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.

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.

Marie Studniarz Rudolph is a financial advisor with Ausdal Financial Partners, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at OSAIC, American Portfolios Financial Services Inc, Stratos Wealth Partners, LTD, and LPL Financial. In addition to her advisory work, she is a commissioned notary public, providing notary services for client documents as needed. 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 range of investment and financial planning services tailored to each client’s objectives, using multiple custodians and integrating third-party managers into client solutions.

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.

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.

Michael Williams is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 63 designation and 15 years of industry experience. He has worked at Fusion Capital Management since 2019 and has prior experience with Panthrex Asset Management LLC and Virtue Capital Management, LLC. Additionally, he has been involved with The Williams Group since 1991, where he also works as an insurance agent. Fusion Investment Advisors, operating under Coppell Advisory Solutions, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm employs an open-architecture platform utilizing both fundamental and technical analysis to implement tailored investment strategies across a broad range of asset classes.

Jeffrey Davies is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Moors & Cabot since 2005, following eight years at Wrp Investments, Inc. Moors & Cabot serves a diverse client base including 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, allowing advisors to tailor portfolios using various analytical strategies and access to third-party sub-advisors.

Samantha Felger is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. She has worked with Navy Federal entities since 2021 and previously held positions at First Command and Mariner Finance. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs using third-party portfolio managers and provides a range of investment solutions, including automated ETF portfolios and unified managed accounts.

Bryan Brown is a financial advisor at Wealthcare Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Wealthcare Capital Management since 2010. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm offers a range of portfolio management and advisory services, utilizing 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 proprietary quantitative tools.

Jason Bernat is a financial advisor with BFC Planning, Inc. He holds a Series 63 designation and has 16 years of industry experience. Bernat has been with BFC Planning since 2014 and is also affiliated with several financial services firms dating back to 2007. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs using multiple platform arrangements and investment strategies.

Jessica Morrow is a financial advisor at HBKS Wealth Advisors with two years of industry experience. She holds a Series 65 credential and has previously worked at EY, John Carroll University, Center Street Technologies, HBK CPAs & Consultants, and HBK Sorce Insurance LLC. In addition to her advisory role, she is an insurance agent with HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and multiple platform arrangements, providing a range of strategies including fixed income, alternatives, and cryptocurrency exposure.

Thomas Cimoric is a financial advisor at Ausdal Financial Partners, Inc. He holds a Series 66 designation and has been in the financial services industry since 2018. His prior experience includes roles at Capital Business Strategies and Novitas Solutions Inc. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of services such as advisor-managed accounts, separately managed accounts, unified managed accounts, and access to third-party managers, with investment strategies tailored to each client’s objectives and risk tolerance.

Mark Smallwood is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Beard Financial Services, Inc., and BPS Wealth Advisors, Inc. Outside of his advisory work, he serves as Treasurer for Canfield Band Parents, Inc. and provides financial forecasting and business consulting services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and portfolio rebalancing.

Jay Dias is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including LPL Financial LLC, Premier Bank, Cetera, and The Huntington Investment Company. Outside of his advisory role, he officiates local minor sports through the Ohio Athletic Association. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through various programs, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Richard Horvath is a financial advisor with BFC Planning, Inc. He holds over 27 years of industry experience and has worked at BFC Planning since 2014. His prior roles include positions at Berthhel Fisher and Company Financial Services, American Financial Services, and Allstate Insurance. Horvath has also operated as an independent insurance agent since 1996. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs, employing a range of investment strategies while excluding advice on futures, hedge funds, and digital assets.

Brent Nelson is a financial advisor with Stonex Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 28 years of industry experience. He has worked at Stonex Advisors since 2015 and at StoneX Securities Inc. since 2014, following 14 years at Wrp Investments, Inc. Nelson is also involved as an agent and advisor in a fixed indexed business on a limited basis. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through independent advisors and an in-house Private Client Group, utilizing multiple account structures, model-based solutions, and third-party money managers.

Anthony Scrocco is a CFP® with 12 years of experience in financial advisory. He has worked at HBKS Wealth Advisors since 2013 and has prior experience with Park Shore Partners LLC and Hill Barth & Kingl LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management and financial planning. The firm employs a range of strategies across asset classes and offers specialized services for high-net-worth clients, using proprietary models and multiple platform arrangements.