Barry Jamieson is a CFP® with nine years of industry experience, currently serving as an advisor at rebel Financial, LLC. He previously worked at CMP Financial Planning for eight years before joining rebel Financial in 2022. rebel Financial, LLC serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients, offering customized portfolio management, comprehensive financial planning, investment management, and insurance solutions. The firm combines fundamental and technical analysis with modern portfolio theory and provides additional services such as tax preparation, bookkeeping, and payroll.

Dylan Bastress is a financial advisor at PACE Financial Advisors with one year of industry experience. He holds a Series 65 designation and has a background that includes roles in fire departments and various companies such as Amazon and Limited Brands. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified investment strategies tailored to client needs.

Franco Iozzo is a financial advisor at rebel Financial, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Kansas Global Trade Services. He is also affiliated with North Carolina State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers unique service tiers and accounting services alongside traditional advisory programs.

Christina Povenmire is a CFP® with 17 years of industry experience. She is currently with rebel Financial, LLC and previously spent 20 years at Cmp Financial Planning. Outside of advising, she owns and conducts educational financial planning seminars through her business, Educational Seminars Group. rebel Financial serves individual and high-net-worth investors, as well as pension and corporate clients, offering investment management along with comprehensive financial, retirement, business, and estate planning. The firm provides additional services such as tax preparation, bookkeeping, and payroll, utilizing a combination of fundamental analysis and modern portfolio theory in portfolio management.

Smarika Adhikari is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, she worked at Disbennett Wealth Management, Mitchell Insurance Agency, and Hoak Insurance Services. Before entering the financial industry, she held roles at Kroger and Dishman's Shell Food Mart. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing investment management alongside comprehensive financial, retirement, business, and estate planning. The firm integrates fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

Scott Iversen is a financial advisor with Advisors Capital Management, LLC, holding a Series 66 designation and possessing 10 years of industry experience. He previously worked at Frontier Asset Management LLC, Northstar Securities LLC, Cross State Financial Group LLC, and Foothill Securities, Inc. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, employing a combination of top-down and bottom-up analysis across equity, fixed-income, and tactical approaches.

Tanya Rocchio is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked for ICMA Retirement Corporation from 2005 to 2021 before joining John Hancock in 2021. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses a technology‑assisted model providing written financial plans and recommendations without specific securities naming, allowing clients discretion in implementation.

Kasey Hammer is a financial advisor with ValMark Advisers, Inc., holding a Series 63 registration and 17 years of industry experience. He has been with ValMark Advisers since 2014 and also has involvement with Fairfield Financial since 2008. Outside of advisory work, he serves as president of an accounting and tax firm and is active in community service as treasurer for a local elementary school PTO. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, using various proprietary and third-party platforms, with oversight provided by an investment committee.

Gerald Griffith is a Series 65-licensed financial advisor with Portfolio Medics, LLC, where he has worked since 2009. He has 16 years of industry experience and also operates independently and through Forward Financial Group, offering debt elimination and debt reduction plans as well as life, health, and fixed annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Robert Fox is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boenning & Scattergood, Cartwright Advisors LLC, Wells Fargo Advisors LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Fox serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc., a charitable foundation. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment analysis methods and strategies tailored to client goals.

Christopher Johns is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He serves on the board of Bexley Youth Lacrosse. Thurston Springer Advisors provides financial planning, portfolio management, and fiduciary services to individual and high-net-worth clients, as well as corporations and retirement plans, employing a variety of investment strategies including both buy-and-hold and active models.

Joel Cox is a financial advisor at Thurston Springer Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Sweney Cartwright & Co. He also serves as a Spectrum Manager for the Air National Guard and is a trustee for the George E Geissbuhler Trust. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment strategies that include both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

Garrett Tracht is an investment advisor representative with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Madison Avenue Securities, Impact Wealth LLC, Kestra Advisory Services, and Nationwide Financial. He is currently affiliated with both Csenge Advisory Group and Impact Wealth, where he provides wealth advisory and financial planning services. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm applies a combined fundamental and technical analysis approach, emphasizing relative strength and a structured market/sector/manager risk methodology, and offers portfolio customization through discretionary and model-based strategies.

Ronald Ruff is a financial advisor at ValMark Advisers, Inc. with 34 years of industry experience. He has been with ValMark Advisers since 2000 and leads Ruff & Associates, Inc. since 2015. Outside of his advisory work, he serves as Vice-President of Hammer, Ruff & Associates, a CPA tax and accounting firm, and is involved with the Fairfield County 4-H Endowment Board as a past chair. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of financial products including proprietary ETF portfolios and annuity solutions.

Scott Ryan is a financial advisor at Packerland Brokerage Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has been with Packerland since 2012. Outside of his advisory role, he owns a certified public accounting practice and works as an independent insurance agent. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Steven Landis is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Portfolio Medics, LLC since 2008 and previously worked at Sojourn Financial Strategies, LLC and other firms. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified funds, individual securities, and independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Michael Kays is a financial advisor with Capital Analysts in Lancaster, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. Outside of his advisory work, Kays serves as an assistant varsity girls soccer coach for the Northern Local School District. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice, delivering investment solutions both through discretionary in-house management and non-discretionary advisor-managed accounts.

Brock McGlothin is a financial advisor with Vicus Capital, Inc., holding a Series 65 designation and 12 years of industry experience. He has worked at Vicus Capital since 2019 and previously at Nationwide Securities and Nationwide. Outside of his advisory role, he is the owner of McGlothin Insurance, where he sells life, fixed, property, and casualty insurance products. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.

Natalie Collins is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2019, she worked at JPMorgan Securities LLC for three years. Outside of her advisory role, she is a joint owner of a rental property with her husband. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management and also acts as adviser to a donor-advised fund.

Armando Salgado is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of his advisory role, he is involved with Mando Enterprise LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing through both point-in-time financial plans and optional managed account solutions.