Paul Guerra is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at WealthSource Partners, Livingston Group Asset Management, LPL Financial, Wells Fargo Advisors Financial Network, and ownership of Brookshire Wealth Management. Guerra also operates as a licensed insurance producer and manages Brookshire Wealth Management as a DBA under which he conducts advisory services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 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.

Timothy Valentine is a CFP® with eight years of industry experience, currently serving as a Private Wealth Advisor and CEO at Valentine Wealth Advisors within OneSeven. His prior experience includes roles at Ameriprise Financial Services, Balanced Wealth Group, and Horace Mann Investors. Outside of finance, he is the co-founder of Dirty Outdoors LLC, a hunting apparel business with plans to offer guided hunts. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternatives and private placements, while offering discretionary and non-discretionary arrangements supported by internal due diligence and partnerships with independent managers and third-party 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.

Lindsay Cameron is a CFP® with 17 years of industry experience, currently serving at Gradient Securities, LLC since 2015. She also has a longstanding association with Hackenberg Financial dating back to 2007. Outside of her advisory roles, Cameron is an adjunct professor at Walsh University Business School, where she teaches advanced portfolio management, and she operates a life coaching business. Gradient Securities, LLC, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently utilizes third-party managers while maintaining a primarily non-discretionary investment approach.

Jason Hostetler is a financial advisor with Stratos Wealth Advisors LLC in Canton, OH, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bank of America and Merrill. Outside of advising, he is involved with Generation Investment Management, focusing on life insurance strategies. Stratos Wealth Advisors is a multi-team firm managing approximately $5.57 billion in assets for nearly 5,000 clients, including individuals, trusts, retirement plans, and institutions. The firm offers customized portfolio management and financial planning through a network of independent advisors, leveraging strategic affiliations with SEI entities and access to proprietary investment products.

David Drummond is a financial advisor at Creative Financial Designs, Inc. with 26 years of industry experience. He holds a Series 63 designation and has been with Creative Financial Designs since 2014. Outside of his advisory role, he is a tennis instructor at Hall of Fame Fitness Center and serves as Vice President of College Planning Alliance LLC. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Andrew Reed is a financial advisor at Midwestern Securities Trading Company, LLC, holding a Series 66 designation with nine years of industry experience. He has been with Midwestern Securities since 2016. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, using a combination of discretionary model portfolios and third-party managers along with non-discretionary recommendations from advisors.

Theophilous Woods is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and over 43 years of industry experience. His career includes long tenures at Mutual Service Corporation and Prospera Financial Services, and he has operated his own firm, Theo H. Woods & Assoc, since 1981. Woods serves as chairman of the board of trustees for The House of the Lord church and volunteers as a musician there, in addition to participating on the Akron Bar Association grievance committee and serving on the board of the Brecksville-Broadview Heights Community Chorus. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may engage third-party managers and wrap programs as part of its service offerings.

David Pelland is a financial advisor with ValMark Advisers, Inc. in Fairlawn, OH, holding a Series 66 designation and 25 years of industry experience. He has worked with Bear / Pelland Associates since 2005, Alda Advisors, Inc. since 2002, and Valmark Securities, Inc. since 2000. Outside of his advisory roles, he is involved in horse boarding and party rentals through The Stables at Rose of Sharon LLC and serves as an assistant men's varsity soccer coach at Walsh Jesuit High School. 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 offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and specialized annuity and ETF product offerings.

Robert Milan is a financial advisor with TCFG Investment Advisors, LLC in Canton, Ohio, holding 26 years of industry experience. He has worked with the TCFG group of companies since 2017 and has been associated with National Planning Corporation since 2013. Outside of his advisory role, Milan also operates Milan & Associates LLC, where he provides tax preparation services for individuals, small businesses, and corporations. TCFG Investment Advisors offers investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and provides both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Bruce Dipietro is a CFA® charterholder with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has prior experience at firms including WealthSource Partners, Brookshire Wealth Management, and LPL Financial. He also serves as a director of Brookshire Wealth Management. 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 portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Patrick Seaman is a financial advisor at AlphaStar Capital Management with 19 years of industry experience. He holds a Series 65 designation and has been with AlphaStar since 2011. In addition to his advisory role, he assists veterans in obtaining financial benefits through a voluntary activity with Seaman Retirement Planning, which he has operated since 2003. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other investment advisers. The firm employs both predefined model portfolios and custom strategies, utilizing strategic asset allocation and quantitative analysis in its investment approach.

Ashley Maldonado is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds a Series 65 designation and has worked at The Assurance Group's Ohio office since 2017. Outside of advising, she serves as an Agency Sales Director at The Assurance Group, where she assists clients with insurance and annuity product selection and leads other agents. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of investment strategies and third-party platforms.

Michael Bajc is a financial advisor at OneAscent Financial Services LLC with seven years of industry experience. He holds a Series 65 designation and has worked at OneAscent since 2017. His prior experience includes roles at Aerotek and Beacon Wealth Consultants, as well as academic work at the University of Akron. OneAscent Financial Services is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers asset management, financial planning, and consulting services through multiple advisory teams, employing customized asset allocation and a range of model-based and managed account platforms.

Scott Heather is a financial advisor with Royal Fund Management, LLC in Canton, Ohio, holding a Series 65 credential and 13 years of industry experience. He has been with Royal Fund Management since 2013 and has operated Shaker Business Services as a tax preparer since 2006. Outside of advising, he is also licensed as an insurance agent and is involved in tax preparation services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of analytical approaches to implement investment strategies tailored to client risk tolerances and offers specialized services including access to select non-traded REITs and options-writing overlays.

James Seaman is a financial advisor at AlphaStar Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AlphaStar since 2011. Additionally, he operates Seaman Retirement Planning, an independent insurance sales and products business. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies along with subadvisory and platform services.

James Conley is a financial advisor at Stratos Wealth Advisors LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Stratos in 2023, he worked at MWA Financial Services Inc and Modern Woodmen of America, and he spent seven years with Rootstown Local Schools. He is also involved in insurance sales and service as an agent for fixed term and whole life insurance. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting through a network of independent advisory representatives.