Michael Williams is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 63 designation and 15 years of industry experience. He has worked at Fusion Capital Management since 2019 and has prior experience with Panthrex Asset Management LLC and Virtue Capital Management, LLC. Additionally, he has been involved with The Williams Group since 1991, where he also works as an insurance agent. Fusion Investment Advisors, operating under Coppell Advisory Solutions, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm employs an open-architecture platform utilizing both fundamental and technical analysis to implement tailored investment strategies across a broad range of asset classes.

Jeffrey Davies is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moors & Cabot since 2005. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers services ranging from discretionary portfolio management to fee-based financial planning.

Bryan Brown is a financial advisor at Wealthcare Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Wealthcare Capital Management since 2010. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm offers a range of portfolio management and advisory services, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee and proprietary quantitative tools.

Jason Bernat is a financial advisor with BFC Planning, Inc. He holds a Series 63 designation and has 16 years of industry experience. Bernat has been with BFC Planning since 2014 and is also affiliated with several financial services firms dating back to 2007. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs using multiple platform arrangements and investment strategies.

Jessica Morrow is a financial advisor at HBKS Wealth Advisors with two years of industry experience. She holds a Series 65 credential and has previously worked at EY, John Carroll University, Center Street Technologies, HBK CPAs & Consultants, and HBK Sorce Insurance LLC. In addition to her advisory role, she is an insurance agent with HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and multiple platform arrangements, providing a range of strategies including fixed income, alternatives, and cryptocurrency exposure.

Thomas Cimoric is a financial advisor at Ausdal Financial Partners, Inc. He holds a Series 66 designation and has been in the financial services industry since 2018. His prior experience includes roles at Capital Business Strategies and Novitas Solutions Inc. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of services such as advisor-managed accounts, separately managed accounts, unified managed accounts, and access to third-party managers, with investment strategies tailored to each client’s objectives and risk tolerance.

Mark Smallwood is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Beard Financial Services, Inc., and BPS Wealth Advisors, Inc. Outside of his advisory work, he serves as Treasurer for Canfield Band Parents, Inc. and provides financial forecasting and business consulting services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and portfolio rebalancing.

Jay Dias is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including LPL Financial LLC, Premier Bank, Cetera, and The Huntington Investment Company. Outside of his advisory role, he officiates local minor sports through the Ohio Athletic Association. 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 various programs, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Richard Horvath is a financial advisor with BFC Planning, Inc. He holds over 27 years of industry experience and has worked at BFC Planning since 2014. His prior roles include positions at Berthhel Fisher and Company Financial Services, American Financial Services, and Allstate Insurance. Horvath has also operated as an independent insurance agent since 1996. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs, employing a range of investment strategies while excluding advice on futures, hedge funds, and digital assets.

Anthony Scrocco is a CFP® with 12 years of experience in financial advisory. He has worked at HBKS Wealth Advisors since 2013 and has prior experience with Park Shore Partners LLC and Hill Barth & Kingl LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management and financial planning. The firm employs a range of strategies across asset classes and offers specialized services for high-net-worth clients, using proprietary models and multiple platform arrangements.

Regina Unger is a financial advisor with KCD Financial, Inc., holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked with multiple life insurance companies and health insurers, including American Amicable Life Insurance, Protective Life Insurance Company, and United Healthcare. Unger also serves as an independent insurance agent through AVR Financial LLC and participates in her local church’s finance and capital campaign committees. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer that offers asset management, financial planning, and portfolio appraisal services to individuals, corporate retirement plans, and charitable organizations. The firm uses a range of investment strategies and third-party management programs, with a business model combining advisory and broker-dealer activities alongside licensed insurance services.

Bruce Averback is a financial advisor with Thurston Springer Advisors in Youngstown, Ohio, holding a Series 63 designation and 45 years of industry experience. He has worked at Thurston Springer Financial since 2019 and previously spent ten years at STIFEL. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, combining fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Richard Morrow Jr. is a financial advisor at HBKS Wealth Advisors with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments. In addition to his advisory role, he serves as treasurer and board member for the Rescue Mission of Mahoning and the Pregnancy Help Center. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of strategies and manages accounts typically on a discretionary basis using proprietary models and multiple platform arrangements.

Stephen Pavlich is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 license and 38 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 34 years before joining his current firm in 2021. Outside of his advisory role, he serves as an uncompensated auditor for SNPJ Fraternal Lodge 153 and treasurer for Auburn Hills Condo Association #2. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, with access to third-party money managers and financial planning services.

Kathleen Indiano is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Inc. and INVEST Financial Corp. Outside of her advisory role, she is the president and owner of Indiano & Company CPAs, Inc., a public accounting firm providing accounting and tax services, and she also assists clients with insurance needs as a licensed insurance agent. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of investment strategies delivered on discretionary and non-discretionary bases.

Robert Smallwood Jr. is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2017 and previously worked at Beard Financial Services, Inc. from 2004 to 2017. Outside of his advisory role, he operates an accounting and business consulting service. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Thomas Taranto is a CFP® professional with 17 years of industry experience, currently serving as a senior financial advisor at HBKS Wealth Advisors. He has worked at Purshe Kaplan Sterling Investments and HBK Sorce Insurance LLC, with overlapping roles at these firms since 2011. He serves on the board of the Canfield Soccer Club, a nonprofit organization that promotes and organizes youth soccer in the community. HBKS Wealth Advisors serves individuals—including non‑high-net-worth and high-net-worth clients—retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models, sub-advisors, and multiple platform arrangements, offering a wide range of strategies without specializing in a single area.

Robert Hyde is a financial advisor with WesBanco Securities, Inc., holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial LLC, Premier Bank, and Cetera Investment Advisers LLC. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, combining various analytical methods and investment strategies.

William Berlin is a financial advisor with ValMark Advisers, Inc. who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has worked at multiple firms including ValMark Advisers since 2017 and has been involved with BPS Wealth Advisors and Beard Financial Services since the early 2000s. Outside of his advisory roles, he is president of the Berlin Fund, a charitable organization supporting children and young adults in Northeastern Ohio, and serves on the boards of the Youngstown YMCA and its Camp Fitch branch. ValMark Advisers provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses diversified, goal-based model portfolios and asset allocation strategies primarily through mutual funds, ETFs, and separate-account managers, and maintains oversight through its investment committee.

Thomas Ankrom is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at CoreCap Advisors since 2019 and operates a tax preparation business, Ankrom Tax Preparation, since 1992. His background also includes roles with Ameritas Investment Corp. and CCF Investments, Inc. CoreCap Advisors serves individual, institutional, and retirement plan clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach emphasizing mutual funds, ETFs, equities, bonds, and selective use of options.