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.

Christopher Villwock is a financial advisor with CoreCap Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with CoreCap Advisors since 2017 and also operates TLC Insurance Group, which provides Medicare supplement, Medicare Advantage, Part D plans, and property and casualty insurance. CoreCap Advisors serves individual, retirement plan, and institutional clients by offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, bonds, and, when appropriate, options and short sales.

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.

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.

Ted Baird is a Series 63 licensed financial advisor with 48 years of industry experience. He has been with StoneX Advisors Inc. since 2017 and also works with StoneX Securities Inc. since 2014. Outside of his advisory role, he is a licensed insurance agent involved in selling fixed annuities, life, and disability insurance through his separate business, TW Baird Financial Services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm utilizes a range of strategies including advisor-managed portfolios, proprietary models, and third-party money managers to meet client needs.

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. and holds a Series 66 designation. He has been with StoneX Advisors since 2026 and has prior experience at StoneX Securities Inc. from 2022 to the present. Before entering the financial industry, he was affiliated with Youngstown State University from 2018 to 2022. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through proprietary models and third-party managers with platforms that support tax-aware and customized portfolio solutions.

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.

Randall Beard is a financial advisor at StoneX Advisors Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015 and StoneX Securities since 2014. Beard is also the owner of RKB Investments, a sole proprietorship that handles his personal business accounting. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm offers a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.