Lawrence Kennard is a CFP® with 46 years of industry experience, currently serving as an advisor at StoneX Advisors Inc. since 2015. He is also president of L.P. Kennard Agency, an insurance firm he has been involved with since 1981, and participates as a board member of the St. Basil Catholic Church Finance Council. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations, utilizing a range of advisor-managed and model-based investment solutions supported by a comprehensive platform infrastructure.

Maryann Ruben is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and four years of industry experience. She has also operated Ruben Financial since 2005, where she is involved in the sale and service of insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments through platforms like CAIS.

Jason Dilauro is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at The Wealth Advisory Group of DiLauro Wracher & Thomas and Raymond James Financial Services. He serves on the board of the University of Akron College of Business, assisting students with job placement and curriculum discussions. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, using both internal due diligence and third-party managers.

Alyssa Miller is a financial advisor with OneSeven in Beachwood, OH, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. She serves as a national board member for the Institute of Divorce Financial Analysis and is a board member of the Women's Board of Dayton Children's Hospital. Additionally, she provides consulting services related to divorce financial planning through Alternative Divorce Solutions. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios with a primarily long-term focus. The firm employs both discretionary and non-discretionary arrangements and integrates third-party platforms and independent managers in its investment approach.

Paul Orchosky is a CFP® and ChFC® with 34 years of industry experience. He is currently with OneSeven and has held positions at Mgo One Seven, Mgo Securities Corp, Mgo Investment Advisors Inc., and Moskal Gross Orchosky, Inc. Additionally, he is an independent licensed insurance agent, authorized to offer fixed and variable annuities in multiple states. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, emphasizing long-term portfolio management combined with flexibility for shorter-term trading. The firm utilizes diversified portfolios and works with independent managers and third-party platforms to deliver tailored financial solutions.

Bryan Bibbo is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 designation and with 12 years of industry experience. He has worked at Petros Financial Group and has been affiliated with C2P Capital Advisory Group and JL Smith Holistic Wealth Management since 2010. Outside of advising, he provides tax preparation services, teaches financial education seminars through the American Financial Education Alliance, and serves on the board of the Arthritis Foundation of Ohio. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and provides a range of institutional and advisory services including trustee and charitable account management.

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.

Mark Melda is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Key Investment Services, and Key Corp. He has an ownership interest in a rental property in Parma, Ohio. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach and offers both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Madison Strahan is a financial advisor at Dakota Wealth, LLC in Akron, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Dakota Wealth in 2019, Madison worked at Springside Partners LLC from 2017 to 2019 and has experience outside finance in the restaurant industry. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and investment companies. The firm offers customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.

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.

Craig Welch Jr. is a CFP®-designated financial advisor with ValMark Advisers, Inc. in Akron, OH, bringing 21 years of industry experience. He has worked at ValMark since 2018 and previously spent seven years with Key Bank NA and Key Investment Services LLC. Outside of his advisory role, he is co-owner of IVL Baseball, a baseball and softball training and club team organization. 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 offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary and third-party platforms.

Brian Fowles is a financial advisor with Stratos Wealth Advisors LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Stratos Wealth Advisors since 2019 and previously held roles at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Outside of his advisory role, he is a managing partner at Century Wealth Partners. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting. The firm utilizes a network of supervised investment advisory representatives to deliver tailored investment strategies through various programs and partnerships.

Sean Heney is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has previously worked at firms including Northwestern Mutual and MassMutual, and currently serves as a partner and financial planner with Allegis Advisors and Suncrest Advisors alongside his role at Portside. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, and co-advisory services for individuals—including high-net-worth clients—retirement and pension plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates with investment analysis that combines fundamental, technical, and modern portfolio theory approaches.

Chase Henderson is a financial advisor at StoneX Advisors Inc. with a Series 66 designation and one year of industry experience. Prior to joining StoneX, he was involved with Miami University and Miami University Rec Center. Henderson also operates Henderson Financial Services, where he serves as a registered representative. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of independent advisors and an in-house private client group, utilizing various platforms and model-based solutions to implement investment strategies.

Brian Minier is a financial advisor with Prosperity Capital Advisors in Westlake, OH, holding a Series 65 credential and bringing 10 years of industry experience. He has been with Prosperity Capital Advisors since 2015 and is also a partner in Keystone Financial Group. Outside of his advisory work, Mr. Minier is involved with the American Financial Education Alliance, conducting seminars to address financial illiteracy, and serves on the boards of Grace Fellowship Church and Encompass World Partners. 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, specialized strategies, and access to various investment vehicles and platforms.

Tyler Hines is a financial advisor at ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Valmark Securities, Valmark Financial Group, Discount Drug Mart, Kohls, and Sub Station. 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 model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and solutions.

Chad Henderson is a financial advisor at StoneX Advisors Inc. with two years of industry experience. He holds a Series 66 designation and has worked at StoneX Advisors Inc. since 2023, following prior roles at StoneX Securities Inc. and teaching positions at Miami University and Walsh Jesuit High School. Outside of his advisory role, he is involved in managing a family farm where he raises livestock and cultivates land. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of portfolio implementation platforms and supports multiple account structures, combining independent financial advisors with an in-house Private Client Group.