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.

Lindsey Rouser is a financial advisor at Venture Visionary Partners LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at UBS and Purshe Kaplan Sterling Investments. Rouser serves on the Client Advisory Board for TriState Capital Bank. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a mix of fundamental, technical, and modern-portfolio-theory approaches, customizes portfolios to client objectives, and offers both discretionary and non-discretionary management.

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.

Timothy Carroll is a financial advisor at Venture Visionary Partners LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments and Northwestern Mutual. Carroll is also involved in outside insurance sales and servicing on a limited basis. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary management along with retirement-plan consulting.

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.

Brook Bright is a CFP® and CFA® with 26 years of industry experience. He currently works at Venture Visionary Partners LLC and has previously held roles at Landing Point Financial Group, Ameriprise Financial Services, and Keybanc Capital Markets. He is also a licensed insurance agent. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using model portfolios and a combination of fundamental, technical, and modern portfolio theory approaches, and offers retirement-plan consulting and implementation services.

Craig Warnimont is a CFA® charterholder with 15 years of experience in the financial services industry. He has worked at Venture Visionary Partners LLC since 2020, following earlier roles at Purshe Kaplan Sterling Investments and UBS Financial Services. He serves on the investment committees of the Ohio Highway Patrol Retirement System, the Toledo Opera Endowment Committee, and the Diocese of Toledo. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern-portfolio-theory approaches and offers retirement-plan consulting and implementation services.

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.

Craig Findley is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. Craig is also involved with Venture Risk Consulting, LLC, where he engages in partnerships related to employee benefit plans, insurance, and business consulting. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios and offers both discretionary and non-discretionary management along with retirement-plan consulting.

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.

Steven De Yarman is a CFP® professional with one year of experience at Venture Visionary Partners LLC. He previously worked at Huntington Bank for 27 years. Outside of his advisory role, he operates a sole proprietorship as a CPA tax preparer. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolios using a blend of fundamental, technical, and modern portfolio theory methods, along with retirement-plan consulting and implementation services.

Mark Klopfenstein is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Strategic Investment Advisors, LLC and his own firm, Klopfenstein Financial Group, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using various investment approaches and offers both discretionary and non-discretionary management along with retirement-plan consulting services.

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.

Paul Abendroth is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at several firms, including D.B. Root & Company, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. Abendroth is also an independent insurance agent through Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using model portfolios and a combination of fundamental, technical, and modern-portfolio-theory approaches, and it offers a sizable retirement-plan practice with ERISA 3(38) Pooled Employer Plan services.

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.