Todd Baxter is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His career includes roles at StoneX Advisors Inc. and StoneX Securities Inc. since 2017, as well as prior experience at Sterne Agee Investment Advisor Services, Inc. and Wrp Investments, Inc. Outside of advisory work, he is involved with Baxter Associates, LLC, where he provides tax preparation and insurance sales services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple platforms to implement investment strategies.

Timothy Demay is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has ongoing roles outside of advising, including tax preparation services through his sole proprietorship, TD Tax and Finance, and machine operation at a manufacturing company. IAMS Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, retirement plans, and trusts, offering discretionary portfolio management with model-based strategies and a range of investment options.

Vinny Di Renzo is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio. He holds the Series 66 designation and has been in the industry since 2022, including roles at StoneX Securities Inc. from 2022 to the present. Prior to his financial career, he attended Youngstown State University from 2018 to 2022. StoneX Advisors Inc. serves a diverse client base including individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and ERISA consulting. The firm utilizes a combination of advisor-managed portfolios, proprietary model solutions, and third-party managers to implement investment strategies.

Randall Beard is a financial advisor at StoneX Advisors Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015, with prior experience at StoneX Securities and operating Beard Insurance Agency, Inc. since 1995. Outside of his advisory roles, he manages a sole proprietorship handling his business income and expenses. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, integrating third-party money managers and proprietary models for portfolio implementation.

Daniel Bradaick is a financial advisor at WesBanco Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Premier Bank, Cetera, and HOME SAVINGS BANK. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee programs and third-party managed solutions, combining multiple analytical methods and strategies while maintaining primarily nondiscretionary accounts.

Christopher Bland is a financial advisor at StoneX Advisors Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Outside of his advisory role, Bland is a CPA involved in tax preparation and serves as treasurer for a scholarship fundraising organization. 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 employs a range of investment solutions including proprietary models and third-party money managers, supported by robust platforms and comprehensive due diligence processes.

Patrick Manes is a financial advisor with Independent Financial Partners in Youngstown, Ohio, holding a Series 63 designation and 37 years of industry experience. He has worked at Independent Financial Partners since 2012 and at IFP Securities, LLC since 2019, following a seven-year tenure with LPL Financial. Outside of his advisory role, Manes is involved in marketing and selling fixed annuity products on a limited basis. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with multiple investment management options and has notable capabilities in retirement-plan advisory and pension consulting.

Michelle Laverty is a financial advisor with Stratos Wealth Partners, Ltd, holding 12 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services delivered through affiliated and independent representatives with an open-architecture investment approach.

Sandra Stack Potjunas is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 34 years of industry experience. She has been with Fifth Third Securities since 2007 and previously worked at Chase Investment Services Corp. Fifth Third Securities serves a diverse range of clients, including individual, high-net-worth, and institutional investors, through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Joel McBurney is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC investments since 2009, including roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven model selection and outsourced portfolio implementation via mutual funds and ETFs.

Cade Kreps is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network since 2023 and has prior experience with W3 Wealth Management and Tolmiros Financial Designs. Commonwealth Financial Network is a nationally registered broker/dealer and investment adviser supporting approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad range of advisory support, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nicole Jervis is a financial advisor with Stratos Wealth Partners, Ltd, holding the Series 63 and Series 65 designations and having 24 years of industry experience. She has worked with Stratos Wealth Partners since 2015 and previously with The Huntington Investment Company from 2010 to 2016. Outside of her advisory role, she is co-owner of Jervis Insurance Agency and Jervis Insurance Group, LLC, which engage in insurance and tax preparation services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an IAR-driven model that offers discretionary and non-discretionary portfolio management using a broad open-architecture platform integrating multiple third-party managers and overlay strategies.

Matthew Oaks is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. He previously worked at Simplicity Wealth, LLC and Horter Investment Management. Outside of his advisory role, Oaks is involved in promoting and educating about Electronic Caregiver, an AI-powered virtual caregiving service. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Mason Glinn is a financial advisor at Commonwealth Financial Network with a CFA® designation and Series 63 license. He has worked in the financial services industry since 2021, previously with W3 Wealth Management and Tolmiros Financial Designs. His professional background also includes roles outside finance, such as positions at Best Buy and Howland Pizza Works. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Bates is a financial advisor at Commonwealth Financial Network based in Youngstown, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Tolmiros Financial Designs and W3 Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Thomas Strouse is a financial advisor with Principal Financial Services in Girard, OH, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Principal Life Insurance, Principal Advised Services, Principal Securities Inc., and Northwestern Mutual. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Douglas Emery is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include 15 years at Woodbury Financial Services and three years at ON Investment Management. Outside of his advisory work, Emery is involved in firearms training and safety as a registered pistol instructor and range safety officer, and he leads a nonprofit that provides firearms training to local law enforcement. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Merrill Whippo Jr. is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at The Huntington Investment Company, The Huntington National Bank, and J.P. Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and annual retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Dominic Naples is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Farmers National Bank, Baird Brothers, and Robert F Naples DO Inc. Outside of advising, he is a 50% owner of 2 Brothers Properties Ltd, a business involved in rental property renovations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of managed account programs, financial planning, and access to third-party managers across discretionary and non-discretionary platforms.

William Melago is a financial advisor with J.P. Morgan Securities in Warren, Ohio, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as a 15-year period at Pizza Joe's prior to his financial career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and utilizes forward-looking capital market assumptions to develop model asset allocations.