Joshua Petrusko is a financial advisor with Iron Gate Wealth Advisors, LLC, bringing 16 years of industry experience. He previously worked at MML Investors Services, Inc. and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, Petrusko serves as an NRA instructor, teaching handgun safety and concealed carry classes, and holds a board trustee position with the National Association of Insurance and Financial Advisors, running local chapter meetings. Iron Gate Wealth Advisors primarily serves individual clients along with businesses, charities, and small pension plans, offering comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, fundamental investment approach tailored to client circumstances and maintains an operational affiliation with an accounting practice.

Sherri Marini is a financial advisor at Legacy Advisory Group, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Legacy Advisory Group since 2009. Marini serves as an advisory board member for Watch This Phoenix Rise, a nonprofit focused on domestic violence and mental illness, and is also a board member of Legacy Educational Institute, an educational nonprofit. Legacy Advisory Group provides investment management, financial planning, and consulting services to individual investors, trusts, estates, and retirement accounts. The firm offers diversified portfolio construction, discretionary and non-discretionary management, and sponsors private pooled investment vehicles alongside insurance and accounting/tax-affiliated business lines.

Don Sherwood is a financial advisor at Alcyon Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services Advisors, Inc. for over 16 years. Outside of advisory work, he owns and operates a restaurant, Sam’s Wedge Inn, in Austintown, Ohio. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and select professional athletes. The firm offers customized portfolios using a range of investment vehicles and emphasizes family governance and succession planning within a fiduciary, discretionary management framework.

Michael Dunham is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He is the sole advisor at HDA Wealth Management, LLC and has previously worked with StoneX and Stonex Advisors Inc. In addition to his advisory role, he serves as president of the Dunham Family Foundation, a nonprofit charitable organization. HDA Wealth Management provides advisory services to individual and high-net-worth clients, including portfolio management, pension and employee benefit plan consulting, and financial planning. The firm serves retail investors and plan sponsors with a discretionary investment approach tailored to clients’ goals and risk tolerance.

Marc Presley is a financial advisor with Alcyon Wealth Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Raymond James Financial Services and is involved in several entrepreneurial ventures, including ownership of Alcyon Hospitality, which operates a restaurant called Sam's Wedge Inn, and partnership in Alcyon Realty, a real estate investment firm. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth clients, including professional athletes, offering customized portfolios that combine mutual funds, ETFs, individual securities, and alternative investments within a long-term investment framework.

Robert Lyles is a financial advisor at Storehouse Investments LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Williams-Cleaveland Financial and SA Stone Investment Advisors. Outside of his advisory role, Lyles serves as a school director for the New Castle Area School District, a municipal secretary for the City of New Castle, and volunteers with the Lawrence County Sports Hall of Fame. Storehouse Investments is a small advisory firm serving individual clients, retirement plans, and charitable or business entities. The firm offers discretionary asset management, financial planning, ERISA plan services, and manages annuity and variable life contracts, tailoring portfolios to client goals using fundamental analysis and periodic reviews.

Joseph De Pascale is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He is the principal of Total Financial Management, LLC, an independent, single-advisor registered investment adviser based in Poland, Ohio. Prior to founding Total Financial Management in 2017, he worked at Farmers Trust Company from 2011 to 2017 and has been involved with CMFS & Associates, LLC, an Ohio-based public accounting firm he owns, since 1993. Total Financial Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with customized portfolio management and comprehensive financial planning. The firm emphasizes a long-term, tax-conscious investment approach and offers integrated tax, accounting, and insurance advice through its affiliations with a public accounting practice and a third-party insurance consulting platform.

Jason Hoeltzel is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Kissling Financial Services, LLC. His prior experience includes roles at Foundations Investment Advisors, Secure Money Advisors, Prudential Insurance Company of America, and Park Avenue Securities. Kissling Financial Services is an independent advisory firm providing fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis, utilizing a range of investment vehicles including equities, mutual funds, ETFs, and structured bank notes.

John Ryan is a financial advisor at Mediate Financial Investment Advisory Services, LLC with five years of industry experience. He holds the Series 65 designation and has prior work history including roles at McCammon-Hunt Insurance Agency and Boston Scientific Corporation. Ryan is also a licensed insurance agent involved in life and health insurance sales. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, and business entities. The firm’s investment approach focuses on asset allocation and cyclical sector rotation, utilizing proprietary model portfolios to manage client accounts.

Addison Fluent III is a Certified Financial Planner (CFP®) and holds a Series 66 license with 20 years of industry experience. He has been with Iron Gate Wealth Advisors, LLC since 2011 and previously worked at Premier Wealth Management, LLC from 2004 to 2026. Iron Gate Wealth Advisors primarily serves individual clients along with businesses, charities, and small pension plans, offering financial planning and discretionary portfolio management. The firm’s approach combines comprehensive planning with long-term, fundamentally driven investment strategies and operates under a single-advisor model managing approximately $160 million in discretionary assets.

Timothy Kissling is a financial advisor with Kissling Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Madison Avenue Securities, Inc., and leadership at Kissling Amoroso & Co., Inc., a CPA firm where he serves as president and owner. Outside of financial advising, he is involved in several manufacturing businesses specializing in metallized film and maintains ownership interests in these ventures. Kissling Financial Services is an SEC-registered firm managing approximately $165 million in assets for individuals, trusts, estates, charitable organizations, and businesses. The firm uses a custom tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, and includes a broad range of investments such as exchange-listed securities, fixed income, mutual funds, ETFs, BDCs, publicly traded partnerships, and structured bank notes.

Paul Kiefer is a CFP®-certified financial advisor with over 53 years of industry experience, currently serving at Capital A Wealth Management. His career includes roles at Madison Avenue Securities, Sa Stone Investment Advisors, and Wrp Investments, Inc. He has maintained his own financial advisory practice under Kiefer Financial Services since 2014. Capital A Wealth Management provides discretionary investment management and financial planning to a diverse client base, including individuals, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven approach emphasizing tactical asset allocation and sector rotation, utilizing bespoke and model portfolios supported by third-party managers and integrated advisory services.

Jerald Kennedy is a financial advisor with Adviser Alliance, LLC and holds 19 years of industry experience. He has worked at Adviser Alliance since 2018 and previously held roles at Summit Wealth Partners, LLC and COPPELL ADVISORY SOLUTIONS, LLC dba Fusion Capital Management. In addition to his advisory work, he is the managing member and insurance agent of J Kennedy Financial, LLC, where he has been involved in sales of fixed insurance and annuities since 2005. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor advisers. The firm serves a non-high-net-worth client base and utilizes managed portfolios that may include equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts, often delegating billing and platform services to third-party providers.

Jodi Powers is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding a Series 66 designation and 21 years of industry experience. She has been with Hunter Associates since 2011. Hunter Associates is an SEC-registered, multi-advisor investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and a manager-of-managers program.

Nicholas Fajack is a financial advisor at Capital A Wealth Management with six years of industry experience. He holds a Series 63 designation and has worked with firms including Madison Avenue Securities, SA Stone Investment Advisors, Cetera Investment Services, and Farmers National Bank. Outside of his advisory role, he is a member and presenter on retirement planning topics for the Association of Financial Consultants and the Council of Financial Educators, both IRS-approved nonprofit organizations. Capital A Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth households, foundations, trusts, corporations, and employer-sponsored retirement plans. The firm employs a top-down, macro-driven approach with tactical asset allocation and sector rotation, utilizing bespoke and model portfolios supported by third-party managers and a platform arrangement with AE Wealth Management.

Daniel Scarpitti is a financial advisor at Hunter Associates LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Hunter Associates since 2012. Outside of his advisory role, he works as an independent insurance agent selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates serves individual investors across wealth levels, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies informed by fundamental, quantitative, and qualitative analysis, and manages approximately $1.34 billion in discretionary assets.

David Cervone is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Adviser Alliance since 2017 and previously worked at Summit Wealth Partners LLC. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor advisors, managing about $5.9 million in discretionary assets across roughly 28 client relationships. The firm serves a non-high-net-worth client base, utilizing third-party platforms and managers to implement diversified portfolios including equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts.

John Scarpitti is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Hunter Associates since 2011 and previously worked at Janney Montgomery Scott and Parker/Hunter Incorporated. Outside of advisory work, he is an independent insurance agent involved in the sale of life, health, annuity, and disability income insurance products. Hunter Associates serves a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of portfolio management and consulting services guided by written investment policy statements and combines fundamental, quantitative, and qualitative analysis in its strategies.

Tiffany Broomfield is a financial advisor at True Wealth Design, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Brookstone Wealth Advisors, Connolly Financial Services, Equitable Advisors, and Axa Advisors. Outside of advising, she is a licensed insurance agent and also provides notary services. True Wealth Design offers financial planning, investment advisory, and wealth management services to individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a structured, tax-aware investment approach and provides coordinated tax, accounting, and insurance services through affiliated subsidiaries.

Robert Mcculloch III is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Hunter Associates LLC and Hunter Private Capital Advisors, LLC. In addition to his advisory work, he acts as an independent insurance agent, selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates LLC is an SEC-registered, multi-advisor firm managing approximately $1.2 billion in assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles, employing a range of portfolio management strategies including long- and short-term equity, option writing, and a manager-of-managers program.