Tina Migge is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Stratos Wealth Advisors since 2018, following prior roles at Bank of America and Merrill. Outside of her advisory work, she is involved with Generations Investment Management, focusing on life insurance in strategic positions. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers investment management, financial planning, and insurance consulting through a network of investment advisory representatives, utilizing both affiliated and third-party subadvisers and platforms.

Justin Hardesty is a financial advisor at Dynamic with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Dynamic Wealth Advisors (doing business as Hardesty Partners) since 2018, following six years at Yellowstone Partners. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services including discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through technology and operational resources.

Paul Guerra is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at WealthSource Partners, Livingston Group Asset Management, LPL Financial, and Wells Fargo Advisors Financial Network. Guerra is also the owner of Brookshire Wealth Management, through which he conducts advisory services. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through an enterprise of approximately 161 advisors.

Timothy Valentine is a CFP® with eight years of industry experience, currently serving as a Private Wealth Advisor and CEO at Valentine Wealth Advisors within OneSeven. His prior experience includes roles at Ameriprise Financial Services, Balanced Wealth Group, and Horace Mann Investors. Outside of finance, he is the co-founder of Dirty Outdoors LLC, a hunting apparel business with plans to offer guided hunts. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternatives and private placements, while offering discretionary and non-discretionary arrangements supported by internal due diligence and partnerships with independent managers and third-party 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.

Lindsay Cameron is a CFP® with 17 years of industry experience, currently serving at Gradient Securities, LLC since 2015. She also has a longstanding association with Hackenberg Financial dating back to 2007. Outside of her advisory roles, Cameron is an adjunct professor at Walsh University Business School, where she teaches advanced portfolio management, and she operates a life coaching business. Gradient Securities, LLC, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently utilizes third-party managers while maintaining a primarily non-discretionary investment approach.

Jason Hostetler is a financial advisor at Stratos Wealth Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved with Generation Investment Management in life insurance strategy. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and maintains custodial relationships with Fidelity and Schwab to deliver tailored portfolio management and advisory services.

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, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been associated with The O. N. Equity Sales Company and Ohio National Financial Services since 2012. In addition to her advisory role, she is also involved in insurance sales, focusing on life, disability, long-term care fixed annuities, and annuities. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based planning, third-party investment programs, and managed account options, with a focus on both discretionary and non-discretionary client relationships.

Robert Milan is a financial advisor with TCFG Investment Advisors, LLC in Canton, Ohio, holding 26 years of industry experience. He has worked with the TCFG group of companies since 2017 and has been associated with National Planning Corporation since 2013. Outside of his advisory role, Milan also operates Milan & Associates LLC, where he provides tax preparation services for individuals, small businesses, and corporations. TCFG Investment Advisors offers investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and provides both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Bruce Dipietro is a CFA® charterholder with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has held positions at Brookshire Wealth Management, LPL Financial, and other firms. He also serves as director of Brookshire Wealth Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients through a team of roughly 161 advisors and manages approximately $9.9 billion in assets using customized portfolios and a long-term investment approach.

Patrick Seaman is a financial advisor at AlphaStar Capital Management with 19 years of industry experience. He holds a Series 65 designation and has been with AlphaStar since 2011. In addition to his advisory role, he assists veterans in obtaining financial benefits through a voluntary activity with Seaman Retirement Planning, which he has operated since 2003. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other investment advisers. The firm employs both predefined model portfolios and custom strategies, utilizing strategic asset allocation and quantitative analysis in its investment approach.

Ashley Maldonado is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and no prior industry experience. She has worked at The Assurance Group as an Agency Sales Director focusing on fixed insurance and annuity products since 2017. Prior to her financial services career, she worked at The Olive Garden for 15 years. Integrity Advisory Solutions serves a diverse clientele including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting services, utilizing third-party platforms and sub-advisers to construct and manage individualized or model portfolios.

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.

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 at On Investment Management CO with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The ON Equity Sales Company, Citizens Securities, Inc., and Ohio National Financial Services. In addition to his advisory role, Glass is active as a career insurance sales agent. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning and access to third-party investment programs, with a mix of discretionary and non-discretionary account management.

James Seaman is a financial advisor at AlphaStar Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AlphaStar since 2011. Additionally, he operates Seaman Retirement Planning, an independent insurance sales and products business. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies along with subadvisory and platform services.

James Conley is a financial advisor with Stratos Wealth Advisors LLC in Canton, Ohio, holding Series 65 and Series 63 licenses and having four years of industry experience. Prior to joining Stratos in 2023, he worked at MWA Financial Services Inc and Modern Woodmen of America, and spent seven years with Rootstown Local Schools. He is also involved in insurance sales and service as an agent for fixed term and whole life insurance. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients, offering financial planning and portfolio management through various advisor-managed programs and third-party platforms. The firm’s integration with SEI-affiliated businesses provides access to specialized investment management and custody services.