Jonathan Houk is a CFP® professional with 16 years of industry experience, currently serving at ValMark Advisers, Inc. since 2012. He has also worked at Wealth Impact Advisors, LLC and Poitinger, Redmond, Lyons, Kura & Company. Outside of financial advising, Houk is president and secretary of Friends of Metro Parks, a nonprofit supporting public enjoyment of Summit County Metro Parks. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary programs such as the ACCESS wrap platform and the TOPS® ETF portfolios.

James Redmond is a CFP® professional with 43 years of industry experience, currently affiliated with ValMark Advisers, Inc. since 1998. He previously worked at Poitinger Redmond Lyons Kura Walker & Co. beginning in 1988. Outside of his advisory role, he serves on the board of The Rotary Camp for Children with Special Needs and leads Redmond Financial, Inc. as president. 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 utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and platforms.

Angela Day is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at Woods Associates and Fair Play Family Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and access to third-party manager programs.

Bailey Hemming is a financial advisor at Western Wealth Management LLC with a Series 66 designation and approximately one year of industry experience. Prior to joining Western Wealth Management and LPL Financial LLC in 2026, Hemming worked at the Federal Reserve Bank of Cleveland in 2025 and has a background in education with Aurora City Schools and John Carroll University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed model portfolios alongside various third-party programs.

Craig Fishel is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining RFG Advisory, he worked at Private Client Services and Equitable Advisors. Outside of his advisory role, he is a partner at Paramount Financial Planning, LLC, a financial planning and investment firm. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments while acting as a fiduciary for retirement accounts and plan sponsors.

David Drummond is a financial advisor at Creative Financial Designs, Inc. with 26 years of industry experience. He holds a Series 63 designation and has been with Creative Financial Designs since 2014. Outside of his advisory role, he is a tennis instructor at Hall of Fame Fitness Center and serves as Vice President of College Planning Alliance LLC. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Andrew Reed is a financial advisor at Midwestern Securities Trading Company, LLC, holding a Series 66 designation with nine years of industry experience. He has been with Midwestern Securities since 2016. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, using a combination of discretionary model portfolios and third-party managers along with non-discretionary recommendations from advisors.

Theophilous Woods is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and over 43 years of industry experience. His career includes long tenures at Mutual Service Corporation and Prospera Financial Services, and he has operated his own firm, Theo H. Woods & Assoc, since 1981. Woods serves as chairman of the board of trustees for The House of the Lord church and volunteers as a musician there, in addition to participating on the Akron Bar Association grievance committee and serving on the board of the Brecksville-Broadview Heights Community Chorus. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may engage third-party managers and wrap programs as part of its service offerings.

Janine Halsey is a financial advisor with ON Investment Management Company in Cuyahoga Falls, Ohio. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Since 2012, she has been associated with The O. N. Equity Sales Company and Ohio National Financial Services. In addition to advisory work, she is also licensed to sell life, disability, and long-term care insurance products, including fixed annuities. ON Investment Management Company is a SEC-registered investment adviser that serves individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary investment programs.

David Pelland is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has 26 years of industry experience. He has worked at Bear / Pelland Associates since 2005 and Alda Advisors, Inc. from 2002, alongside his tenure at ValMark Securities, Inc. since 2000. Outside of his advisory work, he serves as an assistant men's varsity soccer coach at Walsh Jesuit High School and operates a horse boarding and party rental business. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach, utilizing mutual funds, ETFs, and separate-account managers, and is notable for its involvement with investment-company products and index licensing.

Ashley Maldonado is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds a Series 65 designation and has worked at The Assurance Group's Ohio office since 2017. Outside of advising, she serves as an Agency Sales Director at The Assurance Group, where she assists clients with insurance and annuity product selection and leads other agents. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of investment strategies and third-party platforms.

Daniel Dague is a financial advisor with Prosperity Wealth Management, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Prosperity Wealth Management since 2019 and has been involved with Fortune Financial Services and Buckeye Tax Service for over a decade. Dague is an enrolled agent with the IRS and part owner of Buckeye Tax and Financial Service, where he prepares taxes and conducts commission-based insurance sales, including fixed annuities and Medicare supplemental and advantage plans. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million for about 1,600 clients, focusing on tailored portfolio supervision with quarterly reviews and a diversified investment approach that includes oversight of third-party money managers.

Michael Bajc is a financial advisor at OneAscent Financial Services LLC with seven years of industry experience. He holds a Series 65 designation and has worked at OneAscent since 2017. His prior experience includes roles at Aerotek and Beacon Wealth Consultants, as well as academic work at the University of Akron. OneAscent Financial Services is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers asset management, financial planning, and consulting services through multiple advisory teams, employing customized asset allocation and a range of model-based and managed account platforms.

Scott Heather is a financial advisor with Royal Fund Management, LLC in Canton, Ohio, holding a Series 65 credential and 13 years of industry experience. He has been with Royal Fund Management since 2013 and has operated Shaker Business Services as a tax preparer since 2006. Outside of advising, he is also licensed as an insurance agent and is involved in tax preparation services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of analytical approaches to implement investment strategies tailored to client risk tolerances and offers specialized services including access to select non-traded REITs and options-writing overlays.

Charles Glass is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at The ON Equity Sales Company since 2020, Citizens Securities, Inc. from 2016 to 2019, and Ohio National Financial Services since 2013. In addition to his advisory work, he is also a licensed insurance agent. ON Investment Management Company is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary investment programs.

Zachary Campbell is a financial advisor at RFG Advisory, LLC with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining RFG Advisory, he worked at Private Client Services, Equitable Advisors, Axa Advisors, and Charles Schwab. Campbell serves on the Board of Directors for Hopebridge. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management and utilizes a range of model strategies and third-party platforms, distinguishing itself through sub-advisory roles for ETFs and service to investment company and municipal clients.

Richard Nester is a financial advisor with Royal Fund Management, LLC, holding a Series 63 designation and over 33 years of industry experience. He has been with Royal Fund Management since 2016 and has operated as a self-employed advisor and under Ayers Financial Partners since 1986. In addition to his advisory work, he is involved in insurance sales and services as a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k)/defined contribution advice. The firm constructs tailored portfolios using various analytical methods and strategies, ranging from conservative allocations to options writing, and offers both discretionary and held-away account services.

Stacey Zahoranski is a Series 66-credentialed advisor with 19 years of industry experience. She has been with OneAscent Financial Services LLC since 2017 and previously worked at Beacon Wealth Consultants, Inc. from 2013 to 2017. Outside of her advisory role, she serves as a board member of Athena Akron and is a trustee for her parents' trust. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing a variety of investment platforms including model-based and Unified Managed Account solutions.

Steven Fleck is a financial advisor with Packerland Brokerage Services, Inc. in Akron, Ohio. He holds the Series 66 designation and has 29 years of industry experience. Prior to joining Packerland in 2014, he has been involved in insurance-related sales through his own business, Fleck Financial, focusing on life, health, fixed and indexed annuities, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary and non-discretionary account management and offers a range of investment solutions through both brokerage and advisory platforms.

Patrick Deorio is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Berthel Fisher since 2003 and previously owned and served as an investment advisor representative at First Eagle Financial Services in North Canton, Ohio. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a range of asset management platforms and strategies, with approximately 100 investment adviser representatives delivering portfolio management and financial planning services.