Kyle Cook is a financial advisor with Westminster Financial Advisory Corp in Brecksville, OH. He holds the Series 66 designation and has two years of industry experience. Prior to joining Westminster Financial Companies, he worked at Lincoln Electric and Ernst & Young. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and various organizations. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments, using a primarily buy-and-hold strategy supplemented by discretionary trading and option strategies.

Theophilous Woods is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and over 43 years of industry experience. His career includes long tenures at Mutual Service Corporation and Prospera Financial Services, and he has operated his own firm, Theo H. Woods & Assoc, since 1981. Woods serves as chairman of the board of trustees for The House of the Lord church and volunteers as a musician there, in addition to participating on the Akron Bar Association grievance committee and serving on the board of the Brecksville-Broadview Heights Community Chorus. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may engage third-party managers and wrap programs as part of its service offerings.

Janine Halsey is a financial advisor with ON Investment Management Company in Cuyahoga Falls, Ohio. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Since 2012, she has been associated with The O. N. Equity Sales Company and Ohio National Financial Services. In addition to advisory work, she is also licensed to sell life, disability, and long-term care insurance products, including fixed annuities. ON Investment Management Company is a SEC-registered investment adviser that serves individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary investment programs.

William Kovar is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 63 designation and having 23 years of industry experience. He has been with ValMark Advisers and Valmark Securities, Inc. since 2014. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing account monitoring and rebalancing conducted by its investment advisory representatives under committee oversight.

David Pelland is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has 26 years of industry experience. He has worked at Bear / Pelland Associates since 2005 and Alda Advisors, Inc. from 2002, alongside his tenure at ValMark Securities, Inc. since 2000. Outside of his advisory work, he serves as an assistant men's varsity soccer coach at Walsh Jesuit High School and operates a horse boarding and party rental business. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach, utilizing mutual funds, ETFs, and separate-account managers, and is notable for its involvement with investment-company products and index licensing.

Christopher Finefrock is a CFP® professional with 15 years of industry experience, currently serving at ValMark Advisers, Inc. since 2012. He also works with Valmark Securities, Inc. and has been an adjunct professor at the University of Akron since 2015, teaching an undergraduate investment course. 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 emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Rushik Bandodkar is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining ValMark Financial Group in 2025, he worked at Ken Ganley Chevrolet and Northwestern Mutual. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, supported by a network of investment advisory representatives.

Markus Weaver is a financial advisor at Signature Equity Partners, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC, Royal Alliance Associates, Inc., and Jeannette M. Weaver and Associates, LLC. Weaver also serves as a notary public and conducts investment and insurance business through his own wealth advisory firm. 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 employs the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting services.

Nicholas Sirohman is a financial advisor at ValMark Advisers, Inc. in Akron, OH, with two years of industry experience. He holds a Series 66 designation and has prior work experience outside the financial sector, including roles at Uber Eats and Door Dash. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and advisory services.

Kristen Carmichael is a financial advisor with ValMark Advisers, Inc. in Akron, OH. She holds a Series 66 designation and has 23 years of industry experience. She has been with ValMark Advisers and Valmark Securities since 2013. 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 using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Peter Augustin is a CFP® with 12 years of industry experience, currently serving at Dakota Wealth, LLC. His prior roles include positions at Dakorãé Wealth Management, Springside Partners LLC, Robert W Baird & Co, Inc., and Morgan Stanley. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a wide range of clients, including high-net-worth individuals, trusts, foundations, and business enterprises. The firm employs a customized, long-term investment approach that integrates fundamental, technical, and quantitative analysis across various asset classes and also manages pooled investment vehicles and a registered ETF.

Judson Forner is a CFP® professional with over 21 years of experience in the financial industry. He has worked at ValMark Advisers, Inc. and affiliated firms since 2012 and previously spent a year with Osaic FA, Inc. Based in Akron, OH, he holds the Series 66 designation. 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 a range of investment platforms, including proprietary programs and third-party strategies, to deliver customized solutions.

Frank Lessick is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and 21 years of industry experience. He has worked at ValMark Advisers since 2011 and has been associated with Valmark Securities, Inc. since 2008. 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 utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation implemented via mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Shelby Morgan is a Series 63-licensed financial advisor with ValMark Advisers, Inc., based in Akron, OH, and has 38 years of industry experience. He has been affiliated with ValMark since 1997 and has held leadership roles at W3 Wealth Management, LLC and W3 Wealth Advisors, LLC. Outside of his advisory work, Morgan serves as a board member of the Boy Scouts of America, Great Trail Council. 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 portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Douglas Wilburn is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at J.P. Morgan Securities, Chase Investment Services, and Wamu Investments before joining ValMark in 2015. ValMark Advisers serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm offers investment advisory and financial planning services through a network of representatives, focusing on diversified, goal-based portfolios primarily implemented via mutual funds, ETFs, and separate-account managers.

Laura Moss is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Sikich Capital Management, OneAscent Financial Services, and ROBERT W. BAIRD & Co. She serves on the investment committee of the In His Steps Foundation and volunteers as Treasurer for Norton Baptist Church. 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, supported by proprietary and third-party platforms and a range of advisory and sub-advisory services.

Autumn Azar is a financial advisor at Dakota Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has worked at Dakota Wealth since 2020. Prior to her advisory role, she held positions at United Hardscapes and PNC Bank, and was involved with Pawesome Costumes for seven years. Dakota Wealth, LLC serves a diverse client base including high-net-worth individuals, trusts, foundations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach combining fundamental, technical, and quantitative analysis while managing pooled investment vehicles and acting as a sub-advisor to a registered ETF.

George Elias Jr. is a financial advisor at Ascentis Independent Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at several firms including ORG Partners and Emerald Investment Partners. Outside of advisory work, he owns and operates Premier Tax Consulting, a tax consulting firm. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies including discretionary management, third-party managers, and a Private Direct Investments program for illiquid private funds.

Benjamin Coughenour is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Valmark Securities, Valmark Financial Group, Swenson's Drive-In Restaurants, USF Holland, and The University of Akron. 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 portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of fee-based planning and consulting options.

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.