Michael Dunham is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He is the sole advisor at HDA Wealth Management, LLC and has previously worked with StoneX and Stonex Advisors Inc. In addition to his advisory role, he serves as president of the Dunham Family Foundation, a nonprofit charitable organization. HDA Wealth Management provides advisory services to individual and high-net-worth clients, including portfolio management, pension and employee benefit plan consulting, and financial planning. The firm serves retail investors and plan sponsors with a discretionary investment approach tailored to clients’ goals and risk tolerance.

Marc Presley is a financial advisor with Alcyon Wealth Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Raymond James Financial Services and is involved in several entrepreneurial ventures, including ownership of Alcyon Hospitality, which operates a restaurant called Sam's Wedge Inn, and partnership in Alcyon Realty, a real estate investment firm. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth clients, including professional athletes, offering customized portfolios that combine mutual funds, ETFs, individual securities, and alternative investments within a long-term investment framework.

Joseph De Pascale is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He is the principal of Total Financial Management, LLC, an independent, single-advisor registered investment adviser based in Poland, Ohio. Prior to founding Total Financial Management in 2017, he worked at Farmers Trust Company from 2011 to 2017 and has been involved with CMFS & Associates, LLC, an Ohio-based public accounting firm he owns, since 1993. Total Financial Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with customized portfolio management and comprehensive financial planning. The firm emphasizes a long-term, tax-conscious investment approach and offers integrated tax, accounting, and insurance advice through its affiliations with a public accounting practice and a third-party insurance consulting platform.

John Ryan is a financial advisor at Mediate Financial Investment Advisory Services, LLC with five years of industry experience. He holds the Series 65 designation and has prior work history including roles at McCammon-Hunt Insurance Agency and Boston Scientific Corporation. Ryan is also a licensed insurance agent involved in life and health insurance sales. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, and business entities. The firm’s investment approach focuses on asset allocation and cyclical sector rotation, utilizing proprietary model portfolios to manage client accounts.

Paul Kiefer is a CFP®-certified financial advisor with over 53 years of industry experience, currently serving at Capital A Wealth Management. His career includes roles at Madison Avenue Securities, Sa Stone Investment Advisors, and Wrp Investments, Inc. He has maintained his own financial advisory practice under Kiefer Financial Services since 2014. Capital A Wealth Management provides discretionary investment management and financial planning to a diverse client base, including individuals, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven approach emphasizing tactical asset allocation and sector rotation, utilizing bespoke and model portfolios supported by third-party managers and integrated advisory services.

Nicholas Farrell is a financial advisor with SimplyRIA Advisor Network, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Farrell Financial Planning LLC, Boundless Financial Solutions, and J.W. Cole Advisors, Inc., all within the same year. Outside of his financial advisory work, he has held positions in various public school systems. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm employs a team-based approach with a mix of active and passive management strategies, offering discretionary and non-discretionary services through multiple platforms and sub‑advisers.

Lindsay Wolf is a financial advisor at Asendo Wealth Advisory with 23 years of industry experience. She holds a Series 65 designation and has worked at firms including Ameriprise, Mid Atlantic Financial Management, and NewEdge Advisors. Outside of her advisory role, she owns INTEGRITAS CAPITAL WEALTH CONSULTING, a transition consulting S corporation. Asendo Wealth Advisory serves individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, investment, and wealth management services. The firm employs an institutional modeling system focused on ETF-centric portfolios and incorporates alternative strategies such as options and third-party managers when suitable, alongside in-house tax preparation and retirement plan consulting.

Nicholas Fajack is a financial advisor at Capital A Wealth Management with six years of industry experience. He holds a Series 63 designation and has worked with firms including Madison Avenue Securities, SA Stone Investment Advisors, Cetera Investment Services, and Farmers National Bank. Outside of his advisory role, he is a member and presenter on retirement planning topics for the Association of Financial Consultants and the Council of Financial Educators, both IRS-approved nonprofit organizations. Capital A Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth households, foundations, trusts, corporations, and employer-sponsored retirement plans. The firm employs a top-down, macro-driven approach with tactical asset allocation and sector rotation, utilizing bespoke and model portfolios supported by third-party managers and a platform arrangement with AE Wealth Management.

Tiffany Broomfield is a financial advisor at True Wealth Design, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Brookstone Wealth Advisors, Connolly Financial Services, Equitable Advisors, and Axa Advisors. Outside of advising, she is a licensed insurance agent and also provides notary services. True Wealth Design offers financial planning, investment advisory, and wealth management services to individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a structured, tax-aware investment approach and provides coordinated tax, accounting, and insurance services through affiliated subsidiaries.

Kevin Brown is a financial advisor at Union Capital Company with 41 years of industry experience. He has been with Union Capital since 2015. Outside of his advisory role, he is a 50% partner and vice president of Specialty Insurance and Financial Services, where he is involved in sales and management of life, health, disability, annuity, long-term care, dental, and vision insurance products. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary management using a range of investment vehicles including mutual funds, ETFs, and equities.

Frank Filisky is a CFP® and ChFC® with 21 years of industry experience. He has been with Tucker Asset Management LLC since 2015 and has operated his own advisory business, Frank C. Filisky LLC, since 2011. Outside of his advisory work, he owns and operates the Frank Filisky Insurance Agency, providing life, health, long-term care insurance, annuities, and tax preparation services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm utilizes a top-down, macroeconomic asset-allocation approach to manage discretionary portfolios and offers a range of growth, fixed-income, and alternative investment strategies.

John Morvay is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 36 years of industry experience. He previously worked at American Portfolios for 17 years and OSAIC for one year. Outside of advising, he serves as an adjunct professor of economics at Walsh University and is a member of the board of directors for Sand Dunes Shores Resort. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of investment and financial planning services tailored to client objectives through a nationwide network of advisors.

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trustmont Advisory Group since 2021. In addition to his advisory role, Barzak has operated Barzak Insurance & Consulting since 2013 and serves as an official for OHSAA, NCAA, and USA softball and basketball games. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, focusing on a long-term investment outlook supported by public research and adviser judgment.

Nicholas Cannon is a financial advisor at Ausdal Financial Partners, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios and Emerge Capital Management. Outside of advisory work, he is involved in insurance sales and owns a business specializing in real estate 1031 exchanges. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of advisory programs and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies implemented on both discretionary and non-discretionary bases across various asset classes.

Gregory Hovanic is a financial advisor at StoneX Advisors Inc. with 35 years of industry experience. He has been with StoneX Advisors since 2015 and is also president of G. D. Hovanic Agency Inc., an insurance and investment sales firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and offers a variety of account structures and model-based solutions.

Marie Studniarz Rudolph is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at OSAIC, American Portfolios Financial Services Inc, Stratos Wealth Partners, LTD, and LPL Financial. Outside of her advisory role, she performs notary services on an as-needed basis. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of advisory and brokerage services, developing investment strategies tailored to each client’s objectives and risk tolerance.

Ryan Nisbett is a financial advisor at CoreCap Advisors in Warren, OH, holding Series 63 and Series 65 licenses. He has one year of industry experience, including time at CoreCap Investments, TLC Wealth, and self-employment. In addition to his advisory role, Nisbett works as an independent insurance agent, selling and servicing life and annuity policies. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients, including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Richard Hofus is a financial advisor at Ausdal Financial Partners, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as employment at Fordham University. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial relationships.

Joshua Miller is a financial advisor at CWA Asset Management Group with 18 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at F.N.B. Investment Advisors, Erie Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and other institutional investors. The firm employs proprietary in-house research and models, utilizing both active and quantitative strategies with elements such as artificial intelligence, globally diversified portfolios, and various advanced investment techniques tailored to client objectives.

Kenneth Popovec is a CFP®-designated financial advisor with 39 years of industry experience. He has been with Stonex Advisors Inc. since 2015 and previously worked at Wrp Investments, Inc. from 2000 to 2015. Outside of his advisory role, he serves as treasurer for the Canfield High School Hall of Fame Committee and is a board member of the Melina Michelle Edenfield Foundation, which focuses on raising funds for pediatric brain tumor research. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of investment platforms and strategies, including advisor-managed portfolios and third-party money managers, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.