Raymond Housteau II is a financial advisor at Saxony Capital Management, LLC with a Series 66 designation. He has been with the firm since 2026 and has prior experience working at Capital Group of America and Catholic Charities Diocese of Youngstown. Outside of finance, he has held various roles including self-employment and employment at companies such as Amazon and Pizza Hut. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients like retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with numerous advisors and employs diverse investment strategies, including discretionary asset management and consulting services.

Samuel Moore is a Series 65-licensed financial advisor with Wealthcare Capital Management LLC, bringing seven years of industry experience. Prior to his financial career, he served in the United States Army from 2014 to 2018. Outside of advising, Moore operates Moore's Maple Farm, LLC, a maple syrup production business. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes 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 an evidence-based framework.

Kenneth Oyler is a financial advisor at CoreCap Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Premier Bank. Outside of his advisory role, he serves as Vice President of the Mill Creek Woods Homeowners Association. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary portfolio management and financial planning. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, individual equities, and bonds, while also selecting and overseeing third-party sub-advisors.

Michael Lytle is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at American Portfolios and OSAIC. Outside of his advisory role, he serves on the board of GTBL Development Corp, which assists in finding homes for people with disabilities, and also engages in insurance sales. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a dual focus on advisory and brokerage/insurance services.

Bradley Walker is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. His prior work includes positions at Beard Financial Services, Inc. and BPS Wealth Advisors, Inc. Outside of his advisory role, he serves as vice president of Beard Pension Services, Inc., a pension consulting and third-party administration firm. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios with asset allocation primarily through mutual funds, ETFs, and separate-account managers, and it offers proprietary investment-company products and index licensing arrangements.

Todd Baxter is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His career includes roles at StoneX Advisors Inc. and StoneX Securities Inc. since 2017, as well as prior experience at Sterne Agee Investment Advisor Services, Inc. and Wrp Investments, Inc. Outside of advisory work, he is involved with Baxter Associates, LLC, where he provides tax preparation and insurance sales services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple platforms to implement investment strategies.

Robert Studniarz is a financial advisor at Ausdal Financial Partners, Inc. with 22 years of industry experience. He holds a Series 63 designation and has previously worked at firms including LPL Financial, Stratos Wealth Partners, and American Portfolios Advisors. In addition to his advisory work, he owns a tax preparation business where he prepares federal, state, and local tax returns. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary strategies across various asset classes.

Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.

Rachel Pease is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Vantage Financial Partners, Ameriprise, and JPMorgan Chase. Outside of advisory work, she prepares tax returns through Johnson & McGraw Co. LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, integrating private market allocations and utilizing AI tools to support investment decisions while maintaining human oversight.

Tarick Bernat is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., bringing 32 years of industry experience. He serves as president of American Financial Services and owns American Financial Tax Services, which provides tax preparation services. BFC Planning, Inc. serves a broad mix of clients, including individuals, corporations, banks, and pension plans, offering financial planning, portfolio management, and access to various sub-advisory and third-party manager programs through a network of approximately 200 investment adviser representatives.

George Bellish is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at American Portfolios and OSAIC, alongside maintaining Capital Business Strategies since 2004. He is also a member of GMB Strategies, LLC, a holding company unrelated to investment activities. Ausdal Financial Partners manages over $2 billion in client assets through a network of approximately 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various account types, with access to multiple custodians and a combination of advisory, brokerage, and insurance services.

Robin Roberts is a financial advisor with HBKS Wealth Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2009 and has been involved with multiple HBKS affiliated entities since 2002. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs a diverse investment approach with discretionary management of tailored portfolios, utilizing various strategies and multiple platform arrangements.

Timothy Harrison is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with four years of industry experience. He holds a Series 66 designation and previously worked at The Alliance, McConkey Financial, and Fennick Financial. Outside of advising, he is involved in IT consulting and occasionally speaks at local churches, drawing on his prior work abroad as a clergy worker. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both discretionary and non-discretionary investment programs, emphasizing a predominance of non-discretionary assets under management.

Ted Baird is a financial advisor at StoneX Advisors Inc. with 48 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2017 and StoneX Securities since 2014. Outside of his advisory role, he is a licensed insurance agent involved in selling fixed annuities, life, and disability insurance through TW Baird Financial Services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement investment strategies across multiple account structures.

Mowry Young II is a Series 66-licensed financial advisor with Wealthcare Capital Management LLC in Canfield, Ohio, where he has worked since 2010. He has 23 years of industry experience. Outside of his advisory role, he holds a 20% interest in a limited liability company that owns commercial real estate in Reno, Nevada. Wealthcare Capital Management LLC is a multi-team SEC-registered firm managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach with model portfolios primarily consisting of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Vinny Di Renzo is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio. He holds the Series 66 designation and has been in the industry since 2022, including roles at StoneX Securities Inc. from 2022 to the present. Prior to his financial career, he attended Youngstown State University from 2018 to 2022. StoneX Advisors Inc. serves a diverse client base including individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and ERISA consulting. The firm utilizes a combination of advisor-managed portfolios, proprietary model solutions, and third-party managers to implement investment strategies.

Mark Hadley is a CFA® charterholder with eight years of industry experience, currently serving with ValMark Advisers, Inc. since 2018. He also has experience with BPS Pension Advisors, Inc. and BPS Wealth Advisors, Inc. outside of ValMark. In addition to his advisory work, Hadley engages as a personal running coach through Railroad Athletics, LLC. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation implemented primarily through mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.

Daniel Bradaick is a financial advisor at WesBanco Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Premier Bank, Cetera, and HOME SAVINGS BANK. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee programs and third-party managed solutions, combining multiple analytical methods and strategies while maintaining primarily nondiscretionary accounts.

Thomas Titus is a financial advisor at NorthRock Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, Inc. and Vantage Financial Partners. Outside of his advisory role, he manages Carter Management Group, LLC, a business focused on streamlining his day-to-day business operations. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and automated tools alongside human oversight.

Ryan Housteau is a financial advisor at Saxony Capital Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Saxony Capital Management since 2025, following prior experience at Saxony Securities and Equity Services Inc. Outside of his advisory role, he has experience in non-variable insurance sales. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee consulting, utilizing a variety of investment methods and third-party managers.