Joseph Overfield is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds a Series 65 credential and has worked at C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors since 2022. Mr. Overfield is also the Chapter President of the American Financial Education Alliance in Gahanna, OH, where he conducts seminars on financial literacy without any product sales or compensation. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management services to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also providing institutional and intermediary services such as TAMP and sub-advisory support.

Emily De Concini is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC, Great Lakes Retirement, Inc., and The Huntington Investment Company. Outside of her advisory role, she is involved in her family-owned restaurant, Maha's Falafil, where she helps with cooking, food preparation, and taking orders on weekends. IP Financial Advisory Services primarily serves individual retail clients with portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and offers customized portfolios, third-party investment advisor referrals, and a range of consulting services.

Daniel Blocker is an advisor at Prosperity Capital Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Heritage Financial, Trader Joe’s, and Corbin Emerson State Farm. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, retirement plans, and broker/dealer customers. The firm emphasizes model-based, asset-allocation strategies and portfolio supervision, utilizing core and specialized model suites alongside advisor-directed portfolios and third-party sub-advisors.

Michael Cianciola is a financial advisor at OneSeven with 20 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Raymond James Financial, Edward Jones, and Pensionmark Financial Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives, while also offering discretionary and non-discretionary arrangements.

Brad Wingler is an advisor at OneSeven with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Advisors and related entities. He is also an Investment Executive at MGO, Inc., a firm involved in 401(k) administration and registered investment advisory services. 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 with diversified portfolios, offering discretionary and non-discretionary management, and has expanded retirement-plan capabilities through its affiliation with MGO Inc.

Timothy Marcinek is a financial advisor with Triad Wealth Partners, LLC, holding the ChFC® designation along with Series 63 and 65 licenses. He has 15 years of industry experience, having previously worked at firms including Cambridge Investment Research and DAGCO Inc. Marcinek also serves as president of Westshore Financial LLC, a tax services business. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform that provides sub‑advisory and operational services to other registered investment advisers. The firm utilizes strategic asset allocation and a combination of proprietary and third‑party models to offer discretionary portfolio management, access to private funds, and customized financial planning.

Karyn Pistone is a financial advisor at Stratos Wealth Advisors LLC with 44 years of industry experience. She holds the Series 63 designation and has worked at multiple firms including Beacon Financial Advisory LLC and Capital Analysts, Inc. In addition to her advisory role, she is also a licensed insurance agent providing life, long-term care, and disability insurance. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with about 71 advisors managing roughly $5.57 billion in assets. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a range of services including financial planning, portfolio management, third-party manager programs, and insurance consulting.

Brittan Leiser is a financial advisor at OneSeven with eight years of industry experience. She holds a Series 65 designation and has previously worked at Stratos Wealth Advisors and General Mills Company. Leiser is the founder of SavviHer, a financial marketing service focused on women, where she remains actively involved. 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 portfolios, discretionary and non-discretionary arrangements, and access to alternatives and private placements.

Daniel Berzinskas is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at ValMark Securities, The Huntington Investment Company, Citizens Bank, JPMorgan Chase Bank, and other financial firms. 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 primarily composed of mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party platforms supporting its services.

Michael Mcclary is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and over 21 years of industry experience. He has been with ValMark Advisers since 2004 and Valmark Securities since 2003. Mcclary serves on the board of advisors for M7 and is active in nonprofit roles, including Treasurer and board member of The GO Network, a 501(c)(3) organization supporting the planting of new Christian churches, and as a member of the Investment Committee for the Trailhead Community Health Foundation. 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 implemented primarily with mutual funds, ETFs, and third-party managers, and offers proprietary programs including the ACCESS wrap platform and managed account solutions.

Martin Hopkins is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations with 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, where he worked for a combined 14 years before joining DayMark in 2023. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets across a team of 19 advisors. The firm offers comprehensive portfolio management and financial planning, utilizing a blend of fundamental, technical, quantitative, and ESG analysis, and provides access to various investment vehicles including digital assets and crypto products.

Jeremy Holloway is a financial advisor at ValMark Advisers, Inc. He holds a Series 66 designation and has recently entered the industry in 2024. Prior to joining ValMark, he held positions at Dicks Sporting Goods, Target, Brad's Lawn Care, University of Akron, and Dominos Pizza. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic reviews.

Timothy Martin is a financial advisor with OneSeven in Beachwood, Ohio, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Pensionmark Financial Group. He is also involved with MGO OneSeven d/b/a OnPoint Wealth Partners as an investment advisor. 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 with diversified portfolios, offering both discretionary and non-discretionary arrangements and leveraging third-party platforms and independent managers.

Kevin Egan is a financial advisor at OneSeven with 14 years of industry experience. He holds a Series 66 designation and has previously worked with firms including LPL Financial and WealthCor, LLC. Outside of his advisory work, he is a minority owner in real estate and a restaurant operation. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party managers and platforms to implement strategies.

David Archer II is a CFP® professional with 24 years of experience in financial advising. He is currently affiliated with OneSeven and has held previous roles at The Wealth Advisory Group of DiLauro Wracher & Thomas, DiLauro Financial Services Inc., and Raymond James Financial Services entities. Outside of his advisory work, he serves as a high school golf coach for the Revere Local School District. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on discretionary portfolio management and financial planning. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements when appropriate.

Charles Corsillo Sr. is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and bringing 25 years of industry experience. He has been with ValMark Advisers since 2011 and has over four decades of experience through his long-standing role at Ricci & Corsillo, a tax accounting services firm he owns. Corsillo also serves as a board member of the Eternal Housing Fund, a nonprofit 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 using mutual funds, ETFs, and approved third-party managers, along with proprietary platforms and a range of advisory and sub-advisory services.

David Minich is a CFP® professional with 21 years of experience in the financial services industry. He has been with ValMark Advisers, Inc. since 2005 and is also President of Applied Financial Concepts, Inc., a financial planning firm he co-owns. Outside of his advisory roles, he serves as President of The Heritage Study Group and volunteers as Vice President of Grounds for the Chandler Commons Home Owners Association. Valmark Advisers provides investment advisory and financial planning services to a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by ValMark’s investment committee.

Mary Harvey is a financial advisor with ValMark Advisers, Inc. She holds the ChFC® designation and Series 63 license and has 33 years of industry experience. Her career includes roles at River Financial Group, Paramount Financial Services, and Minnesota Mutual. She also operates MH 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 multi-asset allocation using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Michael Janosko is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at ValMark Advisers and ValMark Financial Group since 2018 and previously held positions at Merrill and Bank of America. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, implemented primarily through mutual funds, ETFs, and separate-account managers.

Joseph Voellm is a ChFC® and Series 65 licensed advisor with eight years of industry experience. He is affiliated with Prosperity Capital Advisors and has previously worked at Gasaway Investment Advisors, Inc. Mr. Voellm conducts educational seminars aimed at improving financial literacy. 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 and specialized strategies across various asset types and platforms.