Rachel Pease is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Vantage Financial Partners, Ameriprise, and JPMorgan Chase. Outside of advisory work, she prepares tax returns through Johnson & McGraw Co. LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, integrating private market allocations and utilizing AI tools to support investment decisions while maintaining human oversight.

Tarick Bernat is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., bringing 32 years of industry experience. He serves as president of American Financial Services and owns American Financial Tax Services, which provides tax preparation services. BFC Planning, Inc. serves a broad mix of clients, including individuals, corporations, banks, and pension plans, offering financial planning, portfolio management, and access to various sub-advisory and third-party manager programs through a network of approximately 200 investment adviser representatives.

George Bellish is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at American Portfolios and OSAIC, alongside maintaining Capital Business Strategies since 2004. He is also a member of GMB Strategies, LLC, a holding company unrelated to investment activities. Ausdal Financial Partners manages over $2 billion in client assets through a network of approximately 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various account types, with access to multiple custodians and a combination of advisory, brokerage, and insurance services.

Robin Roberts is a financial advisor with HBKS Wealth Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2009 and has been involved with multiple HBKS affiliated entities since 2002. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs a diverse investment approach with discretionary management of tailored portfolios, utilizing various strategies and multiple platform arrangements.

Timothy Harrison is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and four years of industry experience. He previously worked at The Alliance and McConkey Financial before joining Fennick Financial, where he is involved in insurance and investment services. Outside of his advisory role, Harrison occasionally speaks at local churches, drawing on his past work abroad as a clergy worker with the Christian and Missionary Alliances. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, estates, and institutional clients, offering fee-based financial planning alongside both discretionary and non-discretionary portfolio management. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles.

Ted Baird is a Series 63 licensed financial advisor with 48 years of industry experience. He has been with StoneX Advisors Inc. since 2017 and also works with StoneX Securities Inc. since 2014. Outside of his advisory role, he is a licensed insurance agent involved in selling fixed annuities, life, and disability insurance through his separate business, TW Baird Financial Services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm utilizes a range of strategies including advisor-managed portfolios, proprietary models, and third-party money managers to meet client needs.

Mowry Young II is a Series 66-licensed financial advisor with Wealthcare Capital Management LLC in Canfield, Ohio, where he has worked since 2010. He has 23 years of industry experience. Outside of his advisory role, he holds a 20% interest in a limited liability company that owns commercial real estate in Reno, Nevada. Wealthcare Capital Management LLC is a multi-team SEC-registered firm managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach with model portfolios primarily consisting of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Vinny Di Renzo is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has been with StoneX Advisors since 2026 and has prior experience at StoneX Securities Inc. from 2022 to the present. Before entering the financial industry, he was affiliated with Youngstown State University from 2018 to 2022. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through proprietary models and third-party managers with platforms that support tax-aware and customized portfolio solutions.

Mark Hadley is a CFA® charterholder with eight years of industry experience, currently serving with ValMark Advisers, Inc. since 2018. He also has experience with BPS Pension Advisors, Inc. and BPS Wealth Advisors, Inc. outside of ValMark. In addition to his advisory work, Hadley engages as a personal running coach through Railroad Athletics, LLC. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation implemented primarily through mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.

Daniel Bradaick is a financial advisor at WesBanco Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Premier Bank, Cetera, and HOME SAVINGS BANK. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee programs and third-party managed solutions, combining multiple analytical methods and strategies while maintaining primarily nondiscretionary accounts.

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.

Ryan Tunison is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Moors & Cabot since 2021. Prior to that, he was associated with FEIC Financial, Inc. and also has experience outside the financial sector, including roles at AVI FoodSystems and Walmart. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs various analytic approaches and offers services such as portfolio management, financial planning, and consulting, with accounts typically custodied through RBC Capital Markets.

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.