Blake Dickens is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and six years of industry experience. He has previously worked at River Financial Group and Westlake Wealth Advisors. Outside of his advisory work, he coaches the forwards of the Hudson High School hockey team. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based portfolios using mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and sub-advisory relationships.

Clinton Pelfrey is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 designation and 14 years of industry experience. He has been with Prosperity Capital Advisors since 2011, including six years when the firm operated as C2P Capital Advisory Group, LLC. Outside of financial advising, Pelfrey serves as head coach for the Avon High School JV baseball team and is a minority owner and officer of a marine construction company. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and works with a variety of model providers and sub-advisors, offering access to alternatives and structured products through third-party platforms.

Michael Garcar is a financial advisor with Wedbush Securities Inc. in Cleveland, OH, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Equitable Advisors, Ameriprise Financial, and TPM Management. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm manages tailored portfolio strategies and administers separate account offerings while providing custodial, clearing, and securities lending capabilities.

Jacob Cooke is a financial advisor at Arax Advisory Partners in Cleveland, OH, holding a Series 65 registration with one year of industry experience. His prior roles include positions at GFP Private Wealth, Bartlett Wealth Management, and Raymond James. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house portfolio teams, independent managers, model portfolios, and both traditional and alternative investments.

Caleb Burr is a financial advisor at Prosperity Capital Advisors with one year of industry experience. He holds a Series 65 designation and has worked at JL Smith Holistic Wealth Management and C2P Capital Advisory Group, LLC. In addition to his advisory role, Caleb is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to individual and high-net-worth clients, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers a range of investment solutions including alternatives and structured products through third-party platforms.

Andrej Drazetic is a financial advisor with Arax Advisory Partners and holds a Series 65 designation. He has seven years of industry experience, including roles at Gries Financial Partners, Fourth Dimension Wealth, LPL Financial, and Stratos Wealth Partners. Prior to his financial services career, he worked with the Cleveland Cavaliers and spent ten years in education. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a mix of traditional and alternative investments supported by in-house teams and external managers.

Justin Grossman is a financial advisor with Prosperity Capital Advisors in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Cambridge Investment Research, among others. Outside of advising, he works with the local chapter of the American Financial Education Alliance, conducting seminars aimed at improving financial literacy. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm emphasizes model-based, asset-allocation strategies and portfolio supervision, leveraging core and specialized models from providers like BlackRock, Dimensional, and Vanguard.

Eugene Ricchetti is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and over 54 years of industry experience. He has been with Valmark Securities, Inc. since 1997 and has operated E.T. Ricchetti & Associates Inc. since 1967. Outside of advising, he serves as a director at R.W. Beckett Corp., where he manages government reporting and qualified plan-related activities, and works as an independent contractor for The Fedeli Group. 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 primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

Dennis Zaverl is a financial advisor with ValMark Advisers, Inc. in Westlake, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been associated with ValMark Advisers since 2001 and with related firms since 1997, also operating Zaverl & Associates Inc. since 2004. Outside of investment advisory work, he serves as president and trustee of the Christian BusinessCares Foundation and is involved in several non-investment business ventures, including a publishing company and family partnerships. 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 offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with due diligence, back-office support, and sub-advisory services.

Michael Manly is a financial advisor at Arax Advisory Partners with Series 65 and Series 66 credentials and two years of industry experience. He previously worked at Gries Financial Partners for three years and Price Waterhouse Coopers for sixteen years. Arax Advisory Partners provides wealth management and advisory services to a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of in-house portfolio teams, independent external managers, and alternative investments, supported by AI tools and third-party analytics.

John Doran III is a CFP® professional with 32 years of experience in the financial industry. He is currently with IP Financial Advisory Services LLC and has previously worked with firms including Avantax Advisory Services and Innovation Partners LLC. Outside of his advisory work, he is president of J.A. Doran & Associates, Inc., a tax preparation and accounting business. IP Financial Advisory Services primarily serves individual retail clients through portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and offers access to third-party investment advisors, focusing mainly on non–high-net-worth individuals.

William Mcnamara is a financial advisor at ValMark Advisers, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with ValMark Advisers and Valmark Securities since 2008. In addition to his advisory roles, Mcnamara serves as president of Omega Pensions Inc., a third-party administrator for qualified retirement plans. 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 using mutual funds, ETFs, and third-party managers, and it supports its advisors with due diligence, back-office services, and specialized programs including the ACCESS wrap platform and managed account solutions.

Kole Kuczynski is a financial advisor at AlphaStar Capital Management in Parma, Ohio, holding a Series 65 designation and with one year of industry experience. Prior to joining AlphaStar and North Coast Financial Consultants, he worked at Firestone Country Club and Ken Stewart's Lodge. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management and financial planning. The firm employs a combination of strategic and tactical investment approaches across a variety of asset types and provides subadvisory services to other registered investment advisers.

Kurt Mears is a financial advisor at Advance Capital Management Inc with 17 years of industry experience. He holds the Series 66 designation and has been with Advance Capital Services, Inc. since 2010. Advance Capital Management serves a diverse range of clients including individuals, retirement plans, foundations, endowments, and other institutions, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee that manages approved mutual funds and ETFs, builds model portfolios based on client risk tolerance, and provides services such as direct indexing, alternative investments, and crypto-related strategies.

Steven Schippel is a financial advisor at Brookwood Investment Group with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Belpointe Asset Management and Belpointe Insurance, among others. Schippel is also president and owner of Schippel Consulting, a business he has operated since 2001. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and provides both discretionary and non-discretionary management with ongoing monitoring and due diligence on recommended managers.

Helene Shafiyan is a financial advisor at Wedbush Securities Inc. with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at McDonald Partners LLC, Wells Fargo Clearing, Securities America Advisors, Morgan Stanley, and Citigroup Global Markets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, capital markets, and portfolio management tailored to client objectives and risk tolerances.

Jason Smith is a financial advisor with Prosperity Capital Advisors in Westlake, OH, holding a Series 65 credential and 16 years of industry experience. He has worked at Valor Capital Management and operates several business ventures including tax preparation services and a family farm that sells honey and produce. Smith also serves on the Board of Directors for the Marblehead Boat Club. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individual and high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset allocation strategies and offers services such as separately managed accounts, retirement plans, and sub-advisory for other RIAs.

William Mcnamara is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has 12 years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2023, he has been associated with Omega Pensions, Inc. since 2014. He serves in an advisory role on the Alumni Advisory Council on Financial Education for Miami University Community Federal Credit Union. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing mutual funds, ETFs, separate-account managers, and integrates third-party manager programs within its proprietary platforms.

Jeffrey Warnkin is a CFP® professional with 34 years of industry experience, currently associated with Prosperity Capital Advisors. He has held advisory roles at Innovation Partners LLC, JL Smith Holistic Wealth Management, and Mercap Securities, LLC. Outside of advisory work, he operates a sole proprietorship specializing in individual income tax preparation and serves as Chapter President for the American Financial Education Alliance, conducting financial literacy seminars. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative strategies, and offers various institutional and advisory services.

Kevin Walker is a financial advisor at Archer Investment Corporation with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Jason Orsky Wealth Management, Cetera Advisors, and Edward Jones. Outside of his advisory role, he is active in community service as a director and vice president of the Kiwanis Club and a director of the Rotary Club in Westlake, Ohio, and coaches varsity girls tennis. Archer Investment Corporation provides investment management services primarily to individual clients across a wide range of net worth levels through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch independent contractor model and manages over $1 billion in discretionary assets, offering services from comprehensive financial planning to limited-scope model portfolios diversified across various asset classes.