Kevin Walker is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has 18 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Jason Orsky Wealth Management, and Cetera Advisors. Outside of his advisory work, he serves as a director and vice president of the Westlake Kiwanis Club, is a director of the Westlake Rotary Club, and coaches the Avon High School girls varsity tennis team. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction, with services ranging from discretionary management to model-based strategies.

Patrick Radachi is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Independent Financial Group and Spira Benefits, where he is also president. Radachi is involved in tax preparation and retirement plan consulting through Radachi & Company and Spira Benefits LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.

Richard Tanner is a financial advisor with M Holdings Securities, Inc. He holds a Series 63 designation and has 38 years of industry experience. Prior to joining M Holdings in 2025, Tanner worked for LPL Financial, LLC for 27 years and has been involved with Ownership Advisors Inc. since 1992. He also speaks on business succession planning to small business owners at conventions and trade associations. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of independent firms. The firm offers a range of advisory services including investment management, financial planning, sub-advisory, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.

Brent Horvath is a CFP® professional based in Cleveland, OH, with 20 years of industry experience. He has worked at Arax Advisory Partners since 2026 and previously spent 23 years at Gries Financial LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors managing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal management, third-party models, and tailored asset allocation.

Mark Kelly is a financial advisor with Capital Analysts in Parma, Ohio, holding seven years of industry experience. He has previously worked at Lincoln Investment LLC and Anderson International Corp. In addition to his advisory role, he serves as Vice President of Kelly's Tax & Financial Services, where he prepares tax returns and offers insurance products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers a range of customizable advisory services.

Raymond Nash is a financial advisor with M Holdings Securities, Inc. based in Cleveland, OH, holding a Series 63 designation and 24 years of industry experience. He has been associated with Heirmark Ltd and M Holdings Securities since 2009 and with Linsco/Private Ledger Corp since 2007. Outside of his advisory work, he is involved in a racing team called Team Underdawg Racing as an owner and accepts sponsorships for advertising. M Holdings Securities, Inc. serves individual, corporate, and retirement plan clients through a nationwide network of advisors, offering discretionary and non-discretionary investment management, financial planning, retirement consulting, and insurance advisory services. The firm supports a range of programs and third-party managers while providing sub-advisory services and maintaining ongoing client account reviews.

Jacob Krecic is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and is notable for its involvement in insurance distribution and private fund management.

Carina Diamond is a CFP® with 22 years of industry experience currently serving at Arax Advisory Partners. She has held advisory roles at several firms, including Gries Financial Partners, Dakota Wealth, and Springside Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and customized asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures.

Louis Loparo is a financial advisor with Avantax Planning Partners, Inc. in Independence, Ohio, holding a Series 65 credential and two years of industry experience. He has a background in accounting and business services, including over 25 years with Hobe & Lucas Certified Public Accountants, Inc., where he provides accounting, tax, and consulting services. Loparo also serves as treasurer for the Euclid Schools Foundation and participates in the Northern Ohio Italian American Foundation’s membership retention and marketing committee. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements. The firm employs model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee, offering tax-intelligent overlays and centralized trading and reporting.

Corey Sneed is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Sneed serves as Executive Committee member and Board Chairman of a nonprofit organization, Catalyst CT. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides various advisory services, including access to third-party managers and ERISA retirement plan consulting.

Kyle Demyan is a financial advisor at Encompass More Asset Management LLC and holds a Series 65 designation. He has been working in the financial services industry since 2020, with experience at firms including Transamerica Financial Advisors and Wealth Akademy Financial LLC. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm utilizes model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and certain digital-asset related exposures.

Gregory Szabo is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Elyria, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Berthel Fisher since 2003 and previously operated his own advisory business for over 30 years. Additionally, he has engaged in the sale of fixed insurance products. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms, with a broad range of investment options and portfolio management approaches.

Vanessa Swank is a financial advisor with ValMark Advisers, Inc. in Rocky River, Ohio, holding 28 years of industry experience. She has been associated with ValMark and its related entities since 2012 and also serves as president of the Buckeye Education Foundation, Inc., a nonprofit focused on awarding grants to the Buckeye Local School District, as well as executive director of the Christian BusinessCares Foundation, Inc., which provides charitable grants. ValMark Advisers offers 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 emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a combination of proprietary and third-party platforms alongside oversight from an investment committee.

Chad Weigl is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 license and having nine years of industry experience. He has worked with C2P Capital Advisory Group, LLC (doing business as Prosperity Capital Advisors) since 2016 and with JL Smith Holistic Wealth Management since 2014. Outside of advisory work, Mr. Weigl is involved in tax preparation and conducts financial literacy seminars through the American Financial Education Alliance. He also mentors other advisors through C2P Enterprises. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based models and specialized strategies, supporting advisor-directed portfolios and acting as a Fund Strategist on UMA platforms.

John Moody is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. He has been involved in insurance services through John Moody Insurance since 2015 and has worked in real estate with ERA Real Solutions since 2004. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm operates a large network of advisors and uses a combination of fundamental, technical, and cyclical analysis along with client profile tools to tailor investment strategies.

Brian Ansevin is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and 20 years of industry experience. He has been with G. A. Repple & Company since 2006. Outside of his advisory role, he owns Ansevin Asset Management, which provides financial planning and securities services, and he is also licensed to sell life insurance and fixed annuity products. G. A. Repple & Company offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a range of analytical approaches to portfolio construction and provides various program options, including Biblically-Responsible Investing and ETF-focused strategies.

Joseph Overfield is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds a Series 65 credential and has worked at C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors since 2022. Mr. Overfield is also the Chapter President of the American Financial Education Alliance in Gahanna, OH, where he conducts seminars on financial literacy without any product sales or compensation. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management services to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also providing institutional and intermediary services such as TAMP and sub-advisory support.

Emily De Concini is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC, Great Lakes Retirement, Inc., and The Huntington Investment Company. Outside of her advisory role, she is involved in her family-owned restaurant, Maha's Falafil, where she helps with cooking, food preparation, and taking orders on weekends. IP Financial Advisory Services primarily serves individual retail clients with portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and offers customized portfolios, third-party investment advisor referrals, and a range of consulting services.

Jennifer Condon is a CFP® professional with one year of experience, currently serving as an advisor at Arax Advisory Partners. She previously worked at GFP Private Wealth and The Glenmede Trust Company NA, among other firms. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation.

Edward Zalar is a financial advisor with Capital Analysts, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He has worked at Lincoln Investment since 2012 and at Royalton Financial Group since 2010. Outside of his advisory roles, he serves on the Trails Advisory Board and is a candidate for the board of directors of a local Chamber of Commerce, involving himself in community planning and organizational governance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and emphasizes a fiduciary approach with various portfolio customization options.