Judson Forner is a CFP® and holds a Series 66 license, with 20 years of industry experience. He has been with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2012. 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 diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Frank Lessick is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and 21 years of industry experience. He has worked at ValMark Advisers since 2011 and has been associated with Valmark Securities, Inc. since 2008. 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 utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation implemented via mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Shelby Morgan is a Series 63-licensed financial advisor with ValMark Advisers, Inc., based in Akron, OH, and has 38 years of industry experience. He has been affiliated with ValMark since 1997 and has held leadership roles at W3 Wealth Management, LLC and W3 Wealth Advisors, LLC. Outside of his advisory work, Morgan serves as a board member of the Boy Scouts of America, Great Trail Council. 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 portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Richard Tanner is a financial advisor at M HOLDINGS SECURITIES, Inc. with 38 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial, LLC for 27 years. Tanner is also involved in speaking on business succession planning to small business owners at conventions and trade associations. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory.

Douglas Wilburn is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with ValMark and its affiliates since 2015, including a decade at ValMark Retirement Advisers. 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 advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented mainly with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products.

Laura Moss is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Sikich Capital Management, OneAscent Financial Services, and ROBERT W. BAIRD & Co. She serves on the investment committee of the In His Steps Foundation and volunteers as Treasurer for Norton Baptist Church. 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 model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary and third-party platforms and a range of advisory and sub-advisory services.

Autumn Azar is a financial advisor at Dakota Wealth, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Dakota Wealth since 2020. Prior to her advisory role, she held positions at United Hardscapes and PNC Bank, and she was involved with Pawesome Costumes for several years. Dakota Wealth Management offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm emphasizes customized portfolios with a long-term orientation, utilizing a variety of investment vehicles and combining multiple research approaches.

George Elias is a financial advisor at Ascentis Independent Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including ORG Partners and Emerald Investment Partners. Outside of his advisory work, he owns Premier Tax Consulting and Global Tax Consulting, providing tax consulting services. Ascentis Independent Advisors offers investment advisory services to individuals, trusts, retirement plans, and businesses. The firm provides tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and access to private funds and alternative investments through its Private Direct Investments program.

Raymond Nash is a financial advisor with M HOLDINGS SECURITIES, Inc. in Cleveland, OH, holding a Series 63 designation and 24 years of industry experience. He has been involved with Heirmark Ltd and Linsco/Private Ledger Corp since 2007 and 2009 respectively. Outside of his advisory work, he is an owner of a racing team, Team Underdawg Racing, which accepts sponsorships for advertising. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services with a focus on suitability-based recommendations, ongoing account monitoring, and integration of both proprietary and third-party investment management solutions.

Jacob Krecic is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and is notable for its involvement in insurance distribution and private fund management.

Benjamin Coughenour is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Valmark Securities, Valmark Financial Group, Swenson's Drive-In Restaurants, USF Holland, and 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 advisory representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of fee-based planning and consulting options.

Erik Stern is a financial advisor at Lexaurum Advisors with Series 65 and Series 66 licenses and one year of industry experience. Before joining Lexaurum Advisors, he held positions at Amazon and UBS. He is also involved with the Medina Baseball Association. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, managing approximately $1.27 billion for over 2,100 clients.

Samuel Galloway is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Valmark Financial Group since 2018, following prior roles at New Engen and Fisher Investments. He is currently based in Akron, Ohio. Valmark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies, implementing solutions primarily through mutual funds, ETFs, and separate-account managers.

Tyler Denholm is a CFA® charterholder with 17 years of industry experience. He has been with ValMark Advisers, Inc. since 2015 and has worked at Valmark Securities, Inc. since 2007. Outside of his advisory role, he serves as a board member for Cornerstone Community School in Tallmadge, OH, contributing to policy and future planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of fee-based planning and consulting services.

Kyle Demyan is a financial advisor at Encompass More Asset Management LLC and holds a Series 65 designation. He has been working in the financial services industry since 2020, with experience at firms including Transamerica Financial Advisors and Wealth Akademy Financial LLC. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm utilizes model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and certain digital-asset related exposures.

Andrew Arehart is a financial advisor with Wealth Watch Advisors, Inc. in Medina, Ohio, holding a Series 66 designation and 30 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, LPL Financial, and FirstMerit Bank. Outside of his advisory role, he is involved in consulting services through Metro Public Adjustment Inc. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of quantitative, qualitative, and technical investment strategies vetted by its Investment Committee.

Vanessa Swank is a financial advisor with ValMark Advisers, Inc. in Rocky River, Ohio, holding 28 years of industry experience. She has been associated with ValMark and its related entities since 2012 and also serves as president of the Buckeye Education Foundation, Inc., a nonprofit focused on awarding grants to the Buckeye Local School District, as well as executive director of the Christian BusinessCares Foundation, Inc., which provides charitable grants. ValMark Advisers offers 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 emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a combination of proprietary and third-party platforms alongside oversight from an investment committee.

Chad Weigl is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 license and having nine years of industry experience. He has worked with C2P Capital Advisory Group, LLC (doing business as Prosperity Capital Advisors) since 2016 and with JL Smith Holistic Wealth Management since 2014. Outside of advisory work, Mr. Weigl is involved in tax preparation and conducts financial literacy seminars through the American Financial Education Alliance. He also mentors other advisors through C2P Enterprises. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based models and specialized strategies, supporting advisor-directed portfolios and acting as a Fund Strategist on UMA platforms.

John Moody is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of experience in the industry. He also owns John Moody Insurance and ERA Real Solutions, where he has been involved since 2015 and 2004, respectively. His other business activities include managing insurance services and real estate transactions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis while requiring client approval for transactions.

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.