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.

Robert Swindaman is a CFP® with 12 years of experience in financial advising. He is currently with EmVision Capital Advisors, LLC and has previously worked at firms including Commonwealth Financial Network and Gerber, LLC. Outside of his advisory role, he owns Fernweh, LLC, a business consulting firm. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management and comprehensive wealth-planning services. The firm’s investment approach involves customized asset-allocation models across multiple asset classes, supported by an investment committee and coordinated planning across tax, estate, philanthropy, and education areas.

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.

James Zidd is a financial advisor at EmVision Capital Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Tavco Financial Advisory, The Tavenner Company, and W H Colson Securities. He is also the owner of Zidd Financial Services, LLC, a private entity facilitating securities, advisory, and insurance business. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, offering discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment approach includes customized asset-allocation models across various asset classes, ongoing reporting, and coordination of comprehensive planning tasks.

Johnathon Opet is a CFP® professional with eight years of experience in the financial services industry. He is currently with Commonwealth Financial Network and has previously worked at Stratos Wealth Partners, LPL Financial, and Demming Financial Services Corp. In addition to his advisory work, he is a co-owner of EmVision Capital Advisors, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers various investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

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.

Dennis Spontarelli is a financial advisor with EmVision Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Commonwealth Financial Network, LPL Financial, LLC, and Cantella & Co., Inc. He is also co-owner of D&K DDCT, a condominium rental business in Hilton Head Island, South Carolina. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm emphasizes customized asset-allocation models reviewed by an investment committee and offers scalable family-office operational services beyond typical asset management.

James Artale is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, and Stratos Wealth Partners. Outside of his advisory career, he has been involved with the Kenston Baseball Association for nine years. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Stephen Frank is a financial advisor at EmVision Capital Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Investment Partners Ltd and CommonWealth Financial Network. Frank also engages in fixed insurance sales. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm emphasizes customized asset-allocation models reviewed by an investment committee and offers scalable family-office operational services alongside comprehensive planning and ongoing client communication.

Michael Embrescia is a financial advisor with EmVision Capital Advisors, LLC in Aurora, Ohio, holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Commonwealth Financial Network since 2022 and has been with EmVision Capital Advisors since 2014. Outside of his advisory role, Embrescia is involved in fixed insurance sales. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm integrates family office operational services and employs a customized, committee-reviewed investment process across liquid and illiquid asset classes.

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.

Noah Anthony is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at EmVision Capital Advisors and Commonwealth Financial Network since 2022. Outside of advising, he is the owner and president of NPA Wealth Solutions, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, and compliance services while offering a range of investment program structures and discretionary model portfolios.

Alexander Kimes is a financial advisor at EmVision Capital Advisors, LLC in Aurora, Ohio, with two years of industry experience. He holds the Series 66 designation and has worked at both EmVision Capital Advisors and Commonwealth Financial Network since 2022. Prior to his advisory roles, Kimes has experience in renovation and design as well as the cheese industry. EmVision Capital Advisors serves high-net-worth individuals, families, and related entities, offering discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment process includes customized asset-allocation models across multiple asset classes and emphasizes ongoing reporting, client communication, and coordination of comprehensive planning tasks.

Randal Mears is a financial advisor with EmVision Capital Advisors, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1993 and previously led Mears Financial Services as president and sole owner. Mears serves as Secretary of the Board of Directors for Cardinal Credit Union in Mentor, Ohio. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment approach uses customized asset-allocation models across liquid and illiquid asset classes, supported by an investment committee and ongoing client communication.

Gilbert Cotto is a CFP® with 23 years of industry experience, currently serving at Earned Wealth Advisors, LLC since 2025. His prior experience includes roles at Kohmann Bosshard Financial Services, Stratos Wealth Partners, and BNY Pershing. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning techniques and offers a range of services including discretionary wealth management and retirement-plan advisory.

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.

Matthew Garner is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company since 2017, with prior experience at LPL Financial and FirstMerit Bank NA. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform with discretionary management, specialized program options, and overlay services.