Gregory Stell is a financial advisor at Apollo Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Kosmin Wealth Management and AE Wealth Management. Outside of advisory roles, he serves as managing member of Wooster Financial Group, where he is involved in insurance sales, and he also advises clients on fixed indexed annuities and life insurance through Star Strategies. Apollo Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs a range of analytical approaches, including fundamental, technical, and quantitative analysis, and offers estate planning tools alongside advisory services.

Logan Mast is an advisor at Hummel Wealth Management, LLC with Series 63 and 65 licenses and three years of industry experience. He has worked with the ON Equity Sales Company, Hummel Group, and previously at Provia Door and Window. Outside of his advisory role, he brokers dogs as a hobby, connecting breeders with buyers during non-business hours. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on plan-level advice such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and corporations, tailoring consulting engagements to plan sponsor objectives without offering ongoing discretionary portfolio management for individual retail clients.

Kaleb Lamb is a financial advisor at Prism Wealth Management with a Series 65 license and one year of industry experience. Prior to joining Prism, he held roles at Dougless Turf & Landscaping, Xcess Limited, and Tignors Hometown Hardware. He was also a full-time student for over a decade. Prism Wealth Management serves individual and high-net-worth clients through discretionary asset management and tailored financial planning, utilizing a mix of third-party model portfolios and sub-advisers to implement its investment strategies.

Alexis Glessner is a Series 65-licensed financial advisor at Hummel Wealth Management, LLC with one year of industry experience. Prior to joining Hummel Wealth Management, Alexis worked at P. Graham Dunn and Heather's Studio. Outside of financial advising, Alexis is associated with the Wayne County Regional Training Facility. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities without offering ongoing discretionary portfolio management for individual clients.

Trevor Hostetler is a CFP® with 25 years of industry experience, currently serving at Hummel Wealth Management, LLC since 2007. He has also been associated with Hummel Group, Inc. and THE O.N. Equity Sales Company throughout his career. Outside of investment advising, he is involved in insurance sales including life, long-term care, and disability policies. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on plan-level advice such as fund selection analysis, investment performance monitoring, and participant education. The firm also works with trusts, charitable organizations, and corporations, emphasizing consulting engagements tailored to plan sponsor objectives.

Henry Reifsnyder is a CFP® with 18 years of industry experience, currently serving at Hummel Wealth Management, LLC since 2009. He has also been associated with The O.N. Equity Sales Company and Ohio National Financial Services since 2008 and 2007, respectively. Outside of his advisory work, he is involved as a partial owner in billboard advertising businesses and as an investor in a baseball academy in the Dominican Republic. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and fiduciaries, focusing on plan-level advice such as fund selection analysis and participant education. The firm also serves trusts, charitable organizations, and corporations, tailoring consulting engagements to plan sponsor objectives without offering ongoing discretionary portfolio management for individual retail clients.

John Mark Young is a CFP® and ChFC® affiliated with Whitaker-Myers Wealth Managers, Ltd., bringing 17 years of industry experience. He has worked at firms including Kestra Financial, Inc., Raymond James Financial Services, and PNC Wealth Management. Young serves on the board of directors for Buckeye State Credit Union in Akron, Ohio. Whitaker-Myers Wealth Managers provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis in discretionary portfolio management while supporting clients with a broad range of financial services.

Timothy Rowsey is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, OH, holding a Series 65 designation with 26 years of industry experience. He has been with Lighthouse Wealth Management since 2011 as part of a five-advisor team. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and 401(k) consulting, combining investment advisory services with tax planning and preparation through licensed CPAs, as well as a licensed insurance agency, creating an integrated approach not typical of similar firms.

Christopher Bevington is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has worked at Lighthouse Wealth Management, Inc. since 2018 and previously spent 20 years at Whitcomb & Hess, Inc. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm’s approach integrates accounting and tax planning services alongside investment management tailored to client objectives and risk tolerance.

Katherine Brown is a financial advisor at Lighthouse Wealth Management, Inc. with five years of industry experience. She holds a Series 65 designation. Outside of her advisory role, she has been involved with Southview Grace Brethren Church for seven years and worked at Genesis Christian Academy for four years. Lighthouse Wealth Management serves individuals, pension plans, charitable organizations, and corporations, managing approximately $237.6 million for around 373 clients. The firm combines investment advisory, financial planning, tax services through licensed CPAs, and limited insurance offerings, providing integrated financial solutions delivered by a five-advisor team.

Aaron Rowsey is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, OH, with 8 years of industry experience. He holds a Series 65 credential and has been with the firm since 2013. Lighthouse Wealth Management offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines discretionary portfolio management with tax planning, accounting, and 401(k) consulting, operating with a five-advisor team and managing approximately $237.6 million across 373 clients.

Gregory Emmons is a CFP® with 14 years of industry experience, currently serving at Lighthouse Wealth Management, Inc. in Ashland, OH. He has worked with the firm since 2015 and previously spent five years at Axa Advisors, LLC. Lighthouse Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporations. The firm combines investment advisory, financial planning, tax planning through licensed CPAs, and insurance services, managing approximately $237.6 million across about 373 clients.

Kelly Kranstuber is a financial advisor at LexAurum Advisors with five years of industry experience. She previously worked at Whitaker-Myers Wealth Managers, Ltd. for four years and held a role at Wooster Country Club for five years. Kranstuber holds a Series 65 designation. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across a multi-advisor team and offers diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analyses.

Benjamin Walton is a financial advisor at ON Investment Management Company with three years of industry experience. He holds a Series 65 designation and previously worked at Scofield and Company, LLC and EdgeTech Analytics, LLC. Outside of his advisory role, Walton is an event judge for the Ohio Athletic Commission and owns a marketing and branding company. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, leveraging both discretionary and non-discretionary investment programs from various third-party providers.

Ross Cochrell is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has held roles at several firms, including Securities America and SSN Advisory. Outside of advising, he owns and operates Stockman's Supply, LLC, an equipment sales business, and 1840 Angus Farm, LLC, an agricultural enterprise. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors. The firm uses an open-architecture platform with multiple custodians and emphasizes a largely non-discretionary asset mix.

Wendy Kouvaras is a financial advisor at SPC with 18 years of industry experience. She holds a Series 66 designation and has been with SPC since 2013. Outside of her advisory work, she is involved with Five-Star Gymnastics of Ohio as a co-owner and assists with business responsibilities as needed. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Kamala Manchigiah is a financial advisor with Lincoln Investment in Wooster, OH, holding a Series 63 designation and 15 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers financial planning, consulting, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages adaptive strategies.

Jeffrey Swartzentruber is a financial advisor at &PARTNERS with Series 63 and Series 65 designations and 35 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. He also owned Swartzentruber Wealth Management LLC, through which he managed his business operations as an independent advisor prior to joining &PARTNERS. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and comprehensive financial services using a combination of proprietary, third-party, and model portfolio strategies, with both discretionary and non-discretionary account management.

Brenda Kruit is a financial advisor at &PARTNERS with a Series 66 designation and has been in the industry since 2025. Prior to joining &PARTNERS, she worked in insurance and manufacturing roles, including six years at Distefano Insurance and positions at Shearer's and United Conveyor Company. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses. The firm offers investment management and financial planning services, utilizing a range of analytical methods and both proprietary and third-party strategies.

John Vertal is a CFP® and PFS™ with 21 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Securities America Advisors, Inc. and Securities Service Network, Inc. He also owns John Vertal CPA and Associates, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based options.