James Porea is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His previous roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. He is also a licensed independent insurance agent specializing in variable, life, accident, and health insurance. 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 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.

Jon Vanslooten is a financial advisor with Kingsview Wealth Management, LLC in Toledo, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Kingsview Asset Management, LLC since 2016. Additionally, Vanslooten is an independent life insurance agent. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management and model strategies across various securities and investment products.

Matthew Butler is a financial advisor with Lifemark Securities Corp. He holds Series 63, 65, and 66 designations and has 19 years of industry experience. His prior experience includes roles at PNC Private Bank and Comerica Securities. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various programs including Unified Managed Accounts and Separately Managed Accounts, with advice tailored through risk assessments and managed on both discretionary and non-discretionary bases.

John Ross is a CFP® professional with 41 years of industry experience. He is currently with Signature Equity Partners, LLC and has held prior roles at Concorde Asset Management and Concorde Investment Services. Outside of his advisory work, he supports student athletics as a member of the University of Toledo Varsity T-Club and is involved with the Fellowship of Christian Athletes. 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, consulting, and retirement-plan services through independent advisory affiliates using model-based investment programs and both discretionary and non-discretionary approaches.

Bradford Dolgin is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services for 17 years and Purshe Kaplan Sterling Investments for one year prior to joining Venture Visionary Partners in 2020. Venture Visionary Partners LLC offers 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 provides customized portfolio management using model portfolios combined with fundamental, technical, and modern portfolio theory approaches, supported by third-party managers and technology platforms.

Amy Amos is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for seven years before joining Venture Visionary Partners in 2020. 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 combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios, offering both discretionary and non-discretionary management alongside retirement-plan consulting and implementation services.

David Wright is a financial advisor at Sound Income Strategies, LLC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Wright Financial Group and Cetera Advisors LLC. Sound Income Strategies is a fee-based investment adviser serving a diverse client base that includes individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis while offering asset management, financial planning, ERISA plan services, and ETF sub-advisory arrangements.

Tamela K. Wriker is a CFP® professional with 28 years of industry experience, currently serving at Venture Visionary Partners LLC since 2022. She previously worked at UBS Financial Services for 15 years. Wriker is also a licensed independent insurance agent specializing in variable, life, accident, and health insurance. 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 uses a combination of fundamental, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary portfolio management alongside retirement-plan consulting.

Karyn Keilholz is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years before joining her current firm in 2020. 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 uses a combination of fundamental, technical, and modern-portfolio-theory approaches to customize portfolios and offers both discretionary and non-discretionary management alongside retirement-plan consulting.

Kelly Andrews is a financial advisor with Venture Visionary Partners LLC, holding a Series 66 designation and 24 years of industry experience. He worked at UBS Financial Services Inc. from 2016 to 2020 before joining Venture Visionary Partners in 2020. Venture Visionary Partners LLC offers 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 blend of fundamental, technical, and modern-portfolio-theory approaches, and provides both discretionary and non-discretionary management alongside retirement-plan consulting and implementation.

Todd Wirick is a financial advisor with Prosperity Wealth Management, Inc. in Sylvania, OH, holding a Series 63 designation and 31 years of industry experience. He has been with Prosperity Wealth Management since 2016 and also has longstanding roles at Fortune Financial Services, Inc. and Connecticut Mutual Life Insurance Co. Outside of his advisory work, he is president and sole owner of Financial Visions, a marketing company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for around 1,600 clients and employs a comprehensive investment process that includes multiple analytical methods and ongoing oversight of third-party managers.

Taylor O Connell is a financial advisor with Eagle Strategies (New York Life) based in Toledo, Ohio, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to his advisory career, he served eight years in the U.S. Army and has worked in various roles including at Amazon and ACE Hardware. Outside of financial services, he works as an independent personal trainer, providing customized fitness programs to select clients. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable entities. The firm offers comprehensive financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and primarily non-discretionary asset management within an integrated New York Life affiliate structure.

Joseph Bixler is a financial advisor at Hantz Financial Services, Inc. in Maumee, OH, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated tax, consulting, insurance, and mortgage businesses.

Justin Snyder is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, with seven years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2018. Prior to his advisory role, he worked at Toledo Molding and Die Inc for 12 years. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach focuses on model-driven ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

Lawrence Fairall is a financial advisor at PNC Wealth Management with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with PNC Wealth Management and its affiliates since 2015. Outside of his advisory role, he owns a boat rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm employs algorithmic risk assessments and relies on third-party strategists for portfolio management and execution.

Michael Noble is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2012 and 2015, respectively. Noble serves as a board member of International Boxing (IBC), where he is involved in running events and raising funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who develop their own strategies, offering portfolio management through multiple platforms and maintaining a range of analytical approaches and fiduciary practices.

Dennis Isabell is a financial advisor with SPC in Toledo, OH, holding a Series 63 designation and 38 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory work, Isabell serves on the advisory board of the Salvation Army of Northwest Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.

William Peet is a financial advisor at Fifth Third Securities, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Merrill and Doordash. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway platform.

Jeffrey Jensen is a financial advisor at Fifth Third Securities, Inc. in Toledo, OH, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Fifth Third Securities since 1997. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Kathryn Kelley is a financial advisor with Eagle Strategies (NY Life) in Toledo, OH, holding a Series 66 credential and bringing 26 years of industry experience. She has held roles at several firms including Premise Financial Group, Silas Parker & Associates, Salem Financial Group, and The Huntington Investment Company. Outside of her advisory work, she serves on the boards of Advocating Opportunity, the Arts Commission of Greater Toledo, and Lourdes University. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable organizations. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within an integrated structure affiliated with New York Life.