Nicholas Bianco is a financial advisor at Alcyon Wealth Partners with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. Before entering the financial industry, he was employed at Golf Headquarters and Youngstown State University. Alcyon Wealth Partners serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses, with a focus on family-office style services for client families and professional athletes. The firm offers comprehensive wealth management including financial planning, discretionary portfolio management, family governance, and bill-payment support, managing approximately $315.6 million in discretionary assets as of July 2025.

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.

Michael Basile is a CFA® charterholder and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Mba Advisors LLC since 2013. Basile serves on the investment committee of the Community Foundation of Western Pennsylvania and Eastern Ohio. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach tailored to client goals and utilizes a combination of fundamental, technical, cyclical, and charting analyses, including the use of derivatives in some accounts.

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.

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.

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.

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® with 15 years of industry experience, currently serving as an advisor at Kissling Financial Services, LLC. His prior roles include positions at Foundations Investment Advisors, Secure Money Advisors, Prudential Insurance Company of America, and several other firms. Outside of his advisory career, he has experience running the Log Cabin Inn and CJ’s Grill. Kissling Financial Services is an SEC-registered advisory firm managing approximately $165 million in assets for individuals, trusts, estates, charitable organizations, and business entities. The firm uses a custom, tactical allocation approach incorporating fundamental, technical, and cyclical analysis and employs a broad range of investment strategies and instruments, including structured bank notes as a regular portfolio component.

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.

Nicholas Farrell is a financial advisor with SimplyRIA Advisor Network, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Farrell Financial Planning LLC, Boundless Financial Solutions, and J.W. Cole Advisors, Inc., all within the same year. Outside of his financial advisory work, he has held positions in various public school systems. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm employs a team-based approach with a mix of active and passive management strategies, offering discretionary and non-discretionary services through multiple platforms and sub‑advisers.

Lindsay Wolf is a financial advisor at Asendo Wealth Advisory with 23 years of industry experience. She holds a Series 65 designation and has worked at firms including Ameriprise, Mid Atlantic Financial Management, and NewEdge Advisors. Outside of her advisory role, she owns INTEGRITAS CAPITAL WEALTH CONSULTING, a transition consulting S corporation. Asendo Wealth Advisory serves individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, investment, and wealth management services. The firm employs an institutional modeling system focused on ETF-centric portfolios and incorporates alternative strategies such as options and third-party managers when suitable, alongside in-house tax preparation and retirement plan consulting.

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.

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.

Kevin Brown is a financial advisor at Union Capital Company with 41 years of industry experience. He has been with Union Capital since 2015. Outside of his advisory role, he is a 50% partner and vice president of Specialty Insurance and Financial Services, where he is involved in sales and management of life, health, disability, annuity, long-term care, dental, and vision insurance products. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary management using a range of investment vehicles including mutual funds, ETFs, and equities.

Frank Filisky is a CFP® and ChFC® with 21 years of industry experience. He has been with Tucker Asset Management LLC since 2015 and has operated his own advisory business, Frank C. Filisky LLC, since 2011. Outside of his advisory work, he owns and operates the Frank Filisky Insurance Agency, providing life, health, long-term care insurance, annuities, and tax preparation services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm utilizes a top-down, macroeconomic asset-allocation approach to manage discretionary portfolios and offers a range of growth, fixed-income, and alternative investment strategies.