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.

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.

Daniel Berzinskas is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at ValMark Securities, The Huntington Investment Company, Citizens Bank, JPMorgan Chase Bank, and other financial firms. 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 primarily composed of mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party platforms supporting its services.

Michael Mcclary is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and over 21 years of industry experience. He has been with ValMark Advisers since 2004 and Valmark Securities since 2003. Mcclary serves on the board of advisors for M7 and is active in nonprofit roles, including Treasurer and board member of The GO Network, a 501(c)(3) organization supporting the planting of new Christian churches, and as a member of the Investment Committee for the Trailhead Community Health Foundation. 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 investment advisory representatives. The firm emphasizes diversified, goal-based portfolios implemented primarily with mutual funds, ETFs, and third-party managers, and offers proprietary programs including the ACCESS wrap platform and managed account solutions.

Tristan Morgan is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2021 and previously spent time at Equitable Advisors and Saint-Gobain NorPro. Morgan is also the owner and operator of Tree City Tax Service, LLC, where he provides federal, state, and local income tax preparation services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with support from an in-house investment management and research team employing proprietary screening processes.

David Minich is a CFP® professional with 21 years of experience in the financial services industry. He has been with ValMark Advisers, Inc. since 2005 and is also President of Applied Financial Concepts, Inc., a financial planning firm he co-owns. Outside of his advisory roles, he serves as President of The Heritage Study Group and volunteers as Vice President of Grounds for the Chandler Commons Home Owners Association. Valmark Advisers provides investment advisory and financial planning services to a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by ValMark’s investment committee.

Michael Janosko is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at ValMark Advisers and ValMark Financial Group since 2018 and previously held positions at Merrill and Bank of America. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, implemented primarily through mutual funds, ETFs, and separate-account managers.

James Eismon is a CFP® professional with 27 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2024, following roles at Agia and Valic Financial Advisors. He serves as a board trustee and finance committee member at the University of Mount Union. Capital Analysts provides portfolio management and retirement plan advisory services to a diverse client base, including individuals, trusts, foundations, and corporate clients. The firm employs an in-house investment team that manages discretionary and non-discretionary portfolios using proprietary screening processes and offers various portfolio customization options.

Stacey Zahoranski is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and 18 years of industry experience. She has worked with OneAscent since 2017 and previously with Beacon Wealth Consultants, Inc. from 2013 to 2017. Zahoranski serves as a board member of Athena Akron and is a trustee for a family trust. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing both advisor-managed and model-based investment solutions along with tax-overlay options and outsourced CIO and CCO services.

Robert King Jr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and nine years of industry experience. He has worked at Virtue Capital Management since 2020 and previously held roles at Horter Investment Management and Cornerstone Asset Management Services. Outside of his advisory work, King is the principal owner of King Insurance and Financial Services, which focuses on property/casualty and life insurance as well as college and retirement planning. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and plan consulting, utilizing quantitative models and economic data inputs in a primarily mutual fund and ETF-based investment approach.

Zackary Levine is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Vicus Capital, Inc. He has held roles at WealthKeel LLC and Ameriprise Financial prior to his current position. Levine also provides financial planning services for Gen X and Gen Y physicians through an associate advisor role at WealthKeel LLC and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. Vicus Capital delivers investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a variety of discretionary and non-discretionary strategies. The firm offers access to third-party managers, digital advice portfolios, and fiduciary retirement-plan consulting with an emphasis on tailored investment approaches and multiple specialized divisions.

William Tropp is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024. Prior to joining ValMark, he held roles at Demming Financial Services Corporation and has experience in education and community organizations, including positions at Baldwin Wallace University and Canterbury Golf Club. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based investment management and retirement plan advisory services using multi-asset model portfolios primarily composed of mutual funds, ETFs, and approved third-party managers.

Steven Fleck is a financial advisor with Packerland Brokerage Services, Inc. in Akron, Ohio. He holds the Series 66 designation and has 29 years of industry experience. Prior to joining Packerland in 2014, he has been involved in insurance-related sales through his own business, Fleck Financial, focusing on life, health, fixed and indexed annuities, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary and non-discretionary account management and offers a range of investment solutions through both brokerage and advisory platforms.

Lynn Goebel is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 63 designation and 21 years of industry experience. She has been with ValMark Advisers and affiliated entities since 2005. 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 focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

William Crozier Jr. is a financial advisor with Westminster Financial Advisory Corp in Medina, OH, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, MML Investors Services, and Mass Mutual Life Insurance Company. He is also licensed as an insurance agent offering fixed and indexed annuities, health, disability, long-term care, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold focus supplemented by tactical overlays and cyclical analysis.

Lawrence De Baltzo is an investment advisor representative at Avantax Planning Partners, Inc. with three years of industry experience. He holds a Series 65 designation and serves as a shareholder at Hobe & Lucas, Certified Public Accountants, Inc., where he leads the tax and business valuation departments. Additionally, he manages GreenSmart Payroll Solutions, LLC and acts as co-trustee of a family living trust. 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 with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management along with tax-intelligent overlays and centralized trading through designated custodians.

Armando Consolacion is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has one year of industry experience. Before joining ValMark in 2023, Armando worked in various roles including positions at Cafe Arnone, Real Senior Management, Discount Drug Mart, and spent thirteen years in education. 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 investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and rebalancing by investment advisory representatives.

Sean Houston is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors Financial Network LLC and 1858 Wealth Management, where he is also a partner. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through a network of approximately 161 advisors.

Jordan Howd is a CFP® professional with 16 years of experience in financial planning and wealth management. He currently works at ValMark Advisers, Inc. and ValMark Securities, Inc., having joined in 2023. Prior to this, he spent over a decade at Applied Financial Concepts, where he also holds a role as Director of Planning. 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, with a range of proprietary and third-party platforms and unique relationships involving insurance and ETF products.

Michael Amoia is a financial advisor at ValMark Advisers, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining ValMark Financial Group in 2022, he worked at Truist Bank for 17 years. 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, with a focus on multi-asset allocation and ongoing portfolio monitoring.