Thomas Titus is a financial advisor at NorthRock Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, Inc. and Vantage Financial Partners. Outside of his advisory role, he manages Carter Management Group, LLC, a business focused on streamlining his day-to-day business operations. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and automated tools alongside human oversight.

Ryan Housteau is a financial advisor at Saxony Capital Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Saxony Capital Management since 2025, following prior experience at Saxony Securities and Equity Services Inc. Outside of his advisory role, he has experience in non-variable insurance sales. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model with 38 advisors and offers discretionary asset management alongside hourly or flat-fee consulting, utilizing a variety of investment methods and third-party managers.

Mandie Hiznay is a financial advisor at StoneX Advisors Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015. In addition to her advisory role, she owns and operates an insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various platforms and model-based solutions to implement strategies and supports a range of account structures.

Clancy Atkinson is a CFP® with 24 years of industry experience, currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and United Advisors Services, LLC. He is also involved with Innovative Benefits Consulting, providing life insurance referrals for estate planning purposes. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to various alternative investments, combining discretionary and non-discretionary strategies alongside third-party platforms and independent managers.

Michael Sabelli is a CFP® with 34 years of industry experience, currently serving at Saxony Capital Management, LLC. He has been with Saxony Securities, Inc. since 2010. Outside of his advisory work, he is the owner of a public accounting and financial planning firm and serves on the board of the nonprofit Silver Lining Cancer Fund, Inc. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model and offers discretionary asset management alongside financial planning and consulting, utilizing a range of investment strategies, including technical and fundamental analysis.

Eric Clayton is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and nine years of industry experience. He has worked with BPS Wealth Advisors, Inc. since 2019 and BPS Pension Advisors, Inc. since 2014. Outside of advising, he is a salaried employee at Beard Pension Services, Inc., a third-party administration firm specializing in retirement plan consulting for small companies. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Dustin Sturm is a CFP® and ChFC® with 14 years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021 and previously spent nine years with Nationwide Investment Services Corp. Outside of his advisory role, he is the president and owner of FERF, LLC, a business involved in managing rental properties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and model-based strategies for portfolio implementation.

James Rafoth is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Beard Financial Services, Inc. and BPS Pension Advisors, Inc., where he has served for over three decades. Outside of his advisory work, he acts as a pension consultant and president of Beard Pension Services, a third-party administrator for retirement plans serving small businesses. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a variety of proprietary and third-party platforms alongside sub-advisory and wrap fee programs.

Christopher Bland is a financial advisor with StoneX Advisors Inc. in Austintown, OH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services from 2014 to 2017. Outside of his advisory role, he is a CPA involved in tax preparation through Baxter Associates, LLC, and serves as treasurer for the Ice Castle Scholarship Fund, a charitable organization supporting Youngstown State University. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a range of advisor-managed and model-based strategies, supported by platforms like Envestnet and Advyzon, and is part of the broader StoneX Group, which offers integrated clearing, custody, and lending services.

Bryan Mersol is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation, with seven years of industry experience. He has worked in various capacities since 2015, including roles at Mersol Financial Solutions LLC and New York Life Insurance Company. Outside of his advisory work, he owns YourParanormal, a brand focused on paranormal investigation content across social media platforms. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Merrill Whippo Jr. is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank N.A. prior to joining Huntington. He has been with The Huntington Investment Company since 2017, serving in various capacities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate investment strategies.

Melissa Broerman is a financial advisor at PNC Wealth Management with 10 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments, LLC since 2017, following roles at PNC Bank and PNC Investments from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm’s approach uses algorithm-driven portfolio recommendations implemented via approved model strategies, with portfolio management and proxy voting delegated to third parties.

David Philibin is a financial advisor at The Huntington Investment Company with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Huntington since 2007, previously working at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank models, with accounts managed discretely by advisors or through model providers.

Lloyd Laughlin is a financial advisor at &PARTNERS with 43 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of portfolio management strategies and operating as both a registered investment adviser and broker-dealer.

Ashley Salinsky Lucas is a financial advisor at Voya Financial Advisors, Inc. with 17 years of industry experience. She holds a Series 66 credential and has previous experience at JPMorgan Chase Bank, J.P. Morgan Securities, and MissionSquare Retirement. Outside of her advisory role, she owns A and R Designs LLC, a business creating and selling handcrafted home decor, and operates a blog called Sailing with Mermaids that shares stories about autism and family travel. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary recommendation-based programs and operates both as an SEC-registered investment adviser and a broker-dealer.

Kevin Shope is a financial advisor at Citizens Securities, Inc. in Boardman, Ohio, holding a Series 66 designation with 27 years of industry experience. He has been with Citizens Securities since 2008. Shope serves as Director President on the board of Dylan's House, a nonprofit organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Patrick Manes is a financial advisor with Independent Financial Partners in Youngstown, Ohio, holding a Series 63 designation and 37 years of industry experience. He has worked at IFP Securities, LLC since 2019 and was previously associated with LPL Financial from 2012 to 2019. Manes is also involved in marketing and selling fixed annuity products through the Pinnacle Group on a limited basis. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base, with a notable focus on retirement-plan advisory and pension consulting services.

Edwin Torres Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic risk assessments and delegates portfolio management to approved strategists and third parties.

Jesse Tatterson is a financial advisor with PNC Wealth Management in Sharon, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with PNC investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s approach uses algorithm-driven risk assessment and implements investments via approved models managed by PNC or third parties, primarily through mutual funds and ETFs.

Michelle Laverty is a financial advisor at Stratos Wealth Partners, Ltd with 12 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning services under an open-architecture platform.