James Rafoth is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Beard Financial Services, Inc. and BPS Pension Advisors, Inc., where he has served for over three decades. Outside of his advisory work, he acts as a pension consultant and president of Beard Pension Services, a third-party administrator for retirement plans serving small businesses. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a variety of proprietary and third-party platforms alongside sub-advisory and wrap fee programs.

Christopher Bland is a financial advisor at StoneX Advisors Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Outside of his advisory role, Bland is a CPA involved in tax preparation and serves as treasurer for a scholarship fundraising organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a range of investment solutions including proprietary models and third-party money managers, supported by robust platforms and comprehensive due diligence processes.

Bryan Mersol is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation, with seven years of industry experience. He has worked in various capacities since 2015, including roles at Mersol Financial Solutions LLC and New York Life Insurance Company. Outside of his advisory work, he owns YourParanormal, a brand focused on paranormal investigation content across social media platforms. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shawn Sauerwein is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in New Castle, PA. He has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Jason Young is a financial advisor with Commonwealth Financial Network and co-owner of Modern Wealth Management, LLC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, PNC Investments, and Huntington National Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, investment management, and compliance support, allowing affiliated advisors discretion to construct client portfolios from a variety of securities and insurance products.

Mary Winch is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2012 and previously worked at Simply Money Advisors. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of financial planning and portfolio management services through an open-architecture platform that integrates multiple third-party managers.

Thomas Masters is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His career includes roles at LPL Financial, Wrp Investments, Inc., Janney Montgomery Scott, and Parker/Hunter Incorporated. He is based in New Castle, Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using a variety of investment strategies and technology platforms, and offers proprietary and third-party managed account solutions.

Brock Cheurco is a financial advisor at Janney Montgomery Scott with Series 66 credentials and two years of industry experience. His prior roles include positions at MassMutual and MML Investors Services, as well as work experience during his studies at Youngstown State University and the East Palestine Street Department. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal entities, offering a variety of advisory and brokerage services supported by in-house and third-party portfolio management.

William Mangano is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 credentials and has 43 years of industry experience. He has been associated with NY Life Insurance Co. since 1982 and Nylife Securities Inc. since 1983. Outside of his advisory work, he serves as treasurer and officer of the James Place Condominium Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and provides advice through multiple program types, with the majority of assets managed on a non-discretionary basis.

Corey Altman is a CFP®, PFS™, and Series 65 credentialed advisor with 13 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held positions at The Colony Group, Buckingham Asset Management, Arnett Carbis Toothman LLP, A&F Financial Advisors LLC, and OPIS Asset Management LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm uses an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Anthony Mangano is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. He has 16 years of industry experience, including roles at Eagle Strategies since 2013 and affiliated firms since 2007. Outside of his advisory work, he is involved in brokering non-New York Life fixed products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ashley Salinsky Lucas is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Voya, she worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she owns A and R Designs LLC, a family-run business creating and selling wooden home decor items, and operates the blog Sailing with Mermaids, which shares stories about autism and family travel. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support mostly non-discretionary client relationships.

Kevin Shope is a Series 66 credentialed financial advisor with 27 years of industry experience. He has been with Citizens Securities, Inc. since 2008. Outside of his advisory role, he serves as president and director on the board of Dylan's House, a nonprofit organization. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, operating as a broker-dealer and insurance agency while being wholly owned by Citizens Bank, N.A.

Patrick Manes is a financial advisor with Independent Financial Partners in Youngstown, Ohio, holding a Series 63 designation and 37 years of industry experience. He has worked at Independent Financial Partners since 2012 and at IFP Securities, LLC since 2019, following a seven-year tenure with LPL Financial. Outside of his advisory role, Manes is involved in marketing and selling fixed annuity products on a limited basis. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with multiple investment management options and has notable capabilities in retirement-plan advisory and pension consulting.

David Gettings is a financial advisor with GWN Securities Inc. in New Castle, PA, holding Series 63 and 65 licenses and having 33 years of industry experience. Prior to joining GWN Securities in 2015, he worked at Lawrence County and has operated The Gettings Financial Group LLC and his own CPA practice since the early 1990s. Outside of his advisory work, he is involved in nonprofit activities including serving as an advisor for the Albert P. Gettings Memorial Foundation, a board member at a community mental health center, and founding the Gettings Leadership Centers, which provides educational programs on honor and values. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing both traditional asset allocation and momentum-based trading strategies in certain legacy programs.

Matthew Pruitt is a CFP®-certified financial advisor at MAI Capital Management, LLC with nine years of industry experience. His previous roles include positions at WCG Wealth Advisors, Treloar & Heisel, Citizens Securities, Bank of America, Merrill, and PNC Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning and tax services within client relationships, managing $72.3 billion in assets as of May 31, 2026.

Sidney Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in financial services since beginning his career with Merrill in 1982. His early roles included work at the Chicago Board of Trade and the foreign exchange trading desk in New York, which provided him with insights into market drivers. Over the years, he has managed pension, trust, and individual assets and currently offers discretionary portfolio management incorporating a range of individualized and third-party strategies. Sid holds a Bachelor's degree in Finance and Economics from Miami University of Ohio and has completed the Executive Education Program at the University of Chicago Booth School of Business. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized repeatedly by Barron's as one of the Top 1,200 Financial Advisors and by Forbes as a Best-In-State Wealth Advisor and as part of the Jones Wealth Management Group Best-in-State Wealth Management Team. Sidney is a founding member of the Boardman Schools Fund for Educational Excellence endowment and supports several community initiatives such as Making Kids Count and Beatitude House. He sponsors significant local events including one of Ohio's largest high school cross-country track meets. Sid resides in Boardman with his family and enjoys fishing, football, golfing, and reading.

Sherri Clay is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services within a Private Advisor model, also operating as a registered broker-dealer with capabilities in investment banking and alternative investments.

Dominic Corso is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of advising, he owns Onward Enterprises LLC, an e-commerce business focused on building brands. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and registered broker-dealer with access to alternative investments and integrated trust and insurance capabilities.

Lisa D'amico is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 27 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.