Michael David Kelso

Gary Gruss is a financial advisor with Blue Horizon Equity, Inc. in Tiffin, Ohio, holding a Series 63 designation and bringing 28 years of industry experience. His prior career experience includes roles at American Portfolios Advisors, Inc. and OSAIC. Outside of advising, he serves as president of CF Professional, Inc., a tax preparation and accounting firm. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs.

Brian Gruss is a financial advisor with Blue Horizon Equity, Inc. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he is a bookkeeper at CF Professional, Inc., a tax preparation and accounting business, and a partner at BEKS, LTD, an LLC that holds yearly shareholder meetings. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million. The firm provides portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions, offering a range of programs including wrap-fee Unified Managed Accounts and third-party money manager access.

Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 designation and 28 years of industry experience. He has worked at StoneX Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2002 to 2015. Outside of advisory work, he is involved in tractor pulling as a hobby activity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and managers, offering diverse account structures and model-based investment strategies.

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Stratos Wealth Partners since 2023 and is also associated with LPL Financial and the Financial Design Agency of Ohio. His background includes roles outside financial services, such as positions at Mohawk Golf and Country Club and Alexandria's. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Weston Reinbolt is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds the Series 63 designation and has worked previously at LPL Financial and New England Securities. Outside of his advisory work, he owns and operates The Barn At Seneca Hills, an event center with a bar located in Tiffin, Ohio. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers and includes specialized services such as outsourced CIO solutions and niche planning.

Jacob Cordonnier is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at The Huntington Investment Company and Huntington National Bank from 2012 to 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, 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.