Debra Friend is a financial advisor at Capital Analysts with 37 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, and corporate clients through discretionary and non-discretionary portfolio management, offering custom portfolios and access to third-party managers. The firm employs an in-house investment management team and proprietary screening tools to guide investment decisions and maintains affiliations that support a diverse range of advisor services.

Markus Weaver is a Series 66 licensed financial advisor at Signature Equity Partners, LLC with six years of industry experience. Prior to joining Signature Equity Partners in 2023, he worked at OSAIC and Royal Alliance Associates, Inc. He also served in the Brecksville-Broadview Heights City School District for seven years. Outside of his advisor role, Weaver is a Notary Public. 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 using various model portfolio solutions.

Kevin Walker is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has 18 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Jason Orsky Wealth Management, and Cetera Advisors. Outside of his advisory work, he serves as a director and vice president of the Westlake Kiwanis Club, is a director of the Westlake Rotary Club, and coaches the Avon High School girls varsity tennis team. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction, with services ranging from discretionary management to model-based strategies.

Nicholas Sirohman is a financial advisor at ValMark Advisers, Inc. in Akron, OH, with two years of industry experience. He holds a Series 66 designation and has prior work experience outside the financial sector, including roles at Uber Eats and Door Dash. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and advisory services.

Kristen Carmichael is a financial advisor with ValMark Advisers, Inc. in Akron, OH. She holds a Series 66 designation and has 23 years of industry experience. She has been with ValMark Advisers and Valmark Securities since 2013. 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 using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Peter Augustin is a financial advisor at Dakota Wealth, LLC in Akron, OH, holding the CFP® designation with 11 years of industry experience. His prior roles include positions at Morgan Stanley, Robert W Baird & Co., Inc., and Springside Partners LLC. He has been with Dakota Wealth since 2019, including time at its affiliated entity, Dakorãé Wealth Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, and various institutional clients. The firm builds customized portfolios using diversified allocations across multiple asset classes and employs a research process combining fundamental, technical, and cyclical analysis.

Richard Maggio is a financial advisor with StoneX Advisors Inc., holding over 40 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he works as an insurance agent through L.P. Kennard Agency Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a range of advisor-managed and model-based investment solutions supported by multiple platforms and conducts ongoing due diligence on its offerings.

Judson Forner is a CFP® and holds a Series 66 license, with 20 years of industry experience. He has been with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2012. 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 model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Frank Lessick is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and 21 years of industry experience. He has worked at ValMark Advisers since 2011 and has been associated with Valmark Securities, Inc. since 2008. 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 utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation implemented via mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Jeffery Spicer is a financial advisor at OneSeven with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Raymond James Financial Services and DiLauro Financial Services. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios with both discretionary and non-discretionary arrangements. The firm employs a primarily long-term investment approach supplemented by internal due diligence and access to third-party platforms and independent managers.

Shelby Morgan is a Series 63-licensed financial advisor with ValMark Advisers, Inc., based in Akron, OH, and has 38 years of industry experience. He has been affiliated with ValMark since 1997 and has held leadership roles at W3 Wealth Management, LLC and W3 Wealth Advisors, LLC. Outside of his advisory work, Morgan serves as a board member of the Boy Scouts of America, Great Trail Council. 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 portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Richard Tanner is a financial advisor with M Holdings Securities, Inc. He holds a Series 63 designation and has 38 years of industry experience. Prior to joining M Holdings in 2025, Tanner worked for LPL Financial, LLC for 27 years and has been involved with Ownership Advisors Inc. since 1992. He also speaks on business succession planning to small business owners at conventions and trade associations. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of independent firms. The firm offers a range of advisory services including investment management, financial planning, sub-advisory, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.

Austin Barnard is a financial advisor with OneSeven in Beachwood, OH, holding a Series 65 credential and three years of industry experience. His prior work includes roles at What About Us Financial and Arrow Electronics. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, stocks, bonds, and alternative investments. The firm employs a primarily long-term investment approach with flexibility for shorter-term trading and utilizes both discretionary and non-discretionary arrangements.

Lukas Thill is a financial advisor at OneSeven with eight years of industry experience. He holds a Series 66 designation and has previously worked at MGO One Seven dba Hyperion Wealth Group, Garrison Financial LLC, Raymond James Financial Services Advisors, Inc., First Federal Bank of the Midwest, and Strategic Investment Advisers, LLC. 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 using diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Douglas Wilburn is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with ValMark and its affiliates since 2015, including a decade at ValMark Retirement Advisers. 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 emphasizes diversified, goal-based model portfolios implemented mainly with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products.

Laura Moss is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Sikich Capital Management, OneAscent Financial Services, and ROBERT W. BAIRD & Co. She serves on the investment committee of the In His Steps Foundation and volunteers as Treasurer for Norton Baptist Church. 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, supported by proprietary and third-party platforms and a range of advisory and sub-advisory services.

Autumn Azar is a financial advisor at Dakota Wealth, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Dakota Wealth since 2020. Prior to her advisory role, she held positions at United Hardscapes and PNC Bank, and she was involved with Pawesome Costumes for several years. Dakota Wealth Management offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm emphasizes customized portfolios with a long-term orientation, utilizing a variety of investment vehicles and combining multiple research approaches.

George Elias is a financial advisor at Ascentis Independent Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including ORG Partners and Emerald Investment Partners. Outside of his advisory work, he owns Premier Tax Consulting and Global Tax Consulting, providing tax consulting services. Ascentis Independent Advisors offers investment advisory services to individuals, trusts, retirement plans, and businesses. The firm provides tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and access to private funds and alternative investments through its Private Direct Investments program.

Luis Camacho is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 license and bringing 22 years of industry experience. He has worked at Stratos Wealth Advisors since 2018 and previously spent five years at Fidelity Investments. Stratos Wealth Advisors serves a broad range of clients, including individuals, trusts, retirement plans, not-for-profits, corporations, and institutions, offering financial planning and portfolio management through various programs and platforms. The firm is notable for its integrated access to SEI-affiliated businesses, providing clients with a range of investment management and custody services.

Mitchell Kotheimer is a CFP® with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior roles include positions at Independence Wealth Advisors, Domain Money Advisors, and Sequoia Financial Group. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and business entities. The firm employs a holistic, balance-sheet approach and offers a range of services including discretionary investment management, tax preparation, family office services, and access to private investment opportunities.