Matthew Navarre is a financial advisor with Concorde Asset Management, LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including TIAA-CREF and DeVerna Wealth Management prior to joining Concorde in 2018. Outside of his advisory role, he hosts a weekly podcast discussing current sporting events and serves as a board member of the Society of Financial Service Professionals. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm develops individualized portfolios using model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services and participant advice.

Gehad Youssef is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Peak Brokerage Services, Independent Solutions Wealth Management, and Next Financial Group. He also provides financial planning seminars and estate planning advice through Everest Financial. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations with tailored portfolio management and financial planning. The firm utilizes a network of investment adviser representatives and offers access to model portfolios, third-party managers, and estate-planning referrals.

Sean O'drobinak is a Series 65-licensed financial advisor with Advisory Alpha, LLC, where he has worked since 2022. He has four years of industry experience and has held roles at Citizen Advisory Group and Foresight Insurance, both involving insurance sales and financial consulting. Prior to his advisory career, he spent eight years at Case Medical, Inc. and five years at Intuitive Surgical. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized investment team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Nathan Aloi is a CFP® and holds a Series 65 license, currently serving as a financial advisor at TFO Wealth Partners with two years of industry experience. Prior to joining TFO Wealth Partners, he worked at John Carroll University and St. John's Jesuit High School. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation driven investment approach based on modern portfolio theory, utilizing model portfolios composed primarily of mutual funds and ETFs, along with third-party managers for fixed-income strategies.

Kaitlyn Natividad is a Series 65 credentialed financial advisor with one year of industry experience. She is currently with Advisory Alpha, LLC and previously worked at Fifth Third Bank. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for a diverse client base, including individual and high-net-worth clients. The firm employs a fund-of-funds approach with systematic portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Michelle Holliday is a financial advisor at Alphastar Capital Management with three years of industry experience. She holds a Series 65 designation and has previously worked at McIntire Retirement Services, MWA Financial Services, and Modern Woodmen of America. Outside of her advisory role, she is an insurance agent with Holliday Wealth Partners. Alphastar Capital Management serves a diverse client base, including high-net-worth individuals, corporate clients, and retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a blend of strategic and tactical investment approaches and utilizes third-party portfolio construction technology, managing approximately $2.5 billion in assets with around 135 advisors.

Nicholas Cosentino is a CFP® with seven years of experience in financial advising. He currently works at Facet and previously held roles at TFO Wealth Partners, Key Private Bank, Key Investment Services, Prudential Financial, and The State Bank and Trust Company. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through phone, video, and a proprietary web platform. The firm emphasizes technology-driven, model-based asset allocations and uses a flat subscription pricing model instead of percentage-of-assets fees.

Andrew Pieracini is a financial advisor at Gibbs Wealth Management, LLC in Holland, Ohio, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Legacy Group Planning, as well as experience in the manufacturing sector at Swanton Welding Company. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm’s investment process focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Nicholas Sponseller is a Series 65 licensed financial advisor with eight years of industry experience. He has been with TFO Wealth Partners since 2016 and previously worked at Northwestern Mutual for one year. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager consulting. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses using a long-term, allocation-driven approach grounded in Modern Portfolio Theory and primarily implemented through mutual funds and ETFs.

Elliot Borge is a financial advisor at Lifeworks Advisors, LLC in Toledo, OH, holding CFP® and ChFC® designations along with a Series 66 license. He has seven years of industry experience, including prior roles at Northwestern Mutual and First Trust Advisors. Borge is also a licensed insurance agent engaged in insurance sales and implementation. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management using a combination of planning-based and risk-based investment approaches, supported by integrated tax and insurance services.

Sean Mcghee is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds a Series 63 designation and has held roles at Berthel Fisher & Company Financial Services, Inc., Strategic Wealth Management Group, LLC, and his own advisory practice. Outside of his advisory work, he owns and operates a standardbred harness racing stable. BFC Planning, Inc. provides financial planning, asset management, and outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, offering flexible fee arrangements and a range of investment programs through a network of independent advisors.

George Newton III is a financial advisor with ON Investment Management Co. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining ON Investment Management Co. in 2025, he worked at Cambridge Investment Research Advisors and The O.N. Equity Sales Co. He also serves as an agent for Augustar Life Insurance Company. ON Investment Management Company is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to third-party investment programs, with a mix of discretionary and non-discretionary asset management.

Grant Newton is a financial advisor with ON Investment Management Co. in Perrysburg, Ohio. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior firms include Cambridge Investment Research, Inc. and The O.N. Equity Sales Company. Newton is also an insurance agent with Augustar Life Insurance Company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary account management and maintains a dual-registration model integrating broker-dealer activities with advisory services.

James Herrick is a CFP®-credentialed financial advisor with 19 years of industry experience. He has been with TFO Wealth Partners since 2011 and previously worked at One To One, LLC from 2016 to 2019. Herrick is also an independent life, health, and property and casualty insurance agent. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $4.85 billion in assets and focuses on long-term, asset allocation strategies using mutual funds, ETFs, and third-party managers, providing both discretionary and non-discretionary portfolio management along with comprehensive financial and estate planning services.

Joseph Krebs is a financial advisor at TFO Wealth Partners in Maumee, OH, holding a Series 65 credential. He joined TFO Wealth Partners in 2025 and previously worked in various roles at CedarCreek Church, Rock Church, and North Star Community Church. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets and employs a long-term, asset-allocation approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Christopher Winters is a financial advisor at TFO Wealth Partners with 16 years of industry experience. He holds a Series 63 designation and has worked at TFO Wealth Partners since 2010, previously spending two years with One To One, LLC. TFO Wealth Partners manages approximately $4.85 billion in assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs long-term, asset-allocation driven investment strategies primarily using mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, financial and estate planning, and family office consulting.

Jessie Siegler is a financial advisor at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. Prior to joining Forvis Mazars, Jessie worked at Fidelity Investments for five years and also has experience in the hospitality industry. Outside of advisory work, Jessie is involved in food delivery through Door Dash. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser offering financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits, managing approximately $12 billion in assets. The firm integrates wealth management with coordinated tax and accounting services under its parent company Forvis Mazars, LLP.

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.

John Cordes is a CFP® with six years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior work includes roles at Tfo Tdc, LLC and Wintrust Financial Corporation. TFO Wealth Partners manages approximately $4.85 billion in assets for individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset allocation-driven investment approach based on modern portfolio theory, utilizing model portfolios composed of mutual funds and ETFs, supplemented by third-party managers.

Christopher Egli is a financial advisor at WesBanco Securities, Inc. with 27 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, and Money Concepts Capital Corp. He holds Series 63 and Series 65 licenses. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and various managed account platforms, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.