Brian McBride is a financial advisor at First Citizens Asset Management, Inc. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at The Huntington Investment Company and The Huntington National Bank. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and other institutions. The firm employs a global multi-asset class investment approach that combines fundamental, quantitative, and technical analysis across various implementation frameworks.

Sheila Steury is a financial advisor with Lanark Financial, Inc. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior work includes roles at Stifel for 17 years and UBS Financial Services for 2 years. She has been associated with Mcdonald Investments Inc. for 27 years. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms and affiliated sub-advisers.

Robert Fox is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boenning & Scattergood, Cartwright Advisors LLC, Wells Fargo Advisors LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Fox serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc., a charitable foundation. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment analysis methods and strategies tailored to client goals.

Christopher Johns is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He serves on the board of Bexley Youth Lacrosse. Thurston Springer Advisors provides financial planning, portfolio management, and fiduciary services to individual and high-net-worth clients, as well as corporations and retirement plans, employing a variety of investment strategies including both buy-and-hold and active models.

Joel Cox is a financial advisor at Thurston Springer Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Sweney Cartwright & Co. He also serves as a Spectrum Manager for the Air National Guard and is a trustee for the George E Geissbuhler Trust. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment strategies that include both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

Lawrence Miller is a financial advisor at Lanark Financial, Inc. with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with NBC Securities Inc. since 2014. Outside of his advisory role, he owns an LLC that manages the office condominium housing his branch office. Lanark Financial provides investment management and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a mix of discretionary and non-discretionary arrangements, utilizing third-party sub-advisers and various program-based accounts.

Serina Shores is a financial advisor at First Citizens Asset Management, Inc. with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company for 11 years. Shores serves as a board member for Maryhaven, a non-profit organization providing rehabilitation services in Ohio, and is a Regional Affiliate Coordinator for the National Center for Women & Information Technology. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm offers a range of multi-asset class model portfolios and emphasizes strategic asset allocation, manager research, and risk control.

Peyton Miller is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Garrett Tracht is an investment advisor representative with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Madison Avenue Securities, Impact Wealth LLC, Kestra Advisory Services, and Nationwide Financial. He is currently affiliated with both Csenge Advisory Group and Impact Wealth, where he provides wealth advisory and financial planning services. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm applies a combined fundamental and technical analysis approach, emphasizing relative strength and a structured market/sector/manager risk methodology, and offers portfolio customization through discretionary and model-based strategies.

Benjamin Forgrave is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at firms including LPL Financial, Alpha Financial Planning, and Stratos Wealth Partners. Outside of his advisory work, he serves as an associate pastor at Rooted Bible Fellowship in Newark, Ohio. Creative Financial Designs serves individual, corporate, and institutional clients by providing discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations aligned with varying risk objectives and offers Biblically Responsible Investing strategies alongside a range of flexible advisory billing options.

Scott Ryan is a financial advisor at Packerland Brokerage Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has been with Packerland since 2012. Outside of his advisory role, he owns a certified public accounting practice and works as an independent insurance agent. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Wendy Chance is a financial advisor at New Edge Wealth with 20 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 13 years before joining New Edge Wealth. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior, and combines independent managers, model strategies, and proprietary investment solutions with technology tools, including AI-assisted analytics, to tailor portfolios.

Steven Landis is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Portfolio Medics, LLC since 2008 and previously worked at Sojourn Financial Strategies, LLC and other firms. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified funds, individual securities, and independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Michael Vellucci is a financial advisor with M Holdings Securities, Inc. He holds a Series 65 designation and has experience working at multiple firms, including Integrity Alliance, LLC, Lion Street Advisor, and McHenry Advisers, Inc. His background also includes roles outside the financial industry, such as work at The Ohio State University and Whalen Lawn & Landscaping. M Holdings Securities, Inc. serves a wide range of clients through a nationwide network of independent Member Firms and Financial Professionals, offering advisory and brokerage services including investment management, retirement plan consulting, and financial planning. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing various programs and ongoing client review processes.

Shane Moran is a financial advisor at New Edge Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Moran is also an investor in privately held technology companies including Illumio, a cloud-based cybersecurity firm, and Addepar, a financial software platform. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a broad range of advisory services with an emphasis on asset allocation and investor behavior. The firm utilizes a combination of independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside human oversight.

Kelsie Dunbar is a financial advisor with WesBanco Securities, Inc. in Grove City, Ohio, holding a Series 66 designation and 10 years of industry experience. She has been with WesBanco Securities since 2014. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, employing a range of analytical methods and strategies including tax-aware and ESG model choices.

Lance White is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and UBS Financial Services. Outside of advisory work, he is involved in several entrepreneurial ventures, including managing partnerships focused on real estate and technology investments. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, financial planning, portfolio management, and consulting services. The firm combines independent managers, model strategies, and technology tools, including AI-assisted analytics, to tailor portfolios and enhance investment decision-making.

Matthew Calhoun is a CFP® professional with 25 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Signature Equity Partners, LLC and has previously worked at Cambridge Investment Research Advisors, First Financial Equity Corporation, and Morgan Stanley. Outside of his advisory work, he holds ownership interests in male grooming salons and a cigar lounge. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolios, financial planning, and third-party money manager selection.

Daniel Bartholomew is a financial advisor with Creativeone Wealth, LLC, holding 13 years of industry experience. He has worked at Preferred Planning Services and ChangePath, LLC since 2019, and previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2015 to 2019. Bartholomew is also a board member and trustee for the Upper Arlington Area Chamber of Commerce. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts through a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, and options.

John Billy Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Portfolio Medics since 2008 and also works with Benefit Pros, LLC, a benefits consulting firm, alongside maintaining an insurance agent practice focused on life, health, and annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches across a variety of portfolios and strategies.