Bruce Cartwright is a CFP® with eight years of industry experience, currently serving as an advisor at TFO Wealth Partners since 2017. His prior work includes positions with One To One, LLC and the Senate Budget Committee, as well as a teaching role at Hillsdale College. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering discretionary and non-discretionary investment management, family office services, retirement plan consulting, and third-party manager allocations for individuals, high-net-worth clients, trusts, family offices, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, using model portfolios primarily comprised of mutual funds and ETFs with systematic rebalancing and tax-aware strategies.

John Newton is a financial advisor with Advisory Alpha, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at The Huntington National Bank, NYLIFE Securities, and Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, supported by approximately 60 advisors. The firm employs a fund-of-funds investment approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Sarah Sherwin is a financial advisor at TFO Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Fifth Securities for 11 years before joining TFO in 2019. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses through discretionary and non-discretionary investment management, family office and tiered Family CFO services, and retirement plan consulting. Its investment approach is long-term and allocation-driven, using model portfolios primarily composed of mutual funds and ETFs, with systematic rebalancing and tax-aware strategies.

Angelo Spinazze is a financial advisor at TFO Wealth Partners with eight years of industry experience. He holds the Series 65 credential and has been with TFO since 2016. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office and Family CFO services, retirement plan consulting, and third-party manager consulting 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, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware considerations.

Jason Holliday is a financial advisor with AlphaStar Capital Management in Maumee, Ohio, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Holliday Wealth Partners, Rosenboom Machine and Tool, McIntire Retirement Services, MWA Financial Services Inc, Modern Woodmen of America, and Fenner Dunlop America. AlphaStar Capital Management serves individual, corporate, and business clients as well as retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches through model portfolios and advisor-directed models, managing approximately $2.5 billion in assets for over 8,400 client relationships.

Michael Ohlemacher is a financial advisor with Sequent Planning, LLC, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Peak Brokerage Services, LLC, W&S Brokerage Services Inc., and Western Southern Life. Outside of advising, he owns a fast-food franchise, Pita Pit, in Maumee, Ohio. Sequent Planning, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisers, using a structured risk framework and diversified manager exposures.

Holly Jensen is a financial advisor with Prospera Financial Services, Inc. in Maumee, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and Merrill. She also serves as a board member and volunteer for the nonprofit Hoops and Loops for Kids LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning and portfolio management through both proprietary and third-party programs.

Brittany Blazey is a Series 65-registered advisor with seven years of industry experience. She has worked at Carnegie Investment Counsel since 2018 following five years at Private Wealth Consultants LTD. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofits, corporations, government entities, and other investment advisers. The firm employs a variety of analytical approaches and may use long- and short-term trading, options, and margin strategies for suitable clients.

Christopher Henry is a financial advisor at Carnegie Investment Counsel with eight years of industry experience. He holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2018, following a seven-year tenure at Private Wealth Consultants. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Kevin Bucher is a Series 65-licensed financial advisor with 15 years of industry experience, currently with Advisory Alpha, LLC since 2020. His prior roles include positions at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2007, where he serves as Vice-President and is also a licensed insurance agent. In addition to his advisory work, he co-owns a tax preparation business, CAG Tax, LLC. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plans and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.

Hallah Fonseca is a financial advisor at Sequent Planning, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Beyond Planning Solutions, OSAIC Wealth, Inc, and Hantz Financial Services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services using a structured risk framework and diversified investment approaches.

Jason Eichenberg is a financial advisor at TFO Wealth Partners with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TFO Wealth Partners, he worked at Modern Woodmen of America and spent over three decades with Expresso Car Wash Inc. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion. The firm provides investment management, family office services, retirement plan consulting, and access to digital planning tools, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. Its investment approach emphasizes long-term, allocation-driven strategies based on Modern Portfolio Theory and utilizes model portfolios primarily composed of mutual funds and ETFs.

Shams Afzal is a financial advisor at Carnegie Investment Counsel with nine years of industry experience. He holds a Series 65 designation and previously worked at Private Wealth Consultants before joining Carnegie Investment Counsel in 2018. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, institutions, and nonprofits. The firm uses a variety of analytical approaches and investment strategies aligned with client goals and provides specialized services such as ERISA-section fiduciary oversight and nongovernmental governance support.

Lawrence Vocke is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He has been with Kovack Securities, Inc. since 2012. Outside of his advisory role, he serves on the Board of Trustees for the Napoleon Public Library and is a member of the City of Napoleon Planning Commission. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers through an Envestnet-supported workflow.

Zowe Clark is a financial advisor at TFO Wealth Partners with a Series 65 credential and three years of industry experience. Prior to joining TFO Wealth Partners, Clark held positions at Arizona State University, the University of Toledo, ProMedica, and ENDEVIS. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base that includes high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset-allocation driven investment strategy using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Jaden Mc Mullen is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Mc Mullen also serves as a Marine Reservist with the United States Marine Corps. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing model portfolios with mutual funds and ETFs, along with access to digital tools for estate and document management.

Nolan Dill is a financial advisor with Creative Financial Designs, Inc. in Bowling Green, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and professional sports organizations such as the Detroit Lions and Detroit Tigers. Outside of advisory services, he is involved in insurance sales through his DBA Standing Firm Financial and operates Nolan C Dill LLC, providing financial planning and investment services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a variety of investment management and financial planning solutions. The firm employs asset-class model allocations informed by third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Peter Samenuk is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance, Alphastar Capital Management, LLC, and Citizen Advisory Group, LLC. In addition to his advisory role, he is involved in insurance sales and serves as a general partner at Foresight Insurance, LLC. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and a range of specialty solutions, including retirement plans and tax-advantaged accounts. The firm also partners with other registered investment advisors through subadvisory and co-advisory arrangements and employs a diverse investment approach featuring fund-of-funds strategies alongside individual securities and structured products.

Eric Watson is a Series 66-licensed advisor with 14 years of industry experience. He has worked at Farther since 2025 and previously led Eric Watson Financial Group LLC for 12 years. Watson is also the owner and president of Turtle Shell Properties, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.

Joseph Kizer is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He is also employed as a vascular access specialist and provides nursing care at Wood County Hospital. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services with proprietary model portfolios and access to third-party money managers, managing both discretionary and non-discretionary assets.