Marco Miranda is a financial advisor at Compound Planning, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including Alliance Bernstein and The Prudential Insurance Company of America. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach that incorporates fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

David Forshew is a financial advisor at Advance Capital Management Inc in Independence, OH, holding a Series 63 designation with 17 years of industry experience. He has been with Advance Capital Management since 2016. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management primarily through mutual funds and ETFs. The firm employs a model portfolio approach managed by an Investment Committee and offers specialized retirement services, including a "Chief Retirement Officer" program.

Linda Fousek is a CFA® charterholder with 12 years of industry experience. She is currently with Carnegie Investment Counsel, where she has worked since 2013. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment process that incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Laura Schultz is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 credential and five years of industry experience. Prior to joining Triad Wealth Partners in 2026, she worked at CreativeOne Wealth and AE Wealth Management, and spent twelve years at Thompson Hine LLP. Outside of her advisory role, she is owner of Schultz Family Enterprises, LLC, operating an insurance and annuity-related business. Triad Wealth Partners serves individual and institutional clients through a dual model of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services focused on strategic asset allocation and diversified investment strategies.

Joseph Hamel is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and 18 years of industry experience. He has been involved with Hamel Advisory Services, LLC since 2007 and Hamel & Associates, Inc. since 1994. Outside of his advisory role, Mr. Hamel is a licensed insurance professional through Hamel & Associates, Inc., operating separately from his work at Portfolio Medics. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches alongside financial planning and consulting services.

Brian Fowles is a financial advisor at Stratos Wealth Advisors LLC in Westlake, OH, with 26 years of industry experience. His prior roles include positions at Financial Engines Advisors, The Mutual Fund Store, and Charles Schwab. Outside of his work at Stratos, he is a managing partner and wealth advisor at Century Wealth Partners. Stratos Wealth Advisors is a multi-team advisory firm serving individuals, trusts, retirement plans, and institutional accounts. The firm offers a range of services including financial planning, portfolio management, third-party manager programs, and insurance consulting, with access to proprietary products through its affiliation with SEI entities.

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.

Matthew Schuster is a financial advisor at ValMark Advisers, Inc. in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AssetMark Brokerage, LLC, AssetMark Financial Holdings, Inc., Centra Financial, and Oppenheimer Funds Distributor, Inc. 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 portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

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 experience in financial services. He is currently an advisor at SEIA and previously worked at Cedar Brook Financial Partners, Cadaret, Grant & Co., and Charles Schwab. In addition to his advisory role, he holds an insurance license related to financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, offering both discretionary and predominantly non-discretionary portfolio management.

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.