Michael Basile is a CFA® charterholder and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Mba Advisors LLC since 2013. Basile serves on the investment committee of the Community Foundation of Western Pennsylvania and Eastern Ohio. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach tailored to client goals and utilizes a combination of fundamental, technical, cyclical, and charting analyses, including the use of derivatives in some accounts.

Sherri Marini is a financial advisor at Legacy Advisory Group, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Legacy Advisory Group since 2009. Marini serves on the advisory board of Watch This Phoenix Rise, a nonprofit focused on domestic violence and mental illness. Legacy Advisory Group provides investment management and consulting services to pooled investment vehicles, institutional mandates, and individual clients. The firm offers asset management, sub-advisory selection, financial planning, and private placement advisory, combining traditional and alternative investments with ongoing monitoring and due diligence.

Don Sherwood is a financial advisor at Alcyon Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services Advisors, Inc. for over 16 years. Outside of advisory work, he owns and operates a restaurant, Sam’s Wedge Inn, in Austintown, Ohio. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and select professional athletes. The firm offers customized portfolios using a range of investment vehicles and emphasizes family governance and succession planning within a fiduciary, discretionary management framework.

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.

Jason Hoeltzel is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Kissling Financial Services, LLC. His prior experience includes roles at Foundations Investment Advisors, Secure Money Advisors, Prudential Insurance Company of America, and Park Avenue Securities. Kissling Financial Services is an independent advisory firm providing fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis, utilizing a range of investment vehicles including equities, mutual funds, ETFs, and structured bank notes.

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.

Addison Fluent III is a CFP® and Series 66-registered advisor with 20 years of industry experience. He has been with Iron Gate Wealth Advisors, LLC since 2011 and also has a long tenure at Premier Wealth Management, LLC. Iron Gate Wealth Advisors primarily serves individual clients, businesses, charities, and small pension plans, offering financial planning and discretionary portfolio management. The firm employs a conservative, low-turnover investment approach focused on fundamental analysis and tailors strategies to clients’ goals and risk tolerance.

Timothy Kissling is the sole advisor at Kissling Financial Services, LLC, an independent firm based in New Castle, Pennsylvania. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including roles at Madison Avenue Securities and leadership of Kissling Amoroso & Co., a CPA firm where he serves as president. Outside of financial advising, he owns and manages several manufacturing and holding companies related to metallized film production. Kissling Financial Services provides fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis, offering customized solutions including structured bank notes and a range of equity and fixed income instruments, while managing a high client load for a solo advisor.

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.

Ryan Tiesi is a CFA® charterholder with six years of industry experience. He has worked at JFS Wealth Advisors, LLC since 2019 and previously spent nine years at Ernst and Young. Outside of his advisory role, he serves on the advisory board of Tecum Capital Partners, a multi-strategy investment firm. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm develops client-specific Financial Goal Plans and uses an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios through mutual funds, ETFs, and private investment options.