Michael Romanoski

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.

Thomas Biadas is a financial advisor with Kestra Advisory, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. Biadas provides investment advisory and portfolio management services through Kestra Advisory Services and Kestra Investment Services. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design and compliance testing, employee education, and access to various management platforms and third-party solutions.

Timothy Mclaughlin is a CFP®-designated financial advisor with 36 years of industry experience. He currently works with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, where he has been since 2021. His previous roles include positions at Wells Fargo Clearing, Ameriprise, and Citigroup Global Markets. He serves on the board of Murray Ridge Housing Corporation, a nonprofit involved in property management and acquisition. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets with a client base that includes large institutional investors and sovereign wealth funds.