Michael Mcpeek is a financial advisor at Exodus Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Prosperity Wealth Management, Fortune Financial Services, Guardian, and J.W. Cole Advisors. Mcpeek is also an independent insurance agent involved in fixed insurance sales, life, health, and annuities. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, and consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment strategies and offers discretionary portfolio management with regular account supervision and due diligence on 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.

James Herrick is a CFP®-credentialed financial advisor with 19 years of industry experience. He has been with TFO Wealth Partners since 2011 and previously worked at One To One, LLC from 2016 to 2019. Herrick is also an independent life, health, and property and casualty insurance agent. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $4.85 billion in assets and focuses on long-term, asset allocation strategies using mutual funds, ETFs, and third-party managers, providing both discretionary and non-discretionary portfolio management along with comprehensive financial and estate planning services.

Joseph Krebs is a financial advisor at TFO Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked in various roles at CedarCreek Church, Rock Church, and North Star Community Church. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office and CFO services, and retirement plan consulting to individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware strategies.

Christopher Winters is a financial advisor at TFO Wealth Partners with 16 years of industry experience. He holds a Series 63 designation and has worked at TFO Wealth Partners since 2010, previously spending two years with One To One, LLC. TFO Wealth Partners manages approximately $4.85 billion in assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs long-term, asset-allocation driven investment strategies primarily using mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, financial and estate planning, and family office consulting.

Jessie Siegler is a financial advisor at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. They hold a Series 65 credential and previously worked at Fidelity Investments and Players Restaurant and Lounge. Outside of finance, Jessie works part-time as a food delivery provider. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning and investment management services. The firm emphasizes customized asset allocation and combines active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Jon Stacy is an investment advisor representative with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, The Huntington Investment Company, and VOYA Financial Advisors. Stacy also operates Varsity Wealth Management, a sole proprietorship involved in sales and marketing of securities, variable insurance products, fixed annuities, and non-variable insurance. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolios with ongoing monitoring and optional overlays such as tax management and socially responsible investing.

James Porea is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His previous roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. He is also a licensed independent insurance agent specializing in variable, life, accident, and health insurance. 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 uses a combination of fundamental, technical, and modern-portfolio-theory approaches to customize portfolios and offers both discretionary and non-discretionary management along with retirement-plan consulting.

Jon Vanslooten is a financial advisor with Kingsview Wealth Management, LLC in Toledo, OH, holding a Series 66 credential and 18 years of industry experience. He previously worked at Edward Jones for eight years before joining Kingsview Asset Management, LLC, where he has been since 2016. He is also an independent life insurance agent. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of in-house portfolio management and third-party strategies, with services available on both discretionary and non-discretionary bases.

John Cordes is a CFP® with six years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior work includes roles at Tfo Tdc, LLC and Wintrust Financial Corporation. TFO Wealth Partners manages approximately $4.85 billion in assets for individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset allocation-driven investment approach based on modern portfolio theory, utilizing model portfolios composed of mutual funds and ETFs, supplemented by third-party managers.

Bruce Cartwright is a CFP® with eight years of industry experience, currently serving as an advisor at TFO Wealth Partners since 2017. His prior work includes positions with One To One, LLC and the Senate Budget Committee, as well as a teaching role at Hillsdale College. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering discretionary and non-discretionary investment management, family office services, retirement plan consulting, and third-party manager allocations for individuals, high-net-worth clients, trusts, family offices, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, using model portfolios primarily comprised of mutual funds and ETFs with systematic rebalancing and tax-aware strategies.

Matthew Butler is a financial advisor with Lifemark Securities Corp. He holds Series 63, 65, and 66 designations and has 19 years of industry experience. His prior experience includes roles at PNC Private Bank and Comerica Securities. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various programs including Unified Managed Accounts and Separately Managed Accounts, with advice tailored through risk assessments and managed on both discretionary and non-discretionary bases.

John Ross is a CFP® with 41 years of experience in financial advisory services. He is currently with Signature Equity Partners, LLC and Osaic Wealth since 2026, following 14 years at Concorde Asset Management and Concorde Investment Services, and a long tenure at Integrated Financial Resources. Outside of his advisory work, Ross is a member of the University of Toledo Varsity T-Club and the Fellowship of Christian Athletes, participating in community and faith-based activities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to deliver customized portfolio management and financial planning services.

Bradford Dolgin is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services for 17 years and Purshe Kaplan Sterling Investments for one year prior to joining Venture Visionary Partners in 2020. Venture Visionary Partners LLC offers 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 provides customized portfolio management using model portfolios combined with fundamental, technical, and modern portfolio theory approaches, supported by third-party managers and technology platforms.

Sarah Sherwin is a financial advisor at TFO Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Fifth Securities for 11 years before joining TFO in 2019. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses through discretionary and non-discretionary investment management, family office and tiered Family CFO services, and retirement plan consulting. Its investment approach is long-term and allocation-driven, using model portfolios primarily composed of mutual funds and ETFs, with systematic rebalancing and tax-aware strategies.

Angelo Spinazze is a financial advisor at TFO Wealth Partners with eight years of industry experience. He holds the Series 65 credential and has been with TFO since 2016. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office and Family CFO services, retirement plan consulting, and third-party manager consulting for individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax-aware considerations.

Jason Holliday is a financial advisor with AlphaStar Capital Management in Maumee, Ohio, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Holliday Wealth Partners, Rosenboom Machine and Tool, McIntire Retirement Services, MWA Financial Services Inc, Modern Woodmen of America, and Fenner Dunlop America. AlphaStar Capital Management serves individual, corporate, and business clients as well as retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches through model portfolios and advisor-directed models, managing approximately $2.5 billion in assets for over 8,400 client relationships.

Amy Amos is a financial advisor at Venture Visionary Partners LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for seven years before joining Venture Visionary Partners in 2020. 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 employs a combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios, offering both discretionary and non-discretionary management alongside retirement-plan consulting and implementation services.

Holly Jensen is a financial advisor with Prospera Financial Services, Inc. in Maumee, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and Merrill. She also serves as a board member and volunteer for the nonprofit Hoops and Loops for Kids LLC. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning and portfolio management through both proprietary and third-party programs.

Tamela K. Wriker is a CFP® professional with 28 years of industry experience, currently serving at Venture Visionary Partners LLC since 2022. She previously worked at UBS Financial Services for 15 years. Wriker is also a licensed independent insurance agent specializing in variable, life, accident, and health insurance. 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 uses a combination of fundamental, technical, and modern portfolio theory approaches, offering both discretionary and non-discretionary portfolio management alongside retirement-plan consulting.