Melissa Estrich is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. She has been with Venture Visionary Partners since 2020. Venture Visionary Partners LLC offers investment advisory and financial planning services to individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses. The firm combines fundamental, technical, and modern portfolio theory approaches to customize portfolios and provides both discretionary and non-discretionary management along with retirement-plan consulting.

Kristin Rausch is a financial advisor at TFO Wealth Partners with three years of industry experience. She holds a Series 65 designation and previously worked at The Andersons for 11 years, followed by a brief tenure at Sunrise Cooperative. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets using long-term, asset-allocation strategies grounded in modern portfolio theory, employing mutual funds, ETFs, and third-party managers.

Zachary Kent is a financial advisor at TFO Wealth Partners with a Series 65 designation and one year of industry experience. His prior roles include positions at Jessup Wealth Management, KJM CFO Consulting, and various organizations including Hillsdale College and Kroger. TFO Wealth Partners manages approximately $4.85 billion in client assets, serving a diverse range of clients including high-net-worth households, family offices, and corporate clients. The firm focuses on long-term, asset-allocation strategies using model portfolios primarily composed of mutual funds and ETFs, complemented by third-party managers for fixed-income mandates.

Brian Funkhouser is a financial advisor at Venture Visionary Partners LLC in Sylvania, OH, with 22 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and UBS Financial Services Inc. prior to joining Venture Visionary Partners in 2019. 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 both discretionary and non-discretionary management alongside retirement-plan consulting and implementation services.

John O'Brien is a financial advisor at Venture Visionary Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at Purshe Kaplan Sterling Investments and UBS Financial Services. He serves on the PLANADVISER Advisory Board, contributing to event content and structure. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a blend of fundamental, technical, and modern portfolio theory approaches, and offers discretionary and non-discretionary management along with retirement-plan consulting.

Matthew Navarre is a financial advisor with Concorde Asset Management, LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including TIAA-CREF and DeVerna Wealth Management prior to joining Concorde in 2018. Outside of his advisory role, he hosts a weekly podcast discussing current sporting events and serves as a board member of the Society of Financial Service Professionals. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm develops individualized portfolios using model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services and participant advice.

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. He has worked with Blackridge since 2019 and has also been affiliated with Peak Brokerage Services, LLC and Independent Solutions Wealth Management, LLC. Outside of his advisory roles, he conducts financial planning seminars and provides estate planning and insurance advice through EVEREST FINANICIAL. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach delivered via an online platform and sponsors multiple wrap-fee programs, utilizing a combination of fundamental, technical, and charting analysis.

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® and holds a Series 66 license with seven years of industry experience. He is currently with Facet and joined the firm in 2025. Prior to Facet, he worked at TFO Wealth Partners, Key Private Bank, Key Investment Services, Prudential Financial, and The State Bank and Trust Company. Facet provides tiered, subscription-based financial planning and discretionary investment management to individual members across a broad range of wealth levels. The firm uses a holistic financial planning approach and technology-driven asset allocation, relying primarily on ETFs and offering strategies like direct indexing and tax-loss harvesting without charging percentage-of-AUM fees.

Andrew Pieracini is a financial advisor at Gibbs Wealth Management, LLC in Holland, Ohio, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Legacy Group Planning, as well as experience in the manufacturing sector at Swanton Welding Company. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm’s investment process focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

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 CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at Lifeworks Advisors, LLC. Before joining Lifeworks in 2025, he held roles at Northwestern Mutual Investment Services and Wealth Management, as well as positions at First Trust Portfolios LP and First Trust Advisors LP. He is also a licensed insurance agent involved in insurance sales and implementation in Toledo, OH. Lifeworks Advisors serves a diverse range of individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm integrates a planning-based tranche framework with risk-based portfolio construction, utilizing low-cost, diversified funds, third-party managers, and AI-supported research, while maintaining strong operational ties to tax and accounting services through affiliated firms and professionals.

Sean Mcghee is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds a Series 63 designation and has held roles at Berthel Fisher & Company Financial Services, Inc., Strategic Wealth Management Group, LLC, and his own advisory practice. Outside of his advisory work, he owns and operates a standardbred harness racing stable. BFC Planning, Inc. provides financial planning, asset management, and outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, offering flexible fee arrangements and a range of investment programs through a network of independent advisors.

Michael Mcpeek is a financial advisor with Prosperity Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Prosperity Wealth Management since 2015 and also has concurrent roles at Fortune Financial Services, Inc. and Guardian. In addition to his advisory work, Mcpeek operates as an independent insurance agent, focusing on fixed insurance sales including life, health, and annuities. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients, employing a multi-method investment approach and conducting ongoing due diligence and oversight of recommended third-party managers.

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.