Trevor Hostetler is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Hummel Wealth Management, LLC since 2007 and has been associated with The O.N. Equity Sales Company since 2001. He is affiliated with ON Investment Management Company, which provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a combination of comprehensive and modular financial plans and access to various third-party investment programs, operating under a dual-registration model with both advisory and broker-dealer activities.

James Tschantz is a CFP® professional with 38 years of experience in financial advisory roles. He is currently with Signature Equity Partners, LLC and has prior experience at LPL Financial, American Portfolios Advisors, Inc., and Medallion Advisory Services, LLC. He also has a history of involvement in fixed insurance product sales and operates a DBA called Tschantz Wealth Management. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and delivers advice through a network of independent advisory affiliates, employing platforms such as Vision2020 Wealth Management to offer customized portfolio management and financial planning solutions.

Henry Reifsnyder is a CFP® professional with 18 years of industry experience. He is affiliated with ON Investment Management CO and has held roles at Hummel Wealth Management, LLC since 2009, The O.N. Equity Sales Company since 2008, and Ohio National Financial Services since 2007. Outside of his advisory work, he is involved in various business activities including investments in billboard advertising ventures and a baseball academy in the Dominican Republic. ON Investment Management Company (ONIMCO) is a subsidiary of The O.N. Equity Sales Company offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm employs a dual registration model, providing both discretionary and non-discretionary management through a mix of in-house advisory and third-party programs.

Christopher Allen is a financial advisor with Ausdal Financial Partners, Inc. in North Canton, OH, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at Fortune Financial Services, Prosperity Wealth Management, CoreCap Advisors, and Investment Network, Inc. Outside of advisory services, he serves on the boards of nonprofit organizations supporting veterans and first responders and is involved in tax preparation and memorial services businesses. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through discretionary and non-discretionary accounts with a range of investment options and custodial services.

Gary Sirak is a ChFC® with over 42 years of experience in the financial services industry, currently serving as an advisor at Primerica Advisors since 1999. Prior to this, he worked with Guardian Life Insurance Company of America starting in 1986. He is an author of multiple books, including *If Your Money Talked…* and *How To Retire and Not Die.* Sirak is also a board member of the Stark Community Foundation and has participated in local business development through the Impact Angel Fund in Canton, Ohio. Primerica Advisors operates as part of a larger enterprise, serving a diverse client base with brokerage and advisory services. The firm offers a mix of proprietary and third-party investment solutions, including model-based strategies and fee-based managed accounts, addressing individual investors, businesses, and retirement plans.

Wayne E. S. Arnold is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including over 27 years with Primerica Advisors and a concurrent role at Guardian Life Insurance Company of America since 1989. Outside of advising, he is writing a book on theoretical physics and serves as a panelist for FINRA arbitration cases. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Autumn Taylor is a financial advisor with Primerica Advisors, holding a Series 63 designation and 37 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and has prior experience at Cetera Advisor Networks, Vantage Financial Group, and Vicus Capital. In addition to her advisory role, she is also an insurance broker for products other than Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs.

Michael Erchick Sr. is a ChFC®-designated financial advisor with 39 years of industry experience. He has been with Guardian Life and its affiliated entities since 1990, currently serving at Guardian Life for 27 years. In addition to his advisory role, he is involved in other insurance activities including property and casualty as well as individual and group health insurance. He is affiliated with Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Neven Zelich is a financial advisor at Steward Partners Investment Advisory, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Mid Atlantic Capital Corporation among other firms. He is a co-owner of Jenz, LLC, which manages his Ameriprise advisory business. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Brian Beebe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolios managed by PNC or third-party strategists.

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 dba Southport Capital, LPL Financial, Wells Fargo Advisors Financial Network, and Brookshire Wealth Management, where he spent over two decades. Guerra is also a licensed insurance producer with over 30 years in insurance sales and is the owner of Brookshire Wealth Management, a DBA under which he provides advisory services. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by internal due diligence and a range of operational tools.

Brandon Lancaster is a financial advisor at Independent Advisor Alliance, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with firms including LPL Financial and Independent Financial Partners. Lancaster also operates New Market Financial Experts LLC, a business entity for tax and investment purposes. Independent Advisor Alliance serves a diverse client base ranging from individuals to charitable organizations and retirement plans. The firm provides asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Brian Heiss is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has held positions within affiliated firms since 2018. Prior to his advisory career, he worked for Redbox from 2007 to 2016. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and employs affiliated and third-party resources.

David Ionno is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with PNC Bank since 2010 and has worked at PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithmic risk assessment and implements investments via approved model strategies executed with mutual funds and ETFs.

Philip Gasser is a financial advisor with GWN Securities Inc. in Copley, OH, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with GWN Securities since 2006 and previously worked at Clearcreek Financial from 1998 to 2024. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm employs a variety of portfolio management strategies, including market-timing and momentum-based approaches in certain legacy programs.

Clinton Miller is a CFP® with 12 years of industry experience and currently serves as an Investment Advisory Representative at Kestra Advisory. He has worked at Kestra Advisory and affiliated entities since 2019 and previously held roles at Hummel Wealth Management and The O. N. Equity Sales Company. In addition to his advisory work, he is a registered field assistant and practice manager at Pleasant Wealth LLC and holds a position as an insurance agent with Business Underwriters Associates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and discretionary investment services, managing approximately $79.8 billion in assets and serving clients ranging from individual investors to sovereign wealth funds.

Emily Kromalic is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 66 licenses. She has one year of industry experience, including prior roles at Edward Jones and Empower Financial Services. Outside of her advisory work, she provides administrative and trade support for First Responders Financial Advisors. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation framework to manage risk-based mutual fund portfolios and provides education and support services to plan sponsors and participants.

Francis Factora is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and JPMorgan Chase Bank. Outside of his advisory role, Factora is a partner at Eldora Innovations, Ltd., a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Adam Kenley is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees, which uses algorithm-driven risk assessments to select approved investment strategies implemented with mutual funds and ETFs.

Kurt Faulhaber is a financial advisor with Benjamin F. Edwards & Company, Inc. in Canton, OH, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining his current firm in 2011. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.