Chad Ollila is an advisor at First Advisors National, LLC with Series 65 and Series 63 licenses. He has one year of industry experience and has concurrently worked at Cortland Family Dental for ten years. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages discretionary assets through third-party money managers, using tactical and strategic asset allocation methodologies and fundamental analysis.

Laura Schultz is a financial advisor at Triad Wealth Partners, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at CreativeOne Wealth and AE Wealth Management. Schultz is also the owner of Schultz Family Enterprises, LLC, a business focused on insurance and annuity-related services. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm provides discretionary portfolio management, access to third-party managers, and customized financial planning, utilizing strategic asset allocation and regular rebalancing.

Joanne Koster Wilson is a financial advisor at ON Investment Management Company with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ohio National Financial Services and THE O.N. Equity Sales Company since 2005. In addition to her advisory role, she is also involved in insurance sales, including life and long-term care insurance. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains dual-registration with broker-dealer activities.

John Bartels is a financial advisor with Ancora Private Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ancora Retirement Plan Advisors since 2018 and has prior experience with Inverness Securities, LLC, Inverness Investment Group LLC, and as an independent advisor. Outside of his advisory role, he serves on the board of the Gold Zone Real Estate Fund and is an author. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion primarily for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, wealth planning, and corporate retirement consulting, employing a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Kathryn Madzsar is a CFP® professional with eight years of industry experience, currently with Wellspring Family Office in Cleveland, OH. She has been with Wellspring Financial Advisors since 2014. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a comprehensive range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, using an open-architecture investment approach that emphasizes strategic asset allocation and tax efficiency.

Christopher Meyer is a Series 65-licensed financial advisor at OneSeven with four years of industry experience. His prior roles include positions at Avior Wealth Management, Orion Portfolio Solutions, Horter Investment Management, and Great American Insurance Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, and offers access to alternatives and private placements when appropriate.

Howard Essner is a Series 65-licensed financial advisor at Ancora Private Wealth Advisors, LLC, with 16 years of industry experience. He has worked at Ancora Retirement Plan Advisors Inc since 2018 and Inverness Investment Group, LLC since 2006. Essner serves as a director and Chief Legal Officer involved in retirement plan consulting at Ancora Retirement Plan Services. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, utilizing a combination of top-down asset allocation and fundamental and technical security analysis.

Eugen Craciun is a financial advisor at OneSeven with 24 years of industry experience. He holds a Series 63 designation and has a background that includes roles at MML Investor Services, MassMutual, Raymond James Financial Services, and Boston Harbor Wealth Advisors. Craciun also works as an insurance agent focusing on non-variable insurance and annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes long-term portfolio management using diversified mutual funds, ETFs, stocks, and bonds, with access to alternative investments and third-party platforms.

Marcia Kulberg is a financial advisor at Trustmont Advisory Group, Inc. with 30 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. She joined Trustmont in 2020. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a long-term investment outlook, utilizes a broad range of research sources, and manages discretionary accounts totaling approximately $1.3 billion as of the end of 2025.

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.

Nathan Cope is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with OneSeven and has previously worked at Dilauro Wracher & Thomas, and Raymond James Financial Services. Cope serves as a board member for MS Respit Care & MS Research Funding, a nonprofit organization. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning. The firm employs a primarily long-term investment approach with flexibility for shorter-term trading and utilizes both discretionary and non-discretionary arrangements.

William Anderson is a financial advisor at Carnegie Investment Counsel with 18 years of industry experience. He holds a Series 65 designation and has been with Carnegie Investment Counsel since 2012. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a varied investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Adam Meidenbauer is a CFP® professional with 13 years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at Cedar Brook Financial Partners, Cadaret, Grant & Co., and Charles Schwab. In addition to financial advising, he holds an insurance license and is involved in insurance sales and service consistent with financial planning. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving a diverse client base that includes individuals, trusts, retirement plans, and institutional entities. The firm employs a six-step investment process combining strategic asset allocation with tactical and qualitative security selection, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Jeremy Saham is a CFP® professional with 10 years of industry experience currently with Silver Oak Securities, Inc. He has held roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Outside of his advisory work, he volunteers with the American Jewish Committee and serves on the board of Jewish Big Brothers Big Sisters. He also teaches group fitness cycle classes. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans and trusts. The firm offers a range of advisory programs focused on discretionary investment management tailored to client objectives and risk tolerances, combining individual securities selection and model portfolio strategies through a platform that integrates financial planning, retirement consulting, and third-party manager referrals.

Thomas Strauchon is a CFP® with 42 years of industry experience. He has worked at Valmark Advisers, Inc. since 2018 and has been with Valmark Securities, Inc. since 1997. He receives non-variable life insurance commissions from other general agencies. Valmark Advisers, Inc. 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 diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers proprietary platforms including ACCESS and Charles Schwab managed accounts.

Andrew Doepker is a CFP® professional currently with Wellspring Family Office, bringing four years of prior experience at Summit Financial Strategies and graduate-level education completed in 2022. He has been with Wellspring since 2026. Wellspring Family Office serves high-net-worth individuals, families, trusts, and estates with a range of services including investment advisory, financial and estate planning, income tax planning, and business succession planning. The firm employs an open-architecture investment approach that combines passive and active strategies, emphasizing tax efficiency and long-term asset allocation.

Lynne Jones is a financial advisor at Capital Analysts with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Valic Financial Advisors and Agia. 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, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team.

Alex Howell is a financial advisor at Stephens with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Circumference Group LLC and First Security Bank. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, combining bottom-up equity research with committee-driven asset allocation and offering a range of advisory and brokerage services.

Derek Miller is a CFP® with 10 years of industry experience, currently advising at OneSeven. He has previously worked at Ameriprise Financial Services, Inc. for nine years and joined Purshe Kaplan Sterling Investments, Inc. and MGO One Seven dba Feldmeyer Financial Group in 2023. Miller serves as general manager of the OSU Alumni Association of Greater Dayton, an organization that plans events for local Ohio State University alumni. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

David Taucher is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Stratos Wealth Advisors LLC and has previously worked at Beacon Financial Advisory LLC, Sequoia Financial Advisors, and RAV Financial, among others. Taucher is also involved in an investment-related business operating under the name Pistone Wealth Advisors. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a team of 71 advisors. The firm offers financial planning, portfolio management, and access to third-party manager programs, utilizing customized asset allocations and model portfolios supported by sub-advisers and platform solutions.