Wayne Barker is a ChFC® and Series 65-licensed financial advisor with 13 years of industry experience. He is currently with Prosperity Capital Advisors and previously worked at Valor Capital Management, LLC. Barker is based in Cleveland, OH. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios and specialized strategies across various asset classes and platforms.

Aaron Vaughn is a CFP® professional with 23 years of industry experience, currently with Fortis Capital Advisors, LLC. He previously worked at Ameriprise Financial Services, Inc. for 19 years and is also associated with Defiant Financial Services LLC. Outside of his advisory role, Vaughn is an attorney specializing in estate planning and is involved in several non-investment-related business ventures, including technology services and firearms instruction. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm employs customized portfolio construction and ongoing monitoring, implementing a range of strategies across passive, active, tactical, blended, and ESG-integrated approaches, primarily on a discretionary basis.

Maryann Ruben is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and four years of industry experience. She has also operated Ruben Financial since 2005, where she is involved in the sale and service of insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments through platforms like CAIS.

Bryan Bibbo is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 designation and with 12 years of industry experience. He has worked at Petros Financial Group and has been affiliated with C2P Capital Advisory Group and JL Smith Holistic Wealth Management since 2010. Outside of advising, he provides tax preparation services, teaches financial education seminars through the American Financial Education Alliance, and serves on the board of the Arthritis Foundation of Ohio. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and provides a range of institutional and advisory services including trustee and charitable account management.

Marco Miranda is a financial advisor at Compound Planning, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Alliance Bernstein and The Prudential Insurance Company of America. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program, combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Joseph Hamel is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at Portfolio Medics since 2015 and previously operated Hamel Advisory Services, LLC, as well as Hamel & Associates, Inc., where he remains involved. Outside of his advisory role, Mr. Hamel is a licensed insurance professional through Hamel & Associates, Inc., an activity that occupies about half of his time and involves separate insurance product sales. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, along with small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified funds and various strategies, combining fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerance.

Brian Fowles is a financial advisor at Stratos Wealth Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Financial Engines Advisors L.L.C. and Charles Schwab. Outside of his advisory role, he is a managing partner of Century Wealth Partners and operates Brian Fowles LLC. Stratos Wealth Advisors serves individual and institutional clients through a network of investment advisory representatives, offering financial planning, portfolio management, and third-party manager programs tailored to client goals. The firm delivers advice primarily through customized asset allocation and model portfolios, utilizing various platform solutions and sub-advisers.

Brian Minier is a financial advisor with Prosperity Capital Advisors in Westlake, OH, holding a Series 65 credential and bringing 10 years of industry experience. He has been with Prosperity Capital Advisors since 2015 and is also a partner in Keystone Financial Group. Outside of his advisory work, Mr. Minier is involved with the American Financial Education Alliance, conducting seminars to address financial illiteracy, and serves on the boards of Grace Fellowship Church and Encompass World Partners. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to various investment vehicles and platforms.

Jeri Siss is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Ausdal in 2024, she worked with SA Stone Investment Advisors Inc. and Primerica Financial Services. Outside of finance, she is an independent fitness instructor, life coach, corporate trainer, and serves on the board of the Amherst Historical Society. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services with investment strategies tailored at the advisor level to clients’ specific objectives and risk tolerances.

Martin Healy is a financial advisor at American Independent Securities Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for 10 years. Outside of his advisory role, Healy is involved in municipal bookkeeping and independent insurance sales. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

Matthew Schuster is a financial advisor at ValMark Advisers, Inc. in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AssetMark Brokerage, LLC, AssetMark Financial Holdings, Inc., Centra Financial, and Oppenheimer Funds Distributor, Inc. 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 investment advisory representatives. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

John Laws is a financial advisor at CoreCap Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience at LPL Enterprise and The Prudential Insurance Company of America. Laws also serves as a financial advisor at Skolnik Retirement Solutions, where he is involved in insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a range of investment vehicles and frequently utilizing sub-advisors and third-party asset managers.

Chelsea Sabo is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Merrill, and PNC Wealth Management. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, utilizing both internal management and third-party independent managers.

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., holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with ValMark Advisers since 2003 and also serves as president of Kruty & Associates, a firm he founded in 1992. Kruty is a board member of the St. Malachi Center, a nonprofit focused on aiding underserved communities, where he contributes to the finance committee’s investment policy. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, with oversight from its investment committee.

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. She has worked at Prosperity Wealth Management, Inc., Fortune Financial Services, CoreCap Investments, Inc., and other firms. Outside of advising, she owns Brew Crew Enterprises, LLC, where she teaches skydiving and manages parachute packing and gear repair, and serves on the board of the Olmsted Chamber of Commerce. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm uses a blend of fundamental, technical, and cyclical analysis for portfolio construction across various asset classes, with discretionary management and regular reviews.

Charles Ehrenfried is a financial advisor at Prosperity Capital Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Prosperity Capital Advisors, he worked at several firms including Northwestern Mutual Wealth Management Company and J.W. Cole Advisors. Outside of his advisory role, he serves as Secretary for the Eckert Woods Home Owners Association and conducts financial literacy seminars with the American Financial Education Alliance. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm’s investment approach centers on model-based asset allocation strategies using portfolios that often employ providers like BlackRock, Dimensional, and Vanguard, along with third-party sub-advisors and alternative investment platforms.