Robert Knotts is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including AlphaStar Capital Management and Regal Investment Advisors. Knotts is also Regional Vice President at The Assurance Group, where he manages an office of insurance agents and oversees fixed insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of around 100 independent advisors. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both fundamental and technical analysis alongside various asset allocation strategies.

Patrick Hahn is a CFP® with 14 years of industry experience and is currently with Dakota Wealth, LLC. He has previously worked at Springside Partners LLC, Cetera ADVISORS LLC, and SS&G Wealth Management. Hahn serves on the Board of Trustees and Finance Committee for the Medina County Society for the Protection of Animals, where he analyzes and reports on the organization’s investment portfolio. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations including mutual funds, ETFs, equities, fixed income, and other instruments, employing a combination of fundamental, technical, and cyclical research while offering access to affiliated tax preparation services.

Gregory Mcdermott is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. His prior experience includes roles at ValMark Securities, Inc. and Minnesota Mutual Life Insurance Company. He is also principal of GAMcDermott, LLC, providing consulting services and life insurance sales. ValMark Advisers offers 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 primarily implemented through mutual funds, ETFs, and separate-account managers, with oversight by an investment committee.

Cathy Jacobs is a financial advisor at ValMark Advisers, Inc. with 30 years of industry experience. She holds a Series 63 designation and has been with ValMark Advisers and Valmark Securities since 2015. Outside of her advisory role, she is the president and owner of Hydro-Lawn Landscaping & Design, Inc., and serves as treasurer for New Beginnings of Akron, a nonprofit focused on mentoring and workforce development for underserved youth. 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 employs diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and offers fee-based planning and sub-advisory services.

John Francis is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding 24 years of industry experience. He has been with Valmark Securities, Inc. since 2013. Outside of his advisory work, he owns and operates a livestock farm where he raises cattle and sheep. 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 representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of investment platforms.

Eric Van Meter is a financial advisor at ValMark Advisers, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Valmark Financial Group since 2018. Prior to that, he held positions at Sikich and Eddie Bauer LLC. Van Meter has been involved with the U.S. Soccer Federation since 2011. 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 offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Lawrence Rybka is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 31 years of industry experience. He has been with ValMark Advisers since 2001 and has a career background that includes roles at Valmark Securities, Minnesota Mutual Life, and Executive Insurance Agency. 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 advisory representatives. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and operates notable programs such as the ACCESS wrap platform and the TOPS® ETF portfolios.

Alex Mayes is a CFP® with five years of industry experience, currently serving at ValMark Advisers, Inc. since 2024. He has worked with several firms including Wealth Impact Advisors, LLC, where he is also involved in preparing retirement plan reviews. ValMark Advisers provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing proprietary and third-party platforms and offers specialized products such as the TOPS® ETF Portfolios and related index licensing.

James Tschantz is a CFP® professional with 38 years of experience in financial advisory roles. He is currently with Signature Equity Partners, LLC and has prior experience at LPL Financial, American Portfolios Advisors, Inc., and Medallion Advisory Services, LLC. He also has a history of involvement in fixed insurance product sales and operates a DBA called Tschantz Wealth Management. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and delivers advice through a network of independent advisory affiliates, employing platforms such as Vision2020 Wealth Management to offer customized portfolio management and financial planning solutions.

James Dawson is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and 11 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2016 and has also worked at the University of Akron since 2013. Outside of his advisory role, Dawson is involved in several home-building and construction businesses where he holds ownership and management positions. 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 utilizes diversified, goal-based model portfolios and an asset allocation approach implemented through mutual funds, ETFs, and separate-account managers, supported by proprietary and third-party platforms.

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.

Amy Roma is a financial advisor with The Huntington Investment Company in Canton, Ohio, holding a Series 66 designation and 13 years of industry experience. She previously worked at PNC Investments for eight years before joining Huntington in 2022. Roma serves as a board member and volunteer fundraiser for the Eric Snow YMCA. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that combines third-party sub-managers and proprietary models through various wrap-fee programs.

Gary Sirak is a ChFC® with over 42 years of experience in the financial services industry, currently serving as an advisor at Primerica Advisors since 1999. Prior to this, he worked with Guardian Life Insurance Company of America starting in 1986. He is an author of multiple books, including *If Your Money Talked…* and *How To Retire and Not Die.* Sirak is also a board member of the Stark Community Foundation and has participated in local business development through the Impact Angel Fund in Canton, Ohio. Primerica Advisors operates as part of a larger enterprise, serving a diverse client base with brokerage and advisory services. The firm offers a mix of proprietary and third-party investment solutions, including model-based strategies and fee-based managed accounts, addressing individual investors, businesses, and retirement plans.

Wayne E. S. Arnold is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including over 27 years with Primerica Advisors and a concurrent role at Guardian Life Insurance Company of America since 1989. Outside of advising, he is writing a book on theoretical physics and serves as a panelist for FINRA arbitration cases. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Nathan Schultz is a Series 66-licensed financial advisor with The Huntington Investment Company, bringing 21 years of industry experience. His prior roles include positions at Sterne Agee Financial Services and Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary portfolio management strategies within an open-architecture model.

Autumn Taylor is a financial advisor with Primerica Advisors, holding a Series 63 designation and 37 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and has prior experience at Cetera Advisor Networks, Vantage Financial Group, and Vicus Capital. In addition to her advisory role, she is also an insurance broker for products other than Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs.

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.

Michael Erchick Sr. is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company of America since 1990. In addition to his advisory role, he is involved in other insurance activities including property and casualty, individual, and group health insurance. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level features including lending solutions and tax-harvesting.

Neven Zelich is a financial advisor at Steward Partners Investment Advisory, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Mid Atlantic Capital Corporation among other firms. He is a co-owner of Jenz, LLC, which manages his Ameriprise advisory business. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.