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.

John Scarpitti is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Hunter Associates since 2011. Outside of his advisory role, he is involved as an independent insurance agent selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates is a multi-advisor SEC-registered investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to build portfolios and offers discretionary and non-discretionary management, a manager-of-managers program, financial planning, and sponsors a private fund.

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.

Robert Mcculloch III is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Hunter Associates LLC and Hunter Private Capital Advisors, LLC. In addition to his advisory work, he acts as an independent insurance agent, selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates LLC is an SEC-registered, multi-advisor firm managing approximately $1.2 billion in assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles, employing a range of portfolio management strategies including long- and short-term equity, option writing, and a manager-of-managers program.

Nathan Garofalo is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Hunter Associates in 2022, he worked at Libb Company, Premier Bank, Motto Mortgage, and Robertson Heating Supply. Outside of his advisory role, he works as a line cook at Mary’s Pizza on weekends. Hunter Associates is a multi-advisor SEC-registered firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to build portfolios and offers discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

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 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.

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.

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.

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.

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.

Jeffrey Davies is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moors & Cabot since 2005. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers services ranging from discretionary portfolio management to fee-based financial planning.

Samantha Felger is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. She has been with Navy Federal Investment Services and its affiliated entities since 2021, following prior roles at First Command Financial Planning and Mariner Finance. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union alongside individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management, utilizing third-party portfolio managers and model-driven asset allocation through the Envestnet platform.

Bryan Brown is a financial advisor at Wealthcare Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Wealthcare Capital Management since 2010. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm offers a range of portfolio management and advisory services, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee and proprietary quantitative tools.

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.

Jessica Morrow is a financial advisor at HBKS Wealth Advisors with two years of industry experience. She holds a Series 65 credential and has previously worked at EY, John Carroll University, Center Street Technologies, HBK CPAs & Consultants, and HBK Sorce Insurance LLC. In addition to her advisory role, she is an insurance agent with HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and multiple platform arrangements, providing a range of strategies including fixed income, alternatives, and cryptocurrency exposure.

Thomas Cimoric is a financial advisor at Ausdal Financial Partners, Inc. He holds a Series 66 designation and has been in the financial services industry since 2018. His prior experience includes roles at Capital Business Strategies and Novitas Solutions Inc. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of services such as advisor-managed accounts, separately managed accounts, unified managed accounts, and access to third-party managers, with investment strategies tailored to each client’s objectives and risk tolerance.

Mark Smallwood is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Beard Financial Services, Inc., and BPS Wealth Advisors, Inc. Outside of his advisory work, he serves as Treasurer for Canfield Band Parents, Inc. and provides financial forecasting and business consulting services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and portfolio rebalancing.