Jason Bernat is a financial advisor with BFC Planning, Inc. He holds a Series 63 designation and has 16 years of industry experience. Bernat has been with BFC Planning since 2014 and is also affiliated with several financial services firms dating back to 2007. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs using multiple platform arrangements and investment strategies.

Jessica Morrow is a financial advisor at HBKS Wealth Advisors with two years of industry experience. She holds a Series 65 credential and has previously worked at EY, John Carroll University, Center Street Technologies, HBK CPAs & Consultants, and HBK Sorce Insurance LLC. In addition to her advisory role, she is an insurance agent with HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and multiple platform arrangements, providing a range of strategies including fixed income, alternatives, and cryptocurrency exposure.

Austin Sambuco is a CFP® professional with four years of industry experience, currently serving at JFS Wealth Advisors, LLC. His career includes roles at Mass Mutual and Sherwin Williams, as well as work during his university years. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal governments. The firm uses a disciplined approach combining client-specific Financial Goal Plans and an internal Investment Committee, employing Modern Portfolio Theory to guide investment allocations.

Thomas Cimoric is a financial advisor at Ausdal Financial Partners, Inc. He holds a Series 66 designation and has been in the financial services industry since 2018. His prior experience includes roles at Capital Business Strategies and Novitas Solutions Inc. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of services such as advisor-managed accounts, separately managed accounts, unified managed accounts, and access to third-party managers, with investment strategies tailored to each client’s objectives and risk tolerance.

Mark Smallwood is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Beard Financial Services, Inc., and BPS Wealth Advisors, Inc. Outside of his advisory work, he serves as Treasurer for Canfield Band Parents, Inc. and provides financial forecasting and business consulting services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and portfolio rebalancing.

Jay Dias is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including LPL Financial LLC, Premier Bank, Cetera, and The Huntington Investment Company. Outside of his advisory role, he officiates local minor sports through the Ohio Athletic Association. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through various programs, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Constance Amstutz is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at JFS Wealth Advisors, LLC since 2017 and previously at FEIC Financial, Inc. from 2015 to 2017. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investment options.

Richard Horvath is a financial advisor with BFC Planning, Inc. He holds over 27 years of industry experience and has worked at BFC Planning since 2014. His prior roles include positions at Berthhel Fisher and Company Financial Services, American Financial Services, and Allstate Insurance. Horvath has also operated as an independent insurance agent since 1996. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory programs, employing a range of investment strategies while excluding advice on futures, hedge funds, and digital assets.

Brent Nelson is a financial advisor with Stonex Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 28 years of industry experience. He has worked at Stonex Advisors since 2015 and at StoneX Securities Inc. since 2014, following 14 years at Wrp Investments, Inc. Nelson is also involved as an agent and advisor in a fixed indexed business on a limited basis. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through independent advisors and an in-house Private Client Group, utilizing multiple account structures, model-based solutions, and third-party money managers.

Anthony Scrocco is a CFP® with 12 years of experience in financial advisory. He has worked at HBKS Wealth Advisors since 2013 and has prior experience with Park Shore Partners LLC and Hill Barth & Kingl LLC. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management and financial planning. The firm employs a range of strategies across asset classes and offers specialized services for high-net-worth clients, using proprietary models and multiple platform arrangements.

Bruce Averback is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds the Series 63 designation and previously worked at Stifel for 10 years before joining Thurston Springer Financial in 2019. Thurston Springer serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to active momentum models.

Richard Morrow Jr. is a financial advisor at HBKS Wealth Advisors with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments. In addition to his advisory role, he serves as treasurer and board member for the Rescue Mission of Mahoning and the Pregnancy Help Center. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of strategies and manages accounts typically on a discretionary basis using proprietary models and multiple platform arrangements.

Stephen Pavlich is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 license and 38 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 34 years before joining his current firm in 2021. Outside of his advisory role, he serves as an uncompensated auditor for SNPJ Fraternal Lodge 153 and treasurer for Auburn Hills Condo Association #2. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, with access to third-party money managers and financial planning services.

Ashley Cline is a CFP® professional with two years of industry experience. She is currently with JFS Wealth Advisors, LLC and previously worked at HDA Wealth Management. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process supported by an internal Investment Committee and uses Modern Portfolio Theory to guide portfolio allocations.

Peter Tedde Jr. is a financial advisor with StoneX Advisors Inc. in Youngstown, OH, holding a Series 66 designation and bringing 34 years of industry experience. He has worked with StoneX Advisors since 2015 and was previously with Wrp Investments, Inc. for 15 years. Outside of his advisory role, he is also licensed as an insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services through independent advisors and an in-house Private Client Group. The firm employs a range of model-based and advisor-managed solutions and supports multiple account structures.

Kathleen Indiano is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Inc. and INVEST Financial Corp. Outside of her advisory role, she is the president and owner of Indiano & Company CPAs, Inc., a public accounting firm providing accounting and tax services, and she also assists clients with insurance needs as a licensed insurance agent. 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 offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of investment strategies delivered on discretionary and non-discretionary bases.

Robert Smallwood Jr. is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2017 and previously worked at Beard Financial Services, Inc. from 2004 to 2017. Outside of his advisory role, he operates an accounting and business consulting service. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Thomas Taranto is a Certified Financial Planner® with 17 years of industry experience. He is a Senior Financial Advisor at HBKS Wealth Advisors with prior experience at Purshe Kaplan Sterling Investments and Edward Jones. Taranto serves on the Board of Directors for the Canfield Soccer Club, a nonprofit promoting youth soccer in the community. HBKS Wealth Advisors serves individual and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using a range of strategies and offers specialized services for high-net-worth clients under its Level 3 brand.

William Berlin is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at multiple firms including BPS Wealth Advisors, Inc. and Beard Financial Services, Inc. Berlin also serves as president of the Berlin Fund, a charitable organization that distributes gifts to nonprofits supporting children and young adults in Northeastern Ohio, and holds board positions with the Youngstown YMCA and its Camp Fitch branch. 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 portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with ongoing monitoring and rebalancing by its advisory representatives.

Thomas Ankrom is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at CoreCap Investments, Ameritas Investment Corp., and CCF Investments, Inc. In addition to advisory work, he owns and operates Ankrom Tax Preparation, providing income tax preparation services since 1992. CoreCap Advisors serves individual, retirement plan, and institutional clients, offering discretionary portfolio management and financial planning. The firm emphasizes a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, bonds, and selective options strategies, while managing multiple ownership and affiliate relationships.