Stanley Milovancev is a financial advisor at Prosperity Capital Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CBIZ Investment Advisory Services LLC, Sequoia Financial Advisors, and ValMark Securities. Outside of his advisory role, Mr. Milovancev is the majority owner of Haven Home Care, Inc., a home health care service provider, and is the owner and president of The Dash Group, a coaching and organizational health consulting firm. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individuals, high-net-worth clients, corporations, trustees, retirement plans, and other advisors. The firm focuses on model-based, asset-allocation investment strategies combined with ongoing portfolio supervision, using core and specialized models from providers such as BlackRock, Dimensional, and Vanguard.

Robert King Jr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and nine years of industry experience. He has worked at Virtue Capital Management since 2020 and previously held roles at Horter Investment Management and Cornerstone Asset Management Services. Outside of his advisory work, King is the principal owner of King Insurance and Financial Services, which focuses on property/casualty and life insurance as well as college and retirement planning. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and plan consulting, utilizing quantitative models and economic data inputs in a primarily mutual fund and ETF-based investment approach.

Sarah Gries is a Certified Financial Planner® with 27 years of industry experience. She is affiliated with Arax Advisory Partners and has operated Gries Financial LLC since 1978. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of services that include financial planning, portfolio management, and retirement plan consulting.

Jonathan Pulito is a financial advisor with Archer Investment Corporation holding a Series 65 designation. He has experience working at Ernst & Young from 2015 to 2020 and has been with Accusol LLC since 2020, alongside roles at Schultz Bertin and Park & Illenberger. Archer Investment Corporation provides investment management services primarily to individual clients, serving both non-high-net-worth and high-net-worth investors through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages a diversified range of assets including equities, fixed income, mutual funds, ETFs, and options.

Kathleen McCarthy is a financial advisor at Archer Investment Corporation with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments, Jason M Orsky Wealth Management, and SII Investments. She is also licensed as an insurance agent, selling life insurance and long-term care products. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a disciplined investment process focused on diversified allocations and offers both discretionary management and model-driven strategies.

Jordan Howd is a CFP® professional with 16 years of experience in financial planning and wealth management. He currently works at ValMark Advisers, Inc. and ValMark Securities, Inc., having joined in 2023. Prior to this, he spent over a decade at Applied Financial Concepts, where he also holds a role as Director of Planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party platforms and unique relationships involving insurance and ETF products.

Fady Chaccour is a financial advisor at First Heartland Consultants, Inc. with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Massachusetts Mutual Life Insurance Co. since 1994 and First Heartland Capital Inc. since 2016. Outside of his advisory work, he owns F&R Ventures LLC, a financial holding company. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

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.

Kevin Komar is a financial advisor with United Advisor Group in Independence, OH, holding a Series 66 designation and 18 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and INVEST Financial Corp. Outside of advising, he is a partner in a tax preparation business and co-owns a laundromat as a passive investor. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients using a mix of proprietary models, third-party sub-advisors, and customized portfolios, combining strategic and tactical asset allocation with value investing and various analytical techniques.

James Salera is a financial advisor at Stephens with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily at Stephens since 2021 after roles at Northcoast Research, Cetera, and First National Bank of PA. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of financial planning and portfolio management solutions, supported by integrated broker-dealer and investment banking capabilities as well as in-house equity research.

David Trende is a financial advisor with The Strategic Financial Alliance, Inc. He holds a Series 66 designation and has 28 years of industry experience. Prior to joining The Strategic Financial Alliance in 2022, he worked for American Portfolios for 14 years. Outside of his advisory role, he is involved in fixed insurance consulting and business consulting through several independent ventures. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients by offering portfolio management, third-party manager selection, financial planning, and consulting services. The firm employs customized strategies through various programs and has a dual registration as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Teddy Milbrandt is a financial advisor at ValMark Advisers, Inc. based in Richfield, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ValMark Securities, Applied Financial Concepts, New York Life Insurance Company, and the Army National Guard. Outside of financial services, he has been employed with Doordash. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing by its investment advisory representatives.

Manuel Gonzalez II is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Osaic Wealth, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. He is involved in investment and insurance business through his ownership of MM Financial Group, which provides home and auto insurance. Signature Equity Partners serves individuals, retirement plans, corporations, and other entities with portfolio management, financial planning, and retirement-plan consulting. The firm operates a multi-team structure and utilizes the Vision2020 Wealth Management Platform to deliver tailored investment solutions, including model portfolios and socially responsible investing options.

William Caster is a financial advisor at Arax Advisory Partners with seven years of industry experience. He previously worked at Gries Financial, Fifth Third Bank, and PNC Bank. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of investment and advisory services. The firm employs a combination of internal management, third-party models, and tailored asset allocation, with distinctive use of performance-based fees and carried-interest structures for qualified investors.

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.

Gregory Markus is a financial advisor at Portfolio Medics, LLC with one year of industry experience and holds a Series 65 designation. He has a background in tax and accounting services as the managing partner of taxSmarty Tax and Accounting Services and serves as treasurer/CFO for the Rocky River City School District. Additionally, he manages rental property businesses through Markus Properties U.P. North LLC and Markus Properties of Ohio LLC. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches including model portfolios with mutual funds, ETFs, individual stocks and bonds, and alternative strategies.

Arcie Petty is a financial advisor at Simplicity Wealth with four years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Edward Jones and Huntington National Bank. Outside of advisory roles, Petty is a member of The Dawson LLC, a business focused on coaching. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers services such as model portfolio management, tax optimization, and a third-party Model Manager due diligence process.

Eugene Welsh Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 32 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2014 to 2019 and has been involved with Professional Management Inc. since 1980, providing tax preparation services for corporate and personal returns. He is also a partner at Strophic, Inc., which manages operations for Aria Financial Group. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for its predominance of non-discretionary assets under management.

David Ptacek is a financial advisor with Ta-Check Financial Ltd. in Fairview Park, OH, holding a Series 63 designation and over 31 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with SII Investments, Inc. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Ta-Check Financial Ltd. provides investment advisory services primarily through referring clients to third-party asset managers and supporting those relationships via solicitor arrangements. The firm offers portfolio consultations and ongoing account servicing while delegating portfolio management and trading authority to selected third-party managers.