Joseph Rodella is a Series 65-credentialed advisor at B.A. Schrock Wealth Management with three years of industry experience. He has worked at B.A. Schrock Financial Group and B.A. Schrock Wealth Management since 2022. Outside of financial services, he has experience at CoverMyMeds, Randstad, and Maxim Healthcare Services. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management and modular financial planning. The firm’s investment approach blends value investing with strategic and tactical asset allocation, utilizing fundamental, technical, and cyclical analysis.

Keith Lockwood is a financial advisor at B.A. Schrock Wealth Management with 24 years of industry experience and holds a Series 66 designation. He has worked at B.A. Schrock Wealth Management since 2019 and previously spent 14 years with Axa Advisors. Outside of advising, he is involved in insurance sales through BA Schrock Financial Group. B.A. Schrock Wealth Management is an SEC-registered firm with a five-advisor team managing approximately $281.6 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, focusing on discretionary asset management and modular financial planning primarily delivered through Charles Schwab custodian relationships.

Benjamin Schrock is a Series 65-licensed advisor with nine years of industry experience. He is the owner of B.A. Schrock Wealth Management, where he has worked since 2019, and previously worked at AE Wealth Management from 2016 to 2019. Outside of advisory services, he owns B.A. Schrock Financial Group, providing insurance-based products such as annuities and life insurance. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management and modular financial planning. The firm integrates asset management and written financial planning into a single program, employs a value-oriented investment approach with strategic and tactical asset allocation, and offers occasional public seminars on financial planning topics.

Christopher Nichols is a financial advisor at Independence Capital Co., Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independence Capital since 2019. Prior to that, he spent five years with American United Life and OneAmerica Securities. Nichols owns multiple businesses focused on insurance and group benefit sales. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances, and offers both advisory and broker-dealer services.

Colleen Goodwillie is a CFP® and Series 65-licensed advisor with 12 years of industry experience. She has been with B.A. Schrock Wealth Management since 2019 and previously worked at AE Wealth Management. In addition to her advisory role, she works as an insurance-only financial services advisor providing life insurance and annuity products. B.A. Schrock Wealth Management is a five-advisor SEC-registered firm managing approximately $281.6 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, offering discretionary asset management, modular financial planning, and third-party money manager referrals, with an investment approach incorporating value investing alongside strategic and tactical asset allocation.

Dustin Burkhart is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Summit Wealth and Retirement Partners and has previously worked at Summit Tax Planning Inc., Whitaker-Myers Wealth Managers, Ltd., Wayne Savings Community Bank, and 21st Century Financial. In addition to his advisory role, he prepares tax returns as a contractor for Summit Tax Planning, Inc. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations, offering investment management, financial planning, and pension consulting. The firm uses diversified, risk-based allocations primarily through no-load mutual funds and ETFs, combining fundamental analysis with an emphasis on long-term investing.

John Mark Young is a CFP® and ChFC® with 17 years of experience in the financial industry. He has been with Whitaker-Myers Wealth Managers, Ltd. since 2015, with a brief tenure at M.S. Howells & Co. in 2017. He serves on the board of directors for Buckeye State Credit Union. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations, employing a discretionary management approach that incorporates modern portfolio theory and quantitative analysis.

Lance Yurich is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Reutemann Financial Solutions, Research Financial Strategies, Purshe Kaplan Sterling Investments, and Yurich Financial Group. Outside of his advisory role, Yurich is president of a private family metal fabricating business, where he reviews income tax returns and major purchases. Research Financial Strategies is a team of six advisors managing approximately $254 million in discretionary assets. The firm serves individuals, pension and profit-sharing plans, and trusts, employing an ETF-centric, technically driven investment approach with active trading and risk mitigation.

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.

Brian Beebe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolios managed by PNC or third-party strategists.

Francis Factora is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and JPMorgan Chase Bank. Since 2009, he has been a partner at Eldora Innovations, Ltd., a non-investment business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs.

David Brindley is a financial advisor at The Huntington Investment Company with 25 years of industry experience. He holds a Series 66 designation and has been with Huntington since 2004, following a recent position at Ameriprise Financial Services. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank strategies across multiple wrap-fee programs on the Envestnet MAS platform.

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.

Floyd Stroup is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and over 34 years of industry experience. His prior roles include fourteen years at Nationwide Insurance and Nationwide Securities, and he serves as Chairman of the Sharon Township Zoning Commission. He is also involved with the Fehlan Insurance Agency and a self-employed insurance practice focused on life and fixed annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and participant-level investment options through risk-based mutual fund portfolios.

Brian Hinkle is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Huntington since 2016 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model that integrates third-party and affiliate portfolio management strategies.

Kamala Manchigiah is a financial advisor at Lincoln Investment with 15 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, she was with Legend Advisory Corporation and Legend Equities Corporation from 2011 to 2019. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, advisor-managed and firm-managed model portfolios, and operates as both a broker-dealer and SEC-registered RIA.

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.

Kyle Gerber is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Sequent Planning, LLC. Gerber is also involved in offering and selling insurance products through his roles with Gerber & Associates Insurance, Inc. and K.J. Gerber & Company LLC. Hornor, Townsend & Kent serves a diverse clientele including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm provides advisory programs, financial planning, and retirement plan consulting, operating both as an SEC-registered adviser and FINRA-member broker-dealer.