Timothy Waller is a financial advisor at MDRN Capital with six years of industry experience. He previously worked at PNC Wealth Management, Kovack Advisors, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he operated personal training and gardening businesses. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model, focusing on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs.

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.

Terrel Eisert is a financial advisor with The Retirement Guys Formula, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at several firms including Peak Brokerage Services, LLC, Blackridge Asset Management, and Sterne Agee Financial Services. Outside of his advisory work, Eisert is involved in the art business through Andrea Eisert Abstract Art, where he sells paintings. The Retirement Guys Formula provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporations. The firm manages approximately $276.9 million on a discretionary basis for over 1,150 clients using a bucketed income-based investment approach and offers broad planning services alongside ongoing portfolio management.

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 Series 66-licensed financial advisor with 18 years of industry experience. He is a partner at Structured Wealth Management, Inc. and has worked at Liberty Partners Financial Services, LLC since 2012 and Next Financial Group Inc from 2009 to 2011. In addition to his advisory role, Schmitz is involved in tax preparation through SWM TAX, a separate business in which he is an owner and partner. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm emphasizes individualized strategies, tax-aware portfolio construction, and retirement-income planning, supported by an integrated tax-preparation capability and a governance-oriented investment process.

Brady Fineske is a CFP® with 21 years of experience in the financial services industry. He has been with TFO Wealth Partners since 2011 and previously worked at Walnut Street Securities, Inc. and One To One, LLC. Fineske is also the author of the book "All You Have to Do Is Last" and serves on the board of TFO Trust Company, LLC. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office, retirement plan consulting, and third-party manager consulting to high-net-worth individuals, families, trusts, charitable organizations, and businesses. The firm’s investment approach is long-term and allocation-driven, utilizing model portfolios based on Modern Portfolio Theory with systematic rebalancing and tax considerations.

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.

Tyler Mckean is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Kestra in 2020. Outside of his advisory role, he is a sole member of Tyler Mckean Enterprises LLC, which he uses for tax purposes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.

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.

Perry Teplitsky is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at SagePoint Financial for 15 years and OSAIC for three years. Outside of his advisory role, he is a partner in Talon Renovations, LLC, a company focused on acquiring and renovating properties. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, model portfolios, and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis and integrates retirement-plan consulting and administration through relationships with benefits firms.

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.

Andrew Kinder is a CFP® and ChFC® practicing at Foundations Investment Advisors LLC with seven years of industry experience. His prior roles include positions at MDRN Capital, Sequoia Financial Group, Buckingham Strategic Wealth, Morgan Stanley, and Merrill Lynch. He is also an insurance agent with MDRN Insurance, LLC, dedicating approximately 10% of his time to that activity. Foundations Investment Advisors serves a broad client base with financial planning and portfolio management, employing a network of affiliated offices and investment adviser representatives. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing to manage client assets.

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 Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Advisory Alpha in 2026, he worked at W&S Brokerage Services and Western & Southern Life. Before entering the financial industry, he was involved in management at Expresso Car Wash and the Perrysburg School System. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team using a fund-of-funds approach across diversified portfolio series. The firm also serves as a subadvisor and co-advisor to other registered investment advisers and provides specialized retirement-plan solutions.

Luke Franks is a financial advisor with Advisory Alpha, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Fifth Third Securities and Fifth Third Bank. Outside of advisory work, he is a licensed insurance agent involved in the sale of fixed insurance products. 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 investment approach overseen by a centralized team and serves in subadvisory and co-advisory roles for other registered investment advisers.