Ian Thanasiu is a financial advisor at Advisory Alpha, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Advisory Alpha in 2026, he worked at W&S Brokerage Services and Western & Southern Life. Before entering the financial industry, he was involved in management at Expresso Car Wash and the Perrysburg School System. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team using a fund-of-funds approach across diversified portfolio series. The firm also serves as a subadvisor and co-advisor to other registered investment advisers and provides specialized retirement-plan solutions.

Luke Franks is a financial advisor with Advisory Alpha, LLC based in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Advisory Alpha, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, he is also a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, supported by about 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.

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 previously at Concorde Asset Management and Concorde Investment Services. Outside of his advisory role, he is a licensed insurance agent involved in the sale of life insurance and fixed annuities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure of 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.

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.

Michael Lynch is a financial advisor at TFO Wealth Partners with a Series 65 credential and four years of industry experience. His prior roles include work at Juvenile Residential Center of Northwest Ohio and Northwestern Mutual. Outside of finance, he has experience in animal care at Hayden Run Kennels. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion in assets. The firm provides investment management, family office and Family CFO services, and retirement plan consulting to individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses, utilizing a long-term, allocation-driven investment approach based on Modern Portfolio Theory.

Alexander Black is a CFP® professional with 10 years of experience in financial services. He is currently with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2024. Prior to this, he held roles at Fidelity Investments, Mass Mutual Investors Services, Bank of America, Merrill, JP Morgan Chase, and Edward Jones. He serves as President of the Board of Directors for the University of Toledo COBI Alumni Association. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm offers integrated financial and estate planning, business succession consulting, and investment implementation through strategic asset allocation and model portfolios supported by a multidisciplinary team.

James Beakas is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including BFC Planning, Inc., Strategic Wealth Management Group, LLC, and BDI Group LLC. In addition to his advisory work, he is involved with Strategic Wealth Management Group, LLC, which engages in general securities sales, life insurance sales, and sub-leases office space. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm offers a variety of investment platforms and strategies tailored to client needs through a network of independent investment adviser representatives.

James Poling is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Advisory Alpha, LLC, where he has worked since 2020. Prior to that, he held roles at Planners Alliance LLC and AlphaStar Capital Management. Poling is also involved with Citizen Advisory Group, where he serves as a wealth manager and licensed insurance agent. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach to portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Charles Bennett is a financial advisor at Prospera Financial Services, Inc. with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of his advisory role, he serves as president of Deepwood Lane Partners 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Christopher Seiple is a financial advisor with BFC Planning, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with BFC Planning since 2013 and has operated his own firms, including Seiple Financial, Inc. and Christopher D Seiple, for over 20 years. He serves as treasurer for 33 for Charity, a nonprofit organization involved in fundraising and distribution of charitable funds. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management and provides investment advice through a network of independent advisor representatives using various program structures and third-party platforms.

Jeffrey Utterback is a financial advisor at BFC Planning, Inc. with 21 years of industry experience and holds a Series 66 credential. His prior roles include positions at Citizens Securities, Inc., The Huntington Investment Company, and Valic Financial Advisors. Outside of his advisory work, he serves as chairman of the board of trustees for the Bay View Yacht Club in Toledo, Ohio. BFC Planning, Inc. provides financial planning, asset management, and outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets, offering flexible fee arrangements and a range of investment platforms.

Anna Brubaker is a financial advisor at TFO Wealth Partners with two years of industry experience. She holds a Series 65 credential and previously worked at Fastenal, the University of Toledo, Bethesda Care Center, and Lakota Local School District. Outside of her advisory role, she is involved with Safe Harbor Lakefront Marina in Port Clinton, Ohio, where she assists in marina operations. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets and emphasizes long-term, asset-allocation strategies using model portfolios composed of mutual funds and ETFs, supplemented by third-party managers.

John Cameron is a financial advisor with BFC Planning, Inc. in Toledo, OH, holding a Series 63 designation and bringing 41 years of industry experience. He has been with BFC Planning since 2013 and also serves as president of The Cameron Company, LLC, which engages in securities and insurance sales. Additionally, he is involved in fixed insurance marketing and life insurance sales through affiliated businesses. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies primarily using stocks, bonds, mutual funds, and ETFs.

Benjamin Winne is a financial advisor with Advisory Alpha, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at firms including Citizen Advisory Group and Winne Financial, LLC. Outside of his advisory roles, he is a co-owner of two pizza restaurants, Padrones Pizza locations in Bluffton, Ohio, and Middlesboro, Kentucky. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a wide range of managed portfolio series.

Gino Chiappetta is a CFP® with 35 years of industry experience, currently serving at Consolidated Portfolio Review Corp. His prior experience includes 17 years at Western International Securities, Inc. Outside of his advisory role, he is president of CH Asset Management and works as a licensed realtor with Medicare Molehill. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored investment approaches that combine strategic asset allocation with fundamental and technical analysis, supporting a variety of managed account options and access to third-party sub-advisors.

Nathan Poiry is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., PNC Bank, and Northwestern Mutual Life Insurance Company. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients through a multi-team structure of approximately 60 advisors. The firm employs a fund-of-funds investment approach guided by a centralized Investment Team and offers services including financial planning, specialty retirement-plan solutions, and subadvisory roles for other registered investment advisers.

Kristin Rausch is a financial advisor at TFO Wealth Partners with three years of industry experience. She holds a Series 65 designation and previously worked at The Andersons for 11 years, followed by a brief tenure at Sunrise Cooperative. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets using long-term, asset-allocation strategies grounded in modern portfolio theory, employing mutual funds, ETFs, and third-party managers.

Zachary Kent is a financial advisor at TFO Wealth Partners with a Series 65 designation and one year of industry experience. His prior roles include positions at Jessup Wealth Management, KJM CFO Consulting, and various organizations including Hillsdale College and Kroger. TFO Wealth Partners manages approximately $4.85 billion in client assets, serving a diverse range of clients including high-net-worth households, family offices, and corporate clients. The firm focuses on long-term, asset-allocation strategies using model portfolios primarily composed of mutual funds and ETFs, complemented by third-party managers for fixed-income mandates.