach, offering discretionary portfolio management and specialized financial planning services.

Brett Thomas is the sole advisor at Fractal Financial Design, LLC, based in Litchfield, Ohio. He holds a Series 65 designation and has 12 years of experience in the financial industry, following a 17-year career with S.C. Thomas & Associates, CPA. Outside of advising, he serves in an appointed county finance role. Fractal Financial Design provides discretionary portfolio management primarily for younger, currently employed high-net-worth individuals, along with services for estates, trusts, and business entities. The firm emphasizes active trading and option income strategies combined with an accounting background, offering tax-preparation services alongside individualized investment advice.

Valerie Schmitz is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., the ON Equity Sales Company, and Ohio National Financial Services. Outside of her advisory work, she is involved in farming and livestock through Kelly Day Farms and owns a holding company for other corporate ventures. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement plan consulting, using customized portfolios that combine internal and third-party manager strategies tailored to client objectives and risk tolerance.

Steven Schippel is a financial advisor at Brookwood Investment Group with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Belpointe Asset Management and Belpointe Insurance, among others. Schippel is also president and owner of Schippel Consulting, a business he has operated since 2001. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and provides both discretionary and non-discretionary management with ongoing monitoring and due diligence on recommended managers.

Michael Romanoski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 credentials and 26 years of industry experience. He has worked at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2017 and previously spent six years at PNC Investments. Outside of finance, he is an owner and partner in Koru Fiber & Dairy, a livestock breeding and fiber products business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and investment education through proprietary tools developed in partnership with Morningstar Investment Management. The firm manages a high volume of non-discretionary assets and provides services without targeting high-net-worth or corporate clients.

Thomas Biadas is a financial advisor at Kestra Advisory with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Biadas provides investment advisory services and portfolio management through Kestra Advisory and registered representative activities via Kestra Investment Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions to serve large institutional investors, including sovereign wealth funds.