Jason Hostetler is a financial advisor at Stratos Wealth Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved with Generation Investment Management in life insurance strategy. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and maintains custodial relationships with Fidelity and Schwab to deliver tailored portfolio management and advisory services.

David Drummond is a financial advisor at Creative Financial Designs, Inc. with 26 years of industry experience. He holds a Series 63 designation and has been with Creative Financial Designs since 2014. Outside of his advisory role, he is a tennis instructor at Hall of Fame Fitness Center and serves as Vice President of College Planning Alliance LLC. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Robert Milan is a financial advisor with TCFG Investment Advisors, LLC in Canton, Ohio, holding 26 years of industry experience. He has worked with the TCFG group of companies since 2017 and has been associated with National Planning Corporation since 2013. Outside of his advisory role, Milan also operates Milan & Associates LLC, where he provides tax preparation services for individuals, small businesses, and corporations. TCFG Investment Advisors offers investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and provides both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Bruce Dipietro is a CFA® charterholder with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has held positions at Brookshire Wealth Management, LPL Financial, and other firms. He also serves as director of Brookshire Wealth Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients through a team of roughly 161 advisors and manages approximately $9.9 billion in assets using customized portfolios and a long-term investment approach.

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 a Series 65 designation and no prior industry experience. She has worked at The Assurance Group as an Agency Sales Director focusing on fixed insurance and annuity products since 2017. Prior to her financial services career, she worked at The Olive Garden for 15 years. Integrity Advisory Solutions serves a diverse clientele including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting services, utilizing third-party platforms and sub-advisers to construct and manage individualized or model portfolios.

Daniel Dague is a financial advisor with Prosperity Wealth Management, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Prosperity Wealth Management since 2019 and has been involved with Fortune Financial Services and Buckeye Tax Service for over a decade. Dague is an enrolled agent with the IRS and part owner of Buckeye Tax and Financial Service, where he prepares taxes and conducts commission-based insurance sales, including fixed annuities and Medicare supplemental and advantage plans. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million for about 1,600 clients, focusing on tailored portfolio supervision with quarterly reviews and a diversified investment approach that includes oversight of third-party money managers.

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.

Charles Glass is a financial advisor at On Investment Management CO with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The ON Equity Sales Company, Citizens Securities, Inc., and Ohio National Financial Services. In addition to his advisory role, Glass is active as a career insurance sales agent. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning and access to third-party investment programs, with a mix of discretionary and non-discretionary account management.

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, Ohio, holding Series 65 and Series 63 licenses and having four years of industry experience. Prior to joining Stratos in 2023, he worked at MWA Financial Services Inc and Modern Woodmen of America, and spent seven years with Rootstown Local Schools. He is also involved in insurance sales and service as an agent for fixed term and whole life insurance. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients, offering financial planning and portfolio management through various advisor-managed programs and third-party platforms. The firm’s integration with SEI-affiliated businesses provides access to specialized investment management and custody services.

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 at Pinnacle Investments, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019 and Essex Securities LLC since 2005. In addition to his advisory work, he owns and operates Robert L. Nicholas Insurance Agency, which provides general insurance services including property, casualty, and bonds. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions, offering financial planning, portfolio management, and advisory consultations through both internal and third-party managers.

Joseph Hassen is a financial advisor at LexAurum Advisors in Canton, Ohio, with 12 years of industry experience. He holds a Series 66 license and has worked previously at Nationwide Securities LLC and Nationwide Financial. Outside of his advisory work, he 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 multi-advisor team approach, managing approximately $1.27 billion with a focus on diversified portfolios aligned with modern portfolio theory and utilizing model allocations primarily implemented through 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 Series 66-licensed financial advisor at RFG Advisory, LLC with 20 years of industry experience. He has previously worked at Equitable Advisors and Axa Advisors. Bernier serves as a board member of the Green Schools Foundation in Green, Ohio. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, serving a diverse client base including individuals, high-net-worth households, trusts, and institutional accounts.

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 with Integrity Advisory Solutions, holding a Series 65 credential and nine years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at AlphaStar Capital Management, LLC and Regal Investment Advisors, LLC. He also serves as Regional Vice President at The Assurance Group, where he manages an office of insurance agents and sells fixed life insurance, annuities, Medicare, indemnity, and STC plans. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a network model of investment adviser representatives using both discretionary and non-discretionary strategies.

James Tschantz is a CFP® with 38 years of industry experience. He is currently an Investment Advisor Representative at Signature Equity Partners, LLC, where he has worked since 2023. Prior to this, he spent 12 years with LPL Financial. Outside of his advisory role, he has engaged in the sale of fixed insurance products and operated a wealth management DBA in North Canton, Ohio. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-based portfolio solutions and providing both discretionary and non-discretionary account management.

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.