Lynn Goebel is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 63 designation and 21 years of industry experience. She has been with ValMark Advisers and affiliated entities since 2005. ValMark Advisers provides 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 focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

William Crozier Jr. is a financial advisor with Westminster Financial Advisory Corp in Medina, OH, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, MML Investors Services, and Mass Mutual Life Insurance Company. He is also licensed as an insurance agent offering fixed and indexed annuities, health, disability, long-term care, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold focus supplemented by tactical overlays and cyclical analysis.

Lawrence De Baltzo is an investment advisor representative at Avantax Planning Partners, Inc. with three years of industry experience. He holds a Series 65 designation and serves as a shareholder at Hobe & Lucas, Certified Public Accountants, Inc., where he leads the tax and business valuation departments. Additionally, he manages GreenSmart Payroll Solutions, LLC and acts as co-trustee of a family living trust. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management along with tax-intelligent overlays and centralized trading through designated custodians.

Steven Cook is a financial advisor with StoneX Advisors Inc. in Garfield Heights, OH, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He previously worked for Investment Network, Inc. for 20 years and manages Matrix III Income Tax Service, LLC, a tax preparation business he owns. He is also involved in life and health insurance sales focusing on fixed, FIA, and variable annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services through both independent advisors and an in-house Private Client Group. The firm employs a variety of portfolio implementation platforms and supports multiple account structures and model-based solutions.

Armando Consolacion is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has one year of industry experience. Before joining ValMark in 2023, Armando worked in various roles including positions at Cafe Arnone, Real Senior Management, Discount Drug Mart, and spent thirteen years in education. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and rebalancing by investment advisory representatives.

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.

Jordan Howd is a CFP® professional with 16 years of experience in financial planning and wealth management. He currently works at ValMark Advisers, Inc. and ValMark Securities, Inc., having joined in 2023. Prior to this, he spent over a decade at Applied Financial Concepts, where he also holds a role as Director of Planning. 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, with a range of proprietary and third-party platforms and unique relationships involving insurance and ETF products.

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.

Michael Amoia is a financial advisor at ValMark Advisers, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining ValMark Financial Group in 2022, he worked at Truist Bank for 17 years. 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 using mutual funds, ETFs, and third-party managers, with a focus on multi-asset allocation and ongoing portfolio monitoring.

Caleb Callahan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2007. He has held roles at Valmark Securities, Inc. since 2005. Caleb is a volunteer board member and treasurer for Chapel Wadsworth, a nonprofit organization. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, using proprietary and third-party platforms to deliver tailored advisory solutions.

Zachary Hurst is a CFP® with 11 years of industry experience, currently serving at ValMark Advisers, Inc. since 2015. He has also been affiliated with the University of Akron since 2011. 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 utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation implemented via mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

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 Gaydosh is a CFP®-designated financial advisor with Capital Analysts, bringing 39 years of industry experience. He has been with Capital Analysts since 1992 and also has a long tenure at Lincoln Investment starting in 2012. Outside of his advisory work, he serves as Vice Chair of Beat the Streets Cleveland, a nonprofit youth organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team using proprietary screening tools, and it maintains various custodial affiliations while accommodating advisors’ outside business activities.

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 at Stephens since 2021, with prior roles at Northcoast Research, Cetera, and KeyBank. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

David Trende is a financial advisor at The Strategic Financial Alliance, Inc. with 27 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 14 years before joining his current firm in 2022. Outside of his advisory role, Trende is involved in fixed insurance consulting and business consulting through several independent ventures. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports third-party manager platforms, managing a majority of client assets on a non-discretionary basis.

Frank Preziuso is a CFP®-credentialed financial advisor with 21 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, having previously spent 16 years at Valic Financial Advisors and two years at Agia. He serves as a volunteer board member for Akron Children’s Roundtable, a hospital organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, utilizing an in-house Investment Management & Research team that employs proprietary screening processes and model portfolios.

Andrew Lamb is a financial advisor at ValMark Advisers, Inc. in Akron, Ohio, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Outside of his advisory work, Lamb serves as chairman and volunteer for pediatric palliative care organizations, including the Akron Children's Hospital Pediatric Palliative Care Center and the Victory Gallop nonprofit. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers proprietary platforms such as ACCESS and ACCESS Direct.

Teddy Milbrandt is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and beginning his advisory career in 2026. His prior work history includes roles at Avery Dennison, the Army National Guard, and New York Life Insurance Company. Outside of finance, he has experience working with DoorDash. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, offering solutions through proprietary platforms, sub-advisory relationships, and third-party manager programs.

William Walker is a financial advisor with StoneX Advisors Inc. and holds a Series 63 designation. He has 24 years of industry experience, including roles at StoneX Securities Inc. since 2014. Outside of his advisory work, he operates a sole proprietorship focused on insurance sales and tax consulting. 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 employs a variety of investment strategies through independent advisors, proprietary models, and third-party managers, supported by integrated platforms and comprehensive operational capabilities.