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 a Series 65 designation and has worked at Mediate Financial since 2017 in various capacities. Outside of advising, he is a licensed insurance agent involved in life and health insurance sales. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individual investors, retirement plans, and business clients. The firm uses a data-gathering process to define client goals and applies an investment approach focused on asset allocation and cyclical investing through proprietary model portfolios.

Paul Kiefer is a CFP® professional with over 52 years of experience in the financial services industry. He is currently with Capital A Wealth Management in Canfield, OH, and has held prior roles at Madison Avenue Securities, Sa Stone Investment Advisors, and managed his own firm, Kiefer Financial Services. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, and fixed income, supported by third-party model managers and platform services.

Lindsay Wolf is a financial advisor at TSG Advice Partners, LLC with 23 years of industry experience. She holds a Series 65 credential and has previously worked at NewEdge Advisors, LLC, Mid Atlantic Financial Management, Inc., and Smart Advisory Group, LLC. Outside of her advisory role, she owns Integritas Capital Wealth Consulting, a business focused on transition consulting. TSG Advice Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs ETF-based model portfolios with a range of allocations and integrates in-house tax preparation and formal legal referral relationships into its wealth management offerings.

Jerald Kennedy is a financial advisor with Adviser Alliance, LLC and holds 19 years of industry experience. He has worked at Adviser Alliance since 2018 and previously held roles at Summit Wealth Partners, LLC and COPPELL ADVISORY SOLUTIONS, LLC dba Fusion Capital Management. In addition to his advisory work, he is the managing member and insurance agent of J Kennedy Financial, LLC, where he has been involved in sales of fixed insurance and annuities since 2005. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor advisers. The firm serves a non-high-net-worth client base and utilizes managed portfolios that may include equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts, often delegating billing and platform services to third-party providers.

David Cervone is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Adviser Alliance since 2017 and previously worked at Summit Wealth Partners LLC. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor advisors, managing about $5.9 million in discretionary assets across roughly 28 client relationships. The firm serves a non-high-net-worth client base, utilizing third-party platforms and managers to implement diversified portfolios including equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts.

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.

Jeffrey Potter is a financial advisor at Verity Asset Management with 21 years of industry experience. He holds a Series 66 designation and has been with Verity in various capacities since 2004. Outside of his advisory work, he coaches and scouts for Black Bear Sports hockey teams. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion across 55 advisors. The firm serves a range of clients including individuals, retirement plan sponsors, institutional clients, and other advisers, employing a model-based investment process with both internally managed and third-party strategies.

John Morvay is a financial advisor at Ausdal Financial Partners, Inc. with 35 years of industry experience. He holds the Series 66 designation and has worked at Ausdal Financial Partners since 2025, following prior roles at OSAIC and American Portfolios. Outside of his advisory work, he owns and operates Morvay Insurance Group and serves as an adjunct professor of economics at Walsh University. Additionally, he is a member of the board of directors for Sand Dunes Shores Resort. 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 around 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations, with a range of portfolio options and custodial services.

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 34 years of industry experience. He has been with StoneX Advisors since 2015 and has operated his own firm, G.D. Hovanic, Inc., since 1989. Outside of his advisory role, he serves as president of G. D. Hovanic Agency Inc., an insurance and investment sales business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Marie Studniarz Rudolph is a financial advisor with Ausdal Financial Partners, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at OSAIC, American Portfolios Financial Services Inc, Stratos Wealth Partners, LTD, and LPL Financial. In addition to her advisory work, she is a commissioned notary public, providing notary services for client documents as needed. 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 range of investment and financial planning services tailored to each client’s objectives, using multiple custodians and integrating third-party managers into client solutions.

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 previously worked at F.N.B. Investment Advisors, Inc. for seven years and Erie Bank for four years. Miller holds Series 66 and Series 65 licenses. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and family office services, using a proprietary investment process that incorporates in-house research, global diversification, tax-aware strategies, and advanced technologies.

Kenneth Popovec is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He has additional experience with StoneX Securities Inc. dating back to 2014. Outside of his advisory role, he owns KJP Financial Services, which sells life insurance and annuities, and serves as treasurer for the Canfield High School Hall of Fame Committee. He is also a board member of the Melina Michelle Edenfield Foundation, a charitable organization focused on 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 employs a variety of advisory models and third-party managers, supported by integrated clearing, custody, and lending services through its affiliation with StoneX Group.

Matthew Bins Castronovo is a financial advisor at BFC Planning, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Berthel, Fisher & Company Financial Services, Inc. and Rummel, Curry & Regginello Co., LPA. Outside of financial advising, he is an attorney handling Social Security and probate cases and serves as president of a Medicare supplement insurance business; he also operates an eBay account for buying and selling items. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and trusts, providing financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm offers a range of investment programs and employs various platforms and strategies, with distinctive operational practices such as prohibiting certain fee-paying share classes and supporting held-away discretionary management.