Jeffrey Barefoot is a financial advisor at M Holdings Securities, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with M Holdings since 2004. He is also the President and CEO of Ressourcement, Inc. and serves as a board member for the Foundation for Life of Northwest Ohio. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of advisory services including investment management, financial planning, and sub-advisory services, utilizing multiple platforms and third-party managers.

Tad Sobieszczanski is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with TFO Wealth Partners since 2016 and previously worked at One To One, LLC from 2017 to 2019. 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.

Ronald Myers Jr. is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Advisory Alpha in 2020, he worked at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2008. In addition to his advisory role, Myers is licensed as a life and health insurance salesperson with Citizen Advisory Group. 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 RIAs, managing a diverse range of portfolios with discretionary allocation and a variety of managed strategies.

Martin Lopez Tuero is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC since 2020. He has previously worked at Citizen Advisory Group, Planners Alliance, LLC, Charles Schwab, and held a position with the State of Indiana. In addition to his advisory role, he is licensed to sell insurance products. Advisory Alpha, LLC 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 acts as a subadvisor or co-advisor for other registered investment advisors, managing portfolios that include a diverse range of managed strategies typically implemented through fund-of-funds structures.

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.

Bradley Meister is a CFP® and ChFC® with 41 years of industry experience. He has been with Kovack Advisors, Inc. since 2008. Outside of his advisory role, he serves on the Washington Township Zoning Board in Liberty Center, Ohio. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm’s investment approach focuses on diversified asset-class exposure primarily through mutual funds and ETFs, with additional options tailored to client objectives.

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 financial advisor with Advisory Alpha, LLC, holding a Series 65 credential and 13 years of industry experience. He has previously worked at Planners Alliance LLC and AlphaStar Capital Management, and he has been involved with Citizen Advisory Group since 2010. Outside of his advisory roles, he is licensed to sell life, health, and annuity insurance products. 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 supports other registered investment advisors through subadvisory and co-advisory arrangements and employs a discretionary investment process centered on a diverse menu of managed portfolio strategies.

Charles Bennett is a financial advisor at Prospera Financial Services, Inc. with 53 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors from 2011 to 2017. Outside of his role at Prospera, he is president of Deepwood Lane Partners LLC. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

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.