Shawn Armstrong is the sole advisor at Structured Investment Advisors, LLC in Sandusky, OH. He holds Series 63 and Series 65 designations and has 25 years of industry experience, including five years at Brecek & Young Advisors, Inc. Outside of advisory work, he is a partner and leasor involved in the upkeep and management of a local property. Structured Investment Advisors, LLC serves a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm focuses on discretionary portfolio management using mutual funds and model portfolios tailored to various objectives, emphasizing asset allocation and fundamental analysis.

James Ruthsatz is the principal of James Ruthsatz Pinnacle Advisors LLC and holds a Series 63 designation with 20 years of industry experience. He is also actively involved full time as a CPA with James L. Ruthsatz, Inc., a separate certified public accounting firm he has operated since 1990. He has led his advisory firm since 2004. James Ruthsatz Pinnacle Advisors provides advisory services primarily to retirement plan sponsors, trustees, and high-net-worth clients through co-advisory wealth and trust programs. The firm focuses on manager selection, monitoring, performance reporting, and coordination with other professional advisors, leveraging its formal affiliation with an accounting practice to offer integrated tax, bookkeeping, and trustee administration services alongside investment management.

Eliot Parker is a financial advisor at Parkmont Wealth Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Parkmont since 2017. Prior to that, he was with Horter Investment Management, LLC, and he also serves as president of Retirement Solutions Plus, a financial planning firm focused on marketing health fixed annuities to seniors. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and employing both long-term and short-term trading strategies. The firm constructs portfolios from a broad range of investment vehicles and offers discretionary management tailored to client goals, tax considerations, and risk tolerance.

Charles Corthell is a financial advisor at Parkmont Wealth Advisors LLC with a Series 65 designation. He has experience working at Retirement Solutions Plus LLC, PNC Bank, TW3 Lawn & Snow, and Fremont Ross City Schools. Corthell has no prior industry experience as a financial advisor. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and a mix of investment vehicles. The firm offers discretionary management with a focus on individualized Investment Policy Statements and utilizes Schwab Institutional for custody and trading services.

Anthony Messina is a financial advisor at Parkmont Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Sandusky County DJFS and Allstate Risk Management Business Center. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a mix of analytical methods and employing both long- and short-term trading strategies. The firm builds portfolios from a variety of asset classes and uses Schwab Institutional for custody and technology services.

Robert Parker is a financial advisor with Parkmont Wealth Advisors LLC in Fremont, Ohio, holding a Series 63 designation and 22 years of industry experience. Prior to joining Parkmont in 2018, he worked at Horter Investment Management, LLC and Sigma Financial Corporation. Outside of his advisory role, Parker owns and operates Parker Investment & Insurance Services, an insurance and investment business he has managed since 1985. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of analytical methods and both long- and short-term trading strategies to build diversified portfolios. The firm emphasizes individualized investment policy statements and utilizes Schwab Institutional for custody and technology support.

Karen Morris is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her prior roles include positions at PNC Investments and Wunderlich Securities, Inc. Outside of her advisory work, she serves as Treasurer for the Campbell Christian Community Center and the Polar Bear Swim Club and is involved with tax accounting businesses she owns or will own. B. Riley Wealth Advisors provides investment advice and portfolio management services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple programs, including advisor-managed portfolios and third-party managed strategies, and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Brent Blaus is a financial advisor with WesBanco Securities, Inc. in Bellevue, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Premier Bank, LPL Financial, Cetera Investment Services, Ameriprise Financial Services, and Investment Professionals Inc. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing various analytical methods and investment strategies, including tax-aware and ESG options.

Tyler Cammalleri is a Series 66 licensed advisor at Signature Equity Partners, LLC with 11 years of industry experience. His prior experience includes roles at OSAIC and SII / Signature Financial Group. Outside of advisory work, he owns and manages several convenience store businesses and serves as a notary public in Ohio. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform, offering tailored portfolios that include discretionary and non-discretionary services, tax management, and socially responsible investing options.

Paul Kozak is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Gradient Advisors and Premier Planning Services since 2017 and is also involved in insurance and fixed annuities sales through his role at D-Max ENT, LLC, which he has operated since 1994. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions.

Anthony Kromer is a financial advisor with Stonex Advisors Inc., holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Stonex Advisors since 2015 and previously held positions at B. Riley Wealth Management and Capital Securities of America, Inc. Kromer also owns and operates his own advisory business, Tony Kromer & Associates, based in Sandusky, Ohio. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through a mix of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, implementing strategies via proprietary and third-party managers.

Gary Yontz Sr. is a financial advisor at Signature Equity Partners, LLC with over 51 years of industry experience. He holds a Series 63 designation and previously worked at Royal Alliance Associates, Inc., Signature Financial Group LLC, John Hancock Mutual Life Insurance Company, and Signator Investors, Inc. Outside of his advisory role, he operates under the trade name Phoenix Financial Group, conducting investment and insurance business, and is a notary public in Ohio. 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 independent advisory affiliates, offering portfolio management, financial planning, and retirement-plan consulting with tailored portfolios monitored on an ongoing basis.

Athol Bias Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with B. Riley Wealth Management since 2007 and joined B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves as an elected official on the Margaretta Township board, overseeing local township operations and finances. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, offering a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm utilizes multiple program structures and both proprietary and third-party asset allocation models to deliver customized investment management.

Jacob Roth is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms, including Fortune Financial Services and Prism Financial Group. Outside of advisory work, he is involved in insurance sales with Prism Advanced Strategies, dedicating part of his time to client insurance needs. 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 wide range of advisory and brokerage services, tailoring investment strategies to client objectives and integrating multiple custodians and third-party managers.

Richard Frank is a financial advisor with PlanMember Securities Corporation, holding over 41 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company for more than three decades and has operated Rick Frank Insurance since 1984. He also serves as a trustee for the Fremont Elks Lodge #169. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Brett Kinzel is a financial advisor at Sanctuary Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Sanctuary Advisors in 2025, he spent 16 years at UBS Financial Services Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through over 400 independent advisors. The firm offers a range of portfolio management options and utilizes various analytical approaches, operating as a fiduciary when a written advisory agreement is in place.

Ross Snyder is an advisor with Brookstone Capital Management LLC holding a Series 65 designation. He has one year of experience in the financial industry, having joined Brookstone Capital Management in 2025. Prior to his current role, he held positions at Chipotle and various educational institutions. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Rebecca Elder is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She previously worked for UBS Financial Services Inc. for 16 years before joining Sanctuary Advisors and Sanctuary Securities in 2025. Outside of her advisory role, she owns a small cleaning business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management programs and employs multiple analytical approaches, serving clients with both discretionary and non-discretionary account management.

Bruce Joseph is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Impact Credit Union, CUSO Financial, Edward Jones, and Raymond James Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Adam Wolf is an advisor at Sanctuary Advisors, LLC with a Series 66 credential and less than one year of industry experience. Prior to his current role, he played professional baseball for the Detroit Tigers and Los Bravos de Leon. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and nonprofit organizations. The firm supports a network of over 400 independent advisors who employ various investment approaches and deliver discretionary or non-discretionary portfolio management solutions.