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.

Samuel Moore is a Series 65-licensed financial advisor with Wealthcare Capital Management LLC, bringing seven years of industry experience. Prior to his financial career, he served in the United States Army from 2014 to 2018. Outside of advising, Moore operates Moore's Maple Farm, LLC, a maple syrup production business. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes 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 an evidence-based framework.

Kenneth Oyler is a financial advisor at CoreCap Advisors with a Series 66 designation and three years of industry experience. Prior to joining CoreCap Advisors in 2025, he worked at LPL Financial and held positions at Premier Bank and Huntington National Bank. Outside of his advisory role, he serves as Vice President of the Mill Creek Woods Homeowners Association and is a commissioned notary in Ohio. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and offers access to sub-advisors and third-party asset managers to customize client portfolios.

Michael Lytle is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at American Portfolios and OSAIC. Outside of his advisory role, he serves on the board of GTBL Development Corp, which assists in finding homes for people with disabilities, and also engages in insurance sales. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a dual focus on advisory and brokerage/insurance services.

Christopher Villwock is a financial advisor with CoreCap Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with CoreCap Advisors since 2017 and also operates TLC Insurance Group, which provides Medicare supplement, Medicare Advantage, Part D plans, and property and casualty insurance. CoreCap Advisors serves individual, retirement plan, and institutional clients by offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, bonds, and, when appropriate, options and short sales.

Bradley Walker is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior work includes positions at Beard Financial Services, Inc. and BPS Wealth Advisors, Inc. Outside of his advisory role, he serves as vice president of Beard Pension Services, Inc., a pension consulting and third-party administration firm. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios with asset allocation primarily through mutual funds, ETFs, and separate-account managers, and it offers proprietary investment-company products and index licensing arrangements.

Todd Baxter is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at StoneX Advisors and its affiliated entities since 2017 and previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory work, Baxter is involved in tax preparation and insurance sales through his own firm, Baxter Associates, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various model-based solutions and third-party money managers, supported by integrated platforms and services across the StoneX Group.

Robert Studniarz is a financial advisor at Ausdal Financial Partners, Inc. with 22 years of industry experience. He holds a Series 63 designation and has previously worked at firms including LPL Financial, Stratos Wealth Partners, and American Portfolios Advisors. In addition to his advisory work, he owns a tax preparation business where he prepares federal, state, and local tax returns. 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 provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary strategies across various asset classes.

George Bellish is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at American Portfolios and OSAIC, alongside maintaining Capital Business Strategies since 2004. He is also a member of GMB Strategies, LLC, a holding company unrelated to investment activities. Ausdal Financial Partners manages over $2 billion in client assets through a network of approximately 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various account types, with access to multiple custodians and a combination of advisory, brokerage, and insurance services.

Robin Roberts is a financial advisor with HBKS Wealth Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2009 and has been involved with multiple HBKS affiliated entities since 2002. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs a diverse investment approach with discretionary management of tailored portfolios, utilizing various strategies and multiple platform arrangements.

Mowry Young II is a Series 66-licensed financial advisor with Wealthcare Capital Management LLC in Canfield, Ohio, where he has worked since 2010. He has 23 years of industry experience. Outside of his advisory role, he holds a 20% interest in a limited liability company that owns commercial real estate in Reno, Nevada. Wealthcare Capital Management LLC is a multi-team SEC-registered firm managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach with model portfolios primarily consisting of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Vinny Di Renzo is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has been with StoneX Advisors since 2026 and has prior experience at StoneX Securities Inc. from 2022 to the present. Before entering the financial industry, he was affiliated with Youngstown State University from 2018 to 2022. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through proprietary models and third-party managers with platforms that support tax-aware and customized portfolio solutions.

Mark Hadley is a CFA® charterholder with eight years of industry experience, currently serving with ValMark Advisers, Inc. since 2018. He also has experience with BPS Pension Advisors, Inc. and BPS Wealth Advisors, Inc. outside of ValMark. In addition to his advisory work, Hadley engages as a personal running coach through Railroad Athletics, LLC. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation implemented primarily through mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.

Randall Beard is a financial advisor at StoneX Advisors Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015 and StoneX Securities since 2014. Beard is also the owner of RKB Investments, a sole proprietorship that handles his personal business accounting. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm offers a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Daniel Bradaick is a financial advisor at WesBanco Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Premier Bank, Cetera, and HOME SAVINGS BANK. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee programs and third-party managed solutions, combining multiple analytical methods and strategies while maintaining primarily nondiscretionary accounts.

Eric Clayton is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and nine years of industry experience. He has worked with BPS Wealth Advisors, Inc. since 2019 and BPS Pension Advisors, Inc. since 2014. Outside of advising, he is a salaried employee at Beard Pension Services, Inc., a third-party administration firm specializing in retirement plan consulting for small companies. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Dustin Sturm is a CFP® and ChFC® with 14 years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021 and previously spent nine years with Nationwide Investment Services Corp. Outside of his advisory role, he is the president and owner of FERF, LLC, a business involved in managing rental properties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and model-based strategies for portfolio implementation.

James Rafoth is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Beard Financial Services, Inc. and BPS Pension Advisors, Inc., where he has served for over three decades. Outside of his advisory work, he acts as a pension consultant and president of Beard Pension Services, a third-party administrator for retirement plans serving small businesses. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a variety of proprietary and third-party platforms alongside sub-advisory and wrap fee programs.

Christopher Bland is a financial advisor with StoneX Advisors Inc. in Austintown, OH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services from 2014 to 2017. Outside of his advisory role, he is a CPA involved in tax preparation through Baxter Associates, LLC, and serves as treasurer for the Ice Castle Scholarship Fund, a charitable organization supporting Youngstown State University. 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 strategies, supported by platforms like Envestnet and Advyzon, and is part of the broader StoneX Group, which offers integrated clearing, custody, and lending services.

Merrill Whippo Jr. is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank N.A. prior to joining Huntington. He has been with The Huntington Investment Company since 2017, serving in various capacities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate investment strategies.