Matthew Kimberly is a CFP® professional with six years of industry experience, currently serving at PlanMember Securities Corporation. He has also been involved with 1st Responder Financial Advisors and operates a small insurance sales business independently. Kimberly's career includes prior experience at Edward Jones. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as a fiduciary under ERISA Section 3(38). The firm employs a strategic asset allocation approach, managing risk-based mutual fund portfolios and offering educational and support services to plan sponsors and participants.

Ryan Kimberly is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Great American Insurance Group and First Responder Financial Advisors. Kimberly has also worked in educational settings and the service industry. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services tailored to plan sponsors and participants.

Susan Marran is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. Her prior roles include positions at First Commonwealth, Infinex Investments, LPL Financial, Firstmerit Bank, and Merrill. She holds Series 63 and Series 66 licenses. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its representatives.

Matthew Obradovich is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services LLC, New York Community Bank, and LPL Financial. Outside of his advisory role, he is involved in consulting through Obradovich Enterprises LLC and manages practice expenses via MDO Group LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Michael Thomas is a Certified Financial Planner® at MAI Capital Management, LLC with four years of industry experience. He previously worked at Storey & Associates for four years and has experience from Ashland University. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and serves in both advisory and product-sponsor capacities.

Christopher Walters is a financial advisor with CWM, LLC, holding a Series 66 designation and over 26 years of industry experience. His career includes positions at Morgan Stanley Smith Barney, Wells Trecaso Financial Group, Cabot Lodge Securities LLC, and other firms. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts using discretionary model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of services including portfolio management, financial planning, and retirement plan solutions.

Patricia Finch is a Series 66-licensed financial advisor with Mariner Wealth Advisors, bringing 17 years of industry experience. She worked at Mcgervey Wealth Management, LLC for 12 years before joining Mariner in 2022. Outside of her advisory role, she is a breeder of Labrador Retrievers and serves as a UKC conformation apprentice judge. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services uncommon for firms of its size.

Matthew Reghetti is a Series 65 credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2025. His prior experience includes roles at Aurum Wealth Management Group and Wunderlich Securities, Inc. Wealth Enhancement Advisory Services is an enterprise-scale firm managing over $122 billion in regulatory assets under management. The firm offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans, utilizing a diversified investment approach that blends passive and active managers and incorporates quantitative, momentum, and fundamental analysis.

Tyler Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wealth Enhancement, he worked at Marcum Wealth for two years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with oversight from an internal Investment Committee.

Carrie Robson is a financial advisor with Kestra Advisory in Canton, OH, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Ameriprise, Stifel Nicolaus & Co Inc, Merrill, and Robert W Baird & Co. Outside of her advisory work, she serves as a volunteer firefighter and EMT with the Washington Township Volunteer Fire Department. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers comprehensive services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Karla Kaforey is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and bringing 18 years of industry experience. She has been with The Huntington Investment Company since 2017, previously working at LPL Financial, LLC from 2014 to 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model with a range of wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary investment offerings.

Russell Plent is a CFP® professional with 20 years of experience, currently serving at Fifth Third Securities, Inc. since 2005. He holds the Series 66 designation and has been associated with Fifth Third Bank during the same period. Outside of his advisory role, he is involved in several business ventures including ownership of a laundromat and a hardscape design and installation company. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed sleeves, featuring services such as direct indexing and tax-overlay strategies.

Tyrone Grady is a financial advisor at GWN Securities Inc. in Akron, OH, with 33 years of industry experience. He holds a Series 63 designation and has been with GWN Securities since 2014. Grady serves on the board of the Tyrone Paul Grady Memorial Foundation, which supports bereaved families and provides scholarships for higher education. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

James Stein is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Stein has been with Benjamin F. Edwards & Company since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Matthew Roddy is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Primerica Advisors since 1999 and has concurrently worked with The Guardian Life Insurance Company since 1994. Outside of his advisory role, he is involved in political activities as a member of the finance committee for a state senate campaign. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a variety of proprietary and third-party investment strategies across multiple platforms.

Lindsay Battershell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. Her prior experience includes roles at Ameriprise and Mid Atlantic Capital Corporation. Outside of her advisory work, she is also an independent consultant for Mary Kay Cosmetics. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services.

Scott Wilkinson is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at The Huntington Investment Company since 2004 and previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate investment strategies, with portfolio management supported by National Financial Services custody.

Kevin Tubbs is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Park Avenue Securities since 2008 and has been affiliated with Guardian Life Insurance Company since 2001. Outside of his advisory work, he is involved with Western Reserve Racing, assisting with race operations on weekends. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account services including lending solutions and donor-advised funds.

Michael Bruin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 credential and bringing 37 years of industry experience. He has worked with Ameritas since 2004 in various roles and has experience in independent insurance sales and real estate ownership through his involvement with several entities. Bruin is also licensed as an independent insurance agent and manages insurance-related group and individual health care products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and uses both discretionary and non-discretionary advisory approaches supported by third-party partners and multiple custodial platforms.

Michael Rosso is a financial advisor with Benjamin F. Edwards & Company, Inc. in Canton, Ohio. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Rosso has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.