James Ferguson is a financial advisor at Creekmur Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, TD Ameritrade, Scottrade, and E*Trade. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

Jeremy Hartle is a financial advisor at Croak Capital with nine years of industry experience. He has worked at Croak Capital since 2021 and previously held roles at Jeds Downtown and Transamerica Financial Advisors. Hartle serves as a board member of the Parkinsons Foundation of Northwest Ohio and manages operations at Jed's Bancroft. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers customized portfolio management, financial planning, and pension consulting, using multiple analytical approaches and a wrap fee program to manage assets.

Yasmeen Moore is a financial advisor at McDonald Partners LLC with a Series 66 designation and two years of industry experience. She has been with McDonald Partners since 2014 and was previously involved with Mint & Modern LLC from 2012 to 2021. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and pension consulting. The firm tailors portfolios using fundamental, technical, and cyclical analysis and operates both discretionary and non-discretionary management structures.

Frances Kraus is a financial advisor at Croak Capital in Toledo, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Croak Capital, she was a student for ten years. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and held-away account monitoring through an aggregation service, implementing customized model portfolios using multiple analytical approaches.

Robert Holler is a financial advisor at D.B. Root & Company, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 20 years at Chapel Street Advisors LLC before joining D.B. Root & Company in 2024. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $829.8 million in discretionary assets and $9.73 billion in assets under advisement, serving around 747 client relationships through a multi-advisor team.

Eric Croak is a CFP® with 10 years of industry experience, currently serving at Croak Capital in Toledo, OH. He has held roles at CAM Tax, LLC and CAM Insurance, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Croak also maintains a longstanding affiliation with Creative Financial Partners. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with formal ties to affiliated accounting and insurance entities.

James Burnor is a financial advisor at Croak Capital with 13 years of industry experience. He holds a Series 63 designation and has worked at firms including MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Burnor operates a family-owned real estate appraisal business and an insurance agency. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with additional affiliations in accounting and insurance services.

Nathan Wood is a financial advisor at McDonald Partners LLC in Bowling Green, OH, with three years of industry experience. He holds a Series 66 designation and previously worked at The Old Fort Banking Company and The Ohio State University. Wood is also a licensed insurance agent who sells variable annuity, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities alongside private fund management.

Hannah Kirk is an Investment Advisor Representative at McAdam LLC with two years of industry experience. She holds a Series 66 designation and has worked previously at Thrivent Financial and Financial Express. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Jeffrey Barefoot is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 designation and over 42 years of industry experience. He has served as President and CEO of Ressourcement, Inc. since 2012 and has been affiliated with M HOLDINGS SECURITIES, Inc. since 2004. In addition to his advisory roles, he is a board member of the Foundation for Life of Northwest Ohio and holds a law license with occasional volunteer pro bono work. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory.

Tyler Mckean is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Kestra in 2020. Outside of his advisory role, he is a sole member of Tyler Mckean Enterprises LLC, which he uses for tax purposes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.

Ronald Myers Jr. is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Advisory Alpha in 2020, he worked at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2008. In addition to his advisory role, Myers is licensed as a life and health insurance salesperson with Citizen Advisory Group. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other RIAs, managing a diverse range of portfolios with discretionary allocation and a variety of managed strategies.

Perry Teplitsky is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at SagePoint Financial for 15 years and OSAIC for three years. Outside of his advisory role, he is a partner in Talon Renovations, LLC, a company focused on acquiring and renovating properties. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, model portfolios, and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis and integrates retirement-plan consulting and administration through relationships with benefits firms.

Martin Lopez Tuero is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC since 2020. He has previously worked at Citizen Advisory Group, Planners Alliance, LLC, Charles Schwab, and held a position with the State of Indiana. In addition to his advisory role, he is licensed to sell insurance products. Advisory Alpha, LLC serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing portfolios that include a diverse range of managed strategies typically implemented through fund-of-funds structures.

Andrew Kinder is a CFP® and ChFC® practicing at Foundations Investment Advisors LLC with seven years of industry experience. His prior roles include positions at MDRN Capital, Sequoia Financial Group, Buckingham Strategic Wealth, Morgan Stanley, and Merrill Lynch. He is also an insurance agent with MDRN Insurance, LLC, dedicating approximately 10% of his time to that activity. Foundations Investment Advisors serves a broad client base with financial planning and portfolio management, employing a network of affiliated offices and investment adviser representatives. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing to manage client assets.

Ian Thanasiu is a financial advisor at Advisory Alpha, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Advisory Alpha in 2026, he worked at W&S Brokerage Services and Western & Southern Life. Before entering the financial industry, he was involved in management at Expresso Car Wash and the Perrysburg School System. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team using a fund-of-funds approach across diversified portfolio series. The firm also serves as a subadvisor and co-advisor to other registered investment advisers and provides specialized retirement-plan solutions.

Luke Franks is a financial advisor with Advisory Alpha, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Fifth Third Securities and Fifth Third Bank. Outside of advisory work, he is a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds investment approach overseen by a centralized team and serves in subadvisory and co-advisory roles for other registered investment advisers.

James Poling is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Advisory Alpha, LLC, where he has worked since 2020. Prior to that, he held roles at Planners Alliance LLC and AlphaStar Capital Management. Poling is also involved with Citizen Advisory Group, where he serves as a wealth manager and licensed insurance agent. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach to portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Paul Kozak is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Gradient Advisors and Premier Planning Services since 2017 and is also involved in insurance and fixed annuities sales through his role at D-Max ENT, LLC, which he has operated since 1994. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions.

Jeffrey Utterback is a financial advisor at BFC Planning, Inc. with 21 years of industry experience and holds a Series 66 credential. His prior roles include positions at Citizens Securities, Inc., The Huntington Investment Company, and Valic Financial Advisors. Outside of his advisory work, he serves as chairman of the board of trustees for the Bay View Yacht Club in Toledo, Ohio. BFC Planning, Inc. provides financial planning, asset management, and outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets, offering flexible fee arrangements and a range of investment platforms.