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.

Angela Day is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at Woods Associates and Fair Play Family Center. 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 investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and access to third-party manager programs.

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.

Martin Healy is a financial advisor at American Independent Securities Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for 10 years. Outside of his advisory role, Healy is involved in municipal bookkeeping and independent insurance sales. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

Rodney Stastny is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 28 years of industry experience. His prior work includes over two decades at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He is also involved in the sales and marketing of fixed annuities and insurance products through Signature Financial Group, LLC. Signature Equity Partners, LLC, founded in 2023, is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-driven investment solutions with both discretionary and non-discretionary management options.

Lynne Jones is a financial advisor at Capital Analysts with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Valic Financial Advisors for 22 years before joining Agia, Lincoln Investment, and ultimately Capital Analysts. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team to manage portfolios through discretionary and non-discretionary programs, offering customized solutions and access to third-party managers.

Carmen Donofrio is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to his current role, he worked at Valmark Securities, Inc. and was affiliated with the University of Akron. 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 portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and third-party programs.

Craig Fishel is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Fishel’s prior experience includes roles at Equitable Advisors and Private Client Services. He is a partner at Paramount Financial Planning, LLC, where he dedicates significant time to financial planning and investment management. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of active and passive strategies, direct indexing, tax-aware approaches, and offers alternative investments and annuity management.

William Potts is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. ValMark Advisers provides 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 uses diversified, goal-based model portfolios and asset allocation strategies, implementing solutions through mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Ian Koutny is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining ValMark in 2020, he worked with Cetera Advisor Networks and served in the U.S. House of Representatives. Koutny is also a financial consultant with Lang Financial Group, a role he has held since 2018. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based portfolios and asset allocation, using both proprietary and third-party platforms.