Angelo Spinazze is a financial advisor at TFO Wealth Partners with eight years of industry experience. He holds the Series 65 credential and has been with TFO since 2016. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office and Family CFO services, retirement plan consulting, and third-party manager consulting for individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware considerations.

Michael Ohlemacher is a financial advisor with Sequent Planning, LLC, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Peak Brokerage Services, LLC, W&S Brokerage Services Inc., and Western Southern Life. Outside of advising, he owns a fast-food franchise, Pita Pit, in Maumee, Ohio. Sequent Planning, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisers, using a structured risk framework and diversified manager exposures.

Holly Jensen is a financial advisor with Prospera Financial Services, Inc. in Maumee, Ohio, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She previously worked at Wells Fargo Advisors from 2011 to 2017 before joining Prospera in 2017. Jensen serves as a board member and volunteer for Hoops and Loops for Kids LLC, a nonprofit organization. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer that manages approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Brittany Blazey is a Series 65-registered advisor with seven years of industry experience. She has worked at Carnegie Investment Counsel since 2018 following five years at Private Wealth Consultants LTD. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofits, corporations, government entities, and other investment advisers. The firm employs a variety of analytical approaches and may use long- and short-term trading, options, and margin strategies for suitable clients.

Christopher Henry is a financial advisor at Carnegie Investment Counsel with eight years of industry experience. He holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2018, following a seven-year tenure at Private Wealth Consultants. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Kevin Bucher is a Series 65-licensed financial advisor with 15 years of industry experience, currently with Advisory Alpha, LLC since 2020. His prior roles include positions at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2007, where he serves as Vice-President and is also a licensed insurance agent. In addition to his advisory work, he co-owns a tax preparation business, CAG Tax, LLC. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plans and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.

Jason Eichenberg is a financial advisor with TFO Wealth Partners in Maumee, Ohio. He holds Series 65 and Series 63 designations and has one year of industry experience. Prior to joining TFO Wealth Partners, he worked at Modern Woodmen of America and managed operations at Expresso Car Wash Inc. for over three decades. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, providing a range of services including investment management, family office support, retirement plan consulting, and third-party manager consulting. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing model portfolios with mutual funds and ETFs, and offers access to specialized mandates and digital planning tools.

Shams Afzal is a financial advisor at Carnegie Investment Counsel with nine years of industry experience. He holds a Series 65 designation and previously worked at Private Wealth Consultants before joining Carnegie Investment Counsel in 2018. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, institutions, and nonprofits. The firm uses a variety of analytical approaches and investment strategies aligned with client goals and provides specialized services such as ERISA-section fiduciary oversight and nongovernmental governance support.

Zowe Clark is a financial advisor at TFO Wealth Partners with a Series 65 credential and three years of industry experience. Prior to joining TFO Wealth Partners, Clark held positions at Arizona State University, the University of Toledo, ProMedica, and ENDEVIS. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base that includes high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset-allocation driven investment strategy using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Jaden Mc Mullen is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Mc Mullen also serves as a Marine Reservist with the United States Marine Corps. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing model portfolios with mutual funds and ETFs, along with access to digital tools for estate and document management.

Nolan Dill is a financial advisor with Creative Financial Designs, Inc. in Bowling Green, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and professional sports organizations such as the Detroit Lions and Detroit Tigers. Outside of advisory services, he is involved in insurance sales through his DBA Standing Firm Financial and operates Nolan C Dill LLC, providing financial planning and investment services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a variety of investment management and financial planning solutions. The firm employs asset-class model allocations informed by third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Peter Samenuk is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance, Alphastar Capital Management, LLC, and Citizen Advisory Group, LLC. In addition to his advisory role, he is involved in insurance sales and serves as a general partner at Foresight Insurance, LLC. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and a range of specialty solutions, including retirement plans and tax-advantaged accounts. The firm also partners with other registered investment advisors through subadvisory and co-advisory arrangements and employs a diverse investment approach featuring fund-of-funds strategies alongside individual securities and structured products.

Eric Watson is a financial advisor at Farther with 13 years of industry experience. He holds a Series 66 designation and previously operated Eric Watson Financial Group LLC for 12 years. Watson is also owner and president of Turtle Shell Properties, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Thomas Nehring is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Ameriprise Financial Services and Fifth Third Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party and affiliate strategies, with custodial services provided by National Financial Services.

Joseph Kizer is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He is also employed as a vascular access specialist and provides nursing care at Wood County Hospital. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers, managing both discretionary and non-discretionary assets.

Kevin Smith is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities in 2023, he worked at Fifth Third Bank beginning in 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform.

Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and has two years of industry experience. Morgan’s prior experience includes roles at Northwestern Mutual and various mortgage and financial services companies. Morgan is also involved with Deverna & Co Financial, providing investment advising and insurance services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm delivers investment solutions through a combination of in-house models, third-party managers, and a platform integrating affiliated entities for diverse advisory needs.

Umihiko Saito is a financial advisor with Eagle Strategies (NY Life) in Perrysburg, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Eagle Strategies since 2009 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company, both since 2006. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Christopher Mcintire is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has operated McIntire Retirement Services since 2000, providing financial and retirement planning. McIntire is also involved in insurance sales as an independent contractor. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios, unified managed accounts, and separately managed accounts.

Madeson Lamlein is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Fifth Third Securities, Lamlein worked at Fifth Third Bank and has experience in various roles including at Beckett's Burger Bar and Valco Valley Tool and Die. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.