Lindsey Rouser is a financial advisor at Venture Visionary Partners LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at UBS and Purshe Kaplan Sterling Investments. Rouser serves on the Client Advisory Board for TriState Capital Bank. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a mix of fundamental, technical, and modern-portfolio-theory approaches, customizes portfolios to client objectives, and offers both discretionary and non-discretionary management.

Timothy Carroll is a financial advisor at Venture Visionary Partners LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments and Northwestern Mutual. Carroll is also involved in outside insurance sales and servicing on a limited basis. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary management along with retirement-plan consulting.

Brook Bright is a CFP® and CFA® with 26 years of industry experience. He currently works at Venture Visionary Partners LLC and has previously held roles at Landing Point Financial Group, Ameriprise Financial Services, and Keybanc Capital Markets. He is also a licensed insurance agent. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using model portfolios and a combination of fundamental, technical, and modern portfolio theory approaches, and offers retirement-plan consulting and implementation services.

Craig Warnimont is a CFA® charterholder with 15 years of experience in the financial services industry. He has worked at Venture Visionary Partners LLC since 2020, following earlier roles at Purshe Kaplan Sterling Investments and UBS Financial Services. He serves on the investment committees of the Ohio Highway Patrol Retirement System, the Toledo Opera Endowment Committee, and the Diocese of Toledo. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern-portfolio-theory approaches and offers retirement-plan consulting and implementation services.

James Poling is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Advisory Alpha, LLC, where he has worked since 2020. Prior to that, he held roles at Planners Alliance LLC and AlphaStar Capital Management. Poling is also involved with Citizen Advisory Group, where he serves as a wealth manager and licensed insurance agent. 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 approach to portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Craig Findley is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. Craig is also involved with Venture Risk Consulting, LLC, where he engages in partnerships related to employee benefit plans, insurance, and business consulting. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios and offers both discretionary and non-discretionary management along with retirement-plan consulting.

Steven De Yarman is a CFP® professional with one year of experience at Venture Visionary Partners LLC. He previously worked at Huntington Bank for 27 years. Outside of his advisory role, he operates a sole proprietorship as a CPA tax preparer. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolios using a blend of fundamental, technical, and modern portfolio theory methods, along with retirement-plan consulting and implementation services.

Mark Klopfenstein is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Strategic Investment Advisors, LLC and his own firm, Klopfenstein Financial Group, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using various investment approaches and offers both discretionary and non-discretionary management along with retirement-plan consulting services.

Paul Abendroth is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at several firms, including D.B. Root & Company, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. Abendroth is also an independent insurance agent through Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using model portfolios and a combination of fundamental, technical, and modern-portfolio-theory approaches, and it offers a sizable retirement-plan practice with ERISA 3(38) Pooled Employer Plan services.

Jeffrey Utterback is a financial advisor with BFC PLANNING, Inc. in Toledo, Ohio, holding a Series 66 designation and 20 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. and Citizens Securities, Inc. He serves as chairman of the board of trustees for the Bay View Yacht Club in Toledo. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and various advisory programs using multiple platform arrangements and investment strategies.

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.

Travis Maas is a financial advisor at Venture Visionary Partners LLC with seven years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, Inc., and LPL Financial LLC. In addition to his advisory role, he is a licensed insurance agent specializing in fixed and variable life insurance. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolio management and financial planning, utilizing a range of investment strategies and third-party managers, along with retirement-plan consulting and implementation services.

Gino Chiappetta is a CFP® with 35 years of industry experience, currently serving at Consolidated Portfolio Review Corp. His prior experience includes 17 years at Western International Securities, Inc. Outside of his advisory role, he is president of CH Asset Management and works as a licensed realtor with Medicare Molehill. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored investment approaches that combine strategic asset allocation with fundamental and technical analysis, supporting a variety of managed account options and access to third-party sub-advisors.

Nathan Poiry is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and PNC Bank. Advisory Alpha is an SEC-registered enterprise 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 Investment Team and is notable for its subadvisory roles with other registered investment advisers and specialized retirement-plan solutions.

Melissa Estrich is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. She has been with Venture Visionary Partners since 2020. Venture Visionary Partners LLC offers investment advisory and financial planning services to individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses. The firm combines fundamental, technical, and modern portfolio theory approaches to customize portfolios and provides both discretionary and non-discretionary management along with retirement-plan consulting.

Brian Funkhouser is a financial advisor at Venture Visionary Partners LLC in Sylvania, OH, with 22 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and UBS Financial Services Inc. prior to joining Venture Visionary Partners in 2019. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary management alongside retirement-plan consulting and implementation services.

John O'Brien is a financial advisor at Venture Visionary Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at Purshe Kaplan Sterling Investments and UBS Financial Services. He serves on the PLANADVISER Advisory Board, contributing to event content and structure. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a blend of fundamental, technical, and modern portfolio theory approaches, and offers discretionary and non-discretionary management along with retirement-plan consulting.

Matthew Navarre is a financial advisor with Concorde Asset Management, LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including TIAA-CREF and DeVerna Wealth Management prior to joining Concorde in 2018. Outside of his advisory role, he hosts a weekly podcast discussing current sporting events and serves as a board member of the Society of Financial Service Professionals. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm develops individualized portfolios using model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services and participant advice.

Gehad Youssef is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Blackridge since 2019 and has also been affiliated with Peak Brokerage Services, LLC and Independent Solutions Wealth Management, LLC. Outside of his advisory roles, he conducts financial planning seminars and provides estate planning and insurance advice through EVEREST FINANICIAL. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach delivered via an online platform and sponsors multiple wrap-fee programs, utilizing a combination of fundamental, technical, and charting analysis.

Kaitlyn Natividad is a Series 65 credentialed financial advisor with one year of industry experience. She is currently with Advisory Alpha, LLC and previously worked at Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for a diverse client base, including individual and high-net-worth clients. The firm employs a fund-of-funds approach with systematic portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.