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 at M HOLDINGS SECURITIES, Inc. with 38 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial, LLC and Ownership Advisors Inc. for extended periods. Tanner also speaks on the topic of business succession planning to small business owners at conventions and trade associations. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses nationwide through independent member firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory.

Brent Horvath is a CFP® professional with 20 years of industry experience. He currently serves at Arax Advisory Partners and previously worked at Gries Financial LLC for 23 years and Charles Schwab for 3 years. 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 both traditional and alternative investments and integrates AI tools and third-party analytics into its portfolio management.

Raymond Nash is a financial advisor with M HOLDINGS SECURITIES, Inc. in Cleveland, OH, holding a Series 63 designation and 24 years of industry experience. He has been involved with Heirmark Ltd and Linsco/Private Ledger Corp since 2007 and 2009 respectively. Outside of his advisory work, he is an owner of a racing team, Team Underdawg Racing, which accepts sponsorships for advertising. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services with a focus on suitability-based recommendations, ongoing account monitoring, and integration of both proprietary and third-party investment management solutions.

Jacob Krecic is a financial advisor at DayMark Wealth Partners, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. DayMark Wealth Partners serves individual, trust, retirement plan, and institutional clients through asset management, portfolio management, financial planning, and retirement consulting. The firm offers discretionary portfolio management that integrates a range of investment approaches, including alternative and private securities, and utilizes fundamental, technical, quantitative, and ESG analysis.

Carina Diamond is a CFP® professional with 22 years of experience in the financial industry. She is currently with Arax Advisory Partners and has previously worked at firms including Gries Financial Partners, Stella Secunda Partners, and Springside Partners LLC. Her background includes roles at both wealth management and advisory firms in the Cleveland, OH area. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and utilizes both traditional and alternative investments supported by in-house teams and independent managers.

Kyle Demyan is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 credential and one year of industry experience. He has worked previously with Wealth Akademy Financial LLC and Transamerica Financial Advisors, Inc., among other roles. 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 employs model-based strategies integrating proprietary models and third-party sub-advisers, managing a diverse range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and certain digital-asset 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., holding 28 years of industry experience. She has been with ValMark Advisers and its affiliated entities since 2012 and previously worked at Zaverl & Associates, Inc. Outside of her advisory role, she serves as President of the Buckeye Education Foundation and Executive Director of the Christian BusinessCares Foundation, both nonprofit organizations involved in grant distribution. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, supported by proprietary and third-party platforms.

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 designation and one year of experience in the industry. He also owns John Moody Insurance and ERA Real Solutions, where he has been involved since 2015 and 2004, respectively. His other business activities include managing insurance services and real estate transactions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis while requiring client approval for transactions.

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® with one year of industry experience, currently serving as a financial advisor at Arax Advisory Partners. Her prior roles include positions at GFP Private Wealth, The Glenmede Trust Company NA, Joseph D Carney and Associates, OnX USA LLC, and Case Western Reserve School of Law. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary, asset-based approach using in-house portfolio teams, external managers, model portfolios, and a range of traditional and alternative investments, supported by AI tools and third-party analytics.

Timothy Marcinek is a financial advisor at Triad Wealth Partners, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at firms such as Cambridge Investment Research, Aurelius Family Office, and Cornerstone Wealth Management. Outside of his advisory work, he serves as president of a tax services firm. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm offers discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services, with investment decisions guided by strategic asset allocation and an investment committee.

Paul Karabatsos is a financial advisor with International Assets Investment Management, LLC. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 18 years at Key Investment Services and 2 years at Invest Financial Corporation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using various investment vehicles and may incorporate third-party managers or wrap programs as part of its service offerings.

Martin Hopkins is a financial advisor at DayMark Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing from 2016 to 2023 and A. G. Edwards & Sons, Inc. from 2000 to 2008. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers access to a diverse range of investment strategies, including alternative and private securities, and utilizes multiple analytical methods to tailor portfolios to client objectives.

Joseph Voellm is a ChFC® and Series 65 licensed advisor with eight years of industry experience. He is affiliated with Prosperity Capital Advisors and has previously worked at Gasaway Investment Advisors, Inc. Mr. Voellm conducts educational seminars aimed at improving financial literacy. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across various asset types and platforms.

Edward Bell is a CFP® with 26 years of industry experience. He has worked at Arax Advisory Partners since 2026 and previously spent 32 years at Gries Financial LLC. He is based in Cleveland, OH. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments across a large multi-team platform.