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 at Exodus Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Prosperity Wealth Management, Fortune Financial Services, Guardian, and J.W. Cole Advisors. Mcpeek is also an independent insurance agent involved in fixed insurance sales, life, health, and annuities. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, and consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment strategies and offers discretionary portfolio management with regular account supervision and due diligence on 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. They hold a Series 65 credential and previously worked at Fidelity Investments and Players Restaurant and Lounge. Outside of finance, Jessie works part-time as a food delivery provider. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning and investment management services. The firm emphasizes customized asset allocation and combines active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Jon Stacy is an investment advisor representative with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, The Huntington Investment Company, and VOYA Financial Advisors. Stacy also operates Varsity Wealth Management, a sole proprietorship involved in sales and marketing of securities, variable insurance products, fixed annuities, and non-variable insurance. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolios with ongoing monitoring and optional overlays such as tax management and socially responsible investing.

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 credential and 18 years of industry experience. He previously worked at Edward Jones for eight years before joining Kingsview Asset Management, LLC, where he has been since 2016. He is also an independent life insurance agent. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of in-house portfolio management and third-party strategies, with services available on both discretionary and non-discretionary bases.

John Ross is a CFP® with 41 years of experience in financial advisory services. He is currently with Signature Equity Partners, LLC and Osaic Wealth since 2026, following 14 years at Concorde Asset Management and Concorde Investment Services, and a long tenure at Integrated Financial Resources. Outside of his advisory work, Ross is a member of the University of Toledo Varsity T-Club and the Fellowship of Christian Athletes, participating in community and faith-based activities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to deliver customized portfolio management and financial planning services.

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 bringing 29 years of industry experience. She has been with Packerland since 2021 and concurrently serves as president of Sayler's Accounting & Tax Spec, Inc., a firm she founded in 1990. Additionally, Sayler serves as an officer and director on the board of the nonprofit organization Lenawee County Mission-Prospectives in Adrian, MI. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 178 advisors, managing over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Amy Amos is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for seven years before joining Venture Visionary Partners in 2020. 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 combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios, offering both discretionary and non-discretionary management alongside retirement-plan consulting and implementation services.

Tamela K. Wriker is a CFP® professional with 28 years of industry experience, currently serving at Venture Visionary Partners LLC since 2022. She previously worked at UBS Financial Services for 15 years. Wriker 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 individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary portfolio management alongside retirement-plan consulting.