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.

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 25 years of industry experience. He has been with StoneX Advisors since 2015 and previously worked at Wrp Investments, Inc. from 2001 to 2015. He holds a Series 63 designation. Outside of his advisory role, he is also an agent at a life insurance agency and works as a registered representative selling securities. 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 variety of investment platforms and strategies, including advisor-managed portfolios and third-party money managers, while supporting multiple account structures and offering periodic reviews and due diligence.

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.

William Ehrbar is a CFP® certificant affiliated with Facet, with four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Kestra Financial LLC, and Fisher Investments LLC. There are no noted outside business activities. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations and technology-driven processes, offering a flat subscription planning model that includes investment management.

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.

Steven Cook is a financial advisor with StoneX Advisors Inc. in Garfield Heights, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining StoneX, he worked for Investment Network, Inc. for 20 years and also owns Matrix III Income Tax Service, LLC, a tax preparation business. He is additionally involved in life and health insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and ERISA plan consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

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.

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.

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.