Jeremy Thompson is a Certified Financial Planner™ and holds a Series 66 license with 23 years of industry experience. He has been with Adaptive Financial Consulting, LLC since 2017 and previously worked at Stratos Wealth Partners, LTD. from 2012 to 2017. Thompson is also a licensed insurance agent. Adaptive Financial Consulting, LLC is a team of six advisors serving individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers customized portfolio management and financial planning services, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Susan Akers is a financial advisor at Winslow Asset Management Inc with 23 years of industry experience. She holds a Series 65 designation and has been with Winslow Asset Management since 2000. The firm provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. Winslow Asset Management employs a combination of qualitative, quantitative, and technical analysis across various asset classes and manages approximately $581.7 million in discretionary assets.

David Mrosko is a CFA® charterholder with three years of industry experience. He has worked at North Point Portfolio Managers Corporation since 2022 and previously spent 17 years with PNC Private Bank. North Point Portfolio Managers Corporation provides separately managed portfolio management services to individuals, pension plans, endowments, and corporations, combining quantitative CFROI analysis with fundamental research and emphasizing low turnover and long-term holdings. The firm is noted for publicly providing performance results and managing assets with a compact four-advisor team.

Geoffrey Hauck is a financial advisor at Van Cleef Asset Management Inc with 16 years of industry experience. He has been with Van Cleef since 2008 and holds a Series 65 designation. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations and select institutional accounts. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, using a team-based research process overseen by an Investment Committee.

Tobias Yearms is a financial advisor at Adaptive Financial Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stratos Wealth Partners. Tobias is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Adaptive Financial Consulting provides portfolio management, financial planning, pension consulting, and standalone consulting services to individuals, high-net-worth clients, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Diane Stack is a CFA® charterholder with 25 years of industry experience. She has been with North Point Portfolio Managers Corporation since 1999, where she is part of a four-advisor team based in Orange Village, OH. North Point Portfolio Managers Corporation provides separately managed portfolio management services to individuals, pension and profit-sharing plans, endowments, and corporations. The firm combines quantitative CFROI analysis with traditional fundamental research, focusing on low turnover and portfolios typically holding around 40 core equity positions aligned with clients’ objectives and risk tolerances.

Terrence Heil is a financial advisor with United Advisor Group in Wickliffe, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at firms including Wells Fargo Advisors and Westpoint Wealth Management. Outside of financial advising, he co-hosts a sports podcast covering high school and college events. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, family office services, and financial education. The firm uses a combination of proprietary model portfolios, custom accounts, and third-party managers with a range of analytical and asset allocation strategies.

Margaret Halloran is a financial advisor at Carnegie Investment Counsel with 11 years of industry experience. She holds a Series 65 designation and has worked with Carnegie Investment Counsel since 2017, previously spending 17 years at Midwest Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse clientele, including individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, corporations, trust companies, government entities, and other investment advisers. The firm employs a variety of analytical approaches and portfolio management strategies to align investments with client goals.

Richard Renner is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Ancora Family Wealth Advisors and its affiliated entities since 2002. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, combining top-down asset allocation with fundamental and technical security analysis.

Larry Sills is a financial advisor with Stratos Wealth Advisors LLC who holds Series 63 and Series 65 credentials and has 43 years of industry experience. His prior firms include LPL Financial LLC, B. Riley Wealth Advisors, and Wells Fargo Advisors. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and other advisory services tailored to individual goals, utilizing a combination of customized asset allocations, model portfolios, sub-advisers, and platform solutions.

Troy Dipre is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 credential and has been associated with AlphaStar since 2020. In addition to his advisory role, he is involved in insurance sales through Dipre, Brodnik, & Associates, Inc. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model portfolios and customized strategies based on quantitative analysis and tactical asset allocation.

Michael Novak is a PFS™ credentialed advisor with 21 years of industry experience. He has been with Wellspring Financial Advisors, LLC since 2007. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a broad range of services including investment advisory, comprehensive financial and estate planning, income tax planning and preparation, and family office functions, employing an open-architecture investment approach that combines passive and active strategies.

Gregory Hopkins is a financial advisor at Ancora Private Wealth Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill Lynch, and GBQ Partners. Outside of his advisory role, Hopkins is a limited partner investor in several non-investment-related businesses, including a brewing company and technology ventures. Ancora Private Wealth Advisors is a multi-team registered investment adviser serving mostly high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, employing a blend of top-down asset allocation and fundamental and technical security analysis.

Azim Nakhooda is a financial advisor at SEIA with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. Nakhooda serves as a board member and volunteer for the Northeast Ohio Arthritis Foundation. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. Its investment approach combines strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis.

Linda Fousek is a CFA® charterholder with 12 years of industry experience. She is currently with Carnegie Investment Counsel, where she has worked since 2013. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment process that incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Chad Ollila is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials. He has been with the firm since 2026 and has prior experience at Cortland Family Dental. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm emphasizes selection and oversight of third-party money managers and uses tactical and strategic asset allocation methodologies in managing discretionary accounts.

Laura Schultz is a financial advisor at Triad Wealth Partners, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at CreativeOne Wealth and AE Wealth Management. Schultz is also the owner of Schultz Family Enterprises, LLC, a business focused on insurance and annuity-related services. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm provides discretionary portfolio management, access to third-party managers, and customized financial planning, utilizing strategic asset allocation and regular rebalancing.

Joanne Koster Wilson is a financial advisor at ON Investment Management Company with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ohio National Financial Services and THE O.N. Equity Sales Company since 2005. In addition to her advisory role, she is also involved in insurance sales, including life and long-term care insurance. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains dual-registration with broker-dealer activities.

Todd Onda is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Management since 2010, joining B. Riley Wealth Advisors in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and investment management solutions.

John Bartels is a financial advisor with Ancora Private Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ancora Retirement Plan Advisors since 2018 and has prior experience with Inverness Securities, LLC, Inverness Investment Group LLC, and as an independent advisor. Outside of his advisory role, he serves on the board of the Gold Zone Real Estate Fund and is an author. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion primarily for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, wealth planning, and corporate retirement consulting, employing a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.