Tobias Yearms is a financial advisor at Adaptive Financial Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stratos Wealth Partners. Tobias is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Adaptive Financial Consulting provides portfolio management, financial planning, pension consulting, and standalone consulting services to individuals, high-net-worth clients, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Diane Stack is a CFA® charterholder with 25 years of industry experience. She has been with North Point Portfolio Managers Corporation since 1999, where she is part of a four-advisor team based in Orange Village, OH. North Point Portfolio Managers Corporation provides separately managed portfolio management services to individuals, pension and profit-sharing plans, endowments, and corporations. The firm combines quantitative CFROI analysis with traditional fundamental research, focusing on low turnover and portfolios typically holding around 40 core equity positions aligned with clients’ objectives and risk tolerances.

Brian Marino is a financial advisor with OneSeven in Beachwood, OH, holding a Series 63 designation and over 20 years of industry experience. His career includes roles at Raymond James Financial Services, Boston Harbor Wealth Advisors, and Mass Mutual Life. Marino serves on the Board of Directors for the Finance Department at Kent State University, contributing to student engagement and the college's mission. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term focused and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments, supported by internal due diligence and access to various independent managers and platforms.

Margaret Halloran is a financial advisor at Carnegie Investment Counsel with 11 years of industry experience. She holds a Series 65 designation and has worked with Carnegie Investment Counsel since 2017, previously spending 17 years at Midwest Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse clientele, including individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, corporations, trust companies, government entities, and other investment advisers. The firm employs a variety of analytical approaches and portfolio management strategies to align investments with client goals.

Larry Sills is a financial advisor at Stratos Wealth Advisors LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, B. Riley Wealth Advisors, and Wells Fargo Advisors. Stratos Wealth Advisors, LLC is a multi-team SEC-registered advisory firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutions by offering financial planning, portfolio management, and OCIO solutions, and operates through a network of investment advisory representatives using both discretionary and non-discretionary strategies.

Troy Dipre is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 credential and has been associated with AlphaStar since 2020. In addition to his advisory role, he is involved in insurance sales through Dipre, Brodnik, & Associates, Inc. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model portfolios and customized strategies based on quantitative analysis and tactical asset allocation.

Lawrence Kennard is a CFP® professional with 47 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has a background that includes over a decade at StoneX Securities Inc. and long-term involvement with the L.P. Kennard Agency. Outside of advisory work, he is a board member of the St. Basil Catholic Church Finance Council. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through independent advisors and an in-house Private Client Group. The firm employs various strategies, including proprietary models and third-party managers, and supports multiple account structures and investment platforms.

Jason Dilauro is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at The Wealth Advisory Group of DiLauro Wracher & Thomas and Raymond James Financial Services. He serves on the board of the University of Akron College of Business, assisting students with job placement and curriculum discussions. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, using both internal due diligence and third-party managers.

Alyssa Miller is a financial advisor with OneSeven in Beachwood, OH, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. She serves as a national board member for the Institute of Divorce Financial Analysis and is a board member of the Women's Board of Dayton Children's Hospital. Additionally, she provides consulting services related to divorce financial planning through Alternative Divorce Solutions. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios with a primarily long-term focus. The firm employs both discretionary and non-discretionary arrangements and integrates third-party platforms and independent managers in its investment approach.

Paul Orchosky is a CFP® and ChFC® with 34 years of industry experience. He is currently with OneSeven and has held positions at Mgo One Seven, Mgo Securities Corp, Mgo Investment Advisors Inc., and Moskal Gross Orchosky, Inc. Additionally, he is an independent licensed insurance agent, authorized to offer fixed and variable annuities in multiple states. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, emphasizing long-term portfolio management combined with flexibility for shorter-term trading. The firm utilizes diversified portfolios and works with independent managers and third-party platforms to deliver tailored financial solutions.

Linda Fousek is a CFA® charterholder with 12 years of industry experience. She is currently with Carnegie Investment Counsel, where she has worked since 2013. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment process that incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Laura Schultz is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 credential and five years of industry experience. Prior to joining Triad Wealth Partners in 2026, she worked at CreativeOne Wealth and AE Wealth Management, and spent twelve years at Thompson Hine LLP. Outside of her advisory role, she is owner of Schultz Family Enterprises, LLC, operating an insurance and annuity-related business. Triad Wealth Partners serves individual and institutional clients through a dual model of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services focused on strategic asset allocation and diversified investment strategies.

Joanne Koster Wilson is a financial advisor at ON Investment Management Company with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ohio National Financial Services and THE O.N. Equity Sales Company since 2005. In addition to her advisory role, she is also involved in insurance sales, including life and long-term care insurance. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains dual-registration with broker-dealer activities.

Christopher Meyer is a Series 65-licensed financial advisor at OneSeven with four years of industry experience. His prior roles include positions at Avior Wealth Management, Orion Portfolio Solutions, Horter Investment Management, and Great American Insurance Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, and offers access to alternatives and private placements when appropriate.

Eugen Craciun is a financial advisor at OneSeven with 24 years of industry experience. He holds a Series 63 designation and has a background that includes roles at MML Investor Services, MassMutual, Raymond James Financial Services, and Boston Harbor Wealth Advisors. Craciun also works as an insurance agent focusing on non-variable insurance and annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes long-term portfolio management using diversified mutual funds, ETFs, stocks, and bonds, with access to alternative investments and third-party platforms.

Marcia Kulberg is a financial advisor at Trustmont Advisory Group, Inc. with 30 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. She joined Trustmont in 2020. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a long-term investment outlook, utilizes a broad range of research sources, and manages discretionary accounts totaling approximately $1.3 billion as of the end of 2025.

Nathan Cope is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with OneSeven and has previously worked at Dilauro Wracher & Thomas, and Raymond James Financial Services. Cope serves as a board member for MS Respit Care & MS Research Funding, a nonprofit organization. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning. The firm employs a primarily long-term investment approach with flexibility for shorter-term trading and utilizes both discretionary and non-discretionary arrangements.

William Anderson is a financial advisor at Carnegie Investment Counsel with 18 years of industry experience. He holds a Series 65 designation and has been with Carnegie Investment Counsel since 2012. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a varied investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Bailey Hemming is a financial advisor at Western Wealth Management LLC with a Series 66 designation and approximately one year of industry experience. Prior to joining Western Wealth Management and LPL Financial LLC in 2026, Hemming worked at the Federal Reserve Bank of Cleveland in 2025 and has a background in education with Aurora City Schools and John Carroll University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed model portfolios alongside various third-party programs.

Alex Howell is a Series 66-licensed financial advisor at Stephens with four years of industry experience. He previously worked at Circumference Group LLC and First Security Bank before joining Stephens. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees.