Robert King Jr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and nine years of industry experience. He has worked at Virtue Capital Management since 2020 and previously held roles at Horter Investment Management and Cornerstone Asset Management Services. Outside of his advisory work, King is the principal owner of King Insurance and Financial Services, which focuses on property/casualty and life insurance as well as college and retirement planning. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and plan consulting, utilizing quantitative models and economic data inputs in a primarily mutual fund and ETF-based investment approach.

Jonathan Pulito is a financial advisor with Archer Investment Corporation holding a Series 65 designation. He has experience working at Ernst & Young from 2015 to 2020 and has been with Accusol LLC since 2020, alongside roles at Schultz Bertin and Park & Illenberger. Archer Investment Corporation provides investment management services primarily to individual clients, serving both non-high-net-worth and high-net-worth investors through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages a diversified range of assets including equities, fixed income, mutual funds, ETFs, and options.

Kathleen McCarthy is a financial advisor at Archer Investment Corporation with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments, Jason M Orsky Wealth Management, and SII Investments. She is also licensed as an insurance agent, selling life insurance and long-term care products. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a disciplined investment process focused on diversified allocations and offers both discretionary management and model-driven strategies.

Fady Chaccour is a financial advisor at First Heartland Consultants, Inc. with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Massachusetts Mutual Life Insurance Co. since 1994 and First Heartland Capital Inc. since 2016. Outside of his advisory work, he owns F&R Ventures LLC, a financial holding company. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Matt Gsellman is a CFP® professional with five years of industry experience, currently serving at Wealth Watch Advisors, Inc. He has prior experience at Terrace Growth Investment Financial Services and several other firms dating back to 2010. Outside of his advisory work, he is involved in alpaca breeding and farming, a family-operated business he has participated in since 1995. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and financial institutions. The firm provides discretionary and non-discretionary portfolio management largely through third-party model managers, alongside financial planning and consulting services.

James Salera is a financial advisor at Stephens with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily at Stephens since 2021 after roles at Northcoast Research, Cetera, and First National Bank of PA. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of financial planning and portfolio management solutions, supported by integrated broker-dealer and investment banking capabilities as well as in-house equity research.

Michael Suhay is a financial advisor with Westminster Financial Advisory Corp in Avon, Ohio. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Since 2010, he has been affiliated with both Westminster Financial Advisory Corp and Westminster Financial Securities, Inc. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to a broad client base, including individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.

Daniel Smith is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Mutual of Omaha and its affiliated firms since 1980. In addition to his advisory work, Smith is an author and public speaker on financial topics and participates as a mentor in the Million Dollar Round Table Mentor Program. He also serves a two-year pro bono term on the Stonebridge Home Owners Association Board. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and supports a range of discretionary authority options for clients.

Arcie Petty is a financial advisor at Simplicity Wealth with four years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Edward Jones and Huntington National Bank. Outside of advisory roles, Petty is a member of The Dawson LLC, a business focused on coaching. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers services such as model portfolio management, tax optimization, and a third-party Model Manager due diligence process.

Eugene Welsh Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 32 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2014 to 2019 and has been involved with Professional Management Inc. since 1980, providing tax preparation services for corporate and personal returns. He is also a partner at Strophic, Inc., which manages operations for Aria Financial Group. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for its predominance of non-discretionary assets under management.

David Ptacek is a financial advisor with Ta-Check Financial Ltd. in Fairview Park, OH, holding a Series 63 designation and over 31 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with SII Investments, Inc. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Ta-Check Financial Ltd. provides investment advisory services primarily through referring clients to third-party asset managers and supporting those relationships via solicitor arrangements. The firm offers portfolio consultations and ongoing account servicing while delegating portfolio management and trading authority to selected third-party managers.

Matthew Matheney is a financial advisor with First Heartland Consultants, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining First Heartland Capital Inc., he worked at Park Avenue Investment Advisory LLC and Guardian Life Insurance Company. In addition to his advisory role, he operates a legal practice through The Law Office of Matthew Matheney LLC. First Heartland Consultants provides advisory services to a diverse client base including individual investors, employer-sponsored retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Alexander Sterba is a financial advisor with Manning & Napier Advisors, LLC, holding CFP®, Series 65, and Series 63 designations and seven years of industry experience. He has worked with Manning & Napier since 2022 and previously held roles at Marcum Wealth, LLC and Aurum Wealth Management Group. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm uses a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Evan Potts is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Commonwealth and MJ Baker Financial Advisors in 2025. Potts is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, technology, and compliance support, enabling advisors to offer a broad range of securities and insurance products alongside discretionary model portfolios managed by the firm’s Investment Management and Research team.

Ishmael Thomas is a financial advisor at Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Rocket Mortgage, and Enterprise Rent-a-Car. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Thomas Petrus is a financial advisor with Independent Financial Partners in Avon Lake, OH, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked for Key Investment Services LLC for 14 years before joining Independent Financial Partners in 2022. Petrus is also involved as an agent in fixed insurance sales and service. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base with both individualized and centralized investment management options, and it has notable expertise in retirement-plan advisory and pension consulting.

Michael Baker is a Series 66-licensed financial advisor with 27 years of industry experience. He is affiliated with Commonwealth Financial Network and has operated Mj Baker Financial Advisors since 2011. Prior to that, he worked at Cetera Wealth Services, LLC for 11 years. He is also a co-owner of M. J. Baker and Associates Inc, a tax services firm. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors and managing over $200 billion in assets. The firm provides a range of managed-account programs, access to third-party managers, and comprehensive back-office services.

Mary Lynn Thornton is a Series 66 licensed financial advisor with 29 years of industry experience. She has been with PNC Wealth Management since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily with mutual funds and ETFs.

Michael Cusick is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Rocky River, Ohio, with three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Prudential, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program using algorithm-driven ETF portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.