Katie Floyd is a financial advisor at SJS Investment Services with four years of industry experience. She holds a Series 65 designation and has worked previously at Dana, Inc. and PwC. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion for individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes total-portfolio solutions, uses diversified model portfolios overseen by an Investment Committee, and provides customized advisory services including discretionary portfolio management and retirement plan consulting.

Aaron Mechling is a financial advisor with KMG Fiduciary Partners, LLC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated before joining KMG Fiduciary Partners in 2018. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm employs a strategic asset-allocation approach with tactical overlays and manages approximately $1.6 billion in assets across a broad multi-office platform.

Brian Schmitz is a Series 66-licensed financial advisor with 18 years of industry experience. He is a partner at Structured Wealth Management, Inc. and has worked at Liberty Partners Financial Services, LLC since 2012 and Next Financial Group Inc from 2009 to 2011. In addition to his advisory role, Schmitz is involved in tax preparation through SWM TAX, a separate business in which he is an owner and partner. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm emphasizes individualized strategies, tax-aware portfolio construction, and retirement-income planning, supported by an integrated tax-preparation capability and a governance-oriented investment process.

Jeffrey Yost is a financial advisor at SJS Investment Services with 23 years of industry experience. He holds a Series 63 designation and has been with SJS and its related entities since 2001. SJS Investment Services provides discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting to individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities. The firm’s investment approach includes diversified model portfolios monitored by an internal Investment Committee and incorporates tailored strategies for public funds and the use of leveraged positions in select accounts.

Shane Meyer is a financial advisor at Fortis Capital Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, KMG Fiduciary Partners, UBS Financial Services, and KeyBanc Capital Markets. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and consulting services, employing a mix of active, passive, tactical, and ESG-aware strategies alongside third-party sub-advisors and specialist approaches.

Griffin Oehlers is a financial advisor at Venture Visionary Partners LLC with four years of industry experience. He holds a Series 65 designation and has worked at Venture Visionary Partners since 2017, following a prior role at TDC Investment Advisory from 2016 to 2021. Venture Visionary Partners provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm combines model portfolios with fundamental, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary management along with retirement-plan consulting and implementation services.

Ryan Borucki is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Venture Visionary Partners LLC since 2020. His prior work includes roles at D.B. Root & Company, LLC, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. He is also an independent licensed insurance agent affiliated with 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 a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary portfolio management alongside retirement-plan consulting and implementation.

Tyler Mckean is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Kestra in 2020. Outside of his advisory role, he is a sole member of Tyler Mckean Enterprises LLC, which he uses for tax purposes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.

Perry Teplitsky is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at SagePoint Financial for 15 years and OSAIC for three years. Outside of his advisory role, he is a partner in Talon Renovations, LLC, a company focused on acquiring and renovating properties. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, model portfolios, and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis and integrates retirement-plan consulting and administration through relationships with benefits firms.

Robert Retzloff is a financial advisor at Venture Visionary Partners LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc and Purshe Kaplan Sterling Investments. Retzloff is also an independent insurance licensed agent and serves as a compliance officer for Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a range of investment approaches, including fundamental, technical, and modern portfolio theory, and offers services such as discretionary portfolio management, retirement-plan consulting, and integrated financial planning.

Jordan Harrigan is a financial advisor at Venture Visionary Partners LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill for seven years and Hobby Lobby for eight years. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs customized portfolios based on client objectives and risk profiles, utilizing a combination of fundamental, technical, and modern portfolio theory approaches.

Andrew Kinder is a CFP® and ChFC® practicing at Foundations Investment Advisors LLC with seven years of industry experience. His prior roles include positions at MDRN Capital, Sequoia Financial Group, Buckingham Strategic Wealth, Morgan Stanley, and Merrill Lynch. He is also an insurance agent with MDRN Insurance, LLC, dedicating approximately 10% of his time to that activity. Foundations Investment Advisors serves a broad client base with financial planning and portfolio management, employing a network of affiliated offices and investment adviser representatives. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing to manage client assets.

Joseph Pino is a financial advisor with B. Riley Wealth Advisors, Inc. in Toledo, OH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he is an author of children’s books. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various managed programs and financial planning services, overseeing approximately $4.21 billion in client assets through its team of advisors.

Robert Thompson is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concorde Asset Management, Concorde Investment Services, and Integrated Financial Resources, Inc. Thompson is also a licensed insurance agent involved in life insurance and long-term care insurance renewals. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and third-party money manager selection.

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 Beakas is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including BFC Planning, Inc., Strategic Wealth Management Group, LLC, and BDI Group LLC. In addition to his advisory work, he is involved with Strategic Wealth Management Group, LLC, which engages in general securities sales, life insurance sales, and sub-leases office space. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm offers a variety of investment platforms and strategies tailored to client needs through a network of independent investment adviser representatives.

Craig Findley is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, and Citigroup Global Markets. Findley is also involved with Venture Risk Consulting, LLC, which partners with other firms on employee benefit plans and business consulting. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses. The firm offers discretionary and non-discretionary portfolio management and integrates a variety of investment approaches while managing retirement-plan consulting and implementation.