Clantz Liggett is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2020 and previously at Northwestern Mutual in various capacities from 2012 to 2020. Outside of his advisory role, Liggett has interests in agriculture and business management, including part ownership in Liggett Farms LLC and ownership of Liggett Business Management, Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with multiple proprietary and third-party investment programs, combining discretionary and non-discretionary management across various asset types and lending solutions.

Susan Meissner is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 18 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians.

Richard Wunderlich Jr. is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including roles at Mariner Investment Group, America Northcoast Securities, and Evanich Accounting & Tax LLC, where he currently serves as senior accountant and consultant. Outside of advisory work, he is the managing member of Evergreen Financial Services, providing tax and business strategy services, and NB RE Advisors, which offers real estate advisory and contracting services. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm serves individuals, retirement plans, trusts, charitable organizations, and corporations, using a variety of managed programs and investment approaches that include model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Stephen Ericksen is a financial advisor with Primerica Advisors based in Sherrodsville, Ohio. He holds a Series 63 designation and has six years of industry experience. His prior firms include Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he serves as power of attorney for a family member. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Susan Coy Kamph is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd, holding a Series 66 credential and bringing 24 years of industry experience. She has been with both firms since 2015. Kamph also operates under several affiliated business names related to Stratos Wealth Partners and serves as an independent investment advisor through Stratos Wealth Partners, Ltd. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeffrey Positano is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services and has operated Positano Tax & Financial Services LLC since 2008. In addition to advisory work, he is involved in tax preparation and accounting services through his own firm and sells property, casualty, and life insurance. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, supported by a range of advisor-managed accounts and model portfolio programs.

Robert Positano is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. from 1998. He has also been involved in local government as an elected official for Archer Township since 1996 and operates Positano Tax Service, providing tax preparation and financial services since 1987. Additionally, he owns a business focused on the purchase and sale of coins conducted primarily online. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both advisor-managed accounts and firm-sponsored model portfolios, with notable retirement and fiduciary capabilities integrated into its broad institutional platform.

Jeric Wisecup is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, he serves on the board of a professional networking group and coaches middle school wrestling. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, employing a combination of research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Karen Jeske is a financial advisor at Thrivent Investment Management with 34 years of industry experience. She has been with Thrivent since 2002 and holds Series 63 and Series 65 licenses. Outside of her advisory role, Jeske serves on the advisory committee for St. Luke Lutheran Community, an assisted living facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic planning without discretionary trading authority and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Gary Nist II is a financial advisor with Raymond James Financial in Carrollton, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James Financial since 2009 and has worked within affiliated firms since 1996. Outside of advising, he is employed as an associate at PortfolioVision, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Diane Evans is a financial advisor with Edward Jones in Minerva, Ohio, holding a Series 63 designation and 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a part owner of a rental property, which is managed by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kathryn Smith is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2008. Outside of her advisory role, Smith serves as Secretary/Treasurer of the Malvern Rotary Club and as Vice-President of Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option, with an emphasis on written recommendations and periodic reviews.