Michelle Hauser is a financial advisor at Sapphire Wealth with Series 66 registration and over a decade of industry experience. She previously worked at Olympus Wealth Partners, Inc. and LPL Financial. Sapphire Wealth is an SEC-registered investment adviser that provides ongoing portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, utilizing diverse investment strategies across multiple asset classes.

Joseph Koster is a financial advisor at Sorfis Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Boyles Asset Management, LLC for five years before joining Sorfis in 2019. Outside of his advisory role, he is the editor of the Value Investing World Newsletter, compiling links and editing content. Sorfis Investments provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis, offering clients either a Diversified Strategy focused on ETFs, equities, and fixed income, or an Absolute Return Strategy that aims to outperform the S&P 500 with lower risk through valuation-based allocations.

Gregory Taylor is a financial advisor at Turning Point Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Turning Point Advisors since 2018, following two years of self-employment. Turning Point Advisors manages approximately $36 million for about 40 clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis alongside long-term trading and model-driven asset allocation, incorporating leveraged and inverse funds as part of its investment strategies and hedging practices.

David Turben is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Turning Point Advisors, LLC since 2018. Prior to this, he worked at Huntington National Bank for five years. Outside of his advisory role, he owns Turben, LLC, a business related to his hobby of photography. Turning Point Advisors manages approximately $36 million for individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis with model-driven asset allocation, including the use of leveraged and inverse funds as part of its investment and hedging strategies.

David Demming is a CFP® professional with 22 years of industry experience. He has been with Demming Financial Services Corp. since 2002 and holds a Series 66 designation. Demming Financial Services Corp. provides financial planning, consulting, and investment management to individuals, trusts, estates, pension plans, and business entities. The firm manages approximately $675.7 million on a discretionary basis and uses a fundamental analysis approach, allocating assets among independent managers, mutual funds, ETFs, and individual securities with documented client objectives and regular account reviews.

Jacob Smail is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Demming Financial Services Corp. since 2021. Prior to his current role, he worked at Saint Vincent College and Best Buy. Demming Financial Services Corporation provides financial planning, consulting, and investment management to individuals, trusts, estates, pension, and business entities. The firm manages approximately $675.7 million on a discretionary basis and emphasizes fundamental analysis with diversified asset allocations tailored to client objectives.

Kevin Coholan is a CFP® professional with eight years of industry experience, currently serving at Demming Financial Services Corp. in Aurora, Ohio. He has been with Demming Financial Services Corp. since 2014. Demming Financial Services Corporation provides financial planning, consulting, and investment management to individuals, trusts, estates, pension plans, and business entities. The firm manages approximately $675.7 million on a discretionary basis and employs a fundamental analysis investment approach that includes independent managers, mutual funds, ETFs, and individual securities, with client accounts reviewed at least quarterly.

David Demming is a CFP® with 26 years of industry experience. He has been with Demming Financial Services Corp. since 1979 and has coordinated Capital Securities, Inc. since 1987. In addition to his advisory role, he is an independent insurance agent selling life, long-term care, and disability insurance, and he also works as a loan originator introducing clients to mortgage brokers. Demming Financial Services Corporation provides financial planning, consulting, and investment management to individuals, trusts, estates, pension, and business entities. The firm manages approximately $675.7 million on a discretionary basis and emphasizes fundamental analysis with diversified asset allocations tailored to client objectives.

Virginia O'Donnell is a financial advisor with Allegheny Investments, Ltd., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Allegheny Investments since 2003. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and focuses on personalized strategies that emphasize diversification and ongoing portfolio monitoring.

Ryan Coulter is a financial advisor at Demming Financial Services Corp. in Aurora, OH, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Lincoln Financial Corporation, Lincoln Financial Advisors, and Custom Planning Solutions, LLC. Demming Financial Services Corporation provides financial planning, consulting, and investment management to individuals, trusts, estates, pension, and business entities. The firm manages approximately $675.7 million on a discretionary basis and employs a fundamental analysis approach with diversified asset allocations tailored to client objectives.

Stuart Miller is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Cutter & Company Brokerage and Ameriprise Financial Services Inc. Outside of his advisory role, he is a 50% owner of Burton Professional Offices and a passive minority partner in a real estate holding company that owns a Dollar General store. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers a range of investment advisory and financial planning services through various platforms and customizable portfolio solutions.

Heather Pollack is a financial advisor at Beacon Financial Group, Inc. with 32 years of industry experience. She holds a Series 63 designation and previously worked for Lincoln National Life Insurance Company and Lincoln Financial Advisors Corp. for 20 years. Beacon Financial Group serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan sponsors, offering wealth management that integrates discretionary investment management, financial planning, and qualified retirement-plan fiduciary services. The firm uses a combination of common investment instruments and occasional specialized strategies, emphasizing customized, goal-based portfolio construction with a long-term focus and flexibility to adjust as needed.

Cheryl Gazso is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds a Series 63 designation and has been with Fifth Third Securities since 2011, also working at Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Jason Rodgers is a CFA® charterholder with 26 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held positions at Beacon Financial Group, Lincoln Financial Advisors, Wellington Shields & Co. LLC, and Soleil Securities. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Timothy Cohen is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at The Huntington National Bank and W&S Brokerage Services. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm uses an open-architecture, model-driven platform combining third-party and proprietary investment models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Linda Graham is a financial advisor with Fifth Third Securities, Inc. in Bainbridge, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and concurrently with Fifth Third Bank since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and specialized features such as direct indexing and tax-overlay services.

Jennifer Thorne is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 licenses. She has 26 years of industry experience, including prior roles at Beacon Financial Group, Armor Mortgage, Cambridge Investment Research, and Wells Fargo Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of managed account programs, financial planning, retirement consulting, and lending solutions.

Stephen Cribley is a CFP® with 23 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. His prior work includes roles at Private Client Services, Beacon Financial Group, Inc., and Lincoln Financial Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions.

Benjamin Plummer is a financial advisor with Eagle Strategies (NY Life) in Aurora, OH, holding a Series 66 designation and two years of industry experience. He has previously worked with NYLIFE Securities LLC and Fidelity Investments. Plummer also operates under the DBA Vines Financial Group LLC d/b/a V Financial Partners for selling New York Life products and services. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Sarah Lange is a Series 66-licensed financial advisor with Valic Financial Advisors in Chardon, Ohio. She has seven years of experience at Valic, preceded by eight years at American International Group. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.