Anthony Scrocco is a CFP® with 12 years of experience in financial advisory. He has worked at HBKS Wealth Advisors since 2013 and has prior experience with Park Shore Partners LLC and Hill Barth & Kingl LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management and financial planning. The firm employs a range of strategies across asset classes and offers specialized services for high-net-worth clients, using proprietary models and multiple platform arrangements.

Regina Unger is a financial advisor with KCD Financial, Inc., holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked with multiple life insurance companies and health insurers, including American Amicable Life Insurance, Protective Life Insurance Company, and United Healthcare. Unger also serves as an independent insurance agent through AVR Financial LLC and participates in her local church’s finance and capital campaign committees. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer that offers asset management, financial planning, and portfolio appraisal services to individuals, corporate retirement plans, and charitable organizations. The firm uses a range of investment strategies and third-party management programs, with a business model combining advisory and broker-dealer activities alongside licensed insurance services.

Bruce Averback is a financial advisor with Thurston Springer Advisors in Youngstown, Ohio, holding a Series 63 designation and 45 years of industry experience. He has worked at Thurston Springer Financial since 2019 and previously spent ten years at STIFEL. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, combining fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Richard Morrow Jr. is a financial advisor at HBKS Wealth Advisors with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments. In addition to his advisory role, he serves as treasurer and board member for the Rescue Mission of Mahoning and the Pregnancy Help Center. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of strategies and manages accounts typically on a discretionary basis using proprietary models and multiple platform arrangements.

Stephen Pavlich is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 license and 38 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 34 years before joining his current firm in 2021. Outside of his advisory role, he serves as an uncompensated auditor for SNPJ Fraternal Lodge 153 and treasurer for Auburn Hills Condo Association #2. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, with access to third-party money managers and financial planning services.

Peter Tedde Jr. is a financial advisor with StoneX Advisors Inc., holding a Series 66 designation and bringing 34 years of industry experience. He has been with StoneX Advisors since 2015 and also works with StoneX Securities since 2014. In addition to his advisory role, he is licensed as an insurance agent, a position he holds on a minor, commission-based basis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a variety of investment platforms and combines independent advisors with an in-house Private Client Group to deliver customizable portfolio solutions.

Kathleen Indiano is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Inc. and INVEST Financial Corp. Outside of her advisory role, she is the president and owner of Indiano & Company CPAs, Inc., a public accounting firm providing accounting and tax services, and she also assists clients with insurance needs as a licensed insurance agent. 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 offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of investment strategies delivered on discretionary and non-discretionary bases.

Robert Smallwood Jr. is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2017 and previously worked at Beard Financial Services, Inc. from 2004 to 2017. Outside of his advisory role, he operates an accounting and business consulting service. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Thomas Taranto is a CFP® professional with 17 years of industry experience, currently serving as a senior financial advisor at HBKS Wealth Advisors. He has worked at Purshe Kaplan Sterling Investments and HBK Sorce Insurance LLC, with overlapping roles at these firms since 2011. He serves on the board of the Canfield Soccer Club, a nonprofit organization that promotes and organizes youth soccer in the community. HBKS Wealth Advisors serves individuals—including non‑high-net-worth and high-net-worth clients—retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models, sub-advisors, and multiple platform arrangements, offering a wide range of strategies without specializing in a single area.

Robert Hyde is a financial advisor with WesBanco Securities, Inc., holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial LLC, Premier Bank, and Cetera Investment Advisers LLC. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, combining various analytical methods and investment strategies.

William Berlin is a financial advisor with ValMark Advisers, Inc. who holds Series 63 and Series 66 credentials and has 27 years of industry experience. He has worked at multiple firms including ValMark Advisers since 2017 and has been involved with BPS Wealth Advisors and Beard Financial Services since the early 2000s. Outside of his advisory roles, he is president of the Berlin Fund, a charitable organization supporting children and young adults in Northeastern Ohio, and serves on the boards of the Youngstown YMCA and its Camp Fitch branch. ValMark Advisers provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses diversified, goal-based model portfolios and asset allocation strategies primarily through mutual funds, ETFs, and separate-account managers, and maintains oversight through its investment committee.

Thomas Ankrom is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at CoreCap Advisors since 2019 and operates a tax preparation business, Ankrom Tax Preparation, since 1992. His background also includes roles with Ameritas Investment Corp. and CCF Investments, Inc. CoreCap Advisors serves individual, institutional, and retirement plan clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach emphasizing mutual funds, ETFs, equities, bonds, and selective use of options.

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 a Series 66 designation and three years of industry experience. Prior to joining CoreCap Advisors in 2025, he worked at LPL Financial and held positions at Premier Bank and Huntington National Bank. Outside of his advisory role, he serves as Vice President of the Mill Creek Woods Homeowners Association and is a commissioned notary in Ohio. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and offers access to sub-advisors and third-party asset managers to customize client portfolios.

Vincent Pilolli is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds the Series 63 designation and has been with StoneX Advisors since 2015, also working with affiliated StoneX entities since 2014. Outside of his advisory role, he serves as an agent for a general insurance agency. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a range of model-based and advisor-managed strategies and supports multiple account structures through proprietary and third-party platforms.

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 18 years of industry experience. He has worked at StoneX Advisors and its affiliated entities since 2017 and previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory work, Baxter is involved in tax preparation and insurance sales through his own firm, Baxter Associates, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various model-based solutions and third-party money managers, supported by integrated platforms and services across the StoneX Group.

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.