Jeri Siss is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Ausdal in 2024, she worked with SA Stone Investment Advisors Inc. and Primerica Financial Services. Outside of finance, she is an independent fitness instructor, life coach, corporate trainer, and serves on the board of the Amherst Historical Society. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services with investment strategies tailored at the advisor level to clients’ specific objectives and risk tolerances.

John Laws is a financial advisor at CoreCap Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience at LPL Enterprise and The Prudential Insurance Company of America. Laws also serves as a financial advisor at Skolnik Retirement Solutions, where he is involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a range of investment vehicles and frequently utilizing sub-advisors and third-party asset managers.

Chelsea Sabo is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Merrill, and PNC Wealth Management. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, utilizing both internal management and third-party independent managers.

Clinton Pelfrey is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 designation and 14 years of industry experience. He has been with Prosperity Capital Advisors since 2011, including six years when the firm operated as C2P Capital Advisory Group, LLC. Outside of financial advising, Pelfrey serves as head coach for the Avon High School JV baseball team and is a minority owner and officer of a marine construction company. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and works with a variety of model providers and sub-advisors, offering access to alternatives and structured products through third-party platforms.

Patrick Radachi is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Independent Financial Group and Spira Benefits, where he is also president. Radachi is involved in tax preparation and retirement plan consulting through Radachi & Company and Spira Benefits LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.

Kyle Demyan is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 credential and one year of industry experience. He has worked previously with Wealth Akademy Financial LLC and Transamerica Financial Advisors, Inc., among other roles. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies integrating proprietary models and third-party sub-advisers, managing a diverse range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and certain digital-asset exposures.

Gregory Szabo is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Elyria, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Berthel Fisher since 2003 and previously operated his own advisory business for over 30 years. Additionally, he has engaged in the sale of fixed insurance products. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms, with a broad range of investment options and portfolio management approaches.

Paul Karabatsos is a financial advisor with International Assets Investment Management, LLC. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 18 years at Key Investment Services and 2 years at Invest Financial Corporation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using various investment vehicles and may incorporate third-party managers or wrap programs as part of its service offerings.

Forest Hampton IV is a financial advisor at CoreCap Advisors with a Series 65 credential and less than one year of industry experience. Prior to joining the financial industry, he held roles at Skolnik Retirement Solutions and Phyles Inventory Control Specialists, and worked at Olde Town Pizza for five years. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach across multiple asset classes and platforms.

Matt Gsellman is a CFP® professional with five years of industry experience, currently serving at Wealth Watch Advisors, Inc. He has prior experience at Terrace Growth Investment Financial Services and several other firms dating back to 2010. Outside of his advisory work, he is involved in alpaca breeding and farming, a family-operated business he has participated in since 1995. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and financial institutions. The firm provides discretionary and non-discretionary portfolio management largely through third-party model managers, alongside financial planning and consulting services.

Michael Suhay is a financial advisor with Westminster Financial Advisory Corp in Avon, Ohio. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Since 2010, he has been affiliated with both Westminster Financial Advisory Corp and Westminster Financial Securities, Inc. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to a broad client base, including individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.

Daniel Smith is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Mutual of Omaha and its affiliated firms since 1980. In addition to his advisory work, Smith is an author and public speaker on financial topics and participates as a mentor in the Million Dollar Round Table Mentor Program. He also serves a two-year pro bono term on the Stonebridge Home Owners Association Board. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and supports a range of discretionary authority options for clients.

Evan Potts is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Commonwealth and MJ Baker Financial Advisors in 2025. Potts is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, technology, and compliance support, enabling advisors to offer a broad range of securities and insurance products alongside discretionary model portfolios managed by the firm’s Investment Management and Research team.

Thomas Petrus is a financial advisor with Independent Financial Partners in Avon Lake, OH, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked for Key Investment Services LLC for 14 years before joining Independent Financial Partners in 2022. Petrus is also involved as an agent in fixed insurance sales and service. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base with both individualized and centralized investment management options, and it has notable expertise in retirement-plan advisory and pension consulting.

Michael Baker is a Series 66-licensed financial advisor with 27 years of industry experience. He is affiliated with Commonwealth Financial Network and has operated Mj Baker Financial Advisors since 2011. Prior to that, he worked at Cetera Wealth Services, LLC for 11 years. He is also a co-owner of M. J. Baker and Associates Inc, a tax services firm. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors and managing over $200 billion in assets. The firm provides a range of managed-account programs, access to third-party managers, and comprehensive back-office services.

Aric Gordon is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Stratos in 2025, he worked at LPL Financial LLC and The 4:8 Group, and spent eight years at Northwest Bank. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Barbara Whitmore is a financial advisor with Eagle Strategies (NY Life) based in North Ridgeville, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company since 2002. Outside of advisory services, she is involved in insurance brokering for non-registered products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Nina Di Palma is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Marcum Wealth, Mid Atlantic Clearing & Settlement Corp., and several other firms over the past decade. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment strategy blending passive and active managers and offers a wide range of implementation tools and services through a large advisor network.

Jarrett Mehalik is a financial advisor at Fifth Third Securities, Inc. with 24 years of industry experience. He has held positions at Fifth Third Securities and Fifth Third Bank since 2014, with prior experience at Ameriprise and Securities America Advisors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of programs including mutual-fund/ETF models, SMA strategies, and tax-overlay services. The firm operates as a subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a large network of advisors and clients.

Gary Gilbert is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including roles at Securities America Advisors, Securities Service Network, and running his own firm, Gary M Gilbert and Associates LLC. He is also involved in tax preparation and serves as a trustee for a family trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.