Jill Israel is a financial advisor at Rea Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, FlahertyColvin, and The Huntington Investment Company. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for about 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, using customized and model-based portfolios that combine equity and fixed-income strategies tailored to clients’ objectives and risk tolerance.

Timothy Valentine is a CFP® with eight years of industry experience, currently serving as a Private Wealth Advisor and CEO at Valentine Wealth Advisors within OneSeven. His prior experience includes roles at Ameriprise Financial Services, Balanced Wealth Group, and Horace Mann Investors. Outside of finance, he is the co-founder of Dirty Outdoors LLC, a hunting apparel business with plans to offer guided hunts. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternatives and private placements, while offering discretionary and non-discretionary arrangements supported by internal due diligence and partnerships with independent managers and third-party platforms.

Lindsay Cameron is a CFP® with 17 years of industry experience, currently serving at Gradient Securities, LLC since 2015. She also has a longstanding association with Hackenberg Financial dating back to 2007. Outside of her advisory roles, Cameron is an adjunct professor at Walsh University Business School, where she teaches advanced portfolio management, and she operates a life coaching business. Gradient Securities, LLC, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently utilizes third-party managers while maintaining a primarily non-discretionary investment approach.

Robert Milan II is a financial advisor with TCFG Investment Advisors, LLC in Canton, OH, holding 27 years of industry experience. His prior roles include positions at Ameriprise and National Planning Corporation. In addition to his advisory work, he operates Milan & Associates LLC, providing tax preparation services to individuals and small businesses. TCFG Investment Advisors, LLC manages approximately $639 million in client assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a team of 29 advisors using a variety of analytical strategies.

Robert Nicholas is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Essex Securities LLC since 2005 and joined Pinnacle Investments in 2019. Outside of advising, he owns and operates Robert L. Nicholas Insurance Agency, specializing in property, casualty, and bond insurance. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, portfolio management, and third-party manager selection, employing both fundamental and technical analysis to tailor investment programs.

Joseph Hassen is a financial advisor with LexAurum Advisors in Canton, Ohio, holding a Series 66 designation and 12 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously at Nationwide Securities LLC and Nationwide Financial. Outside of his advisory role, Hassen serves as president of the Rotary Club of Plain Township and as vice president of the North Canton Little League. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a diversified investment approach based on modern portfolio theory and offers standardized model portfolios primarily implemented with low-cost ETFs.

Ryan Rowe is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Belpointe since 2017. Prior to joining Belpointe, he worked at R&R Stewardship Partners and has also been employed at Provia since 2004, where he serves as a quality assurance technician. Outside of advisory work, Rowe is a sports official and serves on the board for a local swimming pool through the Lawrence Township Joint Recreation District. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized discretionary investment management, financial planning, and retirement-plan consulting, often integrating third-party managers and proprietary funds into client portfolios.

James Tschantz is a CFP® professional with 38 years of experience in financial advisory roles. He is currently with Signature Equity Partners, LLC and has prior experience at LPL Financial, American Portfolios Advisors, Inc., and Medallion Advisory Services, LLC. He also has a history of involvement in fixed insurance product sales and operates a DBA called Tschantz Wealth Management. 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 a network of independent advisory affiliates, employing platforms such as Vision2020 Wealth Management to offer customized portfolio management and financial planning solutions.

Clinton Miller is a CFP® with 12 years of industry experience and currently serves as an Investment Advisory Representative at Kestra Advisory. He has worked at Kestra Advisory and affiliated entities since 2019 and previously held roles at Hummel Wealth Management and The O. N. Equity Sales Company. In addition to his advisory work, he is a registered field assistant and practice manager at Pleasant Wealth LLC and holds a position as an insurance agent with Business Underwriters Associates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and discretionary investment services, managing approximately $79.8 billion in assets and serving clients ranging from individual investors to sovereign wealth funds.

Clantz Liggett is a financial advisor with Guardian Life and holds a Series 63 designation. He has 13 years of industry experience, including prior roles at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved in managing multiple business entities related to agriculture and land holdings. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves a wide range of clients including individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and providing access to insurance products, alternative investments, and a variety of integrated lending options.

Brian Proctor is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 66 designations and bringing 25 years of industry experience. He has worked at Commonwealth Financial Network since 2007 and is a part owner and manager of MaPP Investment Service, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Thomas Albers is a financial advisor at Ameritas Advisory Services, LLC with 53 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas and related entities since 2006. He is also president and owner of Total Asset Planning, an independent insurance agency he founded in 1985. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment models and platforms, combining proprietary and third-party solutions to build customized portfolios.

Jayden Carpenter is a financial advisor with Eagle Strategies (NY Life) in Dover, OH, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and Reynolds And Reynolds. Outside of advisory work, he has been active as a food and package delivery driver through Doordash and Amazon Flex. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, primarily managing assets on a non-discretionary basis and working with both individual and institutional clients.

John Mullett is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2019, he worked at Hummel Wealth Management, O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services. He is also the owner of Counterpoint Wealth, LLC, a pass-through entity used for business record keeping and cash flows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm serves a diverse client base ranging from plan sponsors to sovereign wealth funds and utilizes multiple management platforms and third-party managed solutions within its supervisory framework.

Elizabeth Hand is a CFP® with 15 years of experience in financial advisory services. She is currently with Kestra Advisory and has prior experience at The O.N. Equity Sales Company and Hummel Wealth Management, LLC. Outside of her advisory role, she is involved in ontological and group coaching and serves as a board member for Women’s Impact. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Lukas Burch is a financial advisor at Commonwealth Financial Network with a Series 66 designation and five years of industry experience. His work history includes roles at Commonwealth Financial Network, MaPP Investment Service, LLC, and Tekton Engineering, among others. He has also been involved in fixed insurance sales and referrals to Pipes Insurance Service, LTD. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody services, operating as a wrap-fee program sponsor with a mix of investment options.

Alex Maicks is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, Bank of America, Merrill Lynch, Wells Fargo Clearing, and PNC Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment solutions including third-party asset manager relationships under a supervisory framework.

Caleb Velleca is a Series 66-licensed financial advisor with six years of industry experience, currently with Commonwealth Financial Network since 2019. Prior to joining Commonwealth, he worked at Cooper Standard Automotive from 2016 to 2019. Velleca is also a co-owner of MaPP Investment Service, LLC, as well as several holding companies engaged in real estate management. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, serving a diverse client base of individuals and institutions.

Duane Borcherding is a financial advisor with Eagle Strategies (NY Life) in Dover, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Eagle Strategies since 2013 and affiliated with New York Life and Nylife Securities LLC since 2011. Outside of his advisory role, he is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life structure.

Patrick Moeller is a financial advisor with Eagle Strategies (New York Life) based in New Philadelphia, Ohio. He holds a Series 63 designation and has 35 years of industry experience. He has operated Moeller Financial Strategies since 2002 and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since the early 1990s. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and emphasizes advisory services connected to insurance and annuity products.