Regina Unger is a financial advisor with KCD Financial, Inc. in New Waterford, Ohio, holding Series 65 and Series 63 licenses and eight years of industry experience. Her career includes roles at multiple life insurance companies and health insurers, including Protective Life Insurance, Symetra Life Insurance, Medical Mutual, and United Healthcare. In addition to her advisory work, she serves on the finance and capital campaign committees of Canfield Presbyterian Church. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm provides asset management, financial planning, and portfolio appraisal services to individuals, corporate pension and profit-sharing plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies and third-party management programs.

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.

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®-certified financial advisor with 17 years of industry experience. He is currently a Senior Financial Advisor at HBKS Wealth Advisors and has prior experience at Purshe Kaplan Sterling Investments and Edward Jones. He serves on the board of directors for the Canfield Soccer Club, a nonprofit organization supporting youth soccer in the community. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm utilizes tailored portfolio strategies across multiple platforms and offers a dedicated high-net-worth service along with a range of investment options including fixed income, alternatives, and cryptocurrency exposure.

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., holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at multiple firms including BPS Wealth Advisors, Inc. and Beard Financial Services, Inc. Berlin also serves as president of the Berlin Fund, a charitable organization that distributes gifts to nonprofits supporting children and young adults in Northeastern Ohio, and holds board positions with the Youngstown YMCA and its Camp Fitch branch. 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 portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with ongoing monitoring and rebalancing by its advisory representatives.

Thomas Ankrom is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at CoreCap Investments, Ameritas Investment Corp., and CCF Investments, Inc. In addition to advisory work, he owns and operates Ankrom Tax Preparation, providing income tax preparation services since 1992. CoreCap Advisors serves individual, retirement plan, and institutional clients, offering discretionary portfolio management and financial planning. The firm emphasizes a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, bonds, and selective options strategies, while managing multiple ownership and affiliate relationships.

Raymond Housteau II is a financial advisor at Saxony Capital Management, LLC with a Series 66 designation. He has been with the firm since 2026 and has prior experience working at Capital Group of America and Catholic Charities Diocese of Youngstown. Outside of finance, he has held various roles including self-employment and employment at companies such as Amazon and Pizza Hut. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients like retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with numerous advisors and employs diverse investment strategies, including discretionary asset management and consulting services.

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 four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Premier Bank. Outside of his advisory role, he serves as Vice President of the Mill Creek Woods Homeowners Association. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary portfolio management and financial planning. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, individual equities, and bonds, while also selecting and overseeing third-party sub-advisors.

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.

Tarick Bernat is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., bringing 32 years of industry experience. He serves as president of American Financial Services and owns American Financial Tax Services, which provides tax preparation services. BFC Planning, Inc. serves a broad mix of clients, including individuals, corporations, banks, and pension plans, offering financial planning, portfolio management, and access to various sub-advisory and third-party manager programs through a network of approximately 200 investment adviser representatives.

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.

Ted Baird is a financial advisor at StoneX Advisors Inc. with 48 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2017 and StoneX Securities since 2014. Outside of his advisory role, he is a licensed insurance agent involved in selling fixed annuities, life, and disability insurance through TW Baird Financial Services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement investment strategies across multiple account structures.

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.

Ryan Housteau is a financial advisor at Saxony Capital Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Saxony Capital Management since 2025, following prior experience at Saxony Securities and Equity Services Inc. Outside of his advisory role, he has experience in non-variable insurance sales. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee consulting, utilizing a variety of investment methods and third-party managers.

Mandie Hiznay is a financial advisor at Stonex Advisors Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stonex Advisors since 2015. In addition to her work as a financial advisor, she owns and operates an insurance agency focused on insurance sales and account servicing. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through both independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies using proprietary models, third-party money managers, and various technology platforms.

Ryan Tunison is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Moors & Cabot since 2021, with prior experience at FEIC Financial, Inc., AVI FoodSystems, and Walmart. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting services, with portfolio strategies tailored to clients’ objectives and risk tolerances.

Michael Sabelli is a CFP®-designated financial advisor with 35 years of industry experience. He currently works at Saxony Capital Management, LLC and has held prior roles at Saxony Securities, Inc., Nationwide Securities, LLC, and 1717 Capital Management Company. Outside of advising, he is a CPA and owner of Michael E Sabelli & Associates, a public accounting and financial planning firm, and serves as a board member of the Silver Lining Cancer Fund, Inc. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team approach and employs a range of investment methods, including charting, fundamental, technical, and cyclical analysis.