Kenneth Popovec is a CFP®-designated financial advisor with 39 years of industry experience. He has been with Stonex Advisors Inc. since 2015 and previously worked at Wrp Investments, Inc. from 2000 to 2015. Outside of his advisory role, he serves as treasurer for the Canfield High School Hall of Fame Committee and is a board member of the Melina Michelle Edenfield Foundation, which focuses on raising funds for pediatric brain tumor research. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of investment platforms and strategies, including advisor-managed portfolios and third-party money managers, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Matthew Bins Castronovo is a financial advisor at BFC Planning, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Berthel, Fisher & Company Financial Services, Inc. and Rummel, Curry & Regginello Co., LPA. Outside of financial advising, he is an attorney handling Social Security and probate cases and serves as president of a Medicare supplement insurance business; he also operates an eBay account for buying and selling items. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and trusts, providing financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm offers a range of investment programs and employs various platforms and strategies, with distinctive operational practices such as prohibiting certain fee-paying share classes and supporting held-away discretionary management.

Joseph Millard is a CFP® professional with several years of experience at JFS Wealth Advisors, LLC. Prior to joining the firm, he worked at Kohl's and held positions at Youngstown State University and John F. Kennedy Catholic High School. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm combines financial goal planning with investment management through its Lifetime Planning Continuum® and employs an investment approach guided by Modern Portfolio Theory.

Aaron Dayton is a CFP® professional with 14 years of experience in financial advising, currently with JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2012. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and a regular Investment Committee process incorporating Modern Portfolio Theory to guide investment decisions and offers a range of services including continuous investment management, fiduciary retirement plan services, tax preparation, and access to private investment funds.

Amanda Marcello is a Certified Financial Planner (CFP®) with 19 years of industry experience. She has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s investment approach combines a written Financial Goal Plan with oversight from an internal Investment Committee that employs Modern Portfolio Theory to guide portfolio allocations.

Robert Jazwinski is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He has worked with JFS Wealth Advisors, LLC since 2007. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a Financial Goal Plan framework and uses Modern Portfolio Theory to guide investment decisions, offering a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment opportunities.

Michael Williams is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 63 designation and 15 years of industry experience. He has worked at Fusion Capital Management since 2019 and has prior experience with Panthrex Asset Management LLC and Virtue Capital Management, LLC. Additionally, he has been involved with The Williams Group since 1991, where he also works as an insurance agent. Fusion Investment Advisors, operating under Coppell Advisory Solutions, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm employs an open-architecture platform utilizing both fundamental and technical analysis to implement tailored investment strategies across a broad range of asset classes.

Jeffrey Davies is a financial advisor at Moors & Cabot, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Moors & Cabot since 2005. Prior to that, he worked at Wrp Investments, Inc. for eight years. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services with customizable portfolio strategies and both discretionary and non-discretionary account options.

Samantha Felger is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. She has worked with Navy Federal entities since 2021 and previously held positions at First Command and Mariner Finance. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs using third-party portfolio managers and provides a range of investment solutions, including automated ETF portfolios and unified managed accounts.

Gary Dalessandro is a CFP® and PFS™ credentialed advisor with 23 years of experience. He has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

John Potter is a Series 65-licensed advisor at OneSeven with five years of industry experience. He has held positions at B. Riley Wealth Advisors, National Asset Management, and PNC. Outside of his advisory work, he is involved with a distillery project through The 756 Group LLC, producing and marketing a bourbon-based spirit. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Bryan Brown is a financial advisor at Wealthcare Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Wealthcare Capital Management since 2010. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm offers a range of portfolio management and advisory services, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee and proprietary quantitative tools.

Alistair Kelly is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Stonex Advisors Inc. since 2015. His prior experience includes 15 years at Wrp Investments, Inc. He has also been involved as an insurance agent and served as president of the Rotary Club of Sharon. Additionally, he is a member of the Church Finance Committee overseeing the endowment fund managed by JP Morgan. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm uses a blend of advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and connected to StoneX Group’s clearing and custody capabilities.

Jason Bernat is a financial advisor with BFC Planning, Inc. He holds a Series 63 designation and has 16 years of industry experience. Bernat has been with BFC Planning since 2014 and is also affiliated with several financial services firms dating back to 2007. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs using multiple platform arrangements and investment strategies.

Jessica Morrow is a financial advisor at HBKS Wealth Advisors with two years of industry experience. She holds a Series 65 credential and has previously worked at EY, John Carroll University, Center Street Technologies, HBK CPAs & Consultants, and HBK Sorce Insurance LLC. In addition to her advisory role, she is an insurance agent with HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and multiple platform arrangements, providing a range of strategies including fixed income, alternatives, and cryptocurrency exposure.

Austin Sambuco is a CFP® professional with four years of industry experience, currently serving at JFS Wealth Advisors, LLC. His career includes roles at Mass Mutual and Sherwin Williams, as well as work during his university years. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal governments. The firm uses a disciplined approach combining client-specific Financial Goal Plans and an internal Investment Committee, employing Modern Portfolio Theory to guide investment allocations.

Thomas Cimoric is a financial advisor at Ausdal Financial Partners, Inc. He holds a Series 66 designation and has been in the financial services industry since 2018. His prior experience includes roles at Capital Business Strategies and Novitas Solutions Inc. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of services such as advisor-managed accounts, separately managed accounts, unified managed accounts, and access to third-party managers, with investment strategies tailored to each client’s objectives and risk tolerance.

Mark Smallwood is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Beard Financial Services, Inc., and BPS Wealth Advisors, Inc. Outside of his advisory work, he serves as Treasurer for Canfield Band Parents, Inc. and provides financial forecasting and business consulting services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and portfolio rebalancing.

Jay Dias is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including LPL Financial LLC, Premier Bank, Cetera, and The Huntington Investment Company. Outside of his advisory role, he officiates local minor sports through the Ohio Athletic Association. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through various programs, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Constance Amstutz is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at JFS Wealth Advisors, LLC since 2017 and previously at FEIC Financial, Inc. from 2015 to 2017. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investment options.