Stanley Riggs is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with cfd Investments since 2016. Outside of his advisory work, Riggs serves as a finance committee member at the Bowling Green Church of the Nazarene, where he assists with budgeting and financial decision-making. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations based on five risk objectives and provides specialized strategies including Biblically Responsible Investing.

Megan Cameron is a Series 65 licensed financial advisor with nine years of industry experience. She has been with TFO Wealth Partners since 2016 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base that includes high-net-worth individuals, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Matthew Moses is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Camelot Portfolios, LLC for 12 years before joining OneAscent in 2022. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, unified managed accounts, and consulting, utilizing individualized asset-allocation guidelines and various model-based platforms.

Katharine Heller is a financial advisor at TFO Wealth Partners with a Series 65 credential and experience since 2021. She has held positions at University of Dayton Economics & Finance and worked at Inverness Club and Brandywine Country Club. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office services, retirement plan consulting, and third-party manager allocations for individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, using model portfolios with systematic rebalancing and tax-aware strategies.

Ian Thanasiu is a financial advisor at Advisory Alpha, LLC with two years of industry experience. Prior to joining Advisory Alpha, he worked at W&S Brokerage Services and Western & Southern Life, where he also served as a full-time sales agent. Before his career in finance, he worked at Expresso Car Wash and was employed by the Perrysburg School System. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients through a team of approximately 60 advisors. The firm employs a fund-of-funds approach overseen by a centralized Investment Team and is noted for its roles as a subadvisor and co-advisor to other registered investment advisers.

Luke Franks is a financial advisor at Advisory Alpha, LLC with Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at Fifth Third Securities, Fifth Third Bank, and Citizen Advisory Group. He also holds a license to sell fixed insurance products. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, providing financial planning and retirement-plan solutions. The firm follows a fund-of-funds investment approach, serving as a subadvisor and co-advisor to other registered investment advisers.

Jordan Crabb is a financial advisor at TFO Wealth Partners with eight years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Mariner Wealth Advisors, Column Capital Advisors, Facet Wealth, and Charles Schwab. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion. The firm offers discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations for individuals, high-net-worth clients, trusts, charitable organizations, and businesses. Their investment approach is long-term and allocation-driven, utilizing model portfolios primarily composed of mutual funds and ETFs, with additional options in private market funds and cryptocurrency-linked securities.

Nicholas Bader is a financial advisor at TFO Wealth Partners with a Series 65 license and three years of industry experience. His prior work includes roles at Gilmore Jasion Mahler and various positions at the University of Toledo. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager consulting. The firm employs a long-term, allocation-driven investment strategy based on Modern Portfolio Theory, utilizing model portfolios with mutual funds and ETFs, and provides clients with digital tools such as a document-management platform and estate-planning resources.

Jacob Dryfuse is a financial advisor at TFO Wealth Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at First Insurance Group and Appraisal Research Corporation. Outside of advisory work, he is registered as an Independent Insurance Agent. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing model portfolios with mutual funds and ETFs, systematic rebalancing, and tax-aware strategies.

Michael Lynch is a financial advisor at TFO Wealth Partners with a Series 65 credential and four years of industry experience. His prior roles include work at Juvenile Residential Center of Northwest Ohio and Northwestern Mutual. Outside of finance, he has experience in animal care at Hayden Run Kennels. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion in assets. The firm provides investment management, family office and Family CFO services, and retirement plan consulting to individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses, utilizing a long-term, allocation-driven investment approach based on Modern Portfolio Theory.

Alexander Black is a CFP® professional with 10 years of experience in financial services. He is currently with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2024. Prior to this, he held roles at Fidelity Investments, Mass Mutual Investors Services, Bank of America, Merrill, JP Morgan Chase, and Edward Jones. He serves as President of the Board of Directors for the University of Toledo COBI Alumni Association. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm offers integrated financial and estate planning, business succession consulting, and investment implementation through strategic asset allocation and model portfolios supported by a multidisciplinary team.

James Poling is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Advisory Alpha, LLC, where he has worked since 2020. Prior to that, he held roles at Planners Alliance LLC and AlphaStar Capital Management. Poling is also involved with Citizen Advisory Group, where he serves as a wealth manager and licensed insurance agent. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach to portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Charles Bennett is a financial advisor at Prospera Financial Services, Inc. with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of his advisory role, he serves as president of Deepwood Lane Partners LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Anna Brubaker is a financial advisor at TFO Wealth Partners with two years of industry experience. She holds a Series 65 credential and previously worked at Fastenal, the University of Toledo, Bethesda Care Center, and Lakota Local School District. Outside of her advisory role, she is involved with Safe Harbor Lakefront Marina in Port Clinton, Ohio, where she assists in marina operations. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets and emphasizes long-term, asset-allocation strategies using model portfolios composed of mutual funds and ETFs, supplemented by third-party managers.

Benjamin Winne is a financial advisor with Advisory Alpha, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at firms including Citizen Advisory Group and Winne Financial, LLC. Outside of his advisory roles, he is a co-owner of two pizza restaurants, Padrones Pizza locations in Bluffton, Ohio, and Middlesboro, Kentucky. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a wide range of managed portfolio series.

Nathan Poiry is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and PNC Bank. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds investment approach overseen by a centralized Investment Team and is notable for its subadvisory roles with other registered investment advisers and specialized retirement-plan solutions.

Kristin Rausch is a financial advisor at TFO Wealth Partners with three years of industry experience. She holds a Series 65 designation and previously worked at The Andersons for 11 years, followed by a brief tenure at Sunrise Cooperative. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets using long-term, asset-allocation strategies grounded in modern portfolio theory, employing mutual funds, ETFs, and third-party managers.

Zachary Kent is a financial advisor at TFO Wealth Partners with a Series 65 designation and one year of industry experience. His prior roles include positions at Jessup Wealth Management, KJM CFO Consulting, and various organizations including Hillsdale College and Kroger. TFO Wealth Partners manages approximately $4.85 billion in client assets, serving a diverse range of clients including high-net-worth households, family offices, and corporate clients. The firm focuses on long-term, asset-allocation strategies using model portfolios primarily composed of mutual funds and ETFs, complemented by third-party managers for fixed-income mandates.

Matthew Navarre is a financial advisor with Concorde Asset Management, LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including TIAA-CREF and DeVerna Wealth Management prior to joining Concorde in 2018. Outside of his advisory role, he hosts a weekly podcast discussing current sporting events and serves as a board member of the Society of Financial Service Professionals. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm develops individualized portfolios using model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services and participant advice.

Gehad Youssef is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Peak Brokerage Services, Independent Solutions Wealth Management, and Next Financial Group. He also provides financial planning seminars and estate planning advice through Everest Financial. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations with tailored portfolio management and financial planning. The firm utilizes a network of investment adviser representatives and offers access to model portfolios, third-party managers, and estate-planning referrals.