Kelly Orris is a financial advisor at Ellsworth Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Ellsworth Advisors since 2021. Her prior roles include positions at Kaulig Companies and Gymboree Play & Music. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs various analytic approaches and offers tailored portfolio management, pension consulting, and family office support, combining access to private funds and alternative investments with traditional advisory services.

Adam Clark is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Revisor Wealth Management LLC and LRJ Wealth Management LLC and was self-employed for ten years prior. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals by providing discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach centered on fundamental analysis, utilizing low-cost mutual funds and ETFs alongside selective active and alternative strategies.

Giuseppe Del Vecchio is a financial advisor at Landolt Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Fifth Third Securities for 14 years before joining Landolt Securities in 2017. Outside of his advisory role, he buys and sells sports memorabilia on eBay as a hobby. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations, managing $137.8 million in assets as of March 31, 2026. The firm focuses on fundamental analysis and primarily manages client assets in small-cap growth stocks, using both discretionary and non-discretionary portfolio management approaches tailored to client objectives and risk tolerances.

Charles Elliott is a financial advisor with Financial Management Strategies, Inc. and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cetera Wealth Services, LLC and Financial Management Strategies, Inc. In addition to his advisory work, he is also licensed to sell fixed insurance products. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and offers portfolio management, retirement-plan advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a variety of analytical methods, maintains individualized investment policies with ongoing monitoring, and provides both discretionary and non-discretionary account management.

Christopher Ameen is a financial advisor with Ellsworth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Ellsworth Advisors since 2019 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Director of Foundation Relations at The Cooper Foundation, which supports people with special needs. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a tailored investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, offering discretionary and non-discretionary management along with family office and pension consulting services.

Geoffrey Marsh is a financial advisor at Activ8 Family Office LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for 12 years at Octagon Financial Services, Inc. before joining Activ8 Family Office in 2025. Activ8 Family Office serves professional athletes and their families, offering a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services. The firm utilizes outsourced CIO and TAMP platforms, providing customized portfolios that incorporate a range of investment strategies tailored to client objectives.

David Demming is a Certified Financial Planner (CFP®) with 26 years of industry experience, affiliated with Demming Financial Services Corp. He has held roles at Coordinated Capital Securities, Inc. since 1987 and has been with Demming Financial Services Corp. since 1979. In addition to financial advising, he operates as an independent insurance agent and works in mortgage-related services introducing clients to mortgage brokers. Demming Financial Services Corporation serves individual, high-net-worth, pension, trust, and corporate clients by providing financial planning, consulting, and portfolio management services. The firm employs a client-specific investment approach based on fundamental analysis and Investment Policy Statements, managing approximately $766 million in assets on a discretionary basis.

Dennis Spontarelli is a financial advisor with EmVision Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Commonwealth Financial Network, LPL Financial, LLC, and Cantella & Co., Inc. He is also co-owner of D&K DDCT, a condominium rental business in Hilton Head Island, South Carolina. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm emphasizes customized asset-allocation models reviewed by an investment committee and offers scalable family-office operational services beyond typical asset management.

Landon Jones is a financial advisor with Revisor Wealth Management LLC in Akron, OH, holding a Series 66 designation and 24 years of industry experience. He has worked with Independence Capital Co., Inc. and LRJ Consulting, Inc., and has been with Revisor Wealth Management since 2004. Outside of his advisory work, he teaches finance courses part-time at Cleveland State University and is involved in tax preparation and insurance services. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using various securities and alternative strategies, focusing on a primarily long-term investment approach while offering practice-support services for other advisors.

Cade Tonozzi is a financial advisor at Ellsworth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Ellsworth Advisors, he was a student for ten years. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm uses a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, pension consulting, and family office support.

Jacob Merton is a CFP® with four years of industry experience, currently serving as a financial advisor at Sikich Financial. His prior experience includes roles at Northwestern Mutual and several retail companies. He is part of a 20-advisor team based in Richfield, Ohio. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities with integrated wealth management, combining financial planning and portfolio management guided by an asset-allocation framework based on modern portfolio theory.

Alexander Hartzel is a financial advisor at Kohmann Bosshard Financial Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Kohmann Bosshard, he worked at Ernst & Young for three years and has experience in educational roles at Grove City College and Plumstead Christian School. Kohmann Bosshard Financial Services provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients through a team of four advisors, using a long-term, diversified investment approach focused on strategic asset allocation and low-cost funds.

Tyler Krummel is a financial advisor at EGI Financial, Inc. in Akron, Ohio, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with EGI Financial and American Heritage Securities since 2015. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk management.

Aaron Seil is a CFA® charterholder with seven years of industry experience. He is currently with True Wealth Design, LLC, where he has worked since 2021. Prior to this, he was with Seil Wealth Management, LLC for one year and Ruggaard & Associates, Inc. for 17 years. True Wealth Design, LLC is a multi-office firm that provides financial planning, investment advisory, wealth management, and retirement-plan consulting to a diverse client base including individuals, families, businesses, trusts, and charitable organizations. The firm employs a structured, tax-aware investment approach and offers additional services such as participant education for employer-sponsored retirement plans, supported by an affiliated tax and accounting subsidiary and an independent insurance brokerage agency.

Alexander Novack is an investment advisory representative with Financial Management Strategies, Inc. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Financial Management Strategies in 2025, he worked at Cetera Wealth Services and Vision Wealth Management. He is also licensed to sell fixed insurance products. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, retirement-plan advisory, financial planning, and consulting, employing a variety of analytical methods and maintaining ongoing account monitoring and rebalancing.

Derek Spencer is a financial advisor with Ellsworth Advisors, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Paragon Financial Group LLC and LPL Financial. Outside of his advisory work, he has a referral business through Synova Talent Solutions Inc. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a mix of analytic approaches and offers customized portfolio management, financial planning, pension consulting, and family office support.

Victoria Ellinger is a financial advisor at Financial Management Strategies, Inc. with 15 years of industry experience. She holds a Series 66 designation and has worked at Cetera, Centrust Wealth Management, and Ameriprise Financial Services. She is also a part owner of Financial Management Strategies, Inc. and serves as Vice President of Centrust Wealth Management. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement consulting using a range of analytical methods and investment strategies, and conducts participant education workshops.

Melissa Reider is a financial advisor with Financial Management Strategies, Inc. She holds a Series 63 designation and has 42 years of industry experience. Her prior roles include positions at Cetera and Cetera Wealth Services, LLC, and she is also the owner of Your FinancialAdvisor Inc. Outside of her advisory work, she has worked part-time as a personal stylist at Nordstrom. Financial Management Strategies, Inc. serves individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of analytical methods and investment strategies to meet client objectives.

Brett Baskin is a CFP® with 11 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. His prior experience includes roles at Stratos Wealth Partners, LPL Financial, Ellsworth Private Wealth Management, Bank of America, and Merrill Lynch. He is also a licensed insurance agent and occasionally advises clients on insurance solutions. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers tailored portfolio management, pension consulting, and family office support, combining private fund access with traditional investment strategies.

James Artale is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, and Stratos Wealth Partners. Outside of his advisory career, he has been involved with the Kenston Baseball Association for nine years. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.