Jonathan Hurm is a financial advisor at NextGen Wealth Defense LLC in Lorain, Ohio, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Equitable Advisors LLC for nine years before founding NextGen Wealth Defense in 2024. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. NextGen Wealth Defense LLC provides discretionary investment management, wealth management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis with Modern Portfolio Theory and utilizes unaffiliated Independent Managers for portfolio implementation and oversight.

Adam Schaffer is a financial advisor with A Schaffer Advisor Services in Norwalk, Ohio, holding a Series 65 designation and eight years of industry experience. He previously worked for Buckingham Capital Management, Inc. for 11 years before founding his current firm in 2021. A Schaffer Advisor Services provides discretionary portfolio management and advice-only engagements to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term, passive investment approach focused on strategic asset allocation using market-tracking ETFs, with customized investment policies and periodic portfolio reviews.

Luke Washburn is a financial advisor at Washburn Asset Management LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Washburn also served in the United States Army Reserve for over 20 years. Outside of advising, he performs intermittent freelance work as a trumpet player. Washburn Asset Management LLC is an independent, single-adviser firm that provides comprehensive financial planning and portfolio management to individuals and high-net-worth clients. The firm employs an active management approach focusing on selected individual equities complemented by mutual funds, ETFs, and option strategies to manage risk, and offers periodic educational workshops on personal finance and investing.

William Murray is a Series 66-licensed advisor with Firelands Wealth Management, LLC in Huron, Ohio, where he has worked since 2015. He has 14 years of industry experience. Outside of his advisory role, he owns a catering business and provides legal services as a licensed attorney. Firelands Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of analytical methods and model portfolios tailored to client objectives and risk tolerance, and it integrates investment management with broader wealth-planning services.

Phillip Mc Kee is a financial advisor at Firelands Wealth Management, LLC with a Series 65 designation and approximately one year of experience in the industry. His prior work includes roles at Edge Plastics Inc., Hanlline Group, Whitaker Myers Wealth Managers, and several other organizations across various sectors. Firelands Wealth Management serves individual investors, including high net worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm employs a mix of analytic techniques and trading approaches to construct and monitor portfolios, primarily using ETFs, mutual funds, government bonds, and equities.

Jeremy Pifer is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Firelands Wealth Management, LLC since 2019. He previously worked at On Investment Management CO, THE O.N. Equity Sales Company, and Ohio National Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in selling life insurance. Firelands Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm combines analytical investment approaches with broader wealth-planning considerations and utilizes AI tools to support its services.

Gregory Szabo is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Elyria, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Berthel Fisher since 2003 and previously operated his own advisory business for over 30 years. Additionally, he has engaged in the sale of fixed insurance products. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms, with a broad range of investment options and portfolio management approaches.

Jeri Siss is a financial advisor at Ausdal Financial Partners, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Primerica and SA Stone Investment Advisors. Outside of finance, she is an independent fitness instructor, a life coach and business consultant, a corporate trainer and speaker, and serves on the board of the Amherst Historical Society. Ausdal Financial Partners manages over $2 billion in client assets and serves individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and brokerage services with a focus on combining investment advisory, brokerage, and insurance activities.

John Laws is a financial advisor at CoreCap Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience at LPL Enterprise and The Prudential Insurance Company of America. Laws also serves as a financial advisor at Skolnik Retirement Solutions, where he is involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a range of investment vehicles and frequently utilizing sub-advisors and third-party asset managers.

Matt Gsellman is a CFP® professional with four years of industry experience, currently affiliated with Wealth Watch Advisors, INC. He has held roles at Terrace Growth Investment Financial Services, IAMS Wealth Management, CLA USA Advisory Group, and Aegis Wealth Management, and operated Gsellman Financial Services for twelve years. Outside of finance, he is involved in alpaca farming and breeding, a family-run agricultural business he has participated in since 1995. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients with portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach implemented through approved sub-advisors and SAM programs, focusing on mutual funds, ETFs, and select option strategies.

Jacob Fozio is a financial advisor with The Huntington Investment Company in Lorain, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Huntington National Bank and Apple Inc. Outside of his advisory work, he has been employed seasonally as a specialist at an Apple Store. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients with advisory and wrap-fee programs. The firm manages over $6 billion in assets through an open-architecture platform that integrates third-party and proprietary investment models and offers specialized services such as tax management and ESG overlays.

Gary Gilbert is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including roles at Securities America Advisors, Securities Service Network, and running his own firm, Gary M Gilbert and Associates LLC. He is also involved in tax preparation and serves as a trustee for a family trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Greg Smith is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Huntington in 2024, he spent 10 years at Key Investment Services LLC. Outside of his advisory role, Smith serves as an assistant football coach at Elyria Catholic High School. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform with discretionary investment authority and offers specialized program options alongside trust services through its affiliation with a regional bank holding company.

Todd Winchell is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple financial institutions, including LPL Financial, Five Star Bank, Citizens Bank, and Citizens Securities, Inc. since 2015. 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 through an open-architecture, model-driven platform that includes third-party sub-managers and proprietary models, serving tens of thousands of client accounts with nearly 400 advisors.

Renee Kapanke is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Kapanke has been with Fifth Third Securities since 2013 and has also worked with Fifth Third Bank since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers a range of discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.

Ameer Richardson is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2005. Outside of his advisory role, he owns and manages rental properties, which he states do not interfere with his professional duties. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its municipal-advisor registration.

Joy Mitchell is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Janney since 2005. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering a multi-channel investment platform that includes portfolio management, financial planning, retirement plan advisory, and brokerage services.

Nancy Buck is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Adam Bibler is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 18 years of industry experience. He has worked at The Huntington Investment Company since 2017 and previously at UBS Financial Services Inc from 2009 to 2017. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party and proprietary investment models, and offers specialized services including tax management and impact/ESG overlays.

August Allendorf is a financial advisor at PNC Wealth Management with 17 years of industry experience. He has been with PNC Investments since 2015 and holds Series 63 and Series 65 registrations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.