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.

Mark Lapsevich is a financial advisor with Capital Analysts in Independence, Ohio, holding 24 years of industry experience. Alongside his advisory career, he has been active in musical entertainment as the owner and musician of Park Place Productions since 1989. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management through both discretionary investment management and advisor-managed solutions supported by proprietary screening tools.

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 with Brookwood Investment Group, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously at Belpointe Asset Management and Belpointe Insurance. Schippel is also the president and owner of Schippel Consulting, a consulting firm he has operated since 2001. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated businesses to support its clients.

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.

Debra Friend is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management supported by proprietary research tools.

Markus Weaver is a financial advisor at Signature Equity Partners, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC, Royal Alliance Associates, Inc., and Jeannette M. Weaver and Associates, LLC. Weaver also serves as a notary public and conducts investment and insurance business through his own wealth advisory firm. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and employs the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting 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.

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 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 with Lincoln Investment LLC and Anderson International Corp. In addition to his advisory role, Kelly manages tax preparation and insurance services through Kelly's Tax & Financial Services. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of discretionary and non-discretionary investment management supported by proprietary screening tools and nationwide independent advisors.

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 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.