Lauren Cooper is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2014. In addition to her advisory role, Cooper is a partner at an elder law firm, COOPER, ADEL, VU, and ASSOCIATIES, LPA, where she manages a flexible schedule to accommodate her responsibilities at both entities. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and employs sub-advisors and third-party asset managers to support its services.

Lawrence Miller is a financial advisor at Lanark Financial, Inc. with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with NBC Securities Inc. since 2014. Outside of his advisory role, he owns an LLC that manages the office condominium housing his branch office. Lanark Financial provides investment management and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a mix of discretionary and non-discretionary arrangements, utilizing third-party sub-advisers and various program-based accounts.

Serina Shores is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at The Huntington Investment Company and SVB Wealth. She serves as a board member for Maryhaven, a nonprofit organization focused on addiction rehabilitation, and is involved with the National Center for Women & Information Technology, supporting initiatives to increase female participation in technology careers. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities. The firm employs a global multi-asset class investment approach that integrates fundamental, quantitative, and technical analysis with manager research and portfolio rebalancing.

Ryan Fischer is a financial advisor at CoreCap Advisors with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at FundThatFlip.com and Wayne Savings Bank prior to joining CoreCap. He is also active as a financial assistant at Cooper, Adel, Vu & Associates. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes long-term, relationship-oriented investment strategies with a focus on mutual funds, ETFs, equities, and bonds, along with oversight of affiliated asset managers.

Wayne Farnsworth Jr. is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with ValMark Advisers since 1999 and also operates Wayne Farnsworth Financial Services, Inc. Additionally, he is a U.S. Coast Guard licensed captain running a charter boat fishing business in Newark, Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm uses diversified, goal-based model portfolios with multi-asset allocation and offers proprietary platforms and third-party programs.

Zachary Pipoly is a financial advisor at Manning & Napier Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc. and KeyBank National Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and is affiliated with in-house trust and broker-dealer entities.

Peyton Miller is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Darren Lundy is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has worked at Foundations since 2018 and is also the owner of Money Consciousness, where he provides insurance and annuity products. Prior to joining Foundations, he worked at Aptus Marketing. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and sub-advisory arrangements through a broad network of affiliated offices.

James Gundling is a financial advisor at CoreCap Advisors with one year of industry experience. He holds the Series 65 designation and previously worked with Cooper, Adel, Vu Financial and the Cleveland Cavaliers. His background includes roles in financial services and client account management. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.

Benjamin Forgrave is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at firms including LPL Financial, Alpha Financial Planning, and Stratos Wealth Partners. Outside of his advisory work, he serves as an associate pastor at Rooted Bible Fellowship in Newark, Ohio. Creative Financial Designs serves individual, corporate, and institutional clients by providing discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations aligned with varying risk objectives and offers Biblically Responsible Investing strategies alongside a range of flexible advisory billing options.

Daniel Weingartner is a CFP® professional with 16 years of industry experience, currently serving at CoreCap Advisors since 2021. His prior experience includes roles at NYLIFE Securities, New York Life Insurance Co, Prudential Insurance Company of America, and TD Ameritrade. He is also an IRS Enrolled Agent and supports a tax team during tax season by reviewing clients' final tax returns and assisting with payment collection. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and options after client discussion.

Anish Rajgolikar is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 66 designation and has worked at US Bank and Hexanika prior to joining CoreCap Advisors in 2023. He also provides back-office and financial operations support through Cooper, Adel, Vu Financial. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and, with client consent, options and short sales.

Adrian Karas is a CFP® with 18 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes roles at Charles Schwab and TD Ameritrade. Outside of finance, he is involved in music production, performance, and promotion through Get Huge Entertainment, LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and third-party asset managers.

Wendy Chance is a financial advisor at New Edge Wealth with 20 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 13 years before joining New Edge Wealth. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior, and combines independent managers, model strategies, and proprietary investment solutions with technology tools, including AI-assisted analytics, to tailor portfolios.

Michael Vellucci is a financial advisor with M Holdings Securities, Inc. He holds a Series 65 designation and has experience working at multiple firms, including Integrity Alliance, LLC, Lion Street Advisor, and McHenry Advisers, Inc. His background also includes roles outside the financial industry, such as work at The Ohio State University and Whalen Lawn & Landscaping. M Holdings Securities, Inc. serves a wide range of clients through a nationwide network of independent Member Firms and Financial Professionals, offering advisory and brokerage services including investment management, retirement plan consulting, and financial planning. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing various programs and ongoing client review processes.

Shane Moran is a financial advisor at New Edge Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Moran is also an investor in privately held technology companies including Illumio, a cloud-based cybersecurity firm, and Addepar, a financial software platform. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a broad range of advisory services with an emphasis on asset allocation and investor behavior. The firm utilizes a combination of independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside human oversight.

Kelsie Dunbar is a financial advisor with WesBanco Securities, Inc. in Grove City, Ohio, holding a Series 66 designation and 10 years of industry experience. She has been with WesBanco Securities since 2014. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, employing a range of analytical methods and strategies including tax-aware and ESG model choices.

Aaron Ward is a financial advisor at Secure Asset Management, L.L.C. in Utica, Ohio, holding a Series 65 designation with over 20 years of combined experience in law enforcement and financial services. Prior to joining Secure Asset Management, he served with the City of Columbus Ohio Police Department for 22 years and has operated AWard And Associates Company since 2016. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of analytical approaches and utilizes third-party managers and platforms to manage client portfolios.

Wayne Farnsworth III is a financial advisor with ValMark Advisers, Inc., holding 22 years of industry experience. He has been with ValMark Advisers since 2004 and ValMark Securities since 2002. Outside of finance, he is involved in professional bowling and serves as Vice President of Sales for WFFS, Inc., a family business unrelated to investment management. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Richard Ranck is a financial advisor with Realta Investment Advisors, Inc. in Sunbury, Ohio, holding Series 63 and Series 66 licenses, and has 23 years of industry experience. His prior work includes roles at firms such as Chauner Securities Inc, Eventide Asset Management, and Northern Lights Distributors. Outside of advising, he is involved with R7 Enterprises LLC, a farm activity based in Sunbury. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice and employs diversified asset allocation strategies implemented through in-house management or third-party managers.