Sara Gibbs is a financial advisor with EGI Financial, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at EGI Financial since 2019 and previously spent 13 years with Prospera Financial. Sara serves as a trustee for the Kurger Trust. EGI Financial, Inc. is a state-registered investment adviser that provides money management, retirement plan advisory services, and financial planning to individuals, high-net-worth clients, businesses, 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.

Ryan Sowards is a financial advisor at Lineweaver Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, and Wells Fargo Clearing Service. Sowards is also involved in providing fixed insurance advice. Lineweaver Wealth Advisors is an SEC-registered firm that offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $908 million in client assets and employs a mix of investment methods while providing client education through seminars and workshops.

Noah Anthony is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at EmVision Capital Advisors and Commonwealth Financial Network since 2022. Outside of advising, he is the owner and president of NPA Wealth Solutions, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, and compliance services while offering a range of investment program structures and discretionary model portfolios.

Brian Vincelette is a financial advisor with EGI Financial, Inc. in Akron, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at EGI Financial since 2014 and has concurrent roles at American Heritage Securities Inc, Bank of America, NA, and Merrill Lynch dating back to 2008. 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 offers discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning, employing a Money Management Philosophy that combines fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on long-term holdings.

David Sleeter is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently serves at Ruggaard & Associates and has prior experience with LPL Financial and Cetera Advisor Networks. Outside of his advisory role, he is involved in agricultural operations as secretary and director of family farm corporations in Nebraska and Illinois. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach combining fundamental, technical, quantitative, and qualitative analysis, offering a range of strategies tailored to client objectives and risk tolerances, with ongoing account monitoring and quarterly reviews.

Alexander Kimes is a financial advisor with EmVision Capital Advisors, LLC holding a Series 66 designation and three years of industry experience. His work history includes roles at EmVision Capital Advisors and Commonwealth Financial Network, as well as earlier positions outside finance. He is involved in fixed insurance sales during business hours. EmVision Capital Advisors serves high-net-worth individuals, families, trusts, and related entities, providing discretionary investment management and comprehensive financial advisory services tailored through customized Investment Policy Statements and a diverse asset-allocation framework.

Randal Mears is a financial advisor with EmVision Capital Advisors, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1993 and previously led Mears Financial Services as president and sole owner. Mears serves as Secretary of the Board of Directors for Cardinal Credit Union in Mentor, Ohio. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment approach uses customized asset-allocation models across liquid and illiquid asset classes, supported by an investment committee and ongoing client communication.

Timothy Clepper is a financial advisor at Ellsworth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Robert Baird & Co. He is President of Kaulig Companies Ltd., a family office, and serves on the boards of the Rock & Roll Hall of Fame and Akron Children's Hospital. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a variety of analytic approaches and manages portfolios with discretionary and non-discretionary strategies, often incorporating private funds and alternative investments.

Robert Nickoson is a financial advisor at St. Bernard Financial Services, Inc. with 20 years of industry experience. He has worked at Coppell Advisory Solutions, LLC since 2013 and operates the Robert Nickoson Financial Group. Additionally, he is an independent insurance agent specializing in fixed annuities, life, accident, health, property and casualty, and commercial insurance. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth strategy using tactical asset allocation and offers both fee-based and commission-based solutions.

Michael Poitinger is a financial advisor with ValMark Advisers, Inc. holding Series 63 and Series 66 licenses and has 42 years of industry experience. He has operated his own firms, including Poitinger Wealth Management Inc. and Poitinger Financial Inc., and worked with Valmark Securities, Inc. and Poitinger, Redmond, Lyons, Kura & Co. Additionally, he earns commissions from fixed insurance products. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, employing diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing.

Ronald Tetley is a financial advisor at Simplicity Wealth with 19 years of industry experience. He holds a Series 65 designation and has worked previously at Belpointe Asset Management and Retirement Wealth Advisors. He is also co-owner and president of Creative Retirement Planning, LLC, where he is active in insurance sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, and offers advisory services alongside technology and operational solutions for other advisers.

Troy Dipre is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 credential and has been associated with AlphaStar since 2020. In addition to his advisory role, he is involved in insurance sales through Dipre, Brodnik, & Associates, Inc. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model portfolios and customized strategies based on quantitative analysis and tactical asset allocation.

Lawrence Kennard is a CFP® professional with 47 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has a background that includes over a decade at StoneX Securities Inc. and long-term involvement with the L.P. Kennard Agency. Outside of advisory work, he is a board member of the St. Basil Catholic Church Finance Council. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through independent advisors and an in-house Private Client Group. The firm employs various strategies, including proprietary models and third-party managers, and supports multiple account structures and investment platforms.

Joseph D'anniballe is a CFP® professional with 35 years of experience in the financial services industry. He currently serves as an advisor with Concurrent Investment Advisors, LLC and has previously worked at firms including Purshe Kaplan Sterling Investments, 1858 Wealth Management, Wells Fargo Advisors, UBS Financial Services, and Merrill. Outside of advisory roles, he is also involved in insurance sales. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by an extensive network of advisors.

Anthony Corra is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. He has also worked with Wealth Impact Advisors and has a background that includes roles in education and healthcare. 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 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of related services.

Jonathan Houk is a CFP® professional with 16 years of industry experience, currently serving at ValMark Advisers, Inc. since 2012. He has also worked at Wealth Impact Advisors, LLC and Poitinger, Redmond, Lyons, Kura & Company. Outside of financial advising, Houk is president and secretary of Friends of Metro Parks, a nonprofit supporting public enjoyment of Summit County Metro Parks. ValMark Advisers, Inc. 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 proprietary programs such as the ACCESS wrap platform and the TOPS® ETF portfolios.

James Redmond is a CFP® professional with 43 years of industry experience, currently affiliated with ValMark Advisers, Inc. since 1998. He previously worked at Poitinger Redmond Lyons Kura Walker & Co. beginning in 1988. Outside of his advisory role, he serves on the board of The Rotary Camp for Children with Special Needs and leads Redmond Financial, Inc. as president. 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 representatives. The firm emphasizes diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and platforms.

Angela Day is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at Woods Associates and Fair Play Family Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and access to third-party manager programs.

Bailey Hemming is a financial advisor at Western Wealth Management LLC with a Series 66 designation and approximately one year of industry experience. Prior to joining Western Wealth Management and LPL Financial LLC in 2026, Hemming worked at the Federal Reserve Bank of Cleveland in 2025 and has a background in education with Aurora City Schools and John Carroll University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed model portfolios alongside various third-party programs.

Craig Fishel is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Fishel’s prior experience includes roles at Equitable Advisors and Private Client Services. He is a partner at Paramount Financial Planning, LLC, where he dedicates significant time to financial planning and investment management. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of active and passive strategies, direct indexing, tax-aware approaches, and offers alternative investments and annuity management.