Sheila Steury is a financial advisor with NBC Securities, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her prior career includes roles at STIFEL, UBS Financial Services, and Mcdonald Investments Inc. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients, offering multiple fee-based advisory programs that use discretionary manager selection, model portfolios, and overlay management.

Wendy Ciehanski is a financial advisor at Composition Wealth, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Centricity Wealth Management, LLC for 12 years. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and alternative investments.

Lauren Cooper is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2014. In addition to her advisory role, Cooper is a partner at an elder law firm, COOPER, ADEL, VU, and ASSOCIATIES, LPA, where she manages a flexible schedule to accommodate her responsibilities at both entities. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and employs sub-advisors and third-party asset managers to support its services.

Lawrence Miller is a financial advisor with Lanark Financial, Inc. based in Granville, Ohio. He holds Series 63 and Series 65 licenses and has 56 years of industry experience. Since 2014, he has also been associated with NBC Securities Inc. Outside of advising, he manages an LLC that owns the office condo where his branch office is located. Lanark Financial, Inc. offers investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients. The firm is dual-registered as an investment adviser and broker-dealer and utilizes multiple advisory programs and managed-account platforms with a combination of fundamental and technical analysis.

Serina Shores is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at The Huntington Investment Company and SVB Wealth. She serves as a board member for Maryhaven, a nonprofit organization focused on addiction rehabilitation, and is involved with the National Center for Women & Information Technology, supporting initiatives to increase female participation in technology careers. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities. The firm employs a global multi-asset class investment approach that integrates fundamental, quantitative, and technical analysis with manager research and portfolio rebalancing.

Ryan Fischer is a financial advisor at CoreCap Advisors with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at FundThatFlip.com and Wayne Savings Bank prior to joining CoreCap. He is also active as a financial assistant at Cooper, Adel, Vu & Associates. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes long-term, relationship-oriented investment strategies with a focus on mutual funds, ETFs, equities, and bonds, along with oversight of affiliated asset managers.

Peyton Miller is a financial advisor with M Holdings Securities, Inc., holding a Series 65 designation and one year of industry experience. Prior to joining M Holdings Securities, he worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. Outside of finance, he has experience running food-related businesses, including Rooted Juicery + Kitchen and Cabana on the River. M Holdings Securities, Inc. serves a range of clients including individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals. The firm offers a variety of advisory and brokerage services, utilizing both internal portfolio managers and third-party sub-advisors, with ongoing client monitoring and suitability-based investment recommendations.

Darren Lundy is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and is also the owner of Money Consciousness, an insurance and annuity products business he has operated since 2016. Prior to joining Foundations, he spent two years at Aptus Marketing. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

James Gundling is a financial advisor at CoreCap Advisors with a Series 65 credential and two years of industry experience. Prior to joining CoreCap Advisors, he worked at Cooper, Adel, Vu Financial and was employed by the Cleveland Cavaliers. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Daniel Weingartner is a CFP® professional with 16 years of industry experience, currently serving at CoreCap Advisors since 2021. His prior experience includes roles at NYLIFE Securities, New York Life Insurance Co, Prudential Insurance Company of America, and TD Ameritrade. He is also an IRS Enrolled Agent and supports a tax team during tax season by reviewing clients' final tax returns and assisting with payment collection. 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 and utilizes mutual funds, ETFs, equities, fixed income, and options after client discussion.

Anish Rajgolikar is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 66 designation and has worked at US Bank and Hexanika prior to joining CoreCap Advisors in 2023. He also provides back-office and financial operations support through Cooper, Adel, Vu Financial. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and, with client consent, options and short sales.

Adrian Karas is a CFP® with 18 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes roles at Charles Schwab and TD Ameritrade. Outside of finance, he is involved in music production, performance, and promotion through Get Huge Entertainment, LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and third-party asset managers.

Wendy Chance is a financial advisor at New Edge Wealth with 20 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 13 years before joining New Edge Wealth. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior, and combines independent managers, model strategies, and proprietary investment solutions with technology tools, including AI-assisted analytics, to tailor portfolios.

Nickolas Magora is an investment advisor representative at Signature Equity Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Cetera Investment Services, and LPL Financial. He also owns and operates LC Wealth Management, conducting securities and variable insurance business. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and third-party money manager selection through its network of independent advisory affiliates and utilizes model-based portfolio solutions with discretionary and non-discretionary options.

Christopher Ciehanski is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Composition Wealth, LLC since 2025. Prior to this, he worked for 12 years at Centricity Wealth Management, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and incorporates both fundamental and technical analysis in portfolio management.

Michael Vellucci is a financial advisor with M Holdings Securities, Inc., holding a Series 65 designation. He has experience working with several firms including Integrity Alliance, LLC and Lion Street Advisor, and has been involved with McHenry Advisers, Inc. since 2021. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary investment management with third-party sub-advisors and utilizing multiple platform providers to support client accounts.

Shane Moran is a financial advisor at New Edge Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Moran is also an investor in privately held technology companies including Illumio, a cloud-based cybersecurity firm, and Addepar, a financial software platform. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a broad range of advisory services with an emphasis on asset allocation and investor behavior. The firm utilizes a combination of independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside human oversight.

Lucas Gooding is a financial advisor at Avantax Planning Partners, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Citizens Bank. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets and employs tax-intelligent strategies alongside discretionary management using firm-designed style allocation models.

Kelsie Dunbar is a financial advisor with WesBanco Securities, Inc. in Grove City, Ohio, holding a Series 66 designation and 10 years of industry experience. She has been with WesBanco Securities since 2014. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, employing a range of analytical methods and strategies including tax-aware and ESG model choices.

Aaron Ward is a financial advisor at Secure Asset Management, L.L.C. in Utica, Ohio, holding a Series 65 designation with over 20 years of combined experience in law enforcement and financial services. Prior to joining Secure Asset Management, he served with the City of Columbus Ohio Police Department for 22 years and has operated AWard And Associates Company since 2016. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of analytical approaches and utilizes third-party managers and platforms to manage client portfolios.