Vinny Di Renzo is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio. He holds the Series 66 designation and has been in the industry since 2022, including roles at StoneX Securities Inc. from 2022 to the present. Prior to his financial career, he attended Youngstown State University from 2018 to 2022. StoneX Advisors Inc. serves a diverse client base including individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and ERISA consulting. The firm utilizes a combination of advisor-managed portfolios, proprietary model solutions, and third-party managers to implement investment strategies.

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.

Randall Beard is a financial advisor at StoneX Advisors Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015, with prior experience at StoneX Securities and operating Beard Insurance Agency, Inc. since 1995. Outside of his advisory roles, he manages a sole proprietorship handling his business income and expenses. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, integrating third-party money managers and proprietary models for portfolio implementation.

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 work as a financial advisor, she owns and operates an insurance agency focused on insurance sales and account servicing. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through both independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies using proprietary models, third-party money managers, and various technology platforms.

Ryan Tunison is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Moors & Cabot since 2021, with prior experience at FEIC Financial, Inc., AVI FoodSystems, and Walmart. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting services, with portfolio strategies tailored to clients’ objectives and risk tolerances.

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® professional with 14 years of experience in the financial services industry. He is currently with Stonex Advisors Inc., where he has worked since 2021, following nine years at Nationwide Investment Services Corp. Outside of his advisory role, he serves as president of FERF, LLC and operates Sturm Financial Services, Inc., his own registered representative business. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary services through independent advisors and an in-house Private Client Group, utilizing a variety of investment platforms and model-based solutions.

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 at StoneX Advisors Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Outside of his advisory role, Bland is a CPA involved in tax preparation and serves as treasurer for a scholarship fundraising organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a range of investment solutions including proprietary models and third-party money managers, supported by robust platforms and comprehensive due diligence processes.

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.

Jason Young is a financial advisor with Commonwealth Financial Network and co-owner of Modern Wealth Management, LLC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, PNC Investments, and Huntington National Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, investment management, and compliance support, allowing affiliated advisors discretion to construct client portfolios from a variety of securities and insurance products.

Mary Winch is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2012 and previously worked at Simply Money Advisors. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of financial planning and portfolio management services through an open-architecture platform that integrates multiple third-party managers.

William Mangano is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 credentials and has 43 years of industry experience. He has been associated with NY Life Insurance Co. since 1982 and Nylife Securities Inc. since 1983. Outside of his advisory work, he serves as treasurer and officer of the James Place Condominium Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and provides advice through multiple program types, with the majority of assets managed on a non-discretionary basis.

Anthony Mangano is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. He has 16 years of industry experience, including roles at Eagle Strategies since 2013 and affiliated firms since 2007. Outside of his advisory work, he is involved in brokering non-New York Life fixed products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ashley Salinsky Lucas is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Voya, she worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she owns A and R Designs LLC, a family-run business creating and selling wooden home decor items, and operates the blog Sailing with Mermaids, which shares stories about autism and family travel. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support mostly non-discretionary client relationships.

Kevin Shope is a Series 66 credentialed financial advisor with 27 years of industry experience. He has been with Citizens Securities, Inc. since 2008. Outside of his advisory role, he serves as president and director on the board of Dylan's House, a nonprofit organization. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, operating as a broker-dealer and insurance agency while being wholly owned by Citizens Bank, N.A.