Joseph Kovach is a CFP® professional with 30 years of experience in financial advising. He is a founding member and president of JJK Financial, Inc., and has been with Rockport Wealth Advisors since 2018. Kovach is also a licensed insurance agent involved in the sale of life, disability, and long-term care insurance. Rockport Wealth Advisors serves individual and high-net-worth clients with financial planning, investment management, and retirement-plan advisory services. The firm employs a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to create individualized portfolios and utilizes a range of investment strategies including tactical trading and risk management.

Roger Potter is a financial advisor at Balanced Wealth Group LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of his advisory work, he is the author of two books titled "Proverbs: Wisdom for Prosperity" and "Proverbs: Wisdom for the Graduate." Balanced Wealth Group is a fee-based, SEC-registered adviser serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds and offers financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team.

Matthew Heck is a financial advisor with WestPoint Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and AMFG Wealth Management LLC. Outside of advising, he supports his wife's business, a local bar called the Sangria Stand LLC, though he holds no ownership or compensation from it. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to tailor strategies according to client goals and risk tolerances, managing accounts both directly and through third-party managers.

Matthew Daugherty is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Balanced Wealth Group LLC since 2023 and previously spent 18 years at Ameriprise. Outside of his advisory role, he serves on the boards of the Lakewood/Rocky River Rotary Foundation and the Ohio University College of Business Finance Advisory Council. Balanced Wealth Group is a fee-based, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, providing discretionary investment management and financial planning services through a five-advisor team.

Timothy Noe is a financial advisor with WestPoint Wealth Management, LLC in Berea, Ohio, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. He has worked at Ameritas Advisory Services and related Ameritas companies for 15 years and has operated Tim Noe Financial Services, Inc. since 2004. In addition to his advisory role, he is licensed as an independent insurance agent. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans, including ERISA 3(21) services. The firm applies fundamental analysis and modern portfolio theory to tailor strategies and manages assets both directly and through third-party managers, with a substantial portion of assets managed on a non-discretionary basis.

Scott Hanna is a financial advisor at WestPoint Wealth Management, LLC with 40 years of industry experience. He holds the Series 63 designation and has worked at WestPoint Wealth Management since 2014, including in its current form since 2021. Hanna also owns The Willoughby Agency, a property and casualty insurance business. WestPoint Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, providing investment advisory and financial planning services. The firm employs a mix of discretionary and non-discretionary asset management strategies, combining fundamental analysis and modern portfolio theory, and offers both direct management and third-party manager referrals.

Broc Stradley is a financial advisor at WestPoint Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Grey Street Company and Parkland Securities. Outside of advising, he is a licensed insurance agent appointed with various insurance companies. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to tailor strategies and offers a combination of discretionary and non-discretionary asset management along with third-party manager referrals and educational seminars.

Meaghan Grant is a financial advisor at Rockport Wealth Advisors with three years of industry experience. She holds a Series 65 designation and previously worked at Thrivent and Lake Forest Country Club. Before entering the financial advisory field, she spent ten years in education at the college and secondary school levels. Rockport Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients with fee-based financial planning, investment management, and retirement-plan advisory services. The firm manages approximately $676 million across a team of eight advisers and offers both traditional portfolio management and consultant-style services, including alternative investments and a wrap fee program.

Marc Thomas is a CFP® professional with 23 years of industry experience. He has worked at Lesjak Financial Corp since 1999 and is currently part of the team at Lesjak Planning, LLC in Westlake, OH. Lesjak Planning is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold approach tailored to client risk profiles and employing diversified allocation models across various asset categories.

Wayne Barker is a ChFC® and Series 65-licensed financial advisor with 13 years of industry experience. He is currently with Prosperity Capital Advisors and previously worked at Valor Capital Management, LLC. Barker is based in Cleveland, OH. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios and specialized strategies across various asset classes and platforms.

Aaron Vaughn is a CFP® professional with 23 years of industry experience, currently with Fortis Capital Advisors, LLC. He previously worked at Ameriprise Financial Services, Inc. for 19 years and is also associated with Defiant Financial Services LLC. Outside of his advisory role, Vaughn is an attorney specializing in estate planning and is involved in several non-investment-related business ventures, including technology services and firearms instruction. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm employs customized portfolio construction and ongoing monitoring, implementing a range of strategies across passive, active, tactical, blended, and ESG-integrated approaches, primarily on a discretionary basis.

Maryann Ruben is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and four years of industry experience. She has also operated Ruben Financial since 2005, where she is involved in the sale and service of insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments through platforms like CAIS.

Bryan Bibbo is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 designation and with 12 years of industry experience. He has worked at Petros Financial Group and has been affiliated with C2P Capital Advisory Group and JL Smith Holistic Wealth Management since 2010. Outside of advising, he provides tax preparation services, teaches financial education seminars through the American Financial Education Alliance, and serves on the board of the Arthritis Foundation of Ohio. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and provides a range of institutional and advisory services including trustee and charitable account management.

Marco Miranda is a financial advisor at Compound Planning, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including Alliance Bernstein and The Prudential Insurance Company of America. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach that incorporates fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Brian Fowles is a financial advisor at Stratos Wealth Advisors LLC in Westlake, OH, with 26 years of industry experience. His prior roles include positions at Financial Engines Advisors, The Mutual Fund Store, and Charles Schwab. Outside of his work at Stratos, he is a managing partner and wealth advisor at Century Wealth Partners. Stratos Wealth Advisors is a multi-team advisory firm serving individuals, trusts, retirement plans, and institutional accounts. The firm offers a range of services including financial planning, portfolio management, third-party manager programs, and insurance consulting, with access to proprietary products through its affiliation with SEI entities.

Brian Minier is a financial advisor with Prosperity Capital Advisors in Westlake, OH, holding a Series 65 credential and bringing 10 years of industry experience. He has been with Prosperity Capital Advisors since 2015 and is also a partner in Keystone Financial Group. Outside of his advisory work, Mr. Minier is involved with the American Financial Education Alliance, conducting seminars to address financial illiteracy, and serves on the boards of Grace Fellowship Church and Encompass World Partners. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to various investment vehicles and platforms.

Jeri Siss is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Ausdal in 2024, she worked with SA Stone Investment Advisors Inc. and Primerica Financial Services. Outside of finance, she is an independent fitness instructor, life coach, corporate trainer, and serves on the board of the Amherst Historical Society. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services with investment strategies tailored at the advisor level to clients’ specific objectives and risk tolerances.

Matthew Schuster is a financial advisor at ValMark Advisers, Inc. in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AssetMark Brokerage, LLC, AssetMark Financial Holdings, Inc., Centra Financial, and Oppenheimer Funds Distributor, Inc. 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 investment advisory representatives. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

John Laws is a financial advisor at CoreCap Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience at LPL Enterprise and The Prudential Insurance Company of America. Laws also serves as a financial advisor at Skolnik Retirement Solutions, where he is involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a range of investment vehicles and frequently utilizing sub-advisors and third-party asset managers.

Chelsea Sabo is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked previously at The Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Thrivent Advisor Network serves a broad range of clients including individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, utilizing a range of investment strategies and access to independent managers and fee-based products.