Paul Kozak is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Gradient Advisors and Premier Planning Services since 2017 and is also involved in insurance and fixed annuities sales through his role at D-Max ENT, LLC, which he has operated since 1994. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions.

Anthony Kromer is a financial advisor with Stonex Advisors Inc., holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Stonex Advisors since 2015 and previously held positions at B. Riley Wealth Management and Capital Securities of America, Inc. Kromer also owns and operates his own advisory business, Tony Kromer & Associates, based in Sandusky, Ohio. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through a mix of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, implementing strategies via proprietary and third-party managers.

Brian Duttera is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes over three decades at Merrill and seven years at Bank of America. He is the founder and portfolio manager of True Alpha Wealth Management, an independent advisory firm operating through Kestra. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients, offering a broad range of investment products and specialized services across discretionary and non-discretionary arrangements.

Gary Yontz Sr. is a financial advisor at Signature Equity Partners, LLC with over 51 years of industry experience. He holds a Series 63 designation and previously worked at Royal Alliance Associates, Inc., Signature Financial Group LLC, John Hancock Mutual Life Insurance Company, and Signator Investors, Inc. Outside of his advisory role, he operates under the trade name Phoenix Financial Group, conducting investment and insurance business, and is a notary public in Ohio. 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 independent advisory affiliates, offering portfolio management, financial planning, and retirement-plan consulting with tailored portfolios monitored on an ongoing basis.

Elizabeth Skrinak is a financial advisor with Kestra Private Wealth Services, LLC, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. Her prior roles include positions at Bank of America and Merrill. Outside of her advisory work, she is involved in real estate management as an owner and landlord. Kestra Private Wealth Services provides investment advisory services through a network of independent Advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements, with approximately $13.45 billion in client assets under management.

Athol Bias Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with B. Riley Wealth Management since 2007 and joined B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves as an elected official on the Margaretta Township board, overseeing local township operations and finances. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, offering a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm utilizes multiple program structures and both proprietary and third-party asset allocation models to deliver customized investment management.

Jacob Roth is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms, including Fortune Financial Services and Prism Financial Group. Outside of advisory work, he is involved in insurance sales with Prism Advanced Strategies, dedicating part of his time to client insurance needs. 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 wide range of advisory and brokerage services, tailoring investment strategies to client objectives and integrating multiple custodians and third-party managers.

Tessa Steinemann is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. Her prior experience includes roles at LPL Financial, JPMorgan Asset and Wealth Management, and Beachbody LLC. She holds several board positions in nonprofit organizations, including Treasurer of the Sandusky Education Foundation and President of The Assembly of Erie County, where she is involved in financial oversight and community event coordination. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm offers access to a diverse range of investment products and platforms while overseeing advisor recommendations within its approved menu.

Richard Frank is a financial advisor with PlanMember Securities Corporation, holding over 41 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company for more than three decades and has operated Rick Frank Insurance since 1984. He also serves as a trustee for the Fremont Elks Lodge #169. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Melanie Woods is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. She holds a Series 66 credential and has previously worked at UBS Financial and Florida SouthWestern State College. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a network of independent advisers and utilizes both discretionary and non-discretionary management, employing various analytical methods and third-party platforms.

Charles Todd is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes significant tenures at UBS Financial Services Inc. and Morgan Stanley DW Inc. before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment strategies through over 400 independent advisors and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Brett Kinzel is a financial advisor at Sanctuary Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Sanctuary Advisors in 2025, he spent 16 years at UBS Financial Services Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through over 400 independent advisors. The firm offers a range of portfolio management options and utilizes various analytical approaches, operating as a fiduciary when a written advisory agreement is in place.

Ross Snyder is an advisor with Brookstone Capital Management LLC holding a Series 65 designation. He has one year of experience in the financial industry, having joined Brookstone Capital Management in 2025. Prior to his current role, he held positions at Chipotle and various educational institutions. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Nicholas Adams is a Series 66 licensed advisor at Key Investment Services LLC with five years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and PW Companies prior to joining his current firm. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model to design and implement strategist portfolios and integrates services with KeyCorp affiliates, offering a range of custodial, trade execution, and ancillary insurance products.

Rebecca Elder is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She previously worked for UBS Financial Services Inc. for 16 years before joining Sanctuary Advisors and Sanctuary Securities in 2025. Outside of her advisory role, she owns a small cleaning business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management programs and employs multiple analytical approaches, serving clients with both discretionary and non-discretionary account management.

Adam Wolf is an advisor at Sanctuary Advisors, LLC with a Series 66 credential and less than one year of industry experience. Prior to his current role, he played professional baseball for the Detroit Tigers and Los Bravos de Leon. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and nonprofit organizations. The firm supports a network of over 400 independent advisors who employ various investment approaches and deliver discretionary or non-discretionary portfolio management solutions.

Rebecca Pyburn is a financial advisor with Sanctuary Advisors, LLC who holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at UBS Financial Services, Raymond James & Associates, and Wells Fargo. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers diverse portfolio management solutions through a network of over 400 independent advisers, utilizing various analytical approaches and accessible onshore and offshore managed account platforms.

Duane Ohly is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes 16 years at UBS Financial Services, Inc. prior to joining Sanctuary Advisors and Sanctuary Securities in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through more than 400 independent advisers, utilizing various portfolio management strategies and acting as a fiduciary under written advisory agreements.

Nancy Powell is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She previously worked at UBS Financial Services Inc. for 16 years before joining Sanctuary Advisors and Sanctuary Securities in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent investment adviser representatives, employing various analytical approaches and fiduciary practices.

John Petracco is a financial advisor at Sanctuary Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services for 18 years and Mcdonald Investments Inc. for over two decades. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives who deliver advice through a range of portfolio management and consulting services, employing multiple analytical approaches and fiduciary practices.