Corey Sneed is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at firms including Lincoln Investment, Legend Advisory Corporation, and Guardian Life. Outside of his advisory role, he serves as Executive Committee and Board Chairman of the nonprofit Catalyst CT. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, customized advisor-managed portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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® 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 63 and Series 65 credentials and 15 years of industry experience. He has worked at Lincoln Investment since 2012 and Royalton Financial Group since 2010. Outside of his advisory role, he serves on an advisory board for local trails and is a candidate for a Chamber of Commerce board position in Buena Vista, Colorado. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house management and non-discretionary advisor-managed and third-party solutions, supported by its proprietary mutual fund screening process and institutional relationships.

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.

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 held positions at Equitable Advisors and Saint-Gobain NorPro. Outside of his advisory role, Morgan owns and operates Tree City Tax Service, LLC, providing federal, state, and local income tax preparation services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom model portfolios, and retirement-plan advice through a nationwide network of advisors and in-house investment teams.

Martin Hopkins is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations with 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, where he worked for a combined 14 years before joining DayMark in 2023. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets across a team of 19 advisors. The firm offers comprehensive portfolio management and financial planning, utilizing a blend of fundamental, technical, quantitative, and ESG analysis, and provides access to various investment vehicles including digital assets and crypto products.

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® professional with 26 years of experience in financial advising. He has worked at Arax Advisory Partners since 2026 and previously spent 32 years at Gries Financial LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

William Ehrbar is a CFP® with five years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Tapfin/EY, Family Financial LLC, J.P. Morgan Securities LLC, Kestra Financial LLC, Fisher Investments LLC, and Key Corp. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using a technology-driven platform that serves both non-high-net-worth and high-net-worth households. The firm employs model-based asset allocations primarily using exchange-traded funds and provides comprehensive planning services alongside a flat subscription fee structure.

Connor Barth is a financial advisor at Triad Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Preservation Retirement Services, Sterling Foundation Management, and Silverado, as well as time as a full-time student. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform offering portfolio management, financial planning, and sub-advisory services. The firm utilizes strategic asset allocation guided by an investment committee and provides diversified investment strategies across multiple asset classes.

Stanley Milovancev is a financial advisor at Prosperity Capital Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CBIZ Investment Advisory Services LLC, Sequoia Financial Advisors, and ValMark Securities. Outside of his advisory role, Mr. Milovancev is the majority owner of Haven Home Care, Inc., a home health care service provider, and is the owner and president of The Dash Group, a coaching and organizational health consulting firm. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individuals, high-net-worth clients, corporations, trustees, retirement plans, and other advisors. The firm focuses on model-based, asset-allocation investment strategies combined with ongoing portfolio supervision, using core and specialized models from providers such as BlackRock, Dimensional, and Vanguard.