Pamela Kruger is a financial advisor at Cornerstone Asset Management Services, Inc., holding Series 63 and Series 65 credentials with 29 years of industry experience. She has worked at Cornerstone since 2005 and has also been affiliated with J.W. Cole Financial and J.W. Cole Advisors during that time. Outside of her advisory role, she is involved in tax preparation as an Enrolled Agent and manages estate finalization and distribution for trustees and beneficiaries. Cornerstone Asset Management Services primarily serves individual clients across a range of net worth levels, providing discretionary portfolio management through its Alpha/Beta Solutions platform as well as sub-advisory services. The firm’s investment approach combines fundamental and technical analysis in a proprietary model-driven process, offering risk-based portfolio selection and ongoing account monitoring.

George Anastasakis is a financial advisor with Cornerstone Asset Management Services, Inc., holding a Series 63 designation and over 40 years of industry experience. He has been with Cornerstone since 2005 and is also involved with several other business ventures, including MTH Hats, LLC, a retail sales operation, and C. M. Hyatt & Associates, which provides notary services. Additionally, he serves as a trustee for a family trust. Cornerstone Asset Management Services, Inc. offers discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm employs a proprietary, computer-aided investment process that combines fundamental and technical analysis and provides multiple service delivery options, including model portfolios, separately managed accounts, sub-advisory services, and financial planning.

Casey Urdiales is a financial advisor at Scofield & Company, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at EdgeTech Analytics, LLC since 2015. Urdiales is also the owner and founder of Urdiales Compliance Consultants, LLC, which provides compliance consulting to registered investment advisers. Scofield & Company serves individual and high-net-worth clients by offering discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to guide both strategic and tactical portfolios, tailoring investments to clients’ financial situations, horizons, and risk tolerance.

Michael Poitinger is a financial advisor with ValMark Advisers, Inc. holding Series 63 and Series 66 licenses and has 42 years of industry experience. He has operated his own firms, including Poitinger Wealth Management Inc. and Poitinger Financial Inc., and worked with Valmark Securities, Inc. and Poitinger, Redmond, Lyons, Kura & Co. Additionally, he earns commissions from fixed insurance products. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, employing diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing.

Gary Chidsey is a financial advisor at LexAurum Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Nationwide Securities and Nationwide. Outside of his advisory role, he serves as Chairman of the Medina County Young Professionals Association, part of the Medina Chamber of Commerce. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies based on modern portfolio theory and offers a range of risk-based managed-account models implemented primarily with low-cost ETFs.

Maryann Ruben is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and four years of industry experience. She has also operated Ruben Financial since 2005, where she is involved in the sale and service of insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments through platforms like CAIS.

David Forshew is a financial advisor at Advance Capital Management Inc in Independence, OH, holding a Series 63 designation with 17 years of industry experience. He has been with Advance Capital Management since 2016. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management primarily through mutual funds and ETFs. The firm employs a model portfolio approach managed by an Investment Committee and offers specialized retirement services, including a "Chief Retirement Officer" program.

Joseph D'anniballe is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, 1858 Wealth Management, Danniballe Houston, LLC, and Wells Fargo Advisors. He is also involved in insurance sales as an agent outside of his investment advisory activities. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, supported by a large advisor network managing nearly $10 billion in client assets.

Anthony Corra is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. He has also worked with Wealth Impact Advisors and has a background that includes roles in education and healthcare. 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 a range of related services.

Mark Melda is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Key Investment Services, and Key Corp. He has an ownership interest in a rental property in Parma, Ohio. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach and offers both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Jonathan Houk is a CFP® professional with 16 years of industry experience, currently serving at ValMark Advisers, Inc. since 2012. He has also worked at Wealth Impact Advisors, LLC and Poitinger, Redmond, Lyons, Kura & Company. Outside of financial advising, Houk is president and secretary of Friends of Metro Parks, a nonprofit supporting public enjoyment of Summit County Metro Parks. ValMark Advisers, Inc. 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 emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary programs such as the ACCESS wrap platform and the TOPS® ETF portfolios.

Madison Strahan is a financial advisor at Dakota Wealth, LLC in Akron, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Dakota Wealth in 2019, Madison worked at Springside Partners LLC from 2017 to 2019 and has experience outside finance in the restaurant industry. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and investment companies. The firm offers customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.

James Redmond is a CFP® professional with 43 years of industry experience, currently affiliated with ValMark Advisers, Inc. since 1998. He previously worked at Poitinger Redmond Lyons Kura Walker & Co. beginning in 1988. Outside of his advisory role, he serves on the board of The Rotary Camp for Children with Special Needs and leads Redmond Financial, Inc. as president. 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 utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and platforms.

Joseph Hamel is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and 18 years of industry experience. He has been involved with Hamel Advisory Services, LLC since 2007 and Hamel & Associates, Inc. since 1994. Outside of his advisory role, Mr. Hamel is a licensed insurance professional through Hamel & Associates, Inc., operating separately from his work at Portfolio Medics. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches alongside financial planning and consulting services.

Craig Welch Jr. is a CFP®-designated financial advisor with ValMark Advisers, Inc. in Akron, OH, bringing 21 years of industry experience. He has worked at ValMark since 2018 and previously spent seven years with Key Bank NA and Key Investment Services LLC. Outside of his advisory role, he is co-owner of IVL Baseball, a baseball and softball training and club team organization. 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 model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary and third-party platforms.

Sean Heney is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has previously worked at firms including Northwestern Mutual and MassMutual, and currently serves as a partner and financial planner with Allegis Advisors and Suncrest Advisors alongside his role at Portside. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, and co-advisory services for individuals—including high-net-worth clients—retirement and pension plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates with investment analysis that combines fundamental, technical, and modern portfolio theory approaches.

Chase Henderson is a financial advisor at StoneX Advisors Inc. with a Series 66 designation and one year of industry experience. Prior to joining StoneX, he was involved with Miami University and Miami University Rec Center. Henderson also operates Henderson Financial Services, where he serves as a registered representative. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of independent advisors and an in-house private client group, utilizing various platforms and model-based solutions to implement investment strategies.

Tyler Hines is a financial advisor at ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Valmark Securities, Valmark Financial Group, Discount Drug Mart, Kohls, and Sub Station. 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 model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and solutions.

Chad Henderson is a financial advisor at StoneX Advisors Inc. with two years of industry experience. He holds a Series 66 designation and has worked at StoneX Advisors Inc. since 2023, following prior roles at StoneX Securities Inc. and teaching positions at Miami University and Walsh Jesuit High School. Outside of his advisory role, he is involved in managing a family farm where he raises livestock and cultivates land. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of portfolio implementation platforms and supports multiple account structures, combining independent financial advisors with an in-house Private Client Group.

Caleb Nitz is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with ValMark Advisers, Inc. since 2009 and also affiliated with ValMark Securities, Inc. since 2008. He is based in Akron, Ohio. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals—including high-net-worth clients—as well as plan sponsors and institutional users through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and services.