Shawn Armstrong is the sole advisor at Structured Investment Advisors, LLC in Sandusky, OH, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Outside of his advisory role, Armstrong is a partner and lessor involved in building upkeep and related management duties. Structured Investment Advisors, LLC manages approximately $90.8 million across more than 300 client relationships, offering discretionary portfolio management, model-portfolio and asset-allocation services, as well as portfolio and pension consulting. The firm serves individuals, trusts, charitable organizations, corporations, and pension/profit-sharing plans using a structured investment process that includes fundamental analysis, model portfolios, and documented investment policies.

Joseph Hoffman is the sole advisor at Hoffman Investment Services, LLC in Marblehead, Ohio, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked at Hoffman Investment Services since 2013 and previously at Purshe Kaplan Sterling Investments. Hoffman Investment Services provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, corporate clients, and employer retirement plans. The firm uses technical analysis to guide investment decisions and offers model portfolios while managing accounts on a discretionary basis aligned with client objectives.

Gregory Bricker is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. He is the principal of Bricker Financial Planning, LLC and previously worked at Dinuzzo Index Advisors, Inc. Outside of his advisory work, Bricker serves as the mayor of East Liverpool, Ohio, and operates an accounting and tax preparation firm, Sunny Weather, LLC. Bricker Financial Planning provides investment supervisory and financial planning services to pooled and institutional clients, including pension and profit-sharing plans, businesses, and charities. The firm employs asset-allocation models and third-party managers through the Orion Portfolio Solutions platform, focusing on longer-term allocation and periodic monitoring.

James Ruthsatz is the principal of James Ruthsatz Pinnacle Advisors LLC and holds a Series 63 designation with 20 years of industry experience. He is also actively involved full time as a CPA with James L. Ruthsatz, Inc., a separate certified public accounting firm he has operated since 1990. He has led his advisory firm since 2004. James Ruthsatz Pinnacle Advisors provides advisory services primarily to retirement plan sponsors, trustees, and high-net-worth clients through co-advisory wealth and trust programs. The firm focuses on manager selection, monitoring, performance reporting, and coordination with other professional advisors, leveraging its formal affiliation with an accounting practice to offer integrated tax, bookkeeping, and trustee administration services alongside investment management.

Anthony Kromer is a financial advisor at StoneX Advisors Inc. with 40 years of industry experience. He holds a Series 63 designation and has been with StoneX Advisors and its affiliate StoneX Securities since 2015. Kromer operates his own advisory business, Tony Kromer & Associates, in Sandusky, Ohio. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm uses various investment platforms and integrates proprietary and third-party strategies to support a broad client base.

Jacob Roth is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing three years of industry experience. Prior to joining Ausdal Financial Partners in 2024, he worked at Fortune Financial Services and Prism Financial Group. Roth is also involved in insurance sales through Prism Advanced Strategies, dedicating approximately 20 hours per month to this activity. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across various asset classes.

Hayward Evans is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones before joining Huntington in 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 sub-managers and proprietary models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Ryan Dunlap is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Capstone Partners, Huntington Securities, and Huntington National Bank. Outside of finance, he serves as an assistant golf coach for Port Clinton High School. 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 across nearly 400 advisors, offering an open-architecture, model-driven platform with services including tax management and impact/ESG overlays, supported by its affiliation with a regional bank holding company and private banking services.

Melanie Woods is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial and Florida SouthWestern State College. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party model platforms to implement strategies.

Charles Todd is a financial advisor at Sanctuary Advisors, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 19 years. Todd is based in Fort Myers, FL. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes multiple sub-advisors and third-party platforms to implement strategies.

Brett Kinzel is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining Sanctuary Advisors in 2025. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a range of sub-advisors and third-party model platforms to implement strategies.

Nicholas Adams is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services and Wells Fargo in various roles since 2016. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to review third-party strategists and program suitability.

Rebecca Elder is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She worked at UBS Financial Services Inc. from 2009 to 2025 before joining Sanctuary Advisors. Outside her advisory role, she owns a small cleaning business. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and sub-advisors to implement diverse investment strategies.

Adam Wolf is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and based in Sandusky, Ohio. He has been with Sanctuary Advisors since 2026 and previously played professional baseball for the Detroit Tigers from 2018 to 2024. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account structures and utilizes multiple sub-advisors and third-party platforms to implement strategies.

Rebecca Pyburn is a financial advisor with Sanctuary Advisors, LLC in Fort Myers, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at UBS Financial Services, Raymond James & Associates, and Wells Fargo in various roles. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors, utilizing discretionary and non-discretionary arrangements, sub-advisors, and third-party model platforms.

Duane Ohly is a financial advisor at Sanctuary Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Inc. for 16 years. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a range of account types and uses both discretionary and non-discretionary arrangements, supported by a large network of independent advisors and affiliated entities.

Nancy Powell is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2009 to 2025. Powell is based in Fort Myers, FL. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes a network of independent advisors and affiliated broker-dealer services.

John Petracco is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His prior work includes 18 years at UBS Financial Services and 26 years at Mcdonald Investments Inc. in addition to his current role at Sanctuary Advisors. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm delivers customized investment programs through various account types and utilizes a network of independent advisors, sub-advisors, and third-party platforms to implement its strategies.

Michael Elmore is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities, Cetera Investment Advisors, and CoreCap Investments. Outside of advisory work, he is involved with ME2 Properties LLC and Opal Investment Opportunities LLC for non-investment business purposes. LPL Enterprise provides advisory services to individuals, retirement plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm emphasizes model-based portfolios developed by its Research Department and third-party strategists, offering access to wrap programs and third-party asset management solutions.

Chevalier Homan is a financial advisor at Edward Jones in Sandusky, OH, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Edward Jones in 2025, he held roles at Cetera, Homan Wealth Management, and THRIVENT Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.