Jeffrey Davies is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Moors & Cabot since 2005, following eight years at Wrp Investments, Inc. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting services, allowing advisors to tailor portfolios using various analytical strategies and access to third-party sub-advisors.

Jason Bernat is a financial advisor with BFC Planning, Inc. He holds a Series 63 designation and has 16 years of industry experience. Bernat has been with BFC Planning since 2014 and is also affiliated with several financial services firms dating back to 2007. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs using multiple platform arrangements and investment strategies.

Jay Dias is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including LPL Financial LLC, Premier Bank, Cetera, and The Huntington Investment Company. Outside of his advisory role, he officiates local minor sports through the Ohio Athletic Association. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through various programs, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Richard Horvath is a financial advisor with BFC Planning, Inc. He holds over 27 years of industry experience and has worked at BFC Planning since 2014. His prior roles include positions at Berthhel Fisher and Company Financial Services, American Financial Services, and Allstate Insurance. Horvath has also operated as an independent insurance agent since 1996. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs, employing a range of investment strategies while excluding advice on futures, hedge funds, and digital assets.

David Anton is a financial advisor at Tucker Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Crown Capital Securities, LP. Outside of investment advisory, he operates a life insurance and fixed annuities business. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning using a top-down, macroeconomic asset-allocation approach that incorporates growth, fixed income, alternative investments, and model portfolios.

Regina Unger is a financial advisor at KCD Financial, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various insurance companies, including Protective Life Insurance Company and Symetra Life Insurance, among others. Unger is also an independent insurance agent and serves on the finance and capital campaign committees at Canfield Presbyterian Church. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm offers asset management, financial planning, and portfolio appraisal services to individuals, corporate pension and profit-sharing plans, and charitable organizations, using third-party management programs and a range of investment strategies tailored to client goals and risk tolerance.

Bruce Averback is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds the Series 63 designation and previously worked at Stifel for 10 years before joining Thurston Springer Financial in 2019. Thurston Springer serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to active momentum models.

Stephen Pavlich is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 license and 38 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 34 years before joining his current firm in 2021. Outside of his advisory role, he serves as an uncompensated auditor for SNPJ Fraternal Lodge 153 and treasurer for Auburn Hills Condo Association #2. 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 offers customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, with access to third-party money managers and financial planning services.

Raymond Housteau II is a financial advisor at Saxony Capital Management, LLC with a Series 66 designation. He has been with the firm since 2026 and has prior experience working at Capital Group of America and Catholic Charities Diocese of Youngstown. Outside of finance, he has held various roles including self-employment and employment at companies such as Amazon and Pizza Hut. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients like retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with numerous advisors and employs diverse investment strategies, including discretionary asset management and consulting services.

Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.

Rachel Pease is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Vantage Financial Partners, Ameriprise, and JPMorgan Chase. Outside of advisory work, she prepares tax returns through Johnson & McGraw Co. LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, integrating private market allocations and utilizing AI tools to support investment decisions while maintaining human oversight.

Tarick Bernat is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., bringing 32 years of industry experience. He serves as president of American Financial Services and owns American Financial Tax Services, which provides tax preparation services. BFC Planning, Inc. serves a broad mix of clients, including individuals, corporations, banks, and pension plans, offering financial planning, portfolio management, and access to various sub-advisory and third-party manager programs through a network of approximately 200 investment adviser representatives.

Timothy Harrison is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with four years of industry experience. He holds a Series 66 designation and previously worked at The Alliance, McConkey Financial, and Fennick Financial. Outside of advising, he is involved in IT consulting and occasionally speaks at local churches, drawing on his prior work abroad as a clergy worker. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both discretionary and non-discretionary investment programs, emphasizing a predominance of non-discretionary assets under management.

Ted Baird is a financial advisor at StoneX Advisors Inc. with 48 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2017 and StoneX Securities since 2014. Outside of his advisory role, he is a licensed insurance agent involved in selling fixed annuities, life, and disability insurance through TW Baird Financial Services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement investment strategies across multiple account structures.

Thomas Titus is a financial advisor at NorthRock Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, Inc. and Vantage Financial Partners. Outside of his advisory role, he manages Carter Management Group, LLC, a business focused on streamlining his day-to-day business operations. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and automated tools alongside human oversight.

Ryan Housteau is a financial advisor at Saxony Capital Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Saxony Capital Management since 2025, following prior experience at Saxony Securities and Equity Services Inc. Outside of his advisory role, he has experience in non-variable insurance sales. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee consulting, utilizing a variety of investment methods and third-party managers.

Mandie Hiznay is a financial advisor at Stonex Advisors Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stonex Advisors since 2015. In addition to her work as a financial advisor, she owns and operates an insurance agency focused on insurance sales and account servicing. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through both independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies using proprietary models, third-party money managers, and various technology platforms.

Ryan Tunison is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Moors & Cabot since 2021, with prior experience at FEIC Financial, Inc., AVI FoodSystems, and Walmart. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting services, with portfolio strategies tailored to clients’ objectives and risk tolerances.

Michael Sabelli is a CFP®-designated financial advisor with 35 years of industry experience. He currently works at Saxony Capital Management, LLC and has held prior roles at Saxony Securities, Inc., Nationwide Securities, LLC, and 1717 Capital Management Company. Outside of advising, he is a CPA and owner of Michael E Sabelli & Associates, a public accounting and financial planning firm, and serves as a board member of the Silver Lining Cancer Fund, Inc. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team approach and employs a range of investment methods, including charting, fundamental, technical, and cyclical analysis.

Bryan Mersol is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation, with seven years of industry experience. He has worked in various capacities since 2015, including roles at Mersol Financial Solutions LLC and New York Life Insurance Company. Outside of his advisory work, he owns YourParanormal, a brand focused on paranormal investigation content across social media platforms. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.