Anthony Yoder is a financial advisor at Rea Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked with Rea Wealth Management since 2016 and Commonwealth Financial Network since 2015. Rea Wealth Management is a multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers customized and model-based portfolios primarily composed of mutual funds, employing a mix of equity and fixed-income strategies, and provides comprehensive financial planning and asset management services.

Zane Parrott is a financial advisor at Rea Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MWA Financial Services and Modern Woodmen of America. Outside of advising, he spends a portion of his time on fixed insurance sales conducted at his branch location. Rea Wealth Management is a multi-advisor, SEC-registered firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolios using a mix of equity and fixed-income strategies, along with comprehensive financial planning and asset-allocation services.

Max Feller is a financial advisor at Rea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Huntington Investment Company and Commonwealth Financial Network. Outside of his advisory role, he has been involved in fixed insurance sales during business hours. Rea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages nearly $900 million in assets for nearly 900 clients, utilizing customized asset allocation strategies through discretionary and non-discretionary implementation across various investment vehicles.

Cale Ogi is a financial advisor at Rea Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked with firms including Commonwealth Financial Network and Whitcomb & Hess. Rea Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages nearly $900 million in assets for close to 900 clients and employs individualized asset allocation strategies through a mix of custom holdings and model portfolios.

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 is a financial advisor with TCFG Investment Advisors, LLC in Canton, Ohio, holding 26 years of industry experience. He has worked with the TCFG group of companies since 2017 and has been associated with National Planning Corporation since 2013. Outside of his advisory role, Milan also operates Milan & Associates LLC, where he provides tax preparation services for individuals, small businesses, and corporations. TCFG Investment Advisors offers investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and provides both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Robert Nicholas is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019 and Essex Securities LLC since 2005. In addition to his advisory work, he owns and operates Robert L. Nicholas Insurance Agency, which provides general insurance services including property, casualty, and bonds. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions, offering financial planning, portfolio management, and advisory consultations through both internal and third-party managers.

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 Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2020 and previously at Northwestern Mutual in various capacities from 2012 to 2020. Outside of his advisory role, Liggett has interests in agriculture and business management, including part ownership in Liggett Farms LLC and ownership of Liggett Business Management, Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with multiple proprietary and third-party investment programs, combining discretionary and non-discretionary management across various asset types and lending solutions.

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 with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and over 53 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved in insurance sales and ownership through TAP Insurance Agency since 2012 and Total Asset Planning since 1985, where he serves as president. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management of variable annuity and life subaccounts.

Steven Worsham is a financial advisor with The Huntington Investment Company in Dover, OH, holding a Series 66 designation and 22 years of industry experience. He has worked at The Huntington Investment Company since 2008 and was previously with Ameriprise Financial Services, LLC. Outside of his advisory work, he owns and operates an online postage stamp business. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an open-architecture investment model combining third-party strategies with proprietary Private Bank offerings, delivering services through various wrap-fee programs on the Envestnet MAS platform.

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.

Jeffry Axe is a financial advisor at The Huntington Investment Company with 29 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services LLC and Citizens Securities Inc., among other firms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party managers with proprietary private bank models, and offers multiple wrap-fee programs through the Envestnet MAS platform.

Bailey Carani is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and five years of industry experience. Carani has worked at Huntington entities since 2016, including positions at Huntington National Bank and The Huntington Investment Company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.