Richard Canestraro Jr. is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 40 years of industry experience, including 28 years with Nationwide Insurance Company and Nationwide Advisory Services, Inc. He also operates the Canestraro Insurance Agency. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Brad Marzano is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Schwab Retirement Plan Services, The Huntington Investment Company, LPL Financial, and Voya Financial Partners. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering a range of managed advice programs that combine proprietary portfolio models and third-party expertise with a focus on asset allocation and retirement guidance.

John Vertal is a CFP® and PFS™ with 21 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Securities America Advisors, Inc. and Securities Service Network, Inc. He also owns John Vertal CPA and Associates, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based options.

Cody Huth is a financial advisor at &PARTNERS with a Series 66 designation and three years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Advisors. Outside of advisory work, he serves as a football official for the Ohio High School Athletic Association and is a boys basketball coach at Dalton Local Schools. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, and operates under dual registration as a registered investment adviser and broker-dealer.

Nicholas Swigart is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2012. Additionally, he co-owns and operates the Swigart-Braunschheidel Insurance Agency, which focuses on selling and servicing life and health insurance. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting through a large network of investment adviser representatives who offer both discretionary and non-discretionary portfolio management using a blend of proprietary and third-party strategies.

Logan Swartzentruber is a financial advisor at &PARTNERS with five years of industry experience. He previously worked at Wells Fargo Advisors and Thrivent Investment Management Inc. Outside of his advisory role, he serves as an assistant golf coach at Dalton High School. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary approaches.

Joseph Watters III is a financial advisor with The Huntington Investment Company in Wadsworth, OH. He holds a Series 66 designation and has 18 years of industry experience. He has worked at The Huntington Investment Company since 2008 and previously at The Huntington National Bank from 2007 to 2017. 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 employs an open-architecture model combining third-party sub-managers and internal private bank strategies, offering a range of wrap-fee programs on the Envestnet MAS platform.

Mark Norton is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and possessing 22 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2017, and previously with Voya Financial Advisors from 2014 to 2017. Stratos Wealth Partners serves a diverse group of individual and institutional clients, providing financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm’s investment approach combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians.

Karla Kaforey is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and bringing 18 years of industry experience. She has been with The Huntington Investment Company since 2017, previously working at LPL Financial, LLC from 2014 to 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model with a range of wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary investment offerings.

Chad Boreman is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2011 and has prior experience with Minnesota Mutual dating back to 1996. Boreman serves as a board member of the Tri-County Board of Education and is the owner and CEO of a family logistics and maintenance business. Stratos Wealth Partners serves a wide range of individual and institutional clients, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary management across multiple custodians.

Kathy Martin is a financial advisor with Stratos Wealth Partners, Ltd, holding 15 years of industry experience. She has worked at Stratos Wealth Partners since 2017 and previously held positions at LPL Financial, Voya Financial Advisors, and Briggs Financial Group. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

David Ebner is a financial advisor with Independent Financial Group, LLC in Wadsworth, OH, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior work includes roles at New England Securities, Equitable Advisors, Invest Financial Corporation, and Charter One Securities. Outside of his advisory work, he serves as a financial and business advisor and CFO for a family-owned retail business. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, and institutional entities. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies across various risk profiles.

Nikolas Kaufman is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments LLC since 2022, following tenure at The Huntington Investment Company from 2013 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and managed portfolios consisting of mutual funds and ETFs.

Ryan Spengler is a financial advisor with Thrivent Investment Management in Wooster, Ohio, holding a Series 66 license and seven years of industry experience. He has been with Thrivent since 2018 and previously worked at Indiana Wesleyan University. Outside of his advisory role, he serves as a board member for Grace Church in Wooster. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics without managing assets directly. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping those services separate.

Johanna Kelleman is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Donald Moss is a financial advisor with Raymond James & Associates in Burbank, Ohio, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Purshe Kaplan Sterling Investments, Jason M. Orsky Wealth Management, and served 21 years with the Elyria Police Department. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services that combine risk profiling and software-driven analyses with a broad range of portfolio management styles.

Kevin Gundrum is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Valmark Securities, LLC and PNC Investments. Gundrum is based in Wadsworth, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional solutions.

Daniel Artrip is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2013 and is a part owner and secretary of Ramsier Financial Services, Inc. He also conducts educational seminars on retirement planning at Wayne County Schools Career Center and volunteers pro bono financial education services for Wings for Widows. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a network of over 10,000 advisors and roughly 800,000 clients.

Michael Crandall is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. He has been with Cetera and its related entities since 1999 and also serves as president of Crandall Tax Service Inc., a tax and accounting practice he has led since 1992. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Michelle Lance is a financial advisor at Charles Schwab with 22 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2015. Prior to Schwab, she worked at JC Penny from 2009 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a multi-asset investment approach supported by in-house research and alternative investment options.