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.

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.

Matthew Reghetti is a Series 65 credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2025. His prior experience includes roles at Aurum Wealth Management Group and Wunderlich Securities, Inc. Wealth Enhancement Advisory Services is an enterprise-scale firm managing over $122 billion in regulatory assets under management. The firm offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans, utilizing a diversified investment approach that blends passive and active managers and incorporates quantitative, momentum, and fundamental analysis.

Tyler Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wealth Enhancement, he worked at Marcum Wealth for two years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with oversight from an internal Investment Committee.

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.

Scott Wilkinson is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at The Huntington Investment Company since 2004 and previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate investment strategies, with portfolio management supported by National Financial Services custody.

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.

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.

Kevin Surnear is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Ohio Roofing and Restoration Solutions, Inc. and operated Surnear Insurance and Financial Services, INC. from 2013 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Philip Robinson II is a Series 66-licensed financial advisor with Edward Jones, based in Massillon, OH, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at AstraZeneca Pharmaceuticals and Teva Pharmaceuticals for a total of 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 financial advisors and over 15,000 branch offices nationwide.

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.

Nichole Coyle is a CFP® with 14 years of industry experience, currently affiliated with Cetera. She has held roles at Impact Financial Planning, Impact Wealth Management, and Cetera since 2023. In addition to her financial advisory work, she owns Nichole Coyle Photography, LLC, where she books photo sessions and sells prints. She also operates a business education and coaching venture producing blog posts, workbooks, and e-courses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management options and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers.

Theresa Meinen is a financial advisor with Primerica Advisors in North Lawrence, OH, holding a Series 63 designation and 39 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1985. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, offering a range of investment models implemented with oversight from BNY Mellon Advisors.

Andrew Varca is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked for The David J. Joseph Company/TEXAS PORT RECYCLING from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Tiffany Troyer is a financial advisor with Ameriprise in Orrville, Ohio, holding a Series 66 designation and 10 years of industry experience. She previously worked at Kestra Advisory Services, Kestra Investment Services, and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team and investment recommendations that leverage proprietary research and external data.