Matthew Dunn is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC in Hudson, OH. His prior roles include positions at firms such as LPL Financial and Stratos Wealth Securities. ARQ Wealth Advisors provides fee-only asset management and financial planning to high-net-worth individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs a multifaceted investment approach that incorporates asset allocation, fundamental and technical analysis, and derivatives strategies within separately managed accounts.

Michael Embrescia is a financial advisor with EmVision Capital Advisors, LLC in Aurora, Ohio, holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Commonwealth Financial Network since 2022 and has been with EmVision Capital Advisors since 2014. Outside of his advisory role, Embrescia is involved in fixed insurance sales. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm integrates family office operational services and employs a customized, committee-reviewed investment process across liquid and illiquid asset classes.

Douglas Mackay is a CFA® charterholder with 29 years of industry experience. He has been with Broadleaf Partners, LLC since 2005. Mackay serves on the investment committees for Peg's Foundation and the Miami University Foundation, advising these endowments on their investment strategies. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection, and financial planning. The firm uses a model-based investing approach combined with security selection and employs a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

David Jakubowski is a financial advisor at Ellsworth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. He has been with Ellsworth Advisors since 2021. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers both discretionary and non-discretionary portfolio management, pension consulting, and family office support.

Kelly Kuennen is a CFP® with 32 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. Prior to this, Kuennen worked at Stratos Wealth Partners and LPL Financial from 2015 to 2018. In addition to financial advising, Kuennen is a licensed independent insurance agent, occasionally offering clients advice related to insurance. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm customizes portfolios through Investment Policy Statements and employs a mix of analytic approaches, offering discretionary management, pension consulting, and family office support.

Michael Schindler is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Ellsworth Advisors, LLC since 2018 and previously held roles at Cortland Private Wealth Management, Ellsworth Private Wealth Management, Stratos Wealth Partners, Ltd, and LPL Financial. In addition to his advisory work, Schindler is a licensed insurance agent and occasionally provides insurance advice to clients. Ellsworth Advisors, LLC serves individual clients, corporations, trusts, and retirement plans with customized portfolio management and comprehensive financial planning. The firm employs a range of analytic approaches and manages assets through discretionary authority, third-party managers, and private placements, while also providing pension consulting and family office support.

Ryan Coulter is a financial advisor at Demming Financial Services Corp. with five years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Corporation and Custom Planning Solutions, LLC. Demming Financial Services Corporation serves individual and high-net-worth clients as well as pension, trust, and corporate accounts, providing financial planning, consulting, and portfolio management services. The firm emphasizes fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and risk management, managing approximately $766 million in assets.

Noah Anthony is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at EmVision Capital Advisors and Commonwealth Financial Network since 2022. Outside of advising, he is the owner and president of NPA Wealth Solutions, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, and compliance services while offering a range of investment program structures and discretionary model portfolios.

David Sleeter is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently serves at Ruggaard & Associates and has prior experience with LPL Financial and Cetera Advisor Networks. Outside of his advisory role, he is involved in agricultural operations as secretary and director of family farm corporations in Nebraska and Illinois. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach combining fundamental, technical, quantitative, and qualitative analysis, offering a range of strategies tailored to client objectives and risk tolerances, with ongoing account monitoring and quarterly reviews.

Alexander Kimes is a financial advisor with EmVision Capital Advisors, LLC holding a Series 66 designation and three years of industry experience. His work history includes roles at EmVision Capital Advisors and Commonwealth Financial Network, as well as earlier positions outside finance. He is involved in fixed insurance sales during business hours. EmVision Capital Advisors serves high-net-worth individuals, families, trusts, and related entities, providing discretionary investment management and comprehensive financial advisory services tailored through customized Investment Policy Statements and a diverse asset-allocation framework.

Randal Mears is a financial advisor with EmVision Capital Advisors, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1993 and previously led Mears Financial Services as president and sole owner. Mears serves as Secretary of the Board of Directors for Cardinal Credit Union in Mentor, Ohio. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment approach uses customized asset-allocation models across liquid and illiquid asset classes, supported by an investment committee and ongoing client communication.

Timothy Clepper is a financial advisor at Ellsworth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including positions at Cortland Private Wealth Management, Stratos Wealth Partners, and LPL Financial. Outside of his advisory work, he serves as president of Kaulig Companies Ltd., a single-member family office, and is a board member of both the Rock & Roll Hall of Fame and Akron Children's Hospital. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs a range of analytic approaches to portfolio management, offers family office support, and combines access to private funds and alternative investments with pension consulting and insurance services.

Robert Nickoson is a financial advisor at St. Bernard Financial Services, Inc. with 20 years of industry experience. He has worked at Coppell Advisory Solutions, LLC since 2013 and operates the Robert Nickoson Financial Group. Additionally, he is an independent insurance agent specializing in fixed annuities, life, accident, health, property and casualty, and commercial insurance. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth strategy using tactical asset allocation and offers both fee-based and commission-based solutions.

Bailey Hemming is a financial advisor at Western Wealth Management LLC with a Series 66 designation and approximately one year of industry experience. Prior to joining Western Wealth Management and LPL Financial LLC in 2026, Hemming worked at the Federal Reserve Bank of Cleveland in 2025 and has a background in education with Aurora City Schools and John Carroll University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed model portfolios alongside various third-party programs.

Gilbert Cotto is a CFP® with 23 years of industry experience, currently serving at Earned Wealth Advisors, LLC since 2025. His prior experience includes roles at Kohmann Bosshard Financial Services, Stratos Wealth Partners, and BNY Pershing. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning techniques and offers a range of services including discretionary wealth management and retirement-plan advisory.

Andrew Reed is a financial advisor at Midwestern Securities Trading Company, LLC, holding a Series 66 designation with nine years of industry experience. He has been with Midwestern Securities since 2016. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, using a combination of discretionary model portfolios and third-party managers along with non-discretionary recommendations from advisors.

Kimball Kistler is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Royal Fund Management and Regal Investment Advisors since 2013 and has operated Kistler Capital Management since 1999. In addition to his advisory roles, he works as an independent insurance agent. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm develops customized Investment Policy Statements and employs fundamental, technical, and cyclical analysis to implement a range of strategies, including options writing, with regular portfolio monitoring aligned to client risk tolerances.

Michael Ciccone is a financial advisor with StoneX Advisors Inc. in Hudson, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Ciccone also owns and operates a financial services business under the name DCP Asset Management, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group to deliver solutions through proprietary models, third-party money managers, and various account structures.

Richard Geiger is a financial advisor at Stratos Wealth Advisors LLC with 29 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Stratos Wealth Advisors in 2026, he worked for Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2016 to 2026. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients by providing financial planning and portfolio management through various platforms, including advisor-managed programs and third-party investment adviser solutions. The firm’s integrated relationship with SEI-affiliated businesses offers access to specialized investment management, custody, and cash management services.

Matthew Garner is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at Ameriprise Financial Services, LLC, LPL Financial, and Firstmerit Bank NA. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm sponsors multiple wrap-fee programs using an open-architecture model that combines third-party Sub-Managers and Wrap Strategists with proprietary Private Bank models.