Bryan Ohm is a financial advisor at MPM Wealth Advisors with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MPM Wealth Advisors since 1995. Outside of his advisory work, he is a licensed independent insurance agent and holds ownership interests in several business ventures, including WS Series IX LLC and Creating Equity LLC. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing approximately $1.04 billion in assets. The firm emphasizes diversified portfolios primarily composed of low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and utilizes both discretionary and non-discretionary strategies in its investment approach.

Sean Shinaberry is a financial advisor at MPM Wealth Advisors in Holland, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at MPM Wealth Advisors since 2002. Outside of advisory work, he has ownership interests in a pizza franchise investment and manages several rental property businesses. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing over $1 billion in assets. The firm emphasizes diversified portfolios using low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and offers a range of investment advisory and financial planning services.

Michael Wood is a financial advisor at Munn Wealth Management, LLC, with 25 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Coastal Equities, Inc., Camelot Advisors, LLC, Next Financial, and Wood and Associates. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides asset management and financial planning supported by affiliated tax preparation and legal and estate-planning services, managing assets primarily on a discretionary basis through a range of proprietary and third-party investment strategies.

David Gluckle is a financial advisor with Stirlingshire Investments, holding 12 years of industry experience. His prior work includes roles at Money Concepts Capital Corp and Nationwide Securities, LLC. Outside of his advisory work, he owns and operates the David John Gluckle Insurance Agency LLC. Stirlingshire Investments serves individuals, trusts, and other entities, providing discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a variety of investment approaches and analytical methods to customize portfolios based on client profiles, managing most accounts on a discretionary basis.

Frances Kraus is a financial advisor at Croak Capital in Toledo, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Croak Capital, she was a student for ten years. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and held-away account monitoring through an aggregation service, implementing customized model portfolios using multiple analytical approaches.

Robert Holler is a financial advisor at D.B. Root & Company, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 20 years at Chapel Street Advisors LLC before joining D.B. Root & Company in 2024. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $829.8 million in discretionary assets and $9.73 billion in assets under advisement, serving around 747 client relationships through a multi-advisor team.

David Kaser is a CFP® professional with 43 years of experience in the financial industry. He currently serves at KMG Fiduciary Partners, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley Private Bank, National Association. KMG Fiduciary Partners provides comprehensive wealth management services for individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities. The firm combines strategic asset allocation with tactical security selection and emphasizes direct investments alongside low-cost funds to manage yield, tax consequences, and expenses.

Eric Croak is a CFP® with 10 years of industry experience, currently serving at Croak Capital in Toledo, OH. He has held roles at CAM Tax, LLC and CAM Insurance, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Croak also maintains a longstanding affiliation with Creative Financial Partners. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with formal ties to affiliated accounting and insurance entities.

Mahamed Moubarak is a CFP® professional with five years of experience at Munn Wealth Management, LLC and additional experience at Quicken Loans, LLC and WorldBridge Partners, LLC. He holds health and life insurance licenses in Michigan, Ohio, and Illinois. Moubarak also worked in retail at Dave's Running Shop for six years. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm provides asset management and financial planning with a focus on discretionary management using investor profiles and risk-tolerance assessments, incorporating proprietary and quantitative strategies alongside third-party managers and alternative investment techniques.

James Burnor is a financial advisor at Croak Capital with 13 years of industry experience. He holds a Series 63 designation and has worked at firms including MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Burnor operates a family-owned real estate appraisal business and an insurance agency. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with additional affiliations in accounting and insurance services.

Nathan Wood is a financial advisor at McDonald Partners LLC in Bowling Green, OH, with three years of industry experience. He holds a Series 66 designation and previously worked at The Old Fort Banking Company and The Ohio State University. Wood is also a licensed insurance agent who sells variable annuity, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities alongside private fund management.

Aaron Mechling is a financial advisor with KMG Fiduciary Partners, LLC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated before joining KMG Fiduciary Partners in 2018. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm employs a strategic asset-allocation approach with tactical overlays and manages approximately $1.6 billion in assets across a broad multi-office platform.

Terrel Eisert is a financial advisor with The Retirement Guys Formula, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Peak Brokerage Services, Blackridge Asset Management, Sterne Agee, and independent insurance agency work spanning over two decades. Outside of finance, he is involved in art sales through Andrea Eisert Abstract Art. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses its proprietary Independent Income System, blending multiple asset-allocation strategies and risk management tools, and manages approximately $300 million in discretionary assets across a team of ten advisors.

Chaz Price is a CFP® professional with 21 years of industry experience, currently serving as an advisor at The Retirement Guys Formula. His prior roles include positions at Peak Brokerage Services, Raymond James Financial Services, and Medicare Advantage Plans. Outside of advising, he owns Customer Retirement Planners, LLC, where he consults on marketing strategies and business succession planning for other financial advisors. The Retirement Guys Formula provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporate clients. The firm utilizes a proprietary allocation system and offers discretionary portfolio management, consulting, and sub-advisory services through a team of ten advisors.

Brian Schmitz is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 17 years of industry experience. He holds a Series 66 designation and has worked with Liberty Partners Financial Services, LLC and Next Financial Group Inc. Outside of his advisory role, Schmitz is a partner and owner of a tax preparation business, contributing about 20 hours per month to that activity. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm integrates an in-house tax practice with its investment services, focusing on individualized strategies, model portfolios, and retirement planning with an emphasis on tax efficiency.

Brady Fineske is a CFP® professional with 20 years of experience in the financial services industry. He has been with TFO Wealth Partners since 2011 and previously worked at One To One, LLC. Outside of advisory work, he is an author and contributing writer, having published the book *All You Have To Do Is Last*. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, trusts, and charitable organizations. 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, and offers a range of financial planning and family office services.

Shane Meyer is a financial advisor at Fortis Capital Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 10 years and KMG Fiduciary Partners for 6 years. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers through portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice using a variety of investment strategies, including ESG options, and manages over $1.6 billion in discretionary assets.

Hannah Kirk is an Investment Advisor Representative at McAdam LLC with two years of industry experience. She holds a Series 66 designation and has worked previously at Thrivent Financial and Financial Express. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Jeffrey Barefoot is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 designation and over 42 years of industry experience. He has served as President and CEO of Ressourcement, Inc. since 2012 and has been affiliated with M HOLDINGS SECURITIES, Inc. since 2004. In addition to his advisory roles, he is a board member of the Foundation for Life of Northwest Ohio and holds a law license with occasional volunteer pro bono work. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory.

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.