Tyler Cammalleri is a Series 66-registered advisor with 11 years of industry experience, currently serving at Signature Equity Partners, LLC since 2023. He previously worked at OSAIC and SII / Signature Financial Group. Outside of his advisory role, he owns and manages two convenience store businesses in Sandusky, Ohio. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of independent advisory affiliates, utilizing various model portfolio solutions and both discretionary and non-discretionary services.

Steven Hafner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Kestra in 2020, he worked at UBS Financial Services for five years. He serves on the boards of Catholic Charities of Erie County and Serving Our Seniors of Erie County, Ohio. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services, supporting independent advisor decision-making with access to various platforms and managed solutions.

Anthony Kromer is a financial advisor at StoneX Advisors Inc. with 40 years of industry experience. He holds a Series 63 designation and has been with StoneX Advisors and its affiliate StoneX Securities since 2015. Kromer operates his own advisory business, Tony Kromer & Associates, in Sandusky, Ohio. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm uses various investment platforms and integrates proprietary and third-party strategies to support a broad client base.

Brian Duttera is a financial advisor at Kestra Private Wealth Services, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. He is the founder and portfolio manager of True Alpha Wealth Management and serves as secretary on the board of The Pattrick and Louise Murray Foundation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm supports advisor-managed discretionary and non-discretionary accounts, financial planning, and a range of investment platforms and solutions.

Gary Yontz Sr. is a financial advisor at Signature Equity Partners, LLC with over 50 years of industry experience. He holds a Series 63 designation and has worked at firms including Royal Alliance Associates, INC., Signature Financial Group LLC, and John Hancock Mutual Life Insurance Company. In addition to his advisory role, he operates under the trade name Phoenix Financial Group, conducting investment and insurance business and serving as a notary public in Ohio. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-driven investment programs and both discretionary and non-discretionary management options.

Elizabeth Skrinak is a CFP®-certified financial advisor with 23 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2018. Her prior experience includes roles at Bank of America and Merrill. Outside of her advisory work, she is involved in managing real estate properties as an owner and landlady. Kestra Private Wealth Services manages over $10 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-driven portfolio management across multiple platforms.

Jacob Roth is a financial advisor with Ausdal Financial Partners, Inc. based in Sandusky, Ohio. He holds the Series 65 and Series 63 designations and has four years of industry experience, including prior roles at Fortune Financial Services and Prism Financial Group. In addition to his advisory work, Roth spends part of his time as an insurance agent, working with clients to identify suitable insurance products. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of advisory and financial planning services, integrating third-party managers and model portfolios tailored to each client’s specific goals and risk preferences.

Tessa Steinemann is a CFP® professional with 10 years of experience in the financial services industry. She is currently with Kestra Private Wealth Services, LLC and has previously worked at LPL Financial LLC, JPMorgan Asset and Wealth Management, and Beachbody LLC. Steinemann serves on several local boards, including as President of The Assembly of Erie County and Treasurer of the Sandusky Education Foundation, where she is involved in financial oversight and fundraising activities. Kestra Private Wealth Services, LLC provides a range of advisory services to individual clients, retirement plans, and institutional entities, employing both discretionary and non-discretionary investment approaches across multiple platforms and product types. The firm offers portfolio management, financial planning, and specialized solutions including private fund placement and trustee services.

Melanie Woods is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. She holds a Series 66 credential and has previously worked at UBS Financial and Florida SouthWestern State College. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a network of independent advisers and utilizes both discretionary and non-discretionary management, employing various analytical methods and third-party platforms.

Charles Todd is a financial advisor at Sanctuary Advisors, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Sanctuary Advisors in 2025, he worked at UBS Financial Services Inc. for 19 years. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a variety of investment advisory and financial planning services through a large network of independent investment adviser representatives, utilizing multiple analytical approaches and a range of account management options.

Brett Kinzel is a financial advisor at Sanctuary Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Sanctuary Advisors in 2025, he spent 16 years at UBS Financial Services Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through over 400 independent advisors. The firm offers a range of portfolio management options and utilizes various analytical approaches, operating as a fiduciary when a written advisory agreement is in place.

Michael Romanoski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 credentials and 26 years of industry experience. He has worked at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2017 and previously spent six years at PNC Investments. Outside of finance, he is an owner and partner in Koru Fiber & Dairy, a livestock breeding and fiber products business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and investment education through proprietary tools developed in partnership with Morningstar Investment Management. The firm manages a high volume of non-discretionary assets and provides services without targeting high-net-worth or corporate clients.

Rebecca Elder is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She previously worked for UBS Financial Services Inc. for 16 years before joining Sanctuary Advisors and Sanctuary Securities in 2025. Outside of her advisory role, she owns a small cleaning business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management programs and employs multiple analytical approaches, serving clients with both discretionary and non-discretionary account management.

Patrick Harrington is a financial advisor with Fifth Third Securities, Inc. in Wellington, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2016. Outside of his advisory role, he owns and manages rental property in Sandusky, Ohio. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines its municipal-advisor registration with its affiliation to Fifth Third Bank.

Adam Bibler is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2017 and previously at UBS Financial Services Inc. from 2009 to 2017, and Ameriprise Financial Services, LLC since 2026. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and business entities. The firm uses an open-architecture investment model combining third-party and proprietary strategies, offering various wrap-fee programs on the Envestnet MAS platform.

Adam Wolf is an advisor at Sanctuary Advisors, LLC with a Series 66 credential and less than one year of industry experience. Prior to his current role, he played professional baseball for the Detroit Tigers and Los Bravos de Leon. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and nonprofit organizations. The firm supports a network of over 400 independent advisors who employ various investment approaches and deliver discretionary or non-discretionary portfolio management solutions.

August Allendorf is a financial advisor at PNC Wealth Management with 17 years of industry experience. He has been with PNC Investments since 2015 and holds Series 63 and Series 65 registrations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Rebecca Pyburn is a financial advisor with Sanctuary Advisors, LLC who holds Series 63 and Series 66 designations and has nine years of industry experience. Her previous roles include positions at UBS Financial Services, Raymond James & Associates, and Wells Fargo. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent advisers. The firm offers a range of investment management and financial planning services utilizing multiple strategies and platforms, and acts as a fiduciary when advisory agreements are in place.

Duane Ohly is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes 16 years at UBS Financial Services, Inc. prior to joining Sanctuary Advisors and Sanctuary Securities in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through more than 400 independent advisers, utilizing various portfolio management strategies and acting as a fiduciary under written advisory agreements.

Nancy Powell is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She previously worked at UBS Financial Services Inc. for 16 years before joining Sanctuary Advisors and Sanctuary Securities in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent investment adviser representatives, employing various analytical approaches and fiduciary practices.