James Poling is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Advisory Alpha, LLC, where he has worked since 2020. Prior to that, he held roles at Planners Alliance LLC and AlphaStar Capital Management. Poling is also involved with Citizen Advisory Group, where he serves as a wealth manager and licensed insurance agent. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach to portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Charles Bennett is a financial advisor at Prospera Financial Services, Inc. with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of his advisory role, he serves as president of Deepwood Lane Partners LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Christopher Seiple is a financial advisor with BFC Planning, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with BFC Planning since 2013 and has operated his own firms, including Seiple Financial, Inc. and Christopher D Seiple, for over 20 years. He serves as treasurer for 33 for Charity, a nonprofit organization involved in fundraising and distribution of charitable funds. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management and provides investment advice through a network of independent advisor representatives using various program structures and third-party platforms.

Anna Brubaker is a financial advisor at TFO Wealth Partners with two years of industry experience. She holds a Series 65 credential and previously worked at Fastenal, the University of Toledo, Bethesda Care Center, and Lakota Local School District. Outside of her advisory role, she is involved with Safe Harbor Lakefront Marina in Port Clinton, Ohio, where she assists in marina operations. 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 and emphasizes long-term, asset-allocation strategies using model portfolios composed of mutual funds and ETFs, supplemented by third-party managers.

Benjamin Winne is a financial advisor with Advisory Alpha, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at firms including Citizen Advisory Group and Winne Financial, LLC. Outside of his advisory roles, he is a co-owner of two pizza restaurants, Padrones Pizza locations in Bluffton, Ohio, and Middlesboro, Kentucky. 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 provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a wide range of managed portfolio series.

Gino Chiappetta is a CFP® with 35 years of industry experience, currently serving at Consolidated Portfolio Review Corp. His prior experience includes 17 years at Western International Securities, Inc. Outside of his advisory role, he is president of CH Asset Management and works as a licensed realtor with Medicare Molehill. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored investment approaches that combine strategic asset allocation with fundamental and technical analysis, supporting a variety of managed account options and access to third-party sub-advisors.

Nathan Poiry is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., PNC Bank, and Northwestern Mutual Life Insurance Company. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients through a multi-team structure of approximately 60 advisors. The firm employs a fund-of-funds investment approach guided by a centralized Investment Team and offers services including financial planning, specialty retirement-plan solutions, and subadvisory roles for 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.

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 with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Peak Brokerage Services, Independent Solutions Wealth Management, and Next Financial Group. He also provides financial planning seminars and estate planning advice through Everest Financial. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations with tailored portfolio management and financial planning. The firm utilizes a network of investment adviser representatives and offers access to model portfolios, third-party managers, and estate-planning referrals.

Sean O'drobinak is a Series 65-licensed financial advisor with Advisory Alpha, LLC, where he has worked since 2022. He has four years of industry experience and has held roles at Citizen Advisory Group and Foresight Insurance, both involving insurance sales and financial consulting. Prior to his advisory career, he spent eight years at Case Medical, Inc. and five years at Intuitive Surgical. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized investment team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

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.

Andrew Pieracini is a financial advisor at Gibbs Wealth Management, LLC in Holland, Ohio, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Legacy Group Planning, as well as experience in the manufacturing sector at Swanton Welding Company. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm’s investment process focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

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. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining ON Investment Management Co. in 2025, he worked at Cambridge Investment Research Advisors and The O.N. Equity Sales Co. He also serves as an agent for Augustar Life Insurance Company. ON Investment Management Company is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to third-party investment programs, with a mix of discretionary and non-discretionary asset management.

Grant Newton is a financial advisor with ON Investment Management Co. in Perrysburg, Ohio. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior firms include Cambridge Investment Research, Inc. and The O.N. Equity Sales Company. Newton is also an insurance agent with Augustar Life Insurance Company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary account management and maintains a dual-registration model integrating broker-dealer activities with advisory services.

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.