Erik Stern is a financial advisor at Lexaurum Advisors with Series 65 and Series 66 licenses and one year of industry experience. Before joining Lexaurum Advisors, he held positions at Amazon and UBS. He is also involved with the Medina Baseball Association. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, managing approximately $1.27 billion for over 2,100 clients.

Michael Bajc is a financial advisor at OneAscent Financial Services LLC with seven years of industry experience. He holds a Series 65 designation and has worked at OneAscent since 2017. His prior experience includes roles at Aerotek and Beacon Wealth Consultants, as well as academic work at the University of Akron. OneAscent Financial Services is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers asset management, financial planning, and consulting services through multiple advisory teams, employing customized asset allocation and a range of model-based and managed account platforms.

Samuel Galloway is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Valmark Financial Group since 2018, following prior roles at New Engen and Fisher Investments. He is currently based in Akron, Ohio. Valmark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies, implementing solutions primarily through mutual funds, ETFs, and separate-account managers.

Tyler Denholm is a CFA® charterholder with 17 years of industry experience. He has been with ValMark Advisers, Inc. since 2015 and has worked at Valmark Securities, Inc. since 2007. Outside of his advisory role, he serves as a board member for Cornerstone Community School in Tallmadge, OH, contributing to policy and future planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of fee-based planning and consulting services.

Andrew Arehart is a financial advisor with Wealth Watch Advisors, Inc. in Medina, Ohio, holding a Series 66 designation and 30 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, LPL Financial, and FirstMerit Bank. Outside of his advisory role, he is involved in consulting services through Metro Public Adjustment Inc. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of quantitative, qualitative, and technical investment strategies vetted by its Investment Committee.

Zachary Campbell is a financial advisor at RFG Advisory, LLC with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining RFG Advisory, he worked at Private Client Services, Equitable Advisors, Axa Advisors, and Charles Schwab. Campbell serves on the Board of Directors for Hopebridge. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management and utilizes a range of model strategies and third-party platforms, distinguishing itself through sub-advisory roles for ETFs and service to investment company and municipal clients.

Andrew Badertscher is a financial advisor with ON Investment Management CO, holding CFP® and Series 66 credentials and bringing 27 years of industry experience. He has been affiliated with several firms since 2001, including Hummel Wealth Management, Ohio National Financial Services, and ON Investment Management CO. Outside of his advisory work, he serves as treasurer on the board of the Boys and Girls Club of Wooster and sits on the board of Mennonite Mutual Insurance Co. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a variety of financial planning and portfolio management services, offering both discretionary and non-discretionary advisory strategies alongside access to multiple third-party investment programs.

Daniel Berzinskas is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at ValMark Securities, The Huntington Investment Company, Citizens Bank, JPMorgan Chase Bank, and other financial firms. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party platforms supporting its services.

Michael Mcclary is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and over 21 years of industry experience. He has been with ValMark Advisers since 2004 and Valmark Securities since 2003. Mcclary serves on the board of advisors for M7 and is active in nonprofit roles, including Treasurer and board member of The GO Network, a 501(c)(3) organization supporting the planting of new Christian churches, and as a member of the Investment Committee for the Trailhead Community Health Foundation. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based portfolios implemented primarily with mutual funds, ETFs, and third-party managers, and offers proprietary programs including the ACCESS wrap platform and managed account solutions.

Richard Nester is a financial advisor with Royal Fund Management, LLC, holding a Series 63 designation and over 33 years of industry experience. He has been with Royal Fund Management since 2016 and has operated as a self-employed advisor and under Ayers Financial Partners since 1986. In addition to his advisory work, he is involved in insurance sales and services as a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k)/defined contribution advice. The firm constructs tailored portfolios using various analytical methods and strategies, ranging from conservative allocations to options writing, and offers both discretionary and held-away account services.

Jeremy Holloway is a financial advisor at ValMark Advisers, Inc. He holds a Series 66 designation and has recently entered the industry in 2024. Prior to joining ValMark, he held positions at Dicks Sporting Goods, Target, Brad's Lawn Care, University of Akron, and Dominos Pizza. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic reviews.

Michael Janosko is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to joining ValMark in 2018, he worked at Merrill and Bank of America. ValMark Advisers provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, employing mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.

Stacey Zahoranski is a Series 66-credentialed advisor with 19 years of industry experience. She has been with OneAscent Financial Services LLC since 2017 and previously worked at Beacon Wealth Consultants, Inc. from 2013 to 2017. Outside of her advisory role, she serves as a board member of Athena Akron and is a trustee for her parents' trust. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing a variety of investment platforms including model-based and Unified Managed Account solutions.

Zackary Levine is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Vicus Capital, Inc. He has held roles at WealthKeel LLC and Ameriprise Financial prior to his current position. Levine also provides financial planning services for Gen X and Gen Y physicians through an associate advisor role at WealthKeel LLC and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. Vicus Capital delivers investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a variety of discretionary and non-discretionary strategies. The firm offers access to third-party managers, digital advice portfolios, and fiduciary retirement-plan consulting with an emphasis on tailored investment approaches and multiple specialized divisions.

William Tropp is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024. Prior to joining ValMark, he held roles at Demming Financial Services Corporation and has experience in education and community organizations, including positions at Baldwin Wallace University and Canterbury Golf Club. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based investment management and retirement plan advisory services using multi-asset model portfolios primarily composed of mutual funds, ETFs, and approved third-party managers.

Steven Fleck is a financial advisor with Packerland Brokerage Services, Inc. in Akron, Ohio. He holds the Series 66 designation and has 29 years of industry experience. Prior to joining Packerland in 2014, he has been involved in insurance-related sales through his own business, Fleck Financial, focusing on life, health, fixed and indexed annuities, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary and non-discretionary account management and offers a range of investment solutions through both brokerage and advisory platforms.

Lynn Goebel is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 63 designation and 21 years of industry experience. She has been with ValMark Advisers and affiliated entities since 2005. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

William Crozier Jr. is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, MML Investors Services, Mass Mutual Life Insurance Company, MSI Financial Services, and Cincinnati Analysts, Inc. In addition to his advisory work, he offers and services fixed insurance products such as annuities and life insurance. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with tactical overlays and primarily uses a buy-and-hold framework complemented by discretionary trading and option strategies.

Armando Consolacion is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has one year of industry experience. Before joining ValMark in 2023, Armando worked in various roles including positions at Cafe Arnone, Real Senior Management, Discount Drug Mart, and spent thirteen years in education. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and rebalancing by investment advisory representatives.

Aurora Yager is a Series 66-licensed advisor with ValMark Advisers, Inc. in Akron, Ohio. She has been with ValMark Financial Group since 2023 and previously worked at Buckeye Activity Center and Swensons. Aurora’s background includes several years of diverse experience prior to entering financial advising. ValMark Advisers, Inc. provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.