Eric Clayton is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and nine years of industry experience. He has worked with BPS Wealth Advisors, Inc. since 2019 and BPS Pension Advisors, Inc. since 2014. Outside of advising, he is a salaried employee at Beard Pension Services, Inc., a third-party administration firm specializing in retirement plan consulting for small companies. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Dustin Sturm is a CFP® and ChFC® professional with 14 years of experience in the financial services industry. He is currently with Stonex Advisors Inc., where he has worked since 2021, following nine years at Nationwide Investment Services Corp. Outside of his advisory role, he serves as president of FERF, LLC and operates Sturm Financial Services, Inc., his own registered representative business. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary services through independent advisors and an in-house Private Client Group, utilizing a variety of investment platforms and model-based solutions.

James Rafoth is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Beard Financial Services, Inc. and BPS Pension Advisors, Inc., where he has served for over three decades. Outside of his advisory work, he acts as a pension consultant and president of Beard Pension Services, a third-party administrator for retirement plans serving small businesses. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a variety of proprietary and third-party platforms alongside sub-advisory and wrap fee programs.

Benjamin Burkhead is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Centauri Advisory Group, Inc. and C&L Financial Services LLC. He also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Jason Young is a financial advisor with Commonwealth Financial Network and co-owner of Modern Wealth Management, LLC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, PNC Investments, and Huntington National Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, investment management, and compliance support, allowing affiliated advisors discretion to construct client portfolios from a variety of securities and insurance products.

Mary Winch is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2012 and previously worked at Simply Money Advisors. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of financial planning and portfolio management services through an open-architecture platform that integrates multiple third-party managers.

William Mangano is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 credentials and has 43 years of industry experience. He has been associated with NY Life Insurance Co. since 1982 and Nylife Securities Inc. since 1983. Outside of his advisory work, he serves as treasurer and officer of the James Place Condominium Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and provides advice through multiple program types, with the majority of assets managed on a non-discretionary basis.

Anthony Mangano is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. He has 16 years of industry experience, including roles at Eagle Strategies since 2013 and affiliated firms since 2007. Outside of his advisory work, he is involved in brokering non-New York Life fixed products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ashley Salinsky Lucas is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Voya, she worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she owns A and R Designs LLC, a family-run business creating and selling wooden home decor items, and operates the blog Sailing with Mermaids, which shares stories about autism and family travel. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support mostly non-discretionary client relationships.

Kevin Shope is a Series 66 credentialed financial advisor with 27 years of industry experience. He has been with Citizens Securities, Inc. since 2008. Outside of his advisory role, he serves as president and director on the board of Dylan's House, a nonprofit organization. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, operating as a broker-dealer and insurance agency while being wholly owned by Citizens Bank, N.A.

Matthew Pruitt is a CFP®-certified financial advisor at MAI Capital Management, LLC with nine years of industry experience. His previous roles include positions at WCG Wealth Advisors, Treloar & Heisel, Citizens Securities, Bank of America, Merrill, and PNC Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning and tax services within client relationships, managing $72.3 billion in assets as of May 31, 2026.

Sidney Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in financial services since beginning his career with Merrill in 1982. His early roles included work at the Chicago Board of Trade and the foreign exchange trading desk in New York, which provided him with insights into market drivers. Over the years, he has managed pension, trust, and individual assets and currently offers discretionary portfolio management incorporating a range of individualized and third-party strategies. Sid holds a Bachelor's degree in Finance and Economics from Miami University of Ohio and has completed the Executive Education Program at the University of Chicago Booth School of Business. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized repeatedly by Barron's as one of the Top 1,200 Financial Advisors and by Forbes as a Best-In-State Wealth Advisor and as part of the Jones Wealth Management Group Best-in-State Wealth Management Team. Sidney is a founding member of the Boardman Schools Fund for Educational Excellence endowment and supports several community initiatives such as Making Kids Count and Beatitude House. He sponsors significant local events including one of Ohio's largest high school cross-country track meets. Sid resides in Boardman with his family and enjoys fishing, football, golfing, and reading.

Sherri Clay is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services within a Private Advisor model, also operating as a registered broker-dealer with capabilities in investment banking and alternative investments.

Dominic Corso is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of advising, he owns Onward Enterprises LLC, an e-commerce business focused on building brands. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and registered broker-dealer with access to alternative investments and integrated trust and insurance capabilities.

Lisa D'amico is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 27 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Philip Springirth is a CFP® professional with 19 years of industry experience, currently affiliated with Osaic Institutions, Inc. He has worked with several firms including First Commonwealth Bank, Infinex Investments, LPL Financial, Cetera Wealth Services, and Walnut Street Securities. Outside of his advisory roles, he serves on the endowment committee of his local church. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a national network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that emphasizes both discretionary and non-discretionary account management.

Quinn Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, working as part of the Jones Wealth Management Team serving clients in Canfield and Columbus, Ohio. He brings a focus on goals-based wealth management, helping clients navigate the complexities of their financial lives to build desired lifestyles and legacies. Quinn began his career in Chicago in 2014 at a boutique wealth management firm and completed the CERTIFIED FINANCIAL PLANNER® certification courses at DePaul University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree in Finance from Miami University, where he also studied abroad in Luxembourg and participated in an international business program in Asia. Outside of his professional work, Quinn is involved with the Bexley Schools Finance Advisory Council and City Year Columbus. He lives in Bexley, Ohio with his wife Molly and their goldendoodle Harlow. His personal interests include traveling, tennis, running, and activities on the water.

Ryan Mckay is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Merrill for 12 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it is notable for operating as a registered broker-dealer with capabilities in placement and investment banking services.

David Farragher is a CFP® professional with 18 years of industry experience. He currently works at Citizens Securities, Inc. and previously spent 13 years at The Huntington Investment Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while Citizens Securities also operates as a broker-dealer and insurance agency.

Andrew Good is a financial advisor with Commonwealth Financial Network and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in basketball as a referee and coach. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors, offering a variety of advisory programs and services including discretionary model portfolios and wealth management solutions. The firm provides operational, trading, technology, compliance, and practice-management support to advisors who typically offer advice under their own brand names while operating under Commonwealth’s supervision.