Steven Hafner is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at UBS Financial Services before joining Kestra in 2020. Hafner is the managing partner of True Alpha Wealth Management and serves on the boards of Catholic Charities of Erie County and Serving Our Seniors of Erie County. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services through advisor-managed accounts and third-party platforms.

Anthony Kromer is a financial advisor with Stonex Advisors Inc., holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Stonex Advisors since 2015 and previously held positions at B. Riley Wealth Management and Capital Securities of America, Inc. Kromer also owns and operates his own advisory business, Tony Kromer & Associates, based in Sandusky, Ohio. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through a mix of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, implementing strategies via proprietary and third-party managers.

Brian Duttera is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes over three decades at Merrill and seven years at Bank of America. He is the founder and portfolio manager of True Alpha Wealth Management, an independent advisory firm operating through Kestra. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients, offering a broad range of investment products and specialized services across discretionary and non-discretionary arrangements.

Gary Yontz Sr. is a financial advisor at Signature Equity Partners, LLC with over 51 years of industry experience. He holds a Series 63 designation and previously worked at Royal Alliance Associates, Inc., Signature Financial Group LLC, John Hancock Mutual Life Insurance Company, and Signator Investors, Inc. Outside of his advisory role, he operates under the trade name Phoenix Financial Group, conducting investment and insurance business, and is a notary public in Ohio. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and delivers advice through independent advisory affiliates, offering portfolio management, financial planning, and retirement-plan consulting with tailored portfolios monitored on an ongoing basis.

Elizabeth Skrinak is a financial advisor with Kestra Private Wealth Services, LLC, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. Her prior roles include positions at Bank of America and Merrill. Outside of her advisory work, she is involved in real estate management as an owner and landlord. Kestra Private Wealth Services provides investment advisory services through a network of independent Advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements, with approximately $13.45 billion in client assets under management.

Athol Bias Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with B. Riley Wealth Management since 2007 and joined B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves as an elected official on the Margaretta Township board, overseeing local township operations and finances. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, offering a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm utilizes multiple program structures and both proprietary and third-party asset allocation models to deliver customized investment management.

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® with 10 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Her prior experience includes roles at LPL Financial, JPMorgan Asset and Wealth Management, and Beachbody LLC. She holds several board positions in nonprofit organizations, including Treasurer of the Sandusky Education Foundation and President of The Assembly of Erie County, where she is involved in financial oversight and community event coordination. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm offers access to a diverse range of investment products and platforms while overseeing advisor recommendations within its approved menu.

Hayward Evans is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs primarily through the Envestnet MAS platform.

Ryan Dunlap 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 2015, including time at affiliated entities such as Huntington Securities, Inc. Outside of his advisory role, he serves as an assistant golf coach for Port Clinton High School. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. It offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party managers with proprietary Private Bank models.

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 with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes significant tenures at UBS Financial Services Inc. and Morgan Stanley DW Inc. before joining Sanctuary Advisors in 2025. 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 broad range of investment strategies through over 400 independent advisors and employs multiple analytical approaches while acting as a fiduciary under written agreements.

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.

Nicholas Adams is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Key Investment Services LLC and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, NA, and PW Companies. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee portfolios and separately managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and conducts due diligence on third-party advisory products, while operating within the broader KeyCorp group.

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.

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.