Jason Smith is a financial advisor with Prosperity Capital Advisors in Westlake, OH, holding a Series 65 credential and 16 years of industry experience. He has worked at Valor Capital Management and operates several business ventures including tax preparation services and a family farm that sells honey and produce. Smith also serves on the Board of Directors for the Marblehead Boat Club. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individual and high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset allocation strategies and offers services such as separately managed accounts, retirement plans, and sub-advisory for other RIAs.

William Mcnamara is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has 12 years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2023, he has been associated with Omega Pensions, Inc. since 2014. He serves in an advisory role on the Alumni Advisory Council on Financial Education for Miami University Community Federal Credit Union. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing mutual funds, ETFs, separate-account managers, and integrates third-party manager programs within its proprietary platforms.

Jeffrey Warnkin is a CFP® professional with 34 years of industry experience, currently associated with Prosperity Capital Advisors. He has held advisory roles at Innovation Partners LLC, JL Smith Holistic Wealth Management, and Mercap Securities, LLC. Outside of advisory work, he operates a sole proprietorship specializing in individual income tax preparation and serves as Chapter President for the American Financial Education Alliance, conducting financial literacy seminars. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative strategies, and offers various institutional and advisory services.

Markus Weaver is a financial advisor at Signature Equity Partners, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC, Royal Alliance Associates, Inc., and Jeannette M. Weaver and Associates, LLC. Weaver also serves as a notary public and conducts investment and insurance business through his own wealth advisory firm. 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 employs the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting services.

Kevin Walker is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has 18 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Jason Orsky Wealth Management, and Cetera Advisors. Outside of his advisory work, he serves as a director and vice president of the Westlake Kiwanis Club, is a director of the Westlake Rotary Club, and coaches the Avon High School girls varsity tennis team. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction, with services ranging from discretionary management to model-based strategies.

Richard Maggio is a financial advisor with Stonex Advisors Inc. He holds over 41 years of industry experience, including tenure at StoneX Securities Inc. and Wrp Investments, Inc. Outside of his advisory role, he is involved in insurance sales as an insurance agent. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors and an in-house Private Client Group to deliver customized investment strategies through proprietary models and third-party money managers.

Richard Tanner is a financial advisor at M HOLDINGS SECURITIES, Inc. with 38 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial, LLC for 27 years. Tanner is also involved in speaking on business succession planning to small business owners at conventions and trade associations. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory.

Brent Horvath is a CFP® professional based in Cleveland, OH, with 20 years of industry experience. He has worked at Arax Advisory Partners since 2026 and previously spent 23 years at Gries Financial LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors managing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal management, third-party models, and tailored asset allocation.

Raymond Nash is a financial advisor with M HOLDINGS SECURITIES, Inc. in Cleveland, OH, holding a Series 63 designation and 24 years of industry experience. He has been involved with Heirmark Ltd and Linsco/Private Ledger Corp since 2007 and 2009 respectively. Outside of his advisory work, he is an owner of a racing team, Team Underdawg Racing, which accepts sponsorships for advertising. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services with a focus on suitability-based recommendations, ongoing account monitoring, and integration of both proprietary and third-party investment management solutions.

Jacob Krecic is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and is notable for its involvement in insurance distribution and private fund management.

Carina Diamond is a CFP® with 22 years of industry experience currently serving at Arax Advisory Partners. She has held advisory roles at several firms, including Gries Financial Partners, Dakota Wealth, and Springside Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and customized asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures.

John Kleinhenz is a financial advisor with Arax Advisory Partners and holds a Series 65 designation. He has 20 years of industry experience, including 18 years at Kleinhenz & Associates Ltd. and over 25 years as President and CEO of JEK Analytics, Inc., a firm providing economic and business consulting services to a range of public and private sector clients. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a blend of internal and external portfolio management and tailored asset-allocation strategies.

Kyle Demyan is a financial advisor at Encompass More Asset Management LLC and holds a Series 65 designation. He has been working in the financial services industry since 2020, with experience at firms including Transamerica Financial Advisors and Wealth Akademy Financial LLC. 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 utilizes model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and certain digital-asset related exposures.

Vanessa Swank is a financial advisor with ValMark Advisers, Inc. in Rocky River, Ohio, holding 28 years of industry experience. She has been associated with ValMark and its related entities since 2012 and also serves as president of the Buckeye Education Foundation, Inc., a nonprofit focused on awarding grants to the Buckeye Local School District, as well as executive director of the Christian BusinessCares Foundation, Inc., which provides charitable grants. ValMark Advisers offers investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a combination of proprietary and third-party platforms alongside oversight from an investment committee.

Chad Weigl is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 license and having nine years of industry experience. He has worked with C2P Capital Advisory Group, LLC (doing business as Prosperity Capital Advisors) since 2016 and with JL Smith Holistic Wealth Management since 2014. Outside of advisory work, Mr. Weigl is involved in tax preparation and conducts financial literacy seminars through the American Financial Education Alliance. He also mentors other advisors through C2P Enterprises. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based models and specialized strategies, supporting advisor-directed portfolios and acting as a Fund Strategist on UMA platforms.

John Moody is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of experience in the industry. He also owns John Moody Insurance and ERA Real Solutions, where he has been involved since 2015 and 2004, respectively. His other business activities include managing insurance services and real estate transactions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis while requiring client approval for transactions.

Brian Ansevin is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and 20 years of industry experience. He has been with G. A. Repple & Company since 2006. Outside of his advisory role, he owns Ansevin Asset Management, which provides financial planning and securities services, and he is also licensed to sell life insurance and fixed annuity products. G. A. Repple & Company offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a range of analytical approaches to portfolio construction and provides various program options, including Biblically-Responsible Investing and ETF-focused strategies.

Joseph Overfield is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds a Series 65 credential and has worked at C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors since 2022. Mr. Overfield is also the Chapter President of the American Financial Education Alliance in Gahanna, OH, where he conducts seminars on financial literacy without any product sales or compensation. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management services to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also providing institutional and intermediary services such as TAMP and sub-advisory support.

Emily De Concini is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC, Great Lakes Retirement, Inc., and The Huntington Investment Company. Outside of her advisory role, she is involved in her family-owned restaurant, Maha's Falafil, where she helps with cooking, food preparation, and taking orders on weekends. IP Financial Advisory Services primarily serves individual retail clients with portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and offers customized portfolios, third-party investment advisor referrals, and a range of consulting services.

Daniel Blocker is an advisor at Prosperity Capital Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Heritage Financial, Trader Joe’s, and Corbin Emerson State Farm. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, retirement plans, and broker/dealer customers. The firm emphasizes model-based, asset-allocation strategies and portfolio supervision, utilizing core and specialized model suites alongside advisor-directed portfolios and third-party sub-advisors.