Timothy Whetro is a CFP® professional with 38 years of industry experience currently with Capital Investment Advisory Services, LLC. His prior experience includes roles at Buckingham & Company and Buckingham Financial Group. He is the owner of Whetro Advisors, a financial planning firm, and serves as an outside representative for fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm utilizes a combination of fundamental, technical, and charting analysis and offers tailored investment programs primarily managed on a discretionary basis.

Paul Abendroth is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at several firms, including D.B. Root & Company, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. Abendroth is also an independent insurance agent through 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 model portfolios and a combination of fundamental, technical, and modern-portfolio-theory approaches, and it offers a sizable retirement-plan practice with ERISA 3(38) Pooled Employer Plan services.

John Cameron is a financial advisor with BFC Planning, Inc. in Toledo, OH, holding a Series 63 designation and bringing 41 years of industry experience. He has been with BFC Planning since 2013 and also serves as president of The Cameron Company, LLC, which engages in securities and insurance sales. Additionally, he is involved in fixed insurance marketing and life insurance sales through affiliated businesses. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies primarily using stocks, bonds, mutual funds, and ETFs.

Travis Maas is a financial advisor at Venture Visionary Partners LLC with seven years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, Inc., and LPL Financial LLC. In addition to his advisory role, he is a licensed insurance agent specializing in fixed and variable life insurance. 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 offers customized portfolio management and financial planning, utilizing a range of investment strategies and third-party managers, along with retirement-plan consulting and implementation services.

Peter Kneip is a financial advisor with Ausdal Financial Partners, Inc. He holds the ChFC® designation and a Series 63 license, and has 42 years of industry experience. He has been with Ausdal Financial Partners since 2009. In addition to his advisory role, he sells individual term, universal life, and whole life insurance, as well as fixed annuities and long-term care products. 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations.

Melissa Estrich is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. She has been with Venture Visionary Partners since 2020. Venture Visionary Partners LLC offers investment advisory and financial planning services to individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses. The firm combines fundamental, technical, and modern portfolio theory approaches to customize portfolios and provides both discretionary and non-discretionary management along with retirement-plan consulting.

Brian Funkhouser is a financial advisor at Venture Visionary Partners LLC in Sylvania, OH, with 22 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and UBS Financial Services Inc. prior to joining Venture Visionary Partners in 2019. 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 a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary management alongside retirement-plan consulting and implementation services.

John O'Brien is a financial advisor at Venture Visionary Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at Purshe Kaplan Sterling Investments and UBS Financial Services. He serves on the PLANADVISER Advisory Board, contributing to event content and structure. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a blend of fundamental, technical, and modern portfolio theory approaches, and offers discretionary and non-discretionary management along with retirement-plan consulting.

Robert Loeb is a CFP® with 36 years of industry experience. He is currently with Venture Visionary Partners LLC and Purshe Kaplan Sterling Investments, having previously worked at UBS Financial Services and Mcdonald Investments Inc. Loeb serves on the boards of the Mercy Health Foundation and the Catholic Community Foundation Diocese of Toledo, and he is a member of the advisory committee for the Police Athletic League. 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 offers discretionary and non-discretionary portfolio management, integrated financial planning, and retirement-plan consulting, using a mix of fundamental, technical, and modern portfolio theory approaches and leveraging third-party managers and technology platforms.

Chad Whipple is a financial advisor at Venture Visionary Partners LLC with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Venture Visionary Partners in 2023, he worked at Northwestern Mutual in various roles from 2013 to 2023. He is also an independent licensed insurance agent and operates Venture Risk Consulting, LLC, an insurance agency focusing on life, health, disability, and fixed annuities. 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 a combination of fundamental, technical, and modern portfolio theory approaches and offers discretionary and non-discretionary management, integrated financial planning, and retirement-plan consulting services.

Sean Mcghee is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds a Series 63 designation and has held roles at Berthel Fisher & Company Financial Services, Inc., Strategic Wealth Management Group, LLC, and his own advisory practice. Outside of his advisory work, he owns and operates a standardbred harness racing stable. BFC Planning, Inc. provides financial planning, asset management, and outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, offering flexible fee arrangements and a range of investment programs through a network of independent advisors.

Michael Mcpeek is a financial advisor with Prosperity Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Prosperity Wealth Management since 2015 and also has concurrent roles at Fortune Financial Services, Inc. and Guardian. In addition to his advisory work, Mcpeek operates as an independent insurance agent, focusing on fixed insurance sales including life, health, and annuities. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients, employing a multi-method investment approach and conducting ongoing due diligence and oversight of recommended third-party managers.

Jamie Kaczmarski is a financial advisor with Venture Visionary Partners LLC, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Venture Visionary Partners in 2019, he worked at UBS Financial Services Inc. for eight years and held positions at Purshe Kaplan Sterling Investments and PKS Advisory Services. 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 portfolio management and planning services.

Jessie Siegler is a financial advisor at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. Prior to joining Forvis Mazars, Jessie worked at Fidelity Investments for five years and also has experience in the hospitality industry. Outside of advisory work, Jessie is involved in food delivery through Door Dash. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser offering financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits, managing approximately $12 billion in assets. The firm integrates wealth management with coordinated tax and accounting services under its parent company Forvis Mazars, LLP.

Jon Stacy is an investment advisor representative at Signature Equity Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, The Huntington Investment Company, and The Huntington National Bank. Stacy also operates Varsity Wealth Management, through which he conducts securities and insurance business. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates and utilizes model-based and third-party managed portfolios with discretionary and non-discretionary options.

James Porea is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His previous roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. He is also a licensed independent insurance agent specializing in variable, life, accident, and health insurance. 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 uses a combination of fundamental, technical, and modern-portfolio-theory approaches to customize portfolios and offers both discretionary and non-discretionary management along with retirement-plan consulting.

Jon Vanslooten is a financial advisor with Kingsview Wealth Management, LLC in Toledo, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Kingsview Asset Management, LLC since 2016. Additionally, Vanslooten is an independent life insurance agent. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management and model strategies across various securities and investment products.

John Ross is a CFP® professional with 41 years of industry experience. He is currently with Signature Equity Partners, LLC and has held prior roles at Concorde Asset Management and Concorde Investment Services. Outside of his advisory work, he supports student athletics as a member of the University of Toledo Varsity T-Club and is involved with the Fellowship of Christian Athletes. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement-plan services through independent advisory affiliates using model-based investment programs and both discretionary and non-discretionary approaches.

Bradford Dolgin is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services for 17 years and Purshe Kaplan Sterling Investments for one year prior to joining Venture Visionary Partners in 2020. Venture Visionary Partners LLC offers 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 provides customized portfolio management using model portfolios combined with fundamental, technical, and modern portfolio theory approaches, supported by third-party managers and technology platforms.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Packerland since 2021 and also serves as president of Sayler's Accounting & Tax Spec, Inc., a company she founded in 1990. Additionally, she is a board member of the Lenawee County Mission-Prospectives, a nonprofit organization. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory services to meet client needs.