Benjamin Winne is a financial advisor with Advisory Alpha, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at firms including Citizen Advisory Group and Winne Financial, LLC. Outside of his advisory roles, he is a co-owner of two pizza restaurants, Padrones Pizza locations in Bluffton, Ohio, and Middlesboro, Kentucky. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a wide range of managed portfolio series.

Gino Chiappetta is a CFP® with 35 years of industry experience, currently serving at Consolidated Portfolio Review Corp. His prior experience includes 17 years at Western International Securities, Inc. Outside of his advisory role, he is president of CH Asset Management and works as a licensed realtor with Medicare Molehill. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored investment approaches that combine strategic asset allocation with fundamental and technical analysis, supporting a variety of managed account options and access to third-party sub-advisors.

Nathan Poiry is a financial advisor at Advisory Alpha, LLC with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., PNC Bank, and Northwestern Mutual Life Insurance Company. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team to implement a fund-of-funds approach across diversified portfolios and serves in subadvisory and co-advisory capacities for other registered investment advisers.

Sean O'drobinak is a Series 65-licensed financial advisor with Advisory Alpha, LLC, where he has worked since 2022. He has four years of industry experience and has held roles at Citizen Advisory Group and Foresight Insurance, both involving insurance sales and financial consulting. Prior to his advisory career, he spent eight years at Case Medical, Inc. and five years at Intuitive Surgical. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized investment team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Kaitlyn Natividad is a Series 65 credentialed financial advisor with one year of industry experience. She is currently with Advisory Alpha, LLC and previously worked at Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for a diverse client base, including individual and high-net-worth clients. The firm employs a fund-of-funds approach with systematic portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Nicholas Cosentino is a CFP® with seven years of experience in financial advising. He currently works at Facet and previously held roles at TFO Wealth Partners, Key Private Bank, Key Investment Services, Prudential Financial, and The State Bank and Trust Company. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through phone, video, and a proprietary web platform. The firm emphasizes technology-driven, model-based asset allocations and uses a flat subscription pricing model instead of percentage-of-assets fees.

Elliot Borge is a financial advisor at Lifeworks Advisors, LLC in Toledo, OH, holding CFP® and ChFC® designations along with a Series 66 license. He has seven years of industry experience, including prior roles at Northwestern Mutual and First Trust Advisors. Borge is also a licensed insurance agent engaged in insurance sales and implementation. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management using a combination of planning-based and risk-based investment approaches, supported by integrated tax and insurance services.

George Newton III is a financial advisor with ON Investment Management Co. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining ON Investment Management Co. in 2025, he worked at Cambridge Investment Research Advisors and The O.N. Equity Sales Co. He also serves as an agent for Augustar Life Insurance Company. ON Investment Management Company is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to third-party investment programs, with a mix of discretionary and non-discretionary asset management.

Grant Newton is a financial advisor with ON Investment Management Co. in Perrysburg, Ohio. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior firms include Cambridge Investment Research, Inc. and The O.N. Equity Sales Company. Newton is also an insurance agent with Augustar Life Insurance Company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary account management and maintains a dual-registration model integrating broker-dealer activities with advisory services.

Jon Vanslooten is a financial advisor with Kingsview Wealth Management, LLC in Toledo, OH, holding a Series 66 credential and 18 years of industry experience. He previously worked at Edward Jones for eight years before joining Kingsview Asset Management, LLC, where he has been since 2016. He is also an independent life insurance agent. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of in-house portfolio management and third-party strategies, with services available on both discretionary and non-discretionary bases.

Christopher Egli is a financial advisor at WesBanco Securities, Inc. with 27 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, and Money Concepts Capital Corp. He holds Series 63 and Series 65 licenses. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and various managed account platforms, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

John Newton is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at The Huntington National Bank, The Hutington Investment Company, Fifth Third Bank, and NYLIFE Securities, LLC. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds investment approach with centralized oversight and serves as a subadvisor and co-advisor to other registered investment advisers.

Kevin Bucher is a Series 65-licensed financial advisor with 15 years of industry experience, currently with Advisory Alpha, LLC since 2020. His prior roles include positions at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2007, where he serves as Vice-President and is also a licensed insurance agent. In addition to his advisory work, he co-owns a tax preparation business, CAG Tax, LLC. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plans and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.

Peter Samenuk is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance, Alphastar Capital Management, LLC, and Citizen Advisory Group, LLC. In addition to his advisory role, he is involved in insurance sales and serves as a general partner at Foresight Insurance, LLC. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and a range of specialty solutions, including retirement plans and tax-advantaged accounts. The firm also partners with other registered investment advisors through subadvisory and co-advisory arrangements and employs a diverse investment approach featuring fund-of-funds strategies alongside individual securities and structured products.

Lawrence Fairall is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and PRUCO Securities, LLC. Outside of his advisory work, he owns a boat rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an employee-only pilot. The firm uses algorithm-driven risk assessments and implements portfolios through approved mutual fund and ETF strategies managed internally or by third parties.

Michael Noble is a financial advisor with Sanctuary Advisors, LLC based in Toledo, OH. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley. Noble serves as a board member for the International Boxing Council, where he helps run events and raise funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment strategies and account types, operating through a large network of independent advisers.

Joseph Kizer is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He also works as a vascular access specialist at Dynamic Access, Inc. and provides nursing care at Wood County Hospital. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party model portfolios, serving both discretionary and non-discretionary accounts.

Kathryn Kelley is a financial advisor with Eagle Strategies (NY Life) in Toledo, OH, holding a Series 66 designation and over 26 years of industry experience. Her career includes roles at Premise Financial Planning, Silas Parker & Associates, Salem Financial Group, and The Huntington Investment Company. She serves on the boards of Advocating Opportunity, a nonprofit providing legal services and advocacy for trafficked persons, the Arts Commission of Greater Toledo, and Lourdes University. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and approximately two years of industry experience. Prior to joining Ameritas, Morgan worked at Northwestern Mutual and several mortgage firms. Morgan is also involved with Deverna & Co Financial, providing investment advisory and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Umihiko Saito is a financial advisor with Eagle Strategies (NY Life) in Perrysburg, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Eagle Strategies since 2009 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company, both since 2006. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.