Henry Reifsnyder is a CFP® professional with 18 years of industry experience. He is affiliated with ON Investment Management CO and has held roles at Hummel Wealth Management, LLC since 2009, The O.N. Equity Sales Company since 2008, and Ohio National Financial Services since 2007. Outside of his advisory work, he is involved in various business activities including investments in billboard advertising ventures and a baseball academy in the Dominican Republic. ON Investment Management Company (ONIMCO) is a subsidiary of The O.N. Equity Sales Company offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm employs a dual registration model, providing both discretionary and non-discretionary management through a mix of in-house advisory and third-party programs.

Anthony Lopresti is a financial advisor at Trek Financial in Medina, OH, holding a Series 65 designation with five years of industry experience. He has been with Trek Financial since 2018 and previously worked at the Medina Community Recreation Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical portfolio construction, incorporating evidence-based models, fundamental and technical analysis, and artificial intelligence tools under human oversight.

Benjamin Schwarz is a financial advisor with TLG Advisors, Inc. in Cuyahoga Falls, Ohio, holding a Series 66 designation and eight years of industry experience. He has previously worked with ValMark Securities, Inc. and currently has additional roles in insurance strategy and production. Outside of finance, he engages in automotive photography as a hobby and occasional source of income. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using manager selection and Modern Portfolio Theory, and it offers a direct-to-consumer digital platform called Starlight Portfolios.

Ross Cochrell is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has held roles at several firms, including Securities America and SSN Advisory. Outside of advising, he owns and operates Stockman's Supply, LLC, an equipment sales business, and 1840 Angus Farm, LLC, an agricultural enterprise. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors. The firm uses an open-architecture platform with multiple custodians and emphasizes a largely non-discretionary asset mix.

Lisa Gillen is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Fifth Third Securities since 2001. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs, including advisor-directed models, separately managed accounts, and unified portfolios with features such as direct indexing and tax-overlay services.

Brian Beebe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolios managed by PNC or third-party strategists.

Joseph D'anniballe is a CFP® professional with 35 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments, 1858 Wealth Management, Wells Fargo Advisors, UBS Financial Services, and Merrill. Outside of investment advisory, he is also an insurance agent. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, and offers integrated operational tools and third-party solutions.

Brian Heiss is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has held positions within affiliated firms since 2018. Prior to his advisory career, he worked for Redbox from 2007 to 2016. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and employs affiliated and third-party resources.

David Ionno is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with PNC Bank since 2010 and has worked at PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithmic risk assessment and implements investments via approved model strategies executed with mutual funds and ETFs.

Philip Gasser is a financial advisor with GWN Securities Inc. in Copley, OH, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with GWN Securities since 2006 and previously worked at Clearcreek Financial from 1998 to 2024. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm employs a variety of portfolio management strategies, including market-timing and momentum-based approaches in certain legacy programs.

Emily Kromalic is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 66 licenses. She has one year of industry experience, including prior roles at Edward Jones and Empower Financial Services. Outside of her advisory work, she provides administrative and trade support for First Responders Financial Advisors. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation framework to manage risk-based mutual fund portfolios and provides education and support services to plan sponsors and participants.

Francis Factora is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and JPMorgan Chase Bank. Outside of his advisory role, Factora is a partner at Eldora Innovations, Ltd., a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Wendy Kouvaras is a financial advisor at SPC with 18 years of industry experience. She holds a Series 66 designation and has been with SPC since 2013. Outside of her advisory work, she is involved with Five-Star Gymnastics of Ohio as a co-owner and assists with business responsibilities as needed. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Alexa Fronk is a financial advisor with Eagle Strategies (NY Life) based in Medina, OH. She holds Series 63 and Series 66 designations and has five years of industry experience. Her work history includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as a committee member for the Village of Gloria Glens Association, a maintenance association for a lake property. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice and solutions through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing a substantial portion of its assets on a non-discretionary basis.

Adam Kenley is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees, which uses algorithm-driven risk assessments to select approved investment strategies implemented with mutual funds and ETFs.

Samuel Ramirez is a CFP® professional with 14 years of experience in the financial services industry. He is currently affiliated with Fifth Third Securities, Inc., where he has worked since 2019, and has prior experience at Huntington Investment Company and Merrill. Outside of finance, Ramirez is also involved in music performance and composition through his business, Samuel Ramirez Music. Fifth Third Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional investors through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with a range of investment options including mutual funds, ETFs, separately managed accounts, and tax-optimized strategies.

Kurt Faulhaber is a financial advisor with Benjamin F. Edwards & Company, Inc. in Canton, OH, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining his current firm in 2011. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Douglas Wells is a financial advisor with CWM, LLC based in Akron, OH, holding Series 63 and Series 65 licenses and with 44 years of industry experience. His prior roles include positions at Wells Trecaso Financial Group, Cabot Lodge Securities, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. He serves on the finance committees of several nonprofit organizations, including Holy Family Catholic Church and Hope Ignites Northeastern Ohio, and is a board member overseeing investment allocation for the Walsh Jesuit High School Endowment. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs discretionary management using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and retirement plan services.

Bryan Hummel is a financial advisor at Planmember Securities Corporation with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Planmember since 2012. Outside of his advisory role, he owns a PC repair and networking business. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary services and participant-level investment options supported by education and personalized retirement planning. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Eugene Gillmor is a financial advisor with Eagle Strategies (NY Life) based in Medina, Ohio. He holds Series 63 and Series 66 designations and has 24 years of industry experience. His career includes longstanding roles with New York Life Insurance Company, Nylife Securities Inc., and Bankers Life & Casualty Co. He is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, focusing primarily on non-discretionary asset management and tailored recommendations in an integrated insurance and advisory framework.