Manuel Gonzalez II is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and 19 years of industry experience. His background includes roles at Osaic Wealth, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. He is also involved in small business ventures focused on insurance and investment product sales. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-based and discretionary investment approaches.

Patrick Hahn is a CFP® with 14 years of industry experience and is currently with Dakota Wealth, LLC. He has previously worked at Springside Partners LLC, Cetera ADVISORS LLC, and SS&G Wealth Management. Hahn serves on the Board of Trustees and Finance Committee for the Medina County Society for the Protection of Animals, where he analyzes and reports on the organization’s investment portfolio. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations including mutual funds, ETFs, equities, fixed income, and other instruments, employing a combination of fundamental, technical, and cyclical research while offering access to affiliated tax preparation services.

Michael Suhay is a financial advisor with Westminster Financial Advisory Corp in Avon, Ohio. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Since 2010, he has been affiliated with both Westminster Financial Advisory Corp and Westminster Financial Securities, Inc. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to a broad client base, including individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.

Daniel Smith is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Mutual of Omaha and its affiliated firms since 1980. Outside of his advisory role, Smith is an author and public speaker on financial topics and serves as a mentor in the Million Dollar Round Table program. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement consulting, primarily delivering advice through its network of Investment Advisor Representatives using approved model portfolios and discretionary strategies.

Gregory Markus is a financial advisor at Portfolio Medics, LLC with one year of industry experience and holds a Series 65 designation. He has a background in tax and accounting services as the managing partner of taxSmarty Tax and Accounting Services and serves as treasurer/CFO for the Rocky River City School District. Additionally, he manages rental property businesses through Markus Properties U.P. North LLC and Markus Properties of Ohio LLC. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches including model portfolios with mutual funds, ETFs, individual stocks and bonds, and alternative strategies.

Arcie Petty is a financial advisor at Simplicity Wealth with four years of industry experience. He holds Series 66 and Series 65 designations and has worked previously at Edward Jones and Huntington National Bank. Outside of his advisory role, he is a member of The Dawson LLC, a business focused on coaching. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalance, alongside technology and operational support for advisers.

Eugene Welsh Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the PFS™ and Series 63 designations and bringing 32 years of industry experience. Prior to his current role since 2019, he worked at Ameriprise Financial Services, Inc. and has operated Professional Management Inc., providing corporate and personal tax preparation services. He is also a partner in Strophic, Inc., an entity managing operations for Aria Financial Group. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, emphasizing a predominantly non-discretionary asset mix across its service offerings.

David Ptacek is a financial advisor with Ta-Check Financial Ltd. in Fairview Park, OH, holding a Series 63 designation and over 31 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with SII Investments, Inc. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Ta-Check Financial Ltd. provides investment advisory services primarily through referring clients to third-party asset managers and supporting those relationships via solicitor arrangements. The firm offers portfolio consultations and ongoing account servicing while delegating portfolio management and trading authority to selected third-party managers.

Cathy Jacobs is a financial advisor at ValMark Advisers, Inc. with 30 years of industry experience. She holds a Series 63 designation and has been with ValMark Advisers and Valmark Securities since 2015. Outside of her advisory role, she is the president and owner of Hydro-Lawn Landscaping & Design, Inc., and serves as treasurer for New Beginnings of Akron, a nonprofit focused on mentoring and workforce development for underserved youth. 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 utilizing mutual funds, ETFs, and third-party managers, and offers fee-based planning and sub-advisory services.

John Francis is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding 24 years of industry experience. He has been with Valmark Securities, Inc. since 2013. Outside of his advisory work, he owns and operates a livestock farm where he raises cattle and sheep. 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, and supports its advisors with due diligence, back-office services, and a range of investment platforms.

Eric Van Meter is a financial advisor at ValMark Advisers, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Valmark Financial Group since 2018. Prior to that, he held positions at Sikich and Eddie Bauer LLC. Van Meter has been involved with the U.S. Soccer Federation 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 advisors. The firm offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Lawrence Rybka is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 31 years of industry experience. He has been with ValMark Advisers since 2001 and has a career background that includes roles at Valmark Securities, Minnesota Mutual Life, and Executive Insurance Agency. 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 model portfolios using mutual funds, ETFs, and third-party managers, and operates notable programs such as the ACCESS wrap platform and the TOPS® ETF portfolios.

Edward Giaco is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at SII Investment, Inc. He also owns TAXCHECK USA LLC, a tax preparation and accounting business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Matthew Matheney is a financial advisor with First Heartland Consultants, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining First Heartland Capital Inc., he worked at Park Avenue Investment Advisory LLC and Guardian Life Insurance Company. In addition to his advisory role, he operates a legal practice through The Law Office of Matthew Matheney LLC. First Heartland Consultants provides advisory services to a diverse client base including individual investors, employer-sponsored retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Ryan Carlson is a financial advisor at Capital Analysts with 14 years of industry experience. He holds a Series 66 designation and has previously worked with Lincoln Investment, Eagle Strategies, and New York Life. In addition to his advisory role, Carlson serves on the Board of Trustees for the Medina County District Library and is a member of the Board of Directors and Finance Committee for Community Assessment & Treatment Services, Inc. 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, employing an in-house Investment Management & Research team that uses proprietary screening tools and delivers customized investment solutions.

Matthew Hisey is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Virtue Capital Management, LLC for 11 years before joining Foundations in 2026. Outside of his advisory work, Hisey owns The College Funding Connection, LLC, a college financial aid consulting business. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services.

James Dawson is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and 11 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2016 and has also worked at the University of Akron since 2013. Outside of his advisory role, Dawson is involved in several home-building and construction businesses where he holds ownership and management positions. 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 utilizes diversified, goal-based model portfolios and an asset allocation approach implemented through mutual funds, ETFs, and separate-account managers, supported by proprietary and third-party platforms.

Alexander Sterba is a financial advisor with Manning & Napier Advisors, LLC, holding CFP®, Series 65, and Series 63 designations and seven years of industry experience. He has worked with Manning & Napier since 2022 and previously held roles at Marcum Wealth, LLC and Aurum Wealth Management Group. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm uses a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Todd Stout is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at Lincoln Investment from 2017 to 2026 and Legend Equities Corporation from 2003 to 2017. Outside of advisory work, Stout is a sales associate for Health Karma, offering health care benefits to groups. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, utilizing an in-house Investment Management & Research team to guide investment decisions.

Jeffrey Stenroos is a CFP® with 43 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. in Akron, OH. He has worked at Geneos since 2005 and also operates Integrated Capital Planning Inc. Additionally, he serves on the board of the Tuesday Musical Association. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, and corporations, offering financial planning, investment advisory, and brokerage services with a range of investment strategies and third-party manager referrals.