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.

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.

Regina Unger is a financial advisor at KCD Financial, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various insurance companies, including Protective Life Insurance Company and Symetra Life Insurance, among others. Unger is also an independent insurance agent and serves on the finance and capital campaign committees at Canfield Presbyterian Church. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm offers asset management, financial planning, and portfolio appraisal services to individuals, corporate pension and profit-sharing plans, and charitable organizations, using third-party management programs and a range of investment strategies tailored to client goals and risk tolerance.

Bruce Averback is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds the Series 63 designation and previously worked at Stifel for 10 years before joining Thurston Springer Financial in 2019. Thurston Springer serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to active momentum models.

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.

Peter Tedde Jr. is a financial advisor with StoneX Advisors Inc. in Youngstown, OH, holding a Series 66 designation and bringing 34 years of industry experience. He has worked with StoneX Advisors since 2015 and was previously with Wrp Investments, Inc. for 15 years. Outside of his advisory role, he is also licensed as an insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services through independent advisors and an in-house Private Client Group. The firm employs a range of model-based and advisor-managed solutions and supports multiple account structures.