Kevin Brown is a financial advisor at Union Capital Company with 41 years of industry experience. He has been with Union Capital since 2015. Outside of his advisory role, he is a 50% partner and vice president of Specialty Insurance and Financial Services, where he is involved in sales and management of life, health, disability, annuity, long-term care, dental, and vision insurance products. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary management using a range of investment vehicles including mutual funds, ETFs, and equities.

Frank Filisky is a CFP® and ChFC® with 21 years of industry experience. He has been with Tucker Asset Management LLC since 2015 and has operated his own advisory business, Frank C. Filisky LLC, since 2011. Outside of his advisory work, he owns and operates the Frank Filisky Insurance Agency, providing life, health, long-term care insurance, annuities, and tax preparation services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm utilizes a top-down, macroeconomic asset-allocation approach to manage discretionary portfolios and offers a range of growth, fixed-income, and alternative investment strategies.

John Morvay is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 36 years of industry experience. He previously worked at American Portfolios for 17 years and OSAIC for one year. Outside of advising, he serves as an adjunct professor of economics at Walsh University and is a member of the board of directors for Sand Dunes Shores Resort. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of investment and financial planning services tailored to client objectives through a nationwide network of advisors.

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trustmont Advisory Group since 2021. In addition to his advisory role, Barzak has operated Barzak Insurance & Consulting since 2013 and serves as an official for OHSAA, NCAA, and USA softball and basketball games. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, focusing on a long-term investment outlook supported by public research and adviser judgment.

Ryan Tiesi is a CFA® charterholder with six years of industry experience. He has worked at JFS Wealth Advisors, LLC since 2019 and previously spent nine years at Ernst and Young. Outside of his advisory role, he serves on the advisory board of Tecum Capital Partners, a multi-strategy investment firm. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm develops client-specific Financial Goal Plans and uses an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios through mutual funds, ETFs, and private investment options.

Tiffany Danso is a CFP® professional with four years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC. She has been with JFS Wealth Advisors since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan for each client, employs Modern Portfolio Theory in setting allocations, and provides access to private investment funds as well as ERISA plan services.

Nicholas Cannon is a financial advisor at Ausdal Financial Partners, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios and Emerge Capital Management. Outside of advisory work, he is involved in insurance sales and owns a business specializing in real estate 1031 exchanges. 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 a range of advisory programs and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies implemented on both discretionary and non-discretionary bases across various asset classes.

Todd Fennick is a financial advisor with LaSalle St. Investment Advisors, L.L.C. and holds a Series 63 designation. He has 30 years of industry experience, including prior roles at Sterne Agee and ownership of Fennick Financial Services. Outside of his advisory work, Fennick is a 50% owner of a lawncare business and serves on the governing boards of the New Castle Rotary and First Alliance Church. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Gregory Hovanic is a financial advisor at StoneX Advisors Inc. with 35 years of industry experience. He has been with StoneX Advisors since 2015 and is also president of G. D. Hovanic Agency Inc., an insurance and investment sales firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and offers a variety of account structures and model-based solutions.

Louis Colella is a CFP® professional with 11 years of experience, currently serving at JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser that delivers wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal governments. The firm employs a Financial Goal Plan process and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations, offering both discretionary and non-discretionary management across mutual funds, ETFs, and private investment vehicles.

Marie Studniarz Rudolph is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at OSAIC, American Portfolios Financial Services Inc, Stratos Wealth Partners, LTD, and LPL Financial. Outside of her advisory role, she performs notary services on an as-needed basis. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of advisory and brokerage services, developing investment strategies tailored to each client’s objectives and risk tolerance.

Ryan Nisbett is a financial advisor at CoreCap Advisors in Warren, OH, holding Series 63 and Series 65 licenses. He has one year of industry experience, including time at CoreCap Investments, TLC Wealth, and self-employment. In addition to his advisory role, Nisbett works as an independent insurance agent, selling and servicing life and annuity policies. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients, including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Anthony Daprile is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2019, following seven years at Nationwide Securities, LLC. Outside of his advisory role, he owns Daprile Insurance Group, LLC, a property and casualty insurance agency with locations in Warren and New Middletown, Ohio. 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 uses a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement customized investment strategies.

Richard Hofus is a financial advisor at Ausdal Financial Partners, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as employment at Fordham University. 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial relationships.

Joshua Miller is a financial advisor at CWA Asset Management Group with 18 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at F.N.B. Investment Advisors, Erie Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and other institutional investors. The firm employs proprietary in-house research and models, utilizing both active and quantitative strategies with elements such as artificial intelligence, globally diversified portfolios, and various advanced investment techniques tailored to client objectives.

Kenneth Popovec is a CFP®-designated financial advisor with 39 years of industry experience. He has been with Stonex Advisors Inc. since 2015 and previously worked at Wrp Investments, Inc. from 2000 to 2015. Outside of his advisory role, he serves as treasurer for the Canfield High School Hall of Fame Committee and is a board member of the Melina Michelle Edenfield Foundation, which focuses on raising funds for pediatric brain tumor research. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of investment platforms and strategies, including advisor-managed portfolios and third-party money managers, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Matthew Bins Castronovo is a financial advisor at BFC Planning, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Berthel, Fisher & Company Financial Services, Inc. and Rummel, Curry & Regginello Co., LPA. Outside of financial advising, he is an attorney handling Social Security and probate cases and serves as president of a Medicare supplement insurance business; he also operates an eBay account for buying and selling items. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and trusts, providing financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm offers a range of investment programs and employs various platforms and strategies, with distinctive operational practices such as prohibiting certain fee-paying share classes and supporting held-away discretionary management.

Joseph Millard is a CFP® professional with several years of experience at JFS Wealth Advisors, LLC. Prior to joining the firm, he worked at Kohl's and held positions at Youngstown State University and John F. Kennedy Catholic High School. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm combines financial goal planning with investment management through its Lifetime Planning Continuum® and employs an investment approach guided by Modern Portfolio Theory.

Aaron Dayton is a CFP® professional with 14 years of experience in financial advising, currently with JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2012. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and a regular Investment Committee process incorporating Modern Portfolio Theory to guide investment decisions and offers a range of services including continuous investment management, fiduciary retirement plan services, tax preparation, and access to private investment funds.

Amanda Marcello is a Certified Financial Planner (CFP®) with 19 years of industry experience. She has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s investment approach combines a written Financial Goal Plan with oversight from an internal Investment Committee that employs Modern Portfolio Theory to guide portfolio allocations.