James Eismon is a CFP® professional with 27 years of experience in the financial industry, currently serving at Capital Analysts. His career includes long-term roles at Valic Financial Advisors and recent positions at Lincoln Investment and Agia. He also serves as a board trustee and finance committee member at the University of Mount Union. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including individuals, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support a range of investment products.

Robert King Jr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and 10 years of industry experience. He previously worked at Horter Investment Management and Cornerstone Asset Management Services, Inc. In addition to his advisory role, King is the principal owner of King Insurance and Financial Services, which provides insurance and financial services including college and retirement planning. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, retirement plans, and other advisers with customized portfolio management and financial planning. The firm employs a multi-team model combining tactical, strategic, and dynamic investment approaches and offers third-party manager due diligence and client education programs.

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.

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 Gaydosh is a CFP® credentialed financial advisor with over 40 years of industry experience. He has worked at Capital Analysts since 1992 and Lincoln Investment since 2012. Outside of advising, he serves as Vice Chair of the board for Beat the Streets Cleveland, a nonprofit youth organization. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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 at Stephens since 2021, with prior roles at Northcoast Research, Cetera, First National Bank of PA, and KeyBank. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary management programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Frank Preziuso is a Certified Financial Planner (CFP®) with 21 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, having previously been with Agia and Valic Financial Advisors. He serves as a volunteer board member for Akron Children’s Roundtable, a hospital fundraising organization. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its in-house investment management team.

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 with Arax Advisory Partners in Cleveland, OH, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions at Gries Financial, Fifth Third Bank, PNC Bank, BNY Mellon Securities Corporation, and KeyBanc Capital Markets Inc. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

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. She holds Series 65 and Series 66 licenses and has worked previously at Edward Jones and Huntington National Bank. Outside of her advisory role, she is a member of The Dawson LLC, a business focused on coaching. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers technology-driven advisory and operational services including a managed account platform for advisers.

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 intrua Financial, holding a Series 63 designation and 31 years of industry experience. His prior roles include positions at LPL Financial, SII Investments, FSC Securities Corporation, and ownership of TA-Check Financial Ltd, where he also provides tax preparation services. Outside of his advisory work, he owns a senior living franchise and a document storage business. Intrua Financial is a multi-team SEC-registered investment advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to develop customized asset allocations and investment policy statements, implementing strategies via direct management, model portfolios, and third-party managers.

Edward Giaco is a financial advisor at intrua Financial with 30 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2018 and previously spent 12 years at SII Investment, Inc. He is also the owner of Taxcheck USA LLC, a tax preparation and accounting business. Intrua Financial is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis to construct custom asset allocations and offers both discretionary and non-discretionary asset management alongside comprehensive financial planning and retirement plan consulting.