Nicklas Norvell is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Wright Financial Group LLC, CAM Insurance, LLC, and Croak Asset Management, LLC. Norvell is involved in fixed insurance sales and client acquisition through Wright Financial Group LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm offers a range of services including asset management, financial planning, ERISA plan services, and insurance planning, with an investment approach that emphasizes fixed-income analysis combined with equity review and dynamic portfolio adjustments.

Charles Bennett is a financial advisor at Prospera Financial Services, Inc. with 53 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors from 2011 to 2017. Outside of his role at Prospera, he is president of Deepwood Lane Partners LLC. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

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.

Timothy Whetro is a CFP® professional with 38 years of industry experience currently with Capital Investment Advisory Services, LLC. His prior experience includes roles at Buckingham & Company and Buckingham Financial Group. He is the owner of Whetro Advisors, a financial planning firm, and serves as an outside representative for fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm utilizes a combination of fundamental, technical, and charting analysis and offers tailored investment programs primarily managed on a discretionary basis.

Jeffrey Utterback is a financial advisor with BFC PLANNING, Inc. in Toledo, Ohio, holding a Series 66 designation and 20 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. and Citizens Securities, Inc. He serves as chairman of the board of trustees for the Bay View Yacht Club in Toledo. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and various advisory programs using multiple platform arrangements and investment strategies.

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.

Julia Sharlow is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 designation and four years of industry experience. Her prior roles include positions at Savage and Associates, Prime Capital Investment Advisors, LLC, and Cardone Financial Group LLC of Voya Financial Advisors. Concurrent Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with portfolios tailored to client goals, risk tolerance, and tax considerations.

Nathan Poiry is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and PNC 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 fund-of-funds investment approach overseen by a centralized Investment Team and is notable for its subadvisory roles with other registered investment advisers and specialized retirement-plan solutions.

Peter Kneip is a financial advisor with Ausdal Financial Partners, Inc. He holds the ChFC® designation and a Series 63 license, and has 42 years of industry experience. He has been with Ausdal Financial Partners since 2009. In addition to his advisory role, he sells individual term, universal life, and whole life insurance, as well as fixed annuities and long-term care products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations.

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.

Matthew Navarre is a financial advisor with Concorde Asset Management, LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including TIAA-CREF and DeVerna Wealth Management prior to joining Concorde in 2018. Outside of his advisory role, he hosts a weekly podcast discussing current sporting events and serves as a board member of the Society of Financial Service Professionals. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm develops individualized portfolios using model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services and participant advice.

Gehad Youssef is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Blackridge since 2019 and has also been affiliated with Peak Brokerage Services, LLC and Independent Solutions Wealth Management, LLC. Outside of his advisory roles, he conducts financial planning seminars and provides estate planning and insurance advice through EVEREST FINANICIAL. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach delivered via an online platform and sponsors multiple wrap-fee programs, utilizing a combination of fundamental, technical, and charting analysis.

Sean O'drobinak is a financial advisor with Advisory Alpha, LLC, holding a Series 65 license and three years of industry experience. His prior work includes roles at Intuitive Surgical and Case Medical, Inc. He is also involved with Citizen Advisory Group and Foresight Insurance, where he provides insurance sales and consulting services. 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 acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of managed portfolio strategies.

Nathan Aloi is a CFP® and holds a Series 65 license, currently serving as a financial advisor at TFO Wealth Partners with two years of industry experience. Prior to joining TFO Wealth Partners, he worked at John Carroll University and St. John's Jesuit High School. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation driven investment approach based on modern portfolio theory, utilizing model portfolios composed primarily of mutual funds and ETFs, along with third-party managers for fixed-income strategies.

Kaitlyn Natividad is a Series 65 credentialed financial advisor with one year of industry experience. She is currently with Advisory Alpha, LLC and previously worked at Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for a diverse client base, including individual and high-net-worth clients. The firm employs a fund-of-funds approach with systematic portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Michelle Holliday is a financial advisor at Alphastar Capital Management with three years of industry experience. She holds a Series 65 designation and has previously worked at McIntire Retirement Services, MWA Financial Services, and Modern Woodmen of America. Outside of her advisory role, she is an insurance agent with Holliday Wealth Partners. Alphastar Capital Management serves a diverse client base, including high-net-worth individuals, corporate clients, and retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a blend of strategic and tactical investment approaches and utilizes third-party portfolio construction technology, managing approximately $2.5 billion in assets with around 135 advisors.