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.

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.

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.

Brian Hawkins is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Huntington since 2017 and previously spent five years with PNC Bank and PNC Investments. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven platform combining third-party sub-managers, wrap strategists, and proprietary models, and offers specialized services including Private Wealth Consulting and tax-management overlays.

Patrick Harrington is a financial advisor with Fifth Third Securities, Inc. in Wellington, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2016. Outside of his advisory role, he owns and manages rental property in Sandusky, Ohio. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines its municipal-advisor registration with its affiliation to Fifth Third Bank.

Dan Trinter is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Nationwide Securities LLC and Nationwide Financial. Outside of his advisory role, he operates Trinter Consulting and is involved in insurance, benefits, and human resources activities. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers across multiple account platforms.

Michael Sunderman is a financial advisor with Edward Jones who holds a Series 63 designation and has 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as a trustee for the Patricia Lindley Performing Arts Center, is a part owner in a grain farming operation, and holds board and finance committee positions in local community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Rachal Tate is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She also has a role at Bellefaire JCB dating back to 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Steven Schmittle is a financial advisor at Edward Jones in Oberlin, Ohio, with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branches.

Tracy Troxel is a financial advisor at LPL Financial with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at Western Southern Life, W&S Brokerage Services, and Croghan Colonial Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Sean Caywood is a financial advisor with LPL Financial in Grafton, OH, holding a Series 63 designation and 31 years of industry experience. He previously worked at Next Financial Group Inc for 16 years before joining LPL Financial in 2025. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various advisory programs and investment solutions supported by an in-house research team, combining large-scale operations with a broad product platform.

Max Schmittle is a financial advisor at Edward Jones in Oberlin, Ohio, holding Series 63 and Series 65 designations with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in automotive sales and held various roles at Bowling Green State University and Lorain County Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

James McAleese is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes over a decade with Next Financial Group Inc and three decades with Cornerstone Consultants, Inc. Outside of his advisory work, he is involved in agricultural operations through several farming entities. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad platform that accommodates various investment strategies and client needs.