Jeffrey Barefoot is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 designation and over 42 years of industry experience. He has served as President and CEO of Ressourcement, Inc. since 2012 and has been affiliated with M HOLDINGS SECURITIES, Inc. since 2004. In addition to his advisory roles, he is a board member of the Foundation for Life of Northwest Ohio and holds a law license with occasional volunteer pro bono work. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory.

Ryan Borucki is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Venture Visionary Partners LLC since 2020. His prior work includes roles at D.B. Root & Company, LLC, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. He is also an independent licensed insurance agent affiliated with 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 a combination of fundamental, technical, and modern portfolio theory approaches and offers both discretionary and non-discretionary portfolio management alongside retirement-plan consulting and implementation.

Tad Sobieszczanski is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with TFO Wealth Partners since 2016 and previously worked at One To One, LLC from 2017 to 2019. 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.

Tyler Mckean is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Kestra in 2020. Outside of his advisory role, he is a sole member of Tyler Mckean Enterprises LLC, which he uses for tax purposes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.

Ronald Myers Jr. is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Advisory Alpha in 2020, he worked at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2008. In addition to his advisory role, Myers is licensed as a life and health insurance salesperson with Citizen Advisory Group. 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 RIAs, managing a diverse range of portfolios with discretionary allocation and a variety of managed strategies.

Martin Lopez Tuero is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC since 2020. He has previously worked at Citizen Advisory Group, Planners Alliance, LLC, Charles Schwab, and held a position with the State of Indiana. In addition to his advisory role, he is licensed to sell insurance products. Advisory Alpha, LLC 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 portfolios that include a diverse range of managed strategies typically implemented through fund-of-funds structures.

Robert Retzloff is a financial advisor at Venture Visionary Partners LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc and Purshe Kaplan Sterling Investments. Retzloff is also an independent insurance licensed agent and serves as a compliance officer for Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a range of investment approaches, including fundamental, technical, and modern portfolio theory, and offers services such as discretionary portfolio management, retirement-plan consulting, and integrated financial planning.

Jordan Harrigan is a financial advisor at Venture Visionary Partners LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill for seven years and Hobby Lobby for eight years. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs customized portfolios based on client objectives and risk profiles, utilizing a combination of fundamental, technical, and modern portfolio theory approaches.

Megan Cameron is a Series 65 licensed financial advisor with nine years of industry experience. She has been with TFO Wealth Partners since 2016 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base that includes high-net-worth individuals, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Matthew Moses is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Camelot Portfolios, LLC for 12 years before joining OneAscent in 2022. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, unified managed accounts, and consulting, utilizing individualized asset-allocation guidelines and various model-based platforms.

Andrew Kinder is a CFP® and ChFC® practicing at Foundations Investment Advisors LLC with seven years of industry experience. His prior roles include positions at MDRN Capital, Sequoia Financial Group, Buckingham Strategic Wealth, Morgan Stanley, and Merrill Lynch. He is also an insurance agent with MDRN Insurance, LLC, dedicating approximately 10% of his time to that activity. Foundations Investment Advisors serves a broad client base with financial planning and portfolio management, employing a network of affiliated offices and investment adviser representatives. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing to manage client assets.

Katharine Heller is a financial advisor at TFO Wealth Partners with a Series 65 credential and experience since 2021. She has held positions at University of Dayton Economics & Finance and worked at Inverness Club and Brandywine Country Club. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office services, retirement plan consulting, and third-party manager allocations 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, using model portfolios with systematic rebalancing and tax-aware strategies.

Joseph Pino is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with B. Riley Wealth Management and its affiliated firms since 2016. Outside of his advisory work, he is an author of children's books. B. Riley Wealth Advisors provides investment advice and portfolio management services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Ian Thanasiu is a financial advisor at Advisory Alpha, LLC with two years of industry experience. Prior to joining Advisory Alpha, he worked at W&S Brokerage Services and Western & Southern Life, where he also served as a full-time sales agent. Before his career in finance, he worked at Expresso Car Wash and was employed by the Perrysburg School System. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients through a team of approximately 60 advisors. The firm employs a fund-of-funds approach overseen by a centralized Investment Team and is noted for its roles as a subadvisor and co-advisor to other registered investment advisers.

Luke Franks is a financial advisor at Advisory Alpha, LLC with Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at Fifth Third Securities, Fifth Third Bank, and Citizen Advisory Group. He also holds a license to sell fixed insurance products. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, providing financial planning and retirement-plan solutions. The firm follows a fund-of-funds investment approach, serving 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 previously worked at Concorde Asset Management and Concorde Investment Services, among others. Thompson is also active as a licensed insurance agent, providing life insurance and long-term care insurance renewals. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and third-party money manager selection through independent advisory affiliates and employs various model portfolio solutions with discretionary and non-discretionary services.

Spencer Georgetti is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Wright Financial Group, LLC, Royal Alliance, and Plante Moran, PLLC. Outside of investment advisory, he is involved in fixed insurance sales through Wright Financial Group, LLC. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other registered investment advisers, offering customized managed portfolios with an emphasis on fixed-income analysis and equity fundamental and technical review.

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.

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.