Diane Spencer is a financial advisor at EGI Financial, Inc. with 49 years of industry experience. She holds a Series 63 designation and has worked at American Heritage Securities Inc. since 2018, following a nine-year tenure at Stifel, Nicolaus & Company, Incorporated. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary money management and retirement plan advisory services, employing a Money Management Philosophy that integrates fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on quality, growth, value, diversification, and long-term investment horizons.

Douglas Mackay is a CFA® charterholder with 29 years of industry experience. He has been with Broadleaf Partners, LLC since 2005. Mackay serves on the investment committees for Peg's Foundation and the Miami University Foundation, advising these endowments on their investment strategies. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection, and financial planning. The firm uses a model-based investing approach combined with security selection and employs a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

Jacob Dunbar is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation with five years of industry experience. He previously worked at LRJ Wealth Management LLC, Willow Oaks Country Club, and ATP. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm creates customized portfolios using a variety of securities with a primarily long-term orientation and offers alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

Michael Prescott is a financial advisor at EGI Financial, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at American Heritage Securities since 2002. Outside of finance, he has been involved in his family barbershop business, Prescott Bros. Haircutting, for over three decades and continues to work there on Saturdays, planning to phase this out within the next year. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, combining fundamental, technical, and intangible analysis with a proprietary asset allocation model.

David Jakubowski is a financial advisor at Ellsworth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. He has been with Ellsworth Advisors since 2021. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers both discretionary and non-discretionary portfolio management, pension consulting, and family office support.

Kelly Kuennen is a CFP® with 32 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. Prior to this, Kuennen worked at Stratos Wealth Partners and LPL Financial from 2015 to 2018. In addition to financial advising, Kuennen is a licensed independent insurance agent, occasionally offering clients advice related to insurance. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm customizes portfolios through Investment Policy Statements and employs a mix of analytic approaches, offering discretionary management, pension consulting, and family office support.

Michael Schindler is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Ellsworth Advisors, LLC since 2018 and previously held roles at Cortland Private Wealth Management, Ellsworth Private Wealth Management, Stratos Wealth Partners, Ltd, and LPL Financial. In addition to his advisory work, Schindler is a licensed insurance agent and occasionally provides insurance advice to clients. Ellsworth Advisors, LLC serves individual clients, corporations, trusts, and retirement plans with customized portfolio management and comprehensive financial planning. The firm employs a range of analytic approaches and manages assets through discretionary authority, third-party managers, and private placements, while also providing pension consulting and family office support.

Ian Grove is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Integrity First Wealth and Hazard & Siegel Inc. Outside of advising, he is involved with JDV Consulting LLC, providing estate and fixed planning consulting services, and serves as a member of Lifetime Advisors LLC. Bull Harbor Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $354.8 million through a team of 28 advisors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services with a customized, primarily long-term investment approach.

Sara Gibbs is a financial advisor with EGI Financial, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at EGI Financial since 2019 and previously spent 13 years with Prospera Financial. Sara serves as a trustee for the Kurger Trust. EGI Financial, Inc. is a state-registered investment adviser that provides money management, retirement plan advisory services, and financial planning to individuals, high-net-worth clients, businesses, trusts, estates, and charitable organizations. The firm employs a Money Management Philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk management.

Brian Vincelette is a financial advisor with EGI Financial, Inc. in Akron, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at EGI Financial since 2014 and has concurrent roles at American Heritage Securities Inc, Bank of America, NA, and Merrill Lynch dating back to 2008. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning, employing a Money Management Philosophy that combines fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on long-term holdings.

David Sleeter is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently serves at Ruggaard & Associates and has prior experience with LPL Financial and Cetera Advisor Networks. Outside of his advisory role, he is involved in agricultural operations as secretary and director of family farm corporations in Nebraska and Illinois. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach combining fundamental, technical, quantitative, and qualitative analysis, offering a range of strategies tailored to client objectives and risk tolerances, with ongoing account monitoring and quarterly reviews.

Timothy Clepper is a financial advisor at Ellsworth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Robert Baird & Co. He is President of Kaulig Companies Ltd., a family office, and serves on the boards of the Rock & Roll Hall of Fame and Akron Children's Hospital. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a variety of analytic approaches and manages portfolios with discretionary and non-discretionary strategies, often incorporating private funds and alternative investments.

Robert Nickoson is a financial advisor at St. Bernard Financial Services, Inc. with 20 years of industry experience. He has worked at Coppell Advisory Solutions, LLC since 2013 and operates the Robert Nickoson Financial Group. Additionally, he is an independent insurance agent specializing in fixed annuities, life, accident, health, property and casualty, and commercial insurance. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth strategy using tactical asset allocation and offers both fee-based and commission-based solutions.

Michael Poitinger is a financial advisor with ValMark Advisers, Inc. holding Series 63 and Series 66 licenses and has 42 years of industry experience. He has operated his own firms, including Poitinger Wealth Management Inc. and Poitinger Financial Inc., and worked with Valmark Securities, Inc. and Poitinger, Redmond, Lyons, Kura & Co. Additionally, he earns commissions from fixed insurance products. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, employing diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing.

Ronald Tetley is a financial advisor at Simplicity Wealth with 19 years of industry experience. He holds a Series 65 designation and has worked previously at Belpointe Asset Management and Retirement Wealth Advisors. He is also co-owner and president of Creative Retirement Planning, LLC, where he is active in insurance sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, and offers advisory services alongside technology and operational solutions for other advisers.

Anthony Corra is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. He has also worked with Wealth Impact Advisors and has a background that includes roles in education and healthcare. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of related services.

Jonathan Houk is a CFP® professional with 16 years of industry experience, currently serving at ValMark Advisers, Inc. since 2012. He has also worked at Wealth Impact Advisors, LLC and Poitinger, Redmond, Lyons, Kura & Company. Outside of financial advising, Houk is president and secretary of Friends of Metro Parks, a nonprofit supporting public enjoyment of Summit County Metro Parks. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary programs such as the ACCESS wrap platform and the TOPS® ETF portfolios.

James Redmond is a CFP® professional with 43 years of industry experience, currently affiliated with ValMark Advisers, Inc. since 1998. He previously worked at Poitinger Redmond Lyons Kura Walker & Co. beginning in 1988. Outside of his advisory role, he serves on the board of The Rotary Camp for Children with Special Needs and leads Redmond Financial, Inc. as president. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and platforms.

Angela Day is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at Woods Associates and Fair Play Family Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and access to third-party manager programs.

Bailey Hemming is a financial advisor at Western Wealth Management LLC with a Series 66 designation and approximately one year of industry experience. Prior to joining Western Wealth Management and LPL Financial LLC in 2026, Hemming worked at the Federal Reserve Bank of Cleveland in 2025 and has a background in education with Aurora City Schools and John Carroll University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed model portfolios alongside various third-party programs.