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.

Robert Lyles is a financial advisor with Storehouse Investments LLC in New Castle, PA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Williams-Cleaveland Financial and teaching at the Farrell Area School District. He serves as a school director for the New Castle Area School District and as secretary for the City of New Castle municipal government, and volunteers with the Lawrence County Sports Hall of Fame. Storehouse Investments is a small advisory firm that serves individual clients, retirement plans, and charitable or business entities, providing discretionary asset management, financial planning, ERISA plan services, and management of annuity and variable life contract investments. The firm customizes portfolios based on client goals and risk tolerance and supplements its advisory services with educational seminars and planning engagements.

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.

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.

Jodi Powers is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding a Series 66 designation and 21 years of industry experience. She has been with Hunter Associates since 2011. Hunter Associates is an SEC-registered, multi-advisor 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 construct portfolios and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and a manager-of-managers program.

Daniel Scarpitti is a financial advisor at Hunter Associates LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Hunter Associates since 2012. Outside of his advisory role, he works as an independent insurance agent selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates serves individual investors across wealth levels, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies informed by fundamental, quantitative, and qualitative analysis, and manages approximately $1.34 billion in discretionary assets.

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.