Julia Sharlow is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 designation and four years of industry experience. Her prior roles include positions at Savage and Associates, Prime Capital Investment Advisors, LLC, and Cardone Financial Group LLC of Voya Financial Advisors. Concurrent Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with portfolios tailored to client goals, risk tolerance, and tax considerations.

Nathan Poiry is a financial advisor at Advisory Alpha, LLC with one year of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., PNC Bank, and Northwestern Mutual Life Insurance Company. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team using a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Kristin Rausch is a financial advisor at TFO Wealth Partners with three years of industry experience. She holds a Series 65 designation and previously worked at The Andersons for 11 years, followed by a brief tenure at Sunrise Cooperative. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets using long-term, asset-allocation strategies grounded in modern portfolio theory, employing mutual funds, ETFs, and third-party managers.

Jacob Spieth is a financial advisor at Kovack Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Kovack Advisors, he held roles at Northwestern Mutual, Meister & Associates, and other companies across various industries. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through a model-based and advisor-managed approach.

Zachary Kent is a financial advisor at TFO Wealth Partners with a Series 65 designation and one year of industry experience. His prior roles include positions at Jessup Wealth Management, KJM CFO Consulting, and various organizations including Hillsdale College and Kroger. TFO Wealth Partners manages approximately $4.85 billion in client assets, serving a diverse range of clients including high-net-worth households, family offices, and corporate clients. The firm focuses on long-term, asset-allocation strategies using model portfolios primarily composed of mutual funds and ETFs, complemented by third-party managers for fixed-income mandates.

Matthew Navarre is a financial advisor with Concorde Asset Management, LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including TIAA-CREF and DeVerna Wealth Management prior to joining Concorde in 2018. Outside of his advisory role, he hosts a weekly podcast discussing current sporting events and serves as a board member of the Society of Financial Service Professionals. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm develops individualized portfolios using model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services and participant advice.

Gehad Youssef is a financial advisor at Blackridge Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blackridge since 2019. His prior experience includes roles at Peak Brokerage Services, LLC and Independent Solutions Wealth Management, LLC. Youssef also conducts financial planning seminars and provides estate planning and insurance advice through EVEREST FINANICIAL. Blackridge Asset Management offers personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process, utilizing model portfolios and third-party managers, and provides sub-advisory services to unaffiliated RIAs.

Sean O'drobinak is a financial advisor with Advisory Alpha, LLC, holding a Series 65 license and three years of industry experience. His prior work includes roles at Intuitive Surgical and Case Medical, Inc. He is also involved with Citizen Advisory Group and Foresight Insurance, where he provides insurance sales and consulting services. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of managed portfolio strategies.

Nathan Aloi is a CFP® and holds a Series 65 license, currently serving as a financial advisor at TFO Wealth Partners with two years of industry experience. Prior to joining TFO Wealth Partners, he worked at John Carroll University and St. John's Jesuit High School. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation driven investment approach based on modern portfolio theory, utilizing model portfolios composed primarily of mutual funds and ETFs, along with third-party managers for fixed-income strategies.

Kaitlyn Natividad is a Series 65 credentialed financial advisor with one year of industry experience. She is currently with Advisory Alpha, LLC and previously worked at Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for a diverse client base, including individual and high-net-worth clients. The firm employs a fund-of-funds approach with systematic portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Michelle Holliday is a financial advisor at Alphastar Capital Management with three years of industry experience. She holds a Series 65 designation and has previously worked at McIntire Retirement Services, MWA Financial Services, and Modern Woodmen of America. Outside of her advisory role, she is an insurance agent with Holliday Wealth Partners. Alphastar Capital Management serves a diverse client base, including high-net-worth individuals, corporate clients, and retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a blend of strategic and tactical investment approaches and utilizes third-party portfolio construction technology, managing approximately $2.5 billion in assets with around 135 advisors.

Nicholas Sponseller is a Series 65 licensed financial advisor with eight years of industry experience. He has been with TFO Wealth Partners since 2016 and previously worked at Northwestern Mutual for one year. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager consulting. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses using a long-term, allocation-driven approach grounded in Modern Portfolio Theory and primarily implemented through mutual funds and ETFs.

George Newton III is a financial advisor with On Investment Management Co. in Perrysburg, OH, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and The O.N. Equity Sales Co. He is also an insurance agent with Augustar Life Insurance Company. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and managed account options with both discretionary and non-discretionary approaches.

Grant Newton is a financial advisor at O.N. Investment Management Company with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research, Inc., The O.N. Equity Sales Company, and Ohio National Insurance Company. He is also an insurance agent with Augustar Life Insurance Company. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

James Herrick is a CFP®-credentialed financial advisor with 19 years of industry experience. He has been with TFO Wealth Partners since 2011 and previously worked at One To One, LLC from 2016 to 2019. Herrick is also an independent life, health, and property and casualty insurance agent. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $4.85 billion in assets and focuses on long-term, asset allocation strategies using mutual funds, ETFs, and third-party managers, providing both discretionary and non-discretionary portfolio management along with comprehensive financial and estate planning services.

Gail Adler is a financial advisor with Gradient Advisors, LLC, holding a Series 65 license and having eight years of industry experience. She has been with Gradient Advisors since 2018 and also owns and operates Adler Insurance Agency LLC, which she has run since 2006. In addition to her advisory and insurance work, she is involved in farm land leasing. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a variety of clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using tools such as the Color of Money Risk Analysis to assess client objectives and risk tolerance.

Joseph Krebs is a financial advisor at TFO Wealth Partners in Maumee, OH, holding a Series 65 credential. He joined TFO Wealth Partners in 2025 and previously worked in various roles at CedarCreek Church, Rock Church, and North Star Community Church. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets and employs a long-term, asset-allocation approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Christopher Winters is a financial advisor at TFO Wealth Partners with 16 years of industry experience. He holds a Series 63 designation and has worked at TFO Wealth Partners since 2010, previously spending two years with One To One, LLC. TFO Wealth Partners manages approximately $4.85 billion in assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs long-term, asset-allocation driven investment strategies primarily using mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, financial and estate planning, and family office consulting.

John Cordes is a CFP® with six years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior work includes roles at Tfo Tdc, LLC and Wintrust Financial Corporation. TFO Wealth Partners manages approximately $4.85 billion in assets for individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset allocation-driven investment approach based on modern portfolio theory, utilizing model portfolios composed of mutual funds and ETFs, supplemented by third-party managers.

Christopher Egli is a financial advisor at WesBanco Securities, Inc. with 27 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, and Money Concepts Capital Corp. He holds Series 63 and Series 65 licenses. 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 non-discretionary wrap accounts and various managed account platforms, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.