Adrian Karas is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with CoreCap Advisors and Cooper, Adel, Vu Financial, having previously worked at Charles Schwab, TD Ameritrade, and Scottrade. Outside of finance, Karas is involved in music production, performance, and promotion through Get Huge Entertainment, LLC. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach and oversees multiple ownership and affiliate relationships.

Nickolas Magora Jr. is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Cambridge Investment Research, Cetera Investment Services, and LPL Financial. In addition to his advisory work, he operates LC Wealth Management, providing securities and variable insurance services. Signature Equity Partners offers investment advisory and planning services to individuals, retirement plans, and corporations. The firm utilizes a multi-team structure and the Vision2020 Wealth Management Platform to deliver customized portfolio management, financial planning, and retirement-plan consulting.

Christopher Ciehanski is a CFP® professional with 23 years of industry experience. He is currently with Composition Wealth, LLC and previously worked for 12 years at Centricity Wealth Management, LLC. He is also a licensed insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Joshua Strouse is an investment advisor representative with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, LPL Financial, and Chase Investment Services. He is a minority owner of an accounting firm, Wilging, Roush & Parsons CPAs, and serves as a notary public. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure of 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting.

Kenton Mickley is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has five years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2020, he worked at First Knox National Bank and People's Bank of Gambier. Outside of his advisory role, Mickley serves on the Knox County Career Center Advisory Board and volunteers with local business networking and his church’s finance committee. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and third-party programs.

Aaron Ward is a financial advisor at Secure Asset Management, L.L.C. in Utica, Ohio, holding a Series 65 designation with over 20 years of combined experience in law enforcement and financial services. Prior to joining Secure Asset Management, he served with the City of Columbus Ohio Police Department for 22 years and has operated AWard And Associates Company since 2016. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of analytical approaches and utilizes third-party managers and platforms to manage client portfolios.

Richard Ranck is a financial advisor with Realta Investment Advisors, Inc. in Sunbury, Ohio, holding Series 63 and Series 66 licenses, and has 23 years of industry experience. His prior work includes roles at firms such as Chauner Securities Inc, Eventide Asset Management, and Northern Lights Distributors. Outside of advising, he is involved with R7 Enterprises LLC, a farm activity based in Sunbury. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice and employs diversified asset allocation strategies implemented through in-house management or third-party managers.

Derrick Edwards is a financial advisor at CoreCap Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at W & S Brokerage Services and Western & Southern Life. Edwards is also involved with Cooper Adel Vu Financial, providing financial services including insurance and annuity sales. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach, utilizing mutual funds, ETFs, individual securities, and selective use of options.

Olivia Groves is a CFP® with five years of industry experience currently affiliated with ValMark Advisers, Inc. She has worked at Valmark Securities, Inc. and Spearman Financial Services since 2021. Outside of her advisory role, she is involved in Mary Kay cosmetics as a consultant hosting makeup parties. ValMark Advisers provides investment advisory and financial planning services to a broad client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers with ongoing monitoring and rebalancing by investment advisory representatives.

John Billy Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Portfolio Medics since 2008 and also works with Benefit Pros, LLC, a benefits consulting firm, alongside maintaining an insurance agent practice focused on life, health, and annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches across a variety of portfolios and strategies.

Michael Davis is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Ashton Thomas since 2015 and is also involved as Vice President of Sales at Creative Retirement Systems. Additionally, he owns MRD Real Estate Partners, LLC, a real estate rental business. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion across about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles and multiple program versions tailored to client profiles.

Bruce Hull is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. He holds a Series 63 designation and has prior experience with firms including Prudential Insurance Company of America and Lion Street Financial. Outside of advising, he owns ClearCo Restoration, a painting and power washing service business. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network managing approximately $5.4 billion in client assets and offers services such as portfolio management, financial planning, and third-party manager referrals through multiple investment platforms.

Kevin Loch is a financial advisor with Steward Partners Investment Advisory, LLC in Johnstown, Ohio. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including twelve years at Morgan Stanley prior to joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs through both discretionary and non-discretionary portfolio management.

Stephen Becker is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lakewood, OH, holding a Series 63 designation and 21 years of industry experience. He has been with Fifth Third Securities since 2003. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines its municipal-advisor registration with a corporate affiliation to a large bank, Fifth Third Bank, which serves as a portfolio manager in some programs.

John Kwasnik is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and ProEquities, Inc. since 2012. In addition to his advisory role, Kwasnik serves as a unit field trainer and agent for Bankers Life & Casualty, focusing on insurance products for the senior market. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

David Edgerton is a ChFC® credentialed financial advisor with 52 years of industry experience. He is affiliated with United Planners' Financial Services of America as a Limited Partner. His prior roles include positions at Securities America Advisors, Inc., Securities Service Network, Inc., and founder of Edgerton Financial Co. and The Edgerton Agency, Inc., where he has operated since 1978. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm provides advisory and brokerage services through independent representatives using various custodians and third-party managers, emphasizing a primarily non-discretionary investment approach.

Ayman Ghousheh is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and integrated platform relationships.

Joshua Shank is a Series 66-licensed financial advisor at Fifth Third Securities, Inc. in Dublin, Ohio, with 11 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Jacob Beddow is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank, Target, and Columbus State Community College. Outside of his advisory role, he works part-time as a food delivery driver for DoorDash in Columbus, OH. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account Program, utilizing third-party portfolio managers and a variety of strategies ranging from mutual funds and ETFs to separately managed accounts with tax overlay and direct indexing options.

Allison Salyer is a financial advisor with VOYA Financial Advisors, Inc. in Westerville, OH, holding a Series 66 designation and 25 years of industry experience. She has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2008 to 2011. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and third-party strategists, and technology-enabled tools to provide financial planning, portfolio management, and retirement advisory services through a broad network of investment adviser representatives.