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.

Robert Loeb is a CFP® with 36 years of industry experience. He is currently with Venture Visionary Partners LLC and Purshe Kaplan Sterling Investments, having previously worked at UBS Financial Services and Mcdonald Investments Inc. Loeb serves on the boards of the Mercy Health Foundation and the Catholic Community Foundation Diocese of Toledo, and he is a member of the advisory committee for the Police Athletic League. 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 offers discretionary and non-discretionary portfolio management, integrated financial planning, and retirement-plan consulting, using a mix of fundamental, technical, and modern portfolio theory approaches and leveraging third-party managers and technology platforms.

Chad Whipple is a financial advisor at Venture Visionary Partners LLC with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Venture Visionary Partners in 2023, he worked at Northwestern Mutual in various roles from 2013 to 2023. He is also an independent licensed insurance agent and operates Venture Risk Consulting, LLC, an insurance agency focusing on life, health, disability, and fixed annuities. 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 customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches and offers discretionary and non-discretionary management, integrated financial planning, and retirement-plan consulting services.

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.

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.

Jamie Kaczmarski is a financial advisor with Venture Visionary Partners LLC, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Venture Visionary Partners in 2019, he worked at UBS Financial Services Inc. for eight years and held positions at Purshe Kaplan Sterling Investments and PKS Advisory Services. Venture Visionary Partners LLC provides 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 customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, and offers both discretionary portfolio management and planning services.

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 with one year of industry experience. He holds a Series 65 designation and previously worked in various roles at CedarCreek Church, Rock Church, and North Star Community Church. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office and CFO services, and retirement plan consulting to individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware strategies.

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.

Jon Stacy is an investment advisor representative with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, The Huntington Investment Company, and VOYA Financial Advisors. Stacy also operates Varsity Wealth Management, a sole proprietorship involved in sales and marketing of securities, variable insurance products, fixed annuities, and non-variable insurance. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolios with ongoing monitoring and optional overlays such as tax management and socially responsible investing.

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 credential and 18 years of industry experience. He previously worked at Edward Jones for eight years before joining Kingsview Asset Management, LLC, where he has been since 2016. He is also an independent life insurance agent. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of in-house portfolio management and third-party strategies, with services available on both discretionary and non-discretionary bases.

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.