James Daniel Mcaleese

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, an independent firm based in Litchfield, Ohio. He holds a Series 65 designation and has 12 years of industry experience. In addition to his advisory role, Thomas has worked at S.C. Thomas & Associates, CPA since 2002. Fractal Financial Design provides discretionary portfolio management and related advisory services to individuals, estates, trusts, and business entities, focusing on younger, currently employed high-net-worth clients. The firm combines investment advisory services with in-house accounting and tax preparation, employing individualized, active-trading strategies that utilize growth and income securities along with covered-call option strategies.

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 with Brookwood Investment Group, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously at Belpointe Asset Management and Belpointe Insurance. Schippel is also the president and owner of Schippel Consulting, a consulting firm he has operated since 2001. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated businesses to support its clients.

Robert Moser is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Cetera, TCF National Bank, Equitable Advisors, AXA Advisors, and Edward Jones. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs utilizing an open-architecture model that incorporates third-party sub-managers, affiliate model offerings from its Private Bank, and overlay services, with portfolio management and custodial services primarily provided through National Financial Services.

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.