Sean Heney is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has previously worked at firms including Northwestern Mutual and MassMutual, and currently serves as a partner and financial planner with Allegis Advisors and Suncrest Advisors alongside his role at Portside. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, and co-advisory services for individuals—including high-net-worth clients—retirement and pension plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates with investment analysis that combines fundamental, technical, and modern portfolio theory approaches.

Chase Henderson is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds a Series 66 designation and began his advisory career with StoneX Advisors Inc. and StoneX Securities Inc. in 2025. Prior to his advisory role, he was employed at Miami University and the Miami University Rec Center. Henderson also operates Henderson Financial Services, focusing on insurance and investments. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing platforms like Envestnet and Advyzon for portfolio implementation and tax-aware services.

Angela Day is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at Woods Associates and Fair Play Family Center. 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 investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and access to third-party manager programs.

Tyler Hines is a financial advisor at ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Valmark Securities, Valmark Financial Group, Discount Drug Mart, Kohls, and Sub Station. 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, and offers a range of proprietary and third-party investment platforms and solutions.

Chad Henderson is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. since 2019. Outside of his advisory role, Henderson is involved in managing a family farm that raises livestock and cultivates land. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes a combination of proprietary models, third-party money managers, and various platforms to implement customized investment strategies.

Caleb Nitz is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with ValMark Advisers, Inc. since 2009 and also affiliated with ValMark Securities, Inc. since 2008. He is based in Akron, Ohio. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals—including high-net-worth clients—as well as plan sponsors and institutional users through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Martin Healy is a financial advisor at American Independent Securities Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for 10 years. Outside of his advisory role, Healy is involved in municipal bookkeeping and independent insurance sales. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

Rodney Stastny is a financial advisor at Signature Equity Partners, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. He also conducts sales and marketing of fixed annuities and non-variable insurance through Signature Financial Group, LLC. 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 the Vision2020 Wealth Management Platform to offer tailored portfolio management and financial planning solutions.

Bailey Hemming is a financial advisor at Western Wealth Management LLC with a Series 66 designation and approximately one year of industry experience. Prior to joining Western Wealth Management and LPL Financial LLC in 2026, Hemming worked at the Federal Reserve Bank of Cleveland in 2025 and has a background in education with Aurora City Schools and John Carroll University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed model portfolios alongside various third-party programs.

Carmen Donofrio is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to his current role, he worked at Valmark Securities, Inc. and was affiliated with the University of Akron. 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 representatives. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and third-party programs.

Craig Fishel is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Fishel’s prior experience includes roles at Equitable Advisors and Private Client Services. He is a partner at Paramount Financial Planning, LLC, where he dedicates significant time to financial planning and investment management. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of active and passive strategies, direct indexing, tax-aware approaches, and offers alternative investments and annuity management.

William Potts is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. ValMark Advisers provides 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 uses diversified, goal-based model portfolios and asset allocation strategies, implementing solutions through mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Ian Koutny is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at ValMark Advisers and ValMark Securities since 2020. His prior roles include positions at Cetera Advisor Networks and the U.S. House of Representatives. Koutny is also a financial consultant with Lang Financial Group, Inc., a business conducted through ValMark. ValMark Advisers provides 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 employs a goal-based investment approach centered on diversified model portfolios and asset allocation, utilizing proprietary and third-party platforms along with periodic account monitoring and rebalancing.

Stephen Catalano is a financial advisor with W3 Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as Vice President of The Ninth Light Dojo, a martial arts studio, and is a director for the Western Golf Association of Evans Scholars Foundation. W3 Wealth Advisors provides financial planning and access to third-party managed account programs for individuals, pension plans, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation advice through Valmark advisers’ platform, coordinating with clients’ other professional advisors and offering fee-for-service financial planning.

Micah Bogue is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Amazon.com and Grace Church of Norton. He is also a partner with Momentum Ministry Partners, where he participates as a bass player for an annual conference focused on ministry leadership. 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 offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Donald Ross is a financial advisor with CoreCap Advisors holding a Series 66 credential and three years of industry experience. His prior work history includes roles at Cooper, Adel, Vu Financial and various affiliated entities. He is also an IRS Enrolled Agent assisting clients with tax preparation and advice through Cooper, Adel, Vu Tax, LLC. CoreCap Advisors serves individual clients including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term relationships and tax-efficient strategies.

Henry Pilger is a financial advisor at ValMark Advisers, Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior work includes roles at River Distributing Co, LLC, Vista Wealth Management, LLC, Valmark Securities, Inc., and Burr, Pilger & Mayer. Outside of advisory work, he is involved as a partner in investment partnerships owning commercial and residential real estate and serves as a trustee for multiple irrevocable life insurance trusts. 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 representatives. The firm offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and ongoing portfolio monitoring.

Nicole Brewer is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at Prosperity Wealth Management, Inc., Fortune Financial Services, CoreCap Investments, Inc., and Foresters Equity Services, Inc. Brewer is also an owner of Brew Crew Enterprises, where she teaches skydiving and performs related activities. Additionally, she serves on the board and as a trustee for the Olmsted Chamber of Commerce. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing discretionary portfolio management, financial planning, and consulting services. The firm constructs portfolios with a range of public and private investments and employs a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Wayne Minich is a financial advisor with ValMark Advisers, Inc., holding the ChFC® and Series 63 designations and bringing 54 years of industry experience. He has worked with ValMark Advisers since 2004 and has longstanding affiliations with Valmark Securities, Minnesota Mutual, Applied Financial Concepts Inc., and his own firm, Wayne D. Minich & Company. Outside of his advisory role, he is involved in the sale of life, long-term care, fixed annuity, and disability insurance through Applied Financial Concepts Inc. 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 investment advisory representatives. The firm emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, offering diversified, goal-based model portfolios and supporting its advisors with due diligence, back-office services, and a range of fee-based planning and consulting solutions.

Heath Smargiasso is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Valmark Financial Group since 2020 and previously with SSN Advisory, Inc and Securities Service Network, Inc. He is also president of Able Regulatory Consultants, LLC, providing advisory practice management and consulting services to financial professionals. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and rebalancing overseen by an investment committee.