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, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and Merrill. She also serves as a board member and volunteer for the nonprofit Hoops and Loops for Kids 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 other business entities, offering financial planning and portfolio management through both proprietary and third-party programs.

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.

Hallah Fonseca is a financial advisor at Sequent Planning, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including OSAIC Wealth, Inc and Hantz Financial Services. She also serves as a registered assistant at Karban Financial, LLC. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework and a mix of internally developed models, third-party managers, and customized allocations to deliver advisory services.

Jason Eichenberg is a financial advisor with TFO Wealth Partners in Maumee, Ohio. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining TFO Wealth Partners, he worked at Modern Woodmen of America and was involved with Expresso Car Wash Inc. for over three decades. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, serving 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 with mutual funds and ETFs, systematic rebalancing, and tax-aware strategies.

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 Series 66-licensed advisor with 14 years of industry experience. He has worked at Farther since 2025 and previously led Eric Watson Financial Group LLC for 12 years. Watson is also the owner and president of Turtle Shell Properties, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.

Joseph Kizer is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He also works as a vascular access specialist at Dynamic Access, Inc. and provides nursing care at Wood County Hospital. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party model portfolios, serving both discretionary and non-discretionary accounts.

Morgan De Nutte is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and approximately two years of industry experience. Prior to joining Ameritas, Morgan worked at Northwestern Mutual and several mortgage firms. Morgan is also involved with Deverna & Co Financial, providing investment advisory and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

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 with Brookstone Capital Management LLC, holding a Series 65 designation and 19 years of industry experience. He has operated McIntire Retirement Services since 2000, focusing on financial and retirement planning. In addition to his advisory role, he has worked as an independent insurance agent involved in the sale of life and health insurance products. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds, while also serving as sub-advisor to other advisory programs.

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.

Kevin Pietro is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 designations. He has six years of industry experience, including prior roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of advisory work, he operates an e-commerce business as a sole proprietor on eBay. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm emphasizes long-term portfolio returns and integrated services aligned with Empower’s recordkeeping and administrative platforms.

Scott Peluso is a financial advisor with Fifth Third Securities, Inc. in Swanton, Ohio, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2022, with prior roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Citizens Securities, Inc. In addition to his advisory work, he is an agent involved in Medicare insurance sales. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, employing a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.