Charles Boulware is a CFP® with 28 years of industry experience currently affiliated with Mariner Independent. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, spanning over a decade. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting through a network of over 100 advisors. The firm combines in-house and third-party resources to provide a broad range of investment strategies and maintains affiliated businesses including a state-chartered trust company and an institutional pension consulting affiliate.

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.

Jennifer Condon is a CFP® professional with one year of experience, currently serving as an advisor at Arax Advisory Partners. She previously worked at GFP Private Wealth and The Glenmede Trust Company NA, among other firms. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation.

Timothy Marcinek is a financial advisor with Triad Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience, including prior roles at Cambridge Investment Research and Aurelius Family Office. Outside of his advisory work, he serves as president of a tax services firm, Westshore Financial LLC. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm offers discretionary portfolio management, model portfolios, and consulting services, employing a strategic asset allocation approach supported by an investment committee and diversified investment options.

Paul Karabatsos is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Key Investment Services since 2007. 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 offers customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, along with access to third-party money managers and retirement plan advisory services.

Timothy Stallings is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and is a partner and owner of AlerStallings, LLC, a law firm where he provides estate planning legal services. Stallings is also a licensed insurance agent affiliated with Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, low-cost, predominantly passive investment approach based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored client objectives.

Martin Hopkins is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations with 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, where he worked for a combined 14 years before joining DayMark in 2023. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets across a team of 19 advisors. The firm offers comprehensive portfolio management and financial planning, utilizing a blend of fundamental, technical, quantitative, and ESG analysis, and provides access to various investment vehicles including digital assets and crypto products.

Joseph Voellm is a ChFC® and Series 65 licensed advisor with eight years of industry experience. He is affiliated with Prosperity Capital Advisors and has previously worked at Gasaway Investment Advisors, Inc. Mr. Voellm conducts educational seminars aimed at improving financial literacy. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across various asset types and platforms.

Donald Raybuck is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds a Series 63 designation and has been with StoneX Advisors since 2015. Outside of his advisory role, he is also an agent for a life insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to implement strategies through various models and third-party money managers.

Edward Bell is a CFP® professional with 26 years of experience in financial advising. He has worked at Arax Advisory Partners since 2026 and previously spent 32 years at Gries Financial LLC. Arax Advisory Partners is a 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, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Connor Barth is a financial advisor at Triad Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Preservation Retirement Services, Sterling Foundation Management, and Silverado, as well as time as a full-time student. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform offering portfolio management, financial planning, and sub-advisory services. The firm utilizes strategic asset allocation guided by an investment committee and provides diversified investment strategies across multiple asset classes.

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.

Lawrence De Baltzo is an investment advisor representative at Avantax Planning Partners, Inc. with three years of industry experience. He holds a Series 65 designation and serves as a shareholder at Hobe & Lucas, Certified Public Accountants, Inc., where he leads the tax and business valuation departments. Additionally, he manages GreenSmart Payroll Solutions, LLC and acts as co-trustee of a family living trust. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management along with tax-intelligent overlays and centralized trading through designated custodians.

Steven Cook is a financial advisor with StoneX Advisors Inc. in Garfield Heights, OH, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He previously worked for Investment Network, Inc. for 20 years and manages Matrix III Income Tax Service, LLC, a tax preparation business he owns. He is also involved in life and health insurance sales focusing on fixed, FIA, and variable annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services through both independent advisors and an in-house Private Client Group. The firm employs a variety of portfolio implementation platforms and supports multiple account structures and model-based solutions.

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.