William Tropp is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024. Prior to joining ValMark, he held roles at Demming Financial Services Corporation and has experience in education and community organizations, including positions at Baldwin Wallace University and Canterbury Golf Club. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based investment management and retirement plan advisory services using multi-asset model portfolios primarily composed of mutual funds, ETFs, and approved third-party managers.

Lynn Goebel is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 63 designation and 21 years of industry experience. She has been with ValMark Advisers and affiliated entities since 2005. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

Henry Spain is a financial advisor with Stratos Wealth Advisors LLC, holding the ChFC® designation and Series 63 and 65 licenses, and bringing 52 years of industry experience. He previously worked at Carnegie Investment Counsel and Wells Fargo Clearing. He is also involved with Spain & Smith Wealth Advisors, an independent registered investment advisory firm focused on investment advisory and financial planning. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through various platforms and customized portfolios. The firm benefits from its common ownership with SEI-affiliated businesses, providing integrated access to specialized investment management and custody services.

William Crozier Jr. is a financial advisor with Westminster Financial Advisory Corp in Medina, OH, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, MML Investors Services, and Mass Mutual Life Insurance Company. He is also licensed as an insurance agent offering fixed and indexed annuities, health, disability, long-term care, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold focus supplemented by tactical overlays and cyclical analysis.

Lawrence De Baltzo is an investment advisor representative at Avantax Planning Partners, Inc. with three years of industry experience. He holds a Series 65 designation and serves as a shareholder at Hobe & Lucas, Certified Public Accountants, Inc., where he leads the tax and business valuation departments. Additionally, he manages GreenSmart Payroll Solutions, LLC and acts as co-trustee of a family living trust. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management along with tax-intelligent overlays and centralized trading through designated custodians.

Steven Cook is a financial advisor with StoneX Advisors Inc. in Garfield Heights, OH, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He previously worked for Investment Network, Inc. for 20 years and manages Matrix III Income Tax Service, LLC, a tax preparation business he owns. He is also involved in life and health insurance sales focusing on fixed, FIA, and variable annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services through both independent advisors and an in-house Private Client Group. The firm employs a variety of portfolio implementation platforms and supports multiple account structures and model-based solutions.

Armando Consolacion is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has one year of industry experience. Before joining ValMark in 2023, Armando worked in various roles including positions at Cafe Arnone, Real Senior Management, Discount Drug Mart, and spent thirteen years in education. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and rebalancing by investment advisory representatives.

Jonathan Pulito is a financial advisor with Archer Investment Corporation holding a Series 65 designation. He has experience working at Ernst & Young from 2015 to 2020 and has been with Accusol LLC since 2020, alongside roles at Schultz Bertin and Park & Illenberger. Archer Investment Corporation provides investment management services primarily to individual clients, serving both non-high-net-worth and high-net-worth investors through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages a diversified range of assets including equities, fixed income, mutual funds, ETFs, and options.

Kathleen McCarthy is a financial advisor at Archer Investment Corporation with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments, Jason M Orsky Wealth Management, and SII Investments. She is also licensed as an insurance agent, selling life insurance and long-term care products. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a disciplined investment process focused on diversified allocations and offers both discretionary management and model-driven strategies.

Jordan Howd is a CFP® professional with 16 years of experience in financial planning and wealth management. He currently works at ValMark Advisers, Inc. and ValMark Securities, Inc., having joined in 2023. Prior to this, he spent over a decade at Applied Financial Concepts, where he also holds a role as Director of Planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party platforms and unique relationships involving insurance and ETF products.

Justin Pietrasz is a CFP® and ChFC® with 12 years of industry experience. He is currently with OneSeven in Beachwood, OH, having previously worked at MGO, Inc. and Mgo Securities Corp. His credentials also include Series 65 and Series 63 licenses. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, retirement-plan advisory, and educational seminars. The firm employs a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, alternatives, and private placements.

Keith Vargo is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Carnegie Investment Counsel since 2017, following six years at Midwest Investment Management LLC. Vargo holds a Series 63 license and is based in Cleveland, OH. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Fady Chaccour is a financial advisor at First Heartland Consultants, Inc. with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Massachusetts Mutual Life Insurance Co. since 1994 and First Heartland Capital Inc. since 2016. Outside of his advisory work, he owns F&R Ventures LLC, a financial holding company. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Michael Amoia is a financial advisor at ValMark Advisers, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining ValMark Financial Group in 2022, he worked at Truist Bank for 17 years. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a focus on multi-asset allocation and ongoing portfolio monitoring.

Caleb Callahan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2007. He has held roles at Valmark Securities, Inc. since 2005. Caleb is a volunteer board member and treasurer for Chapel Wadsworth, a nonprofit organization. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, using proprietary and third-party platforms to deliver tailored advisory solutions.

Aileen Bost is a CFP® professional with six years of industry experience, currently serving as an advisor at CM Wealth Advisors LLC since 2014. She is based in Beachwood, OH, and has worked exclusively with CM Wealth Advisors throughout her career. CM Wealth Advisors serves individual clients, including high-net-worth households, providing portfolio management, financial planning, and wealth-management services. The firm employs a multi-disciplinary team and an internal investment committee, combining investment research with accounting and tax expertise, and engages with both individual accounts and certain client entities through pooled investment vehicles and private funds.

Zachary Hurst is a CFP® with 11 years of industry experience, currently serving at ValMark Advisers, Inc. since 2015. He has also been affiliated with the University of Akron since 2011. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation implemented via mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

John Toth is a financial advisor with Stratos Wealth Advisors LLC in Beachwood, OH, holding Series 63 and Series 65 designations and 19 years of industry experience. Before joining Stratos in 2017, he worked at Financial Engines Advisors LLC and Tmfs Advisors, LLC. He is also licensed as an agent for life insurance and fixed annuities, involved in the sale and service of insurance products. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and maintains custodial relationships with Fidelity and Schwab to support its advisory services.

Kevin Komar is a financial advisor with United Advisor Group in Independence, OH, holding a Series 66 designation and 18 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and INVEST Financial Corp. Outside of advising, he is a partner in a tax preparation business and co-owns a laundromat as a passive investor. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients using a mix of proprietary models, third-party sub-advisors, and customized portfolios, combining strategic and tactical asset allocation with value investing and various analytical techniques.

James Gaydosh is a CFP®-designated financial advisor with Capital Analysts, bringing 39 years of industry experience. He has been with Capital Analysts since 1992 and also has a long tenure at Lincoln Investment starting in 2012. Outside of his advisory work, he serves as Vice Chair of Beat the Streets Cleveland, a nonprofit youth organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team using proprietary screening tools, and it maintains various custodial affiliations while accommodating advisors’ outside business activities.