David Alison is a CFP® with 18 years of experience in the financial services industry, currently serving with Prosperity Capital Advisors. He has worked with firms including Valor Capital Management and operates Alison Wealth Management, where he provides tax planning, tax preparation, and business consulting services. Outside of advisory roles, he is also a licensed insurance agent and is involved in managing real estate investment holding companies. Prosperity Capital Advisors is an SEC-registered firm that offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision, employing resources from providers such as BlackRock, Dimensional, and Vanguard, along with third-party sub-advisors.

Robert Kruty is a financial advisor with ValMark Advisers, Inc. in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been associated with ValMark Advisers and related entities since 2003 and has operated Kruty & Associates since 1992. Outside of his advisory work, he serves as a board member of the St. Malachi Center, a nonprofit focused on assisting the poor and children, where he contributes to the finance committee and investment policy guidance. 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 using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive due diligence.

Valerie Schmitz is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., the ON Equity Sales Company, and Ohio National Financial Services. Outside of her advisory work, she is involved in farming and livestock through Kelly Day Farms and owns a holding company for other corporate ventures. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement plan consulting, using customized portfolios that combine internal and third-party manager strategies tailored to client objectives and risk tolerance.

Benjamin Roy is a financial advisor at Prosperity Capital Advisors with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sigma Financial Corporation and Great Lakes Wealth Management. Roy’s background also includes time at the University of Maine Orono and Advance 1 Clearing. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm uses a model-driven, multi-sleeved investment approach featuring core risk-based portfolios and specialized strategies, and it acts as a Fund Strategist on UMA platforms.

Sarah Warnkin is a financial advisor with Prosperity Capital Advisors holding a Series 65 credential and three years of industry experience. She has worked with JL Smith Holistic Wealth Management and JL Smith Group prior to joining Prosperity Capital Advisors. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individual and high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers a platform that includes alternatives and structured products through third-party providers.

Nicole Brewer is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at Prosperity Wealth Management, Inc., Fortune Financial Services, CoreCap Investments, Inc., and Foresters Equity Services, Inc. Brewer is also an owner of Brew Crew Enterprises, where she teaches skydiving and performs related activities. Additionally, she serves on the board and as a trustee for the Olmsted Chamber of Commerce. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing discretionary portfolio management, financial planning, and consulting services. The firm constructs portfolios with a range of public and private investments and employs a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Charles Ehrenfried is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Prosperity Capital Advisors and previously worked at firms including Northwestern Mutual Wealth Management Company and J.W. Cole Financial. Outside of his advisory work, he serves as Secretary for the Eckert Woods Home Owners Association and conducts financial education seminars through the American Financial Education Alliance. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, corporations, trustees, and retirement plans. The firm utilizes model-based, asset-allocation strategies with a range of third-party providers and offers services including Turnkey Asset Manager Programs, sub-advisory, and separately managed accounts.

Cole Condon is a financial advisor with ValMark Advisers, Inc., holding the ChFC® and Series 63 designations and bringing 24 years of industry experience. He has been with ValMark Advisers since 2012 and is president of Cole Condon Financial Group, LLC, a firm involved in fixed annuity sales. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals—including high-net-worth clients—and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of annuity options.

Shaena Yorke is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 25 years of industry experience. She has worked with LaSalle St. since 2019 and previously at Ameriprise Financial Services and Wrp Investments. Outside of her advisory role, she serves as a trustee of a 401(k)/PSP plan and works as an accounting consultant. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment programs.

Blake Dickens is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and six years of industry experience. He has previously worked at River Financial Group and Westlake Wealth Advisors. Outside of his advisory work, he coaches the forwards of the Hudson High School hockey team. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based portfolios using mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and sub-advisory relationships.

Clinton Pelfrey is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 designation and 14 years of industry experience. He has been with Prosperity Capital Advisors since 2011, including six years when the firm operated as C2P Capital Advisory Group, LLC. Outside of financial advising, Pelfrey serves as head coach for the Avon High School JV baseball team and is a minority owner and officer of a marine construction company. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and works with a variety of model providers and sub-advisors, offering access to alternatives and structured products through third-party platforms.

Caleb Burr is a financial advisor at Prosperity Capital Advisors with one year of industry experience. He holds a Series 65 designation and has worked at JL Smith Holistic Wealth Management and C2P Capital Advisory Group, LLC. In addition to his advisory role, Caleb is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to individual and high-net-worth clients, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers a range of investment solutions including alternatives and structured products through third-party platforms.

Justin Grossman is a financial advisor with Prosperity Capital Advisors based in Westlake, OH, holding Series 65 and Series 63 licenses and having nine years of industry experience. His career includes roles at Prudential Insurance Company of America, Cambridge Investment Research Advisors, and US Bank. Outside of advisory work, he partners with the local chapter of the American Financial Education Alliance to conduct seminars aimed at reducing financial illiteracy. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other clients. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers a range of services including financial planning, discretionary investment management, and retirement plan solutions.

Dennis Zaverl is a financial advisor with ValMark Advisers, Inc. in Westlake, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been associated with ValMark Advisers since 2001 and with related firms since 1997, also operating Zaverl & Associates Inc. since 2004. Outside of investment advisory work, he serves as president and trustee of the Christian BusinessCares Foundation and is involved in several non-investment business ventures, including a publishing company and family partnerships. 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 offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with due diligence, back-office support, and sub-advisory services.

Steven Schippel is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously at Belpointe Asset Management and Belpointe Insurance. Schippel is also the president and owner of Schippel Consulting, a consulting firm he has operated since 2001. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated businesses to support its clients.

Jason Smith is a financial advisor with Prosperity Capital Advisors in Westlake, OH, holding a Series 65 credential and 16 years of industry experience. He has worked at Valor Capital Management and operates several business ventures including tax preparation services and a family farm that sells honey and produce. Smith also serves on the Board of Directors for the Marblehead Boat Club. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individual and high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset allocation strategies and offers services such as separately managed accounts, retirement plans, and sub-advisory for other RIAs.

Jeffrey Warnkin is a CFP® professional with 34 years of industry experience, currently associated with Prosperity Capital Advisors. He has held advisory roles at Innovation Partners LLC, JL Smith Holistic Wealth Management, and Mercap Securities, LLC. Outside of advisory work, he operates a sole proprietorship specializing in individual income tax preparation and serves as Chapter President for the American Financial Education Alliance, conducting financial literacy seminars. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative strategies, and offers various institutional and advisory services.

Kevin Walker is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has 18 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Jason Orsky Wealth Management, and Cetera Advisors. Outside of his advisory work, he serves as a director and vice president of the Westlake Kiwanis Club, is a director of the Westlake Rotary Club, and coaches the Avon High School girls varsity tennis team. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction, with services ranging from discretionary management to model-based strategies.

Patrick Radachi is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 13 years of industry experience. His career includes roles at Independent Financial Group and Spira Benefits, where he is also president. Radachi is involved in tax preparation and retirement plan consulting through Radachi & Company and Spira Benefits LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.

George Elias is a financial advisor at Ascentis Independent Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including ORG Partners and Emerald Investment Partners. Outside of his advisory work, he owns Premier Tax Consulting and Global Tax Consulting, providing tax consulting services. Ascentis Independent Advisors offers investment advisory services to individuals, trusts, retirement plans, and businesses. The firm provides tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and access to private funds and alternative investments through its Private Direct Investments program.