Robert Milan II is a financial advisor with TCFG Investment Advisors, LLC in Canton, OH, holding 27 years of industry experience. His prior roles include positions at Ameriprise and National Planning Corporation. In addition to his advisory work, he operates Milan & Associates LLC, providing tax preparation services to individuals and small businesses. TCFG Investment Advisors, LLC manages approximately $639 million in client assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a team of 29 advisors using a variety of analytical strategies.

Patrick Seaman is a financial advisor at AlphaStar Capital Management with 19 years of industry experience. He holds a Series 65 designation and has been with AlphaStar since 2011. In addition to his advisory role, he assists veterans in obtaining financial benefits through a voluntary activity with Seaman Retirement Planning, which he has operated since 2003. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other investment advisers. The firm employs both predefined model portfolios and custom strategies, utilizing strategic asset allocation and quantitative analysis in its investment approach.

Ashley Maldonado is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds a Series 65 designation and has worked at The Assurance Group's Ohio office since 2017. Outside of advising, she serves as an Agency Sales Director at The Assurance Group, where she assists clients with insurance and annuity product selection and leads other agents. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of investment strategies and third-party platforms.

Scott Heather is a financial advisor with Royal Fund Management, LLC in Canton, Ohio, holding a Series 65 credential and 13 years of industry experience. He has been with Royal Fund Management since 2013 and has operated Shaker Business Services as a tax preparer since 2006. Outside of advising, he is also licensed as an insurance agent and is involved in tax preparation services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of analytical approaches to implement investment strategies tailored to client risk tolerances and offers specialized services including access to select non-traded REITs and options-writing overlays.

James Seaman is a financial advisor at AlphaStar Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AlphaStar since 2011. Additionally, he operates Seaman Retirement Planning, an independent insurance sales and products business. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies along with subadvisory and platform services.

James Conley is a financial advisor with Stratos Wealth Advisors LLC in Canton, OH, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at MWA Financial Services Inc. and Modern Woodmen of America. Conley also worked for Rootstown Local Schools for seven years. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals, utilizing customized asset allocations or model portfolios delivered by investment advisory representatives.

Richard Nester is a financial advisor with Royal Fund Management, LLC, holding a Series 63 designation and over 33 years of industry experience. He has been with Royal Fund Management since 2016 and has operated as a self-employed advisor and under Ayers Financial Partners since 1986. In addition to his advisory work, he is involved in insurance sales and services as a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k)/defined contribution advice. The firm constructs tailored portfolios using various analytical methods and strategies, ranging from conservative allocations to options writing, and offers both discretionary and held-away account services.

Robert Nicholas is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Essex Securities LLC since 2005 and joined Pinnacle Investments in 2019. Outside of advising, he owns and operates Robert L. Nicholas Insurance Agency, specializing in property, casualty, and bond insurance. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, portfolio management, and third-party manager selection, employing both fundamental and technical analysis to tailor investment programs.

Joseph Hassen is a financial advisor with LexAurum Advisors in Canton, Ohio, holding a Series 66 designation and 12 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously at Nationwide Securities LLC and Nationwide Financial. Outside of his advisory role, Hassen serves as president of the Rotary Club of Plain Township and as vice president of the North Canton Little League. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a diversified investment approach based on modern portfolio theory and offers standardized model portfolios primarily implemented with low-cost ETFs.

Patrick Deorio is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Berthel Fisher since 2003 and previously owned and served as an investment advisor representative at First Eagle Financial Services in North Canton, Ohio. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a range of asset management platforms and strategies, with approximately 100 investment adviser representatives delivering portfolio management and financial planning services.

Paul Bernier is a financial advisor at RFG Advisory, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors, LLC, and Ameriprise. Bernier is a board member of the Green Schools Foundation in Green, Ohio. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management through various model strategies and third-party platforms, and it serves as a sub-adviser to multiple Bluemonte ETFs.

Benjamin Seaman is a financial advisor at Alphastar Capital Management with two years of industry experience. He holds a Series 65 designation and previously operated Seaman Retirement Planning. His work history also includes roles outside finance, such as positions at Southway Fence Company and Akron RubberDucks. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies through in-house model portfolios and third-party tools, supporting over 8,400 client relationships and managing approximately $2.5 billion in assets.

Robert Knotts is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including AlphaStar Capital Management and Regal Investment Advisors. Knotts is also Regional Vice President at The Assurance Group, where he manages an office of insurance agents and oversees fixed insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of around 100 independent advisors. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both fundamental and technical analysis alongside various asset allocation strategies.

James Tschantz is a CFP® professional with 38 years of experience in financial advisory roles. He is currently with Signature Equity Partners, LLC and has prior experience at LPL Financial, American Portfolios Advisors, Inc., and Medallion Advisory Services, LLC. He also has a history of involvement in fixed insurance product sales and operates a DBA called Tschantz Wealth Management. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and delivers advice through a network of independent advisory affiliates, employing platforms such as Vision2020 Wealth Management to offer customized portfolio management and financial planning solutions.

Christopher Allen is a financial advisor with Ausdal Financial Partners, Inc. in North Canton, OH, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at Fortune Financial Services, Prosperity Wealth Management, CoreCap Advisors, and Investment Network, Inc. Outside of advisory services, he serves on the boards of nonprofit organizations supporting veterans and first responders and is involved in tax preparation and memorial services businesses. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through discretionary and non-discretionary accounts with a range of investment options and custodial services.

Gary Sirak is a ChFC® with 42 years of industry experience, currently serving at Guardian Life since 1999, and affiliated with the Guardian Life Insurance Company of America since 1986. He is involved in authorship, having written books including "If Your Money Talked..." and "How to Retire and Not Die." Sirak also serves on the board and distribution committee of the Stark Community Foundation and is a contributor to the Impact Angel Fund, which supports new businesses in Stark County. Guardian Life’s subsidiary Park Avenue Wealth Management offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party solutions and a range of financial planning and consulting services.

Wayne E. S. Arnold is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Guardian Life since 1999 and the Guardian Life Insurance Company of America since 1989. Outside of his advisory work, Wayne is writing a book on theoretical physics and serves as a panelist in FINRA arbitration cases. He works at Guardian Life’s Park Avenue® Wealth Management, which provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and educational services.

Autumn Taylor is a financial advisor with Guardian Life and holds a Series 63 designation. She has 38 years of industry experience and has worked at firms including Park Avenue Securities, Vicus Capital, and Cetera Advisor Networks. In addition to her advisory work, she is also an insurance broker for products outside of Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Michael Erchick Sr. is a financial advisor with Guardian Life in Canton, OH, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including 36 years with Guardian Life Insurance Company of America and 27 years with Guardian Life. Outside of investment advisory, he is involved in underwriting property and casualty, individual, and group health insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.

Neven Zelich is a financial advisor at Steward Partners Investment Advisory, LLC with 38 years of industry experience. He has previously worked at Ameriprise Financial Services, UBS Financial Services, Merrill, and Mid Atlantic Capital Corporation. He is a co-owner of Jenz, LLC, which manages an Ameriprise advisory business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of portfolio management and financial planning services.