David Kaser is a CFP® professional with 43 years of experience in the financial industry. He currently serves at KMG Fiduciary Partners, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley Private Bank, National Association. KMG Fiduciary Partners provides comprehensive wealth management services for individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities. The firm combines strategic asset allocation with tactical security selection and emphasizes direct investments alongside low-cost funds to manage yield, tax consequences, and expenses.

Eric Croak is a CFP® with 10 years of industry experience, currently serving at Croak Capital in Toledo, OH. He has held roles at CAM Tax, LLC and CAM Insurance, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Croak also maintains a longstanding affiliation with Creative Financial Partners. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with formal ties to affiliated accounting and insurance entities.

Mahamed Moubarak is a CFP® professional with five years of experience at Munn Wealth Management, LLC and additional experience at Quicken Loans, LLC and WorldBridge Partners, LLC. He holds health and life insurance licenses in Michigan, Ohio, and Illinois. Moubarak also worked in retail at Dave's Running Shop for six years. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm provides asset management and financial planning with a focus on discretionary management using investor profiles and risk-tolerance assessments, incorporating proprietary and quantitative strategies alongside third-party managers and alternative investment techniques.

James Burnor is a financial advisor at Croak Capital with 13 years of industry experience. He holds a Series 63 designation and has worked at firms including MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Burnor operates a family-owned real estate appraisal business and an insurance agency. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with additional affiliations in accounting and insurance services.

Gary Geiger is a financial advisor with SJS Investment Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with SJS Investment Consulting, Inc. since 2008. Geiger is also a licensed insurance agent affiliated with SJS Investment Management, LLC. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, typically managing portfolios with a minimum value of $1 million. SJS provides discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight, operating under a fiduciary standard with an Investment Committee that maintains diversified model portfolios and conducts regular reviews.

Nathan Wood is a financial advisor at McDonald Partners LLC in Bowling Green, OH, with three years of industry experience. He holds a Series 66 designation and previously worked at The Old Fort Banking Company and The Ohio State University. Wood is also a licensed insurance agent who sells variable annuity, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities alongside private fund management.

Katie Floyd is a financial advisor at SJS Investment Services with four years of industry experience. She holds a Series 65 designation and has worked previously at Dana, Inc. and PwC. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion for individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes total-portfolio solutions, uses diversified model portfolios overseen by an Investment Committee, and provides customized advisory services including discretionary portfolio management and retirement plan consulting.

Aaron Mechling is a financial advisor with KMG Fiduciary Partners, LLC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated before joining KMG Fiduciary Partners in 2018. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm employs a strategic asset-allocation approach with tactical overlays and manages approximately $1.6 billion in assets across a broad multi-office platform.

Terrel Eisert is a financial advisor with The Retirement Guys Formula, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Peak Brokerage Services, Blackridge Asset Management, Sterne Agee, and independent insurance agency work spanning over two decades. Outside of finance, he is involved in art sales through Andrea Eisert Abstract Art. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses its proprietary Independent Income System, blending multiple asset-allocation strategies and risk management tools, and manages approximately $300 million in discretionary assets across a team of ten advisors.

Chaz Price is a CFP® professional with 21 years of industry experience, currently serving as an advisor at The Retirement Guys Formula. His prior roles include positions at Peak Brokerage Services, Raymond James Financial Services, and Medicare Advantage Plans. Outside of advising, he owns Customer Retirement Planners, LLC, where he consults on marketing strategies and business succession planning for other financial advisors. The Retirement Guys Formula provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporate clients. The firm utilizes a proprietary allocation system and offers discretionary portfolio management, consulting, and sub-advisory services through a team of ten advisors.

Brian Schmitz is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 17 years of industry experience. He holds a Series 66 designation and has worked with Liberty Partners Financial Services, LLC and Next Financial Group Inc. Outside of his advisory role, Schmitz is a partner and owner of a tax preparation business, contributing about 20 hours per month to that activity. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm integrates an in-house tax practice with its investment services, focusing on individualized strategies, model portfolios, and retirement planning with an emphasis on tax efficiency.

Jeffrey Yost is a financial advisor at SJS Investment Services with 23 years of industry experience. He holds a Series 63 designation and has been with SJS and its related entities since 2001. SJS Investment Services provides discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting to individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities. The firm’s investment approach includes diversified model portfolios monitored by an internal Investment Committee and incorporates tailored strategies for public funds and the use of leveraged positions in select accounts.

Brady Fineske is a CFP® professional with 20 years of experience in the financial services industry. He has been with TFO Wealth Partners since 2011 and previously worked at One To One, LLC. Outside of advisory work, he is an author and contributing writer, having published the book *All You Have To Do Is Last*. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of financial planning and family office services.

Shane Meyer is a financial advisor at Fortis Capital Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 10 years and KMG Fiduciary Partners for 6 years. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers through portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice using a variety of investment strategies, including ESG options, and manages over $1.6 billion in discretionary assets.

Griffin Oehlers is a financial advisor at Venture Visionary Partners LLC with a Series 65 designation and four years of industry experience. He has been with Venture Visionary Partners since 2017 and previously worked at TDC Investment Advisory and Improveit! Home Remodeling. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios according to client objectives and risk profiles.

Hannah Kirk is an Investment Advisor Representative at McAdam LLC with two years of industry experience. She holds a Series 66 designation and has worked previously at Thrivent Financial and Financial Express. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Jeffrey Barefoot is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 designation and over 42 years of industry experience. He has served as President and CEO of Ressourcement, Inc. since 2012 and has been affiliated with M HOLDINGS SECURITIES, Inc. since 2004. In addition to his advisory roles, he is a board member of the Foundation for Life of Northwest Ohio and holds a law license with occasional volunteer pro bono work. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory.

Ryan Borucki is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Venture Visionary Partners LLC since 2020. His prior work includes roles at D.B. Root & Company, LLC, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. He is also an independent licensed insurance agent affiliated with Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary portfolio management alongside retirement-plan consulting and implementation.

Tad Sobieszczanski is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with TFO Wealth Partners since 2016 and previously worked at One To One, LLC from 2017 to 2019. 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.

Tyler Mckean is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Kestra in 2020. Outside of his advisory role, he is a sole member of Tyler Mckean Enterprises LLC, which he uses for tax purposes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.