Mark Melda is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Key Investment Services, and Key Corp. He has an ownership interest in a rental property in Parma, Ohio. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach and offers both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Joseph Hamel is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and 18 years of industry experience. He has been involved with Hamel Advisory Services, LLC since 2007 and Hamel & Associates, Inc. since 1994. Outside of his advisory role, Mr. Hamel is a licensed insurance professional through Hamel & Associates, Inc., operating separately from his work at Portfolio Medics. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches alongside financial planning and consulting services.

Chase Henderson is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds a Series 66 designation and began his advisory career with StoneX Advisors Inc. and StoneX Securities Inc. in 2025. Prior to his advisory role, he was employed at Miami University and the Miami University Rec Center. Henderson also operates Henderson Financial Services, focusing on insurance and investments. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing platforms like Envestnet and Advyzon for portfolio implementation and tax-aware services.

Jeri Siss is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Ausdal in 2024, she worked with SA Stone Investment Advisors Inc. and Primerica Financial Services. Outside of finance, she is an independent fitness instructor, life coach, corporate trainer, and serves on the board of the Amherst Historical Society. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services with investment strategies tailored at the advisor level to clients’ specific objectives and risk tolerances.

Chad Henderson is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. since 2019. Outside of his advisory role, Henderson is involved in managing a family farm that raises livestock and cultivates land. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes a combination of proprietary models, third-party money managers, and various platforms to implement customized investment strategies.

Martin Healy is a financial advisor at American Independent Securities Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for 10 years. Outside of his advisory role, Healy is involved in municipal bookkeeping and independent insurance sales. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

John Laws is a financial advisor at CoreCap Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience at LPL Enterprise and The Prudential Insurance Company of America. Laws also serves as a financial advisor at Skolnik Retirement Solutions, where he is involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a range of investment vehicles and frequently utilizing sub-advisors and third-party asset managers.

Valerie Schmitz is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., the ON Equity Sales Company, and Ohio National Financial Services. Outside of her advisory work, she is involved in farming and livestock through Kelly Day Farms and owns a holding company for other corporate ventures. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement plan consulting, using customized portfolios that combine internal and third-party manager strategies tailored to client objectives and risk tolerance.

Donald Ross is a financial advisor with CoreCap Advisors holding a Series 66 credential and three years of industry experience. His prior work history includes roles at Cooper, Adel, Vu Financial and various affiliated entities. He is also an IRS Enrolled Agent assisting clients with tax preparation and advice through Cooper, Adel, Vu Tax, LLC. CoreCap Advisors serves individual clients including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term relationships and tax-efficient strategies.

Nicole Brewer is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at Prosperity Wealth Management, Inc., Fortune Financial Services, CoreCap Investments, Inc., and Foresters Equity Services, Inc. Brewer is also an owner of Brew Crew Enterprises, where she teaches skydiving and performs related activities. Additionally, she serves on the board and as a trustee for the Olmsted Chamber of Commerce. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing discretionary portfolio management, financial planning, and consulting services. The firm constructs portfolios with a range of public and private investments and employs a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Shaena Yorke is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 25 years of industry experience. She has worked with LaSalle St. since 2019 and previously at Ameriprise Financial Services and Wrp Investments. Outside of her advisory role, she serves as a trustee of a 401(k)/PSP plan and works as an accounting consultant. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment programs.

Robert Henderson is a financial advisor with StoneX Advisors Inc. in Medina, Ohio, holding a Series 63 license and 11 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously at Sterne Agee Financial Services from 2014 to 2017. Outside of his advisory work, Henderson is involved in health and fitness through a partnership at MMBKH, LLC, and manages tax preparation services during tax season. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services. The firm utilizes a variety of platforms and third-party managers to implement strategies across multiple account structures.

John Doran III is a CFP® professional with 32 years of experience in the financial industry. He is currently with IP Financial Advisory Services LLC and has previously worked with firms including Avantax Advisory Services and Innovation Partners LLC. Outside of his advisory work, he is president of J.A. Doran & Associates, Inc., a tax preparation and accounting business. IP Financial Advisory Services primarily serves individual retail clients through portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and offers access to third-party investment advisors, focusing mainly on non–high-net-worth individuals.

Steven Schippel is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously at Belpointe Asset Management and Belpointe Insurance. Schippel is also the president and owner of Schippel Consulting, a consulting firm he has operated since 2001. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated businesses to support its clients.

Patrick Radachi is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Independent Financial Group and Spira Benefits, where he is also president. Radachi is involved in tax preparation and retirement plan consulting through Radachi & Company and Spira Benefits LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.

George Elias is a financial advisor at Ascentis Independent Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including ORG Partners and Emerald Investment Partners. Outside of his advisory work, he owns Premier Tax Consulting and Global Tax Consulting, providing tax consulting services. Ascentis Independent Advisors offers investment advisory services to individuals, trusts, retirement plans, and businesses. The firm provides tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and access to private funds and alternative investments through its Private Direct Investments program.

Erik Stern is a financial advisor at Lexaurum Advisors with Series 65 and Series 66 licenses and one year of industry experience. Before joining Lexaurum Advisors, he held positions at Amazon and UBS. He is also involved with the Medina Baseball Association. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, managing approximately $1.27 billion for over 2,100 clients.

Gregory Szabo is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Elyria, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Berthel Fisher since 2003 and previously operated his own advisory business for over 30 years. Additionally, he has engaged in the sale of fixed insurance products. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms, with a broad range of investment options and portfolio management approaches.

Andrew Arehart is a financial advisor with Wealth Watch Advisors, Inc. in Medina, Ohio, holding a Series 66 designation and 30 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, LPL Financial, and FirstMerit Bank. Outside of his advisory role, he is involved in consulting services through Metro Public Adjustment Inc. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of quantitative, qualitative, and technical investment strategies vetted by its Investment Committee.

John Moody is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of experience in the industry. He also owns John Moody Insurance and ERA Real Solutions, where he has been involved since 2015 and 2004, respectively. His other business activities include managing insurance services and real estate transactions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis while requiring client approval for transactions.