Robert Holler is a financial advisor at D.B. Root & Company, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 20 years at Chapel Street Advisors LLC before joining D.B. Root & Company in 2024. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $829.8 million in discretionary assets and $9.73 billion in assets under advisement, serving around 747 client relationships through a multi-advisor team.

Eric Croak is a CFP® with 10 years of industry experience, currently serving at Croak Capital in Toledo, OH. He has held roles at CAM Tax, LLC and CAM Insurance, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Croak also maintains a longstanding affiliation with Creative Financial Partners. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with formal ties to affiliated accounting and insurance entities.

Mahamed Moubarak is a CFP® professional with five years of experience at Munn Wealth Management, LLC and additional experience at Quicken Loans, LLC and WorldBridge Partners, LLC. He holds health and life insurance licenses in Michigan, Ohio, and Illinois. Moubarak also worked in retail at Dave's Running Shop for six years. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm provides asset management and financial planning with a focus on discretionary management using investor profiles and risk-tolerance assessments, incorporating proprietary and quantitative strategies alongside third-party managers and alternative investment techniques.

James Burnor is a financial advisor at Croak Capital with 13 years of industry experience. He holds a Series 63 designation and has worked at firms including MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Burnor operates a family-owned real estate appraisal business and an insurance agency. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with additional affiliations in accounting and insurance services.

Nathan Wood is a financial advisor at McDonald Partners LLC in Bowling Green, OH, with three years of industry experience. He holds a Series 66 designation and previously worked at The Old Fort Banking Company and The Ohio State University. Wood is also a licensed insurance agent who sells variable annuity, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities alongside private fund management.

Terrel Eisert is a financial advisor with The Retirement Guys Formula, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Peak Brokerage Services, Blackridge Asset Management, Sterne Agee, and independent insurance agency work spanning over two decades. Outside of finance, he is involved in art sales through Andrea Eisert Abstract Art. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses its proprietary Independent Income System, blending multiple asset-allocation strategies and risk management tools, and manages approximately $300 million in discretionary assets across a team of ten advisors.

Chaz Price is a CFP® professional with 21 years of industry experience, currently serving as an advisor at The Retirement Guys Formula. His prior roles include positions at Peak Brokerage Services, Raymond James Financial Services, and Medicare Advantage Plans. Outside of advising, he owns Customer Retirement Planners, LLC, where he consults on marketing strategies and business succession planning for other financial advisors. The Retirement Guys Formula provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporate clients. The firm utilizes a proprietary allocation system and offers discretionary portfolio management, consulting, and sub-advisory services through a team of ten advisors.

Griffin Oehlers is a financial advisor at Venture Visionary Partners LLC with a Series 65 designation and four years of industry experience. He has been with Venture Visionary Partners since 2017 and previously worked at TDC Investment Advisory and Improveit! Home Remodeling. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios according to client objectives and risk profiles.

Hannah Kirk is an Investment Advisor Representative at McAdam LLC with two years of industry experience. She holds a Series 66 designation and has worked previously at Thrivent Financial and Financial Express. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Jeffrey Barefoot is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 designation and over 42 years of industry experience. He has served as President and CEO of Ressourcement, Inc. since 2012 and has been affiliated with M HOLDINGS SECURITIES, Inc. since 2004. In addition to his advisory roles, he is a board member of the Foundation for Life of Northwest Ohio and holds a law license with occasional volunteer pro bono work. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory.

Ryan Borucki is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Venture Visionary Partners LLC since 2020. His prior work includes roles at D.B. Root & Company, LLC, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. He is also an independent licensed insurance agent affiliated with Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary portfolio management alongside retirement-plan consulting and implementation.

Tyler Mckean is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Kestra in 2020. Outside of his advisory role, he is a sole member of Tyler Mckean Enterprises LLC, which he uses for tax purposes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.

Ronald Myers Jr. is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Advisory Alpha in 2020, he worked at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2008. In addition to his advisory role, Myers is licensed as a life and health insurance salesperson with Citizen Advisory Group. 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 RIAs, managing a diverse range of portfolios with discretionary allocation and a variety of managed strategies.

Martin Lopez Tuero is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC since 2020. He has previously worked at Citizen Advisory Group, Planners Alliance, LLC, Charles Schwab, and held a position with the State of Indiana. In addition to his advisory role, he is licensed to sell insurance products. Advisory Alpha, LLC 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 acts as a subadvisor or co-advisor for other registered investment advisors, managing portfolios that include a diverse range of managed strategies typically implemented through fund-of-funds structures.

Robert Retzloff is a financial advisor at Venture Visionary Partners LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc and Purshe Kaplan Sterling Investments. Retzloff is also an independent insurance licensed agent and serves as a compliance officer for Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a range of investment approaches, including fundamental, technical, and modern portfolio theory, and offers services such as discretionary portfolio management, retirement-plan consulting, and integrated financial planning.

Jordan Harrigan is a financial advisor at Venture Visionary Partners LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill for seven years and Hobby Lobby for eight years. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs customized portfolios based on client objectives and risk profiles, utilizing a combination of fundamental, technical, and modern portfolio theory approaches.

Matthew Moses is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Camelot Portfolios, LLC for 12 years before joining OneAscent in 2022. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, unified managed accounts, and consulting, utilizing individualized asset-allocation guidelines and various model-based platforms.

Andrew Kinder is a CFP® and ChFC® practicing at Foundations Investment Advisors LLC with seven years of industry experience. His prior roles include positions at MDRN Capital, Sequoia Financial Group, Buckingham Strategic Wealth, Morgan Stanley, and Merrill Lynch. He is also an insurance agent with MDRN Insurance, LLC, dedicating approximately 10% of his time to that activity. Foundations Investment Advisors serves a broad client base with financial planning and portfolio management, employing a network of affiliated offices and investment adviser representatives. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing to manage client assets.

Ian Thanasiu is a financial advisor at Advisory Alpha, LLC with two years of industry experience. Prior to joining Advisory Alpha, he worked at W&S Brokerage Services and Western & Southern Life, where he also served as a full-time sales agent. Before his career in finance, he worked at Expresso Car Wash and was employed by the Perrysburg School System. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients through a team of approximately 60 advisors. The firm employs a fund-of-funds approach overseen by a centralized Investment Team and is noted for its roles as a subadvisor and co-advisor to other registered investment advisers.

Luke Franks is a financial advisor at Advisory Alpha, LLC with Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at Fifth Third Securities, Fifth Third Bank, and Citizen Advisory Group. He also holds a license to sell fixed insurance products. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, providing financial planning and retirement-plan solutions. The firm follows a fund-of-funds investment approach, serving as a subadvisor and co-advisor to other registered investment advisers.