Diana Palmer is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Family Financial Planning, LLC in Cortland, Ohio. She has been with Family Financial Planning since 2006 and also maintains roles at Walnut Street Securities Inc and her own CPA firm, Diana L Palmer CPA Inc. Family Financial Planning, LLC is an independent, fee-only practice offering holistic financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm emphasizes asset-class selection, diversified and tax-aware allocation, and generally employs a non-discretionary portfolio management approach integrated with ongoing tax considerations.

Sean Turner is the sole advisor at Masdevallia LLC in Youngstown, OH, holding a Series 65 designation with eight years of industry experience. He has worked at Masdevallia LLC since 2017 and concurrently holds a full-time position at Comcast. Masdevallia LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, tailoring investment policy statements to client goals and risk tolerance. The firm integrates registered insurance services with investment advisory work, employs a mix of index funds and various investment strategies including options, and provides regular reporting and disclosures to clients.

James Earl is the principal of Jim Earl Financial, an independent advisory firm based in Warren, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His career includes longstanding roles at James R. Earl Financial Services and Asset Management & Benefit Agency. Outside of advisory work, he is involved in insurance sales and provides college planning assistance through a service called College Funding Solutions. Jim Earl Financial serves individual investors and employee groups, offering discretionary portfolio management, financial planning, insurance product sales, and college planning services. The firm employs fee-based mutual fund platforms and follows a documented investment process with quarterly reviews and custodial reporting.

George Mowrey is a CFP®-designated financial advisor with 36 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2007, where he serves as one of two advisors. Outside of his advisory work, he owns a rental property business that he manages during non-securities trading hours. G. Earl Mowrey & Co., L.L.C. provides fee-only financial planning and portfolio management services to individual clients, including both high-net-worth and non-HNW households. The firm employs a non-discretionary management approach with globally diversified portfolios primarily composed of mutual funds and ETFs, serving approximately 141 clients and managing around $43 million in assets.

Christopher Copploe is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2013. G. Earl Mowrey & Co., LLC provides fee-only financial planning and portfolio management to individual clients, including both high-net-worth and non-HNW households. The firm builds globally diversified portfolios using mutual funds and ETFs, primarily managing assets on a non-discretionary basis with an emphasis on risk metrics and rebalancing.

Nicholas Bianco is a financial advisor at Alcyon Wealth Partners with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to his financial services career, he held roles at Golf Headquarters, The Brilex Group of Companies, and Youngstown State University. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and a focused niche of professional athletes. The firm builds customized portfolios using low-cost mutual funds, ETFs, individual securities, and alternative investments within a long-term investment framework and offers comprehensive financial planning, discretionary portfolio management, and family governance support.

Don Sherwood is a financial advisor at Alcyon Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services Advisors, Inc. for over 16 years. Outside of advisory work, he owns and operates a restaurant, Sam’s Wedge Inn, in Austintown, Ohio. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and select professional athletes. The firm offers customized portfolios using a range of investment vehicles and emphasizes family governance and succession planning within a fiduciary, discretionary management framework.

Marc Presley is a financial advisor with Alcyon Wealth Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Raymond James Financial Services and is involved in several entrepreneurial ventures, including ownership of Alcyon Hospitality, which operates a restaurant called Sam's Wedge Inn, and partnership in Alcyon Realty, a real estate investment firm. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth clients, including professional athletes, offering customized portfolios that combine mutual funds, ETFs, individual securities, and alternative investments within a long-term investment framework.

Lindsay Wolf is a financial advisor at TSG Advice Partners, LLC with 22 years of industry experience. She holds a Series 65 designation and has previously worked at NewEdge Advisors, Mid Atlantic Financial Management, and IDS Life Insurance Company, among others. Outside of her advisory role, she owns Integritas Capital Wealth Consulting, a transition consulting business. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system primarily using ETF-centered portfolios with a long-term orientation and offers additional services including retirement-plan consulting, tax preparation, and bookkeeping.

Jeffrey Potter is a financial advisor with Verity Asset Management in Youngstown, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Verity since 2004 and has held roles at affiliated firms including Verity Financial and The Leaders Group DBA Simplicity Investments. Outside of his advisory work, he coaches and scouts for various Black Bear Sports hockey teams. Verity Asset Management is an SEC-registered investment adviser serving individual investors, corporate and institutional clients, and other advisers. The firm offers discretionary portfolio management, retirement-plan advisory, and financial planning, employing a model-driven investment process that incorporates tactical asset allocation across diverse asset classes and both internally managed and third-party strategies.

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trustmont Advisory Group since 2021. In addition to his advisory role, Barzak has operated Barzak Insurance & Consulting since 2013 and serves as an official for OHSAA, NCAA, and USA softball and basketball games. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, focusing on a long-term investment outlook supported by public research and adviser judgment.

Ryan Nisbett is a financial advisor at CoreCap Advisors in Warren, OH, holding Series 63 and Series 65 licenses. He has one year of industry experience, including time at CoreCap Investments, TLC Wealth, and self-employment. In addition to his advisory role, Nisbett works as an independent insurance agent, selling and servicing life and annuity policies. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients, including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Trustmont Financial Group since 2009, alongside maintaining agencies under his name since 1995. Outside of advising, he is involved in umpiring softball and baseball at the high school and collegiate levels. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of year-end 2024.

Brent Nelson is a financial advisor with StoneX Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 27 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is also an agent involved in fixed indexed investments on a limited basis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a variety of advisor-managed and model-based strategies, supported by multiple platforms and third-party money managers.

Peter Tedde Jr. is a financial advisor with StoneX Advisors Inc. in Youngstown, OH, holding a Series 66 designation and bringing 33 years of industry experience. He has been with StoneX Advisors since 2015 and has concurrent experience at StoneX Securities since 2014. Outside of his advisory role, he is also licensed as an insurance agent, engaging in insurance sales on a limited basis. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors, proprietary model solutions, and third-party managers to implement investment strategies across multiple account structures.

Kimball Kistler is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Royal Fund Management and Regal Investment Advisors since 2013 and has operated Kistler Capital Management since 1999. In addition to his advisory roles, he works as an independent insurance agent. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm develops customized Investment Policy Statements and employs fundamental, technical, and cyclical analysis to implement a range of strategies, including options writing, with regular portfolio monitoring aligned to client risk tolerances.

Vincent Pilolli is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds a Series 63 designation and has been with StoneX Advisors since 2015, also working with affiliated StoneX entities since 2014. Outside of his advisory role, he serves as an agent for a general insurance agency on a limited, non-market basis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing both proprietary and third-party model solutions.

Christopher Villwock is a financial advisor at CoreCap Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors since 2017. Outside of his advisory role, he owns TLC Insurance Group, which assists Medicare beneficiaries with plan selection and offers property and casualty insurance. CoreCap Advisors provides discretionary investment management and financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and third-party sub-advisors.

Todd Baxter is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at StoneX Advisors and its affiliated entities since 2017 and previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory work, Baxter is involved in tax preparation and insurance sales through his own firm, Baxter Associates, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various model-based solutions and third-party money managers, supported by integrated platforms and services across the StoneX Group.

Timothy Demay is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with IAMS Wealth Management since 2017 and also operates a tax preparation business, TD Tax and Finance, where he is the sole proprietor. Additionally, he works as a machine operator for Sharon Tube and is involved in Medicare insurance sales through United Healthcare. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party models and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.