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.

Charles Glass is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at The ON Equity Sales Company and Citizens Securities, Inc. In addition to his advisory duties, he is active as a career insurance agent. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of comprehensive and modular plans, third-party investment programs, and both 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, 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.

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.

Ryan Rowe is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Belpointe since 2017. Prior to joining Belpointe, he worked at R&R Stewardship Partners and has also been employed at Provia since 2004, where he serves as a quality assurance technician. Outside of advisory work, Rowe is a sports official and serves on the board for a local swimming pool through the Lawrence Township Joint Recreation District. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized discretionary investment management, financial planning, and retirement-plan consulting, often integrating third-party managers and proprietary funds into client portfolios.

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 over 42 years of experience in the financial services industry, currently serving as an advisor at Primerica Advisors since 1999. Prior to this, he worked with Guardian Life Insurance Company of America starting in 1986. He is an author of multiple books, including *If Your Money Talked…* and *How To Retire and Not Die.* Sirak is also a board member of the Stark Community Foundation and has participated in local business development through the Impact Angel Fund in Canton, Ohio. Primerica Advisors operates as part of a larger enterprise, serving a diverse client base with brokerage and advisory services. The firm offers a mix of proprietary and third-party investment solutions, including model-based strategies and fee-based managed accounts, addressing individual investors, businesses, and retirement plans.

Wayne E. S. Arnold is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including over 27 years with Primerica Advisors and a concurrent role at Guardian Life Insurance Company of America since 1989. Outside of advising, he is writing a book on theoretical physics and serves as a panelist for FINRA arbitration cases. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Autumn Taylor is a financial advisor with Primerica Advisors, holding a Series 63 designation and 37 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and has prior experience at Cetera Advisor Networks, Vantage Financial Group, and Vicus Capital. In addition to her advisory role, she is also an insurance broker for products other than Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs.

Jordan Evans is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding Series 63 and Series 65 registrations and three years of industry experience. Prior to his current role, he has held multiple positions within Citizens Bank and Citizens Securities since 2020, as well as experience at Charter Communications and AeroTek. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory program utilizing ETF-based portfolios and proprietary algorithms, alongside commission-based brokerage and other non-discretionary services.

Michael Erchick Sr. is a ChFC®-designated financial advisor with 39 years of industry experience. He has been with Guardian Life and its affiliated entities since 1990, currently serving at Guardian Life for 27 years. In addition to his advisory role, he is involved in other insurance activities including property and casualty as well as individual and group health insurance. He is affiliated with Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.