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.

Timothy Waller is a financial advisor at MDRN Capital with six years of industry experience. He previously worked at PNC Wealth Management, Kovack Advisors, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he operated personal training and gardening businesses. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model, focusing on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs.

John Newton is a financial advisor at Advisory Alpha, LLC in Perrysburg, Ohio, holding Series 65 and Series 63 licenses with 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 enterprise adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team that utilizes a fund-of-funds approach across various managed portfolio series, and it also 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.

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 and Western Southern Life. Outside of advising, he owns a fast food restaurant and several investment-related businesses. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, and nonprofit organizations. The firm provides asset management, financial planning, and retirement-plan services through a network of approximately 97 advisers using a structured risk framework and a combination of firm-developed and third-party investment models.

Holly Jensen is a financial advisor with Prospera Financial Services, Inc. in Maumee, Ohio, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She previously worked at Wells Fargo Advisors from 2011 to 2017 before joining Prospera in 2017. Jensen serves as a board member and volunteer for Hoops and Loops for Kids LLC, a nonprofit organization. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer that manages approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

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.

Jason Eichenberg is a financial advisor at TFO Wealth Partners with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his career in finance, he spent 34 years working at Expresso Car Wash Inc. and one year at Modern Woodmen of America. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion. The firm provides investment management, family office and Family CFO services, retirement plan consulting, and allocations to third-party managers for individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. Their investment approach is long-term and allocation-driven, utilizing model portfolios based on Modern Portfolio Theory with mutual funds and ETFs, alongside options for private market funds and cryptocurrency-linked securities.

Shams Afzal 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, with prior experience at Private Wealth Consultants. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension plans, charitable organizations, and government entities. The firm employs a diverse investment process combining fundamental, technical, cyclical, and ESG analysis, and offers both discretionary and non-discretionary portfolio management.

Lawrence Vocke is a financial advisor at Kovack Advisors, Inc. with 14 years of industry experience. He holds a Series 66 designation and 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 a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal clients, utilizing a combination of internally developed models and third-party managers to construct and monitor client portfolios.

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 financial advisor at Farther with 13 years of industry experience. He holds a Series 66 designation and previously operated Eric Watson Financial Group LLC for 12 years. Watson is also owner and president of Turtle Shell Properties, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Thomas Nehring is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Ameriprise Financial Services and Fifth Third Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party and affiliate strategies, with custodial services provided by National Financial Services.

Joseph Kizer is a financial advisor with Transamerica Financial Advisors who holds five years of industry experience. He has worked with Dynamic Access, Inc. as a vascular access specialist and provides nursing care at Wood County Hospital. In addition to his advisory role, Kizer is involved in vascular access procedures in various healthcare settings. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs supported by a large advisor network.