Jeffrey Yost is a financial advisor at SJS Investment Services with 23 years of industry experience. He holds a Series 63 designation and has been with SJS and its related entities since 2001. SJS Investment Services provides discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting to individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities. The firm’s investment approach includes diversified model portfolios monitored by an internal Investment Committee and incorporates tailored strategies for public funds and the use of leveraged positions in select accounts.

Brady Fineske is a CFP® professional with 20 years of experience in the financial services industry. He has been with TFO Wealth Partners since 2011 and previously worked at One To One, LLC. Outside of advisory work, he is an author and contributing writer, having published the book *All You Have To Do Is Last*. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of financial planning and family office services.

Shane Meyer is a financial advisor at Fortis Capital Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at KMG Fiduciary Partners, Morgan Stanley, UBS Financial Services, and KeyBanc Capital Markets Inc. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, and institutional clients, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies including discretionary management and ESG options, managing $1.615 billion in discretionary assets as of the end of 2025.

Griffin Oehlers is a financial advisor at Venture Visionary Partners LLC with a Series 65 designation and four years of industry experience. He has been with Venture Visionary Partners since 2017 and previously worked at TDC Investment Advisory and Improveit! Home Remodeling. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios according to client objectives and risk profiles.

Ryan Borucki is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Venture Visionary Partners LLC since 2020. His prior work includes roles at D.B. Root & Company, LLC, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. He is also an independent licensed insurance agent affiliated with Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary portfolio management alongside retirement-plan consulting and implementation.

Tad Sobieszczanski is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with TFO Wealth Partners since 2016 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing model portfolios with mutual funds and ETFs, systematic rebalancing, and tax-aware strategies.

Tyler Mckean is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Kestra in 2020. Outside of his advisory role, he is a sole member of Tyler Mckean Enterprises LLC, which he uses for tax purposes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.

Perry Teplitsky is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He previously worked at SagePoint Financial for 15 years and OSAIC for three years. Outside of his advisory role, he is a partner in Talon Renovations, LLC, a company focused on acquiring and renovating properties. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, model portfolios, and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis and integrates retirement-plan consulting and administration through relationships with benefits firms.

Robert Retzloff is a financial advisor at Venture Visionary Partners LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc and Purshe Kaplan Sterling Investments. Retzloff is also an independent insurance licensed agent and serves as a compliance officer for Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a range of investment approaches, including fundamental, technical, and modern portfolio theory, and offers services such as discretionary portfolio management, retirement-plan consulting, and integrated financial planning.

Jordan Harrigan is a financial advisor at Venture Visionary Partners LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill for seven years and Hobby Lobby for eight years. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs customized portfolios based on client objectives and risk profiles, utilizing a combination of fundamental, technical, and modern portfolio theory approaches.

Megan Cameron is a Series 65 licensed financial advisor with nine years of industry experience. She has been with TFO Wealth Partners since 2016 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base that includes high-net-worth individuals, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Matthew Moses is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Camelot Portfolios, LLC for 12 years before joining OneAscent in 2022. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, unified managed accounts, and consulting, utilizing individualized asset-allocation guidelines and various model-based platforms.

Katharine Heller is a financial advisor at TFO Wealth Partners with a Series 65 credential and experience since 2021. She has held positions at University of Dayton Economics & Finance and worked at Inverness Club and Brandywine Country Club. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office services, retirement plan consulting, and third-party manager allocations for individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, using model portfolios with systematic rebalancing and tax-aware strategies.

Joseph Pino is a financial advisor with B. Riley Wealth Advisors, Inc. in Toledo, OH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he is an author of children’s books. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various managed programs and financial planning services, overseeing approximately $4.21 billion in client assets through its team of advisors.

Robert Thompson is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concorde Asset Management, Concorde Investment Services, and Integrated Financial Resources, Inc. Thompson is also a licensed insurance agent involved in life insurance and long-term care insurance renewals. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and third-party money manager selection.

Jordan Crabb is a financial advisor at TFO Wealth Partners with eight years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Mariner Wealth Advisors, Column Capital Advisors, Facet Wealth, and Charles Schwab. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion. The firm offers discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations for individuals, high-net-worth clients, trusts, charitable organizations, and businesses. Their investment approach is long-term and allocation-driven, utilizing model portfolios primarily composed of mutual funds and ETFs, with additional options in private market funds and cryptocurrency-linked securities.

Nicholas Bader is a financial advisor at TFO Wealth Partners with a Series 65 license and three years of industry experience. His prior work includes roles at Gilmore Jasion Mahler and various positions at the University of Toledo. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager consulting. The firm employs a long-term, allocation-driven investment strategy based on Modern Portfolio Theory, utilizing model portfolios with mutual funds and ETFs, and provides clients with digital tools such as a document-management platform and estate-planning resources.

Lindsey Rouser is a financial advisor at Venture Visionary Partners LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at UBS and Purshe Kaplan Sterling Investments. Rouser serves on the Client Advisory Board for TriState Capital Bank. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a mix of fundamental, technical, and modern-portfolio-theory approaches, customizes portfolios to client objectives, and offers both discretionary and non-discretionary management.

Jacob Dryfuse is a financial advisor at TFO Wealth Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at First Insurance Group and Appraisal Research Corporation. Outside of advisory work, he is registered as an Independent Insurance Agent. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing model portfolios with mutual funds and ETFs, systematic rebalancing, and tax-aware strategies.

Timothy Carroll is a financial advisor at Venture Visionary Partners LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments and Northwestern Mutual. Carroll is also involved in outside insurance sales and servicing on a limited basis. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary management along with retirement-plan consulting.