Diana Palmer is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Family Financial Planning, LLC in Cortland, Ohio. She has been with Family Financial Planning since 2006 and also maintains roles at Walnut Street Securities Inc and her own CPA firm, Diana L Palmer CPA Inc. Family Financial Planning, LLC is an independent, fee-only practice offering holistic financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm emphasizes asset-class selection, diversified and tax-aware allocation, and generally employs a non-discretionary portfolio management approach integrated with ongoing tax considerations.

James Earl is the principal of Jim Earl Financial, an independent advisory firm based in Warren, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His career includes longstanding roles at James R. Earl Financial Services and Asset Management & Benefit Agency. Outside of advisory work, he is involved in insurance sales and provides college planning assistance through a service called College Funding Solutions. Jim Earl Financial serves individual investors and employee groups, offering discretionary portfolio management, financial planning, insurance product sales, and college planning services. The firm employs fee-based mutual fund platforms and follows a documented investment process with quarterly reviews and custodial reporting.

Andrew Pursel is a CFP® and ChFC® affiliated with Matune Basile Advisors, with seven years of industry experience. He has worked at Matune Basile Advisors since 2017, with prior roles at DiNuzzo Index Advisors, Inc., IPEG, Inc., Robert Morris University, and Avalon Gold and Country Club. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm uses a range of analytical methods to construct customized portfolios focused on long-term horizons and manages approximately $342.6 million for about 245 clients.

George Mowrey is a CFP® with 37 years of experience and has been with G. Earl Mowrey & Co., L.L.C. since 2007. He holds a Series 63 license and operates from Youngstown, OH. Outside of his advisory role, he manages a rental property business with limited time devoted to it during non-trading hours. G. Earl Mowrey & Co., L.L.C. is a small, fee-only firm serving individual and high-net-worth investors with financial planning and portfolio management. The firm manages approximately $41 million in assets, focusing on globally diversified portfolios primarily composed of mutual funds and ETFs, and executes trades mostly on a non-discretionary basis with client approval.

Christopher Copploe is a CFP®-certified financial advisor with 13 years of experience, currently practicing at G. Earl Mowrey & Co., L.L.C. in Youngstown, OH, where he has worked since 2013. His role focuses on providing comprehensive financial planning and portfolio management. G. Earl Mowrey & Co., L.L.C. is a small, fee-only advisory firm serving individual investors, including high-net-worth households. The firm manages approximately $41 million in client assets, utilizing globally diversified portfolios composed of mutual funds and ETFs, and employs a predominantly non-discretionary approach to portfolio management.

John Matune is a CFP® professional with 12 years of industry experience. He has been with Matune Basile Advisors since 2013. Outside of his advisory work, he serves as a board member of Buhl Farm Trust and is a director and secretary of the Strimbu Memorial Foundation. Matune Basile Advisors offers discretionary investment management, financial planning, and retirement plan advisory services tailored to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach incorporating fundamental, technical, cyclical, and charting analyses, and may employ derivatives in client accounts when appropriate.

Michael Basile is a CFA® charterholder and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Mba Advisors LLC since 2013. Basile serves on the investment committee of the Community Foundation of Western Pennsylvania and Eastern Ohio. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach tailored to client goals and utilizes a combination of fundamental, technical, cyclical, and charting analyses, including the use of derivatives in some accounts.

Nicholas Farrell is a financial advisor with SimplyRIA Advisor Network, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Farrell Financial Planning LLC, Boundless Financial Solutions, and J.W. Cole Advisors, Inc., all within the same year. Outside of his financial advisory work, he has held positions in various public school systems. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm employs a team-based approach with a mix of active and passive management strategies, offering discretionary and non-discretionary services through multiple platforms and sub‑advisers.

Lindsay Wolf is a financial advisor at Asendo Wealth Advisory with 23 years of industry experience. She holds a Series 65 designation and has worked at firms including Ameriprise, Mid Atlantic Financial Management, and NewEdge Advisors. Outside of her advisory role, she owns INTEGRITAS CAPITAL WEALTH CONSULTING, a transition consulting S corporation. Asendo Wealth Advisory serves individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, investment, and wealth management services. The firm employs an institutional modeling system focused on ETF-centric portfolios and incorporates alternative strategies such as options and third-party managers when suitable, alongside in-house tax preparation and retirement plan consulting.

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trustmont Advisory Group since 2021. In addition to his advisory role, Barzak has operated Barzak Insurance & Consulting since 2013 and serves as an official for OHSAA, NCAA, and USA softball and basketball games. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, focusing on a long-term investment outlook supported by public research and adviser judgment.

Gregory Hovanic is a financial advisor at StoneX Advisors Inc. with 35 years of industry experience. He has been with StoneX Advisors since 2015 and is also president of G. D. Hovanic Agency Inc., an insurance and investment sales firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and offers a variety of account structures and model-based solutions.

Ryan Nisbett is a financial advisor at CoreCap Advisors in Warren, OH, holding Series 63 and Series 65 licenses. He has one year of industry experience, including time at CoreCap Investments, TLC Wealth, and self-employment. In addition to his advisory role, Nisbett works as an independent insurance agent, selling and servicing life and annuity policies. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients, including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Joshua Miller is a financial advisor at CWA Asset Management Group with 18 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at F.N.B. Investment Advisors, Erie Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and other institutional investors. The firm employs proprietary in-house research and models, utilizing both active and quantitative strategies with elements such as artificial intelligence, globally diversified portfolios, and various advanced investment techniques tailored to client objectives.

John Potter is a Series 65-licensed advisor at OneSeven with five years of industry experience. He has held positions at B. Riley Wealth Advisors, National Asset Management, and PNC. Outside of his advisory work, he is involved with a distillery project through The 756 Group LLC, producing and marketing a bourbon-based spirit. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Alistair Kelly is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Stonex Advisors Inc. since 2015. His prior experience includes 15 years at Wrp Investments, Inc. He has also been involved as an insurance agent and served as president of the Rotary Club of Sharon. Additionally, he is a member of the Church Finance Committee overseeing the endowment fund managed by JP Morgan. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm uses a blend of advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and connected to StoneX Group’s clearing and custody capabilities.

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Trustmont Financial Group since 2009, alongside maintaining agencies under his name since 1995. Outside of advising, he is involved in umpiring softball and baseball at the high school and collegiate levels. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of year-end 2024.

Brent Nelson is a financial advisor with Stonex Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 28 years of industry experience. He has worked at Stonex Advisors since 2015 and at StoneX Securities Inc. since 2014, following 14 years at Wrp Investments, Inc. Nelson is also involved as an agent and advisor in a fixed indexed business on a limited basis. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through independent advisors and an in-house Private Client Group, utilizing multiple account structures, model-based solutions, and third-party money managers.

Peter Tedde Jr. is a financial advisor with StoneX Advisors Inc. in Youngstown, OH, holding a Series 66 designation and bringing 34 years of industry experience. He has worked with StoneX Advisors since 2015 and was previously with Wrp Investments, Inc. for 15 years. Outside of his advisory role, he is also licensed as an insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services through independent advisors and an in-house Private Client Group. The firm employs a range of model-based and advisor-managed solutions and supports multiple account structures.

Kimball Kistler is a financial advisor with Royal Fund Management, LLC, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has worked at Royal Fund Management since 2013 and has maintained his own firm, Kistler Capital Management, since 1999. In addition to his advisory role, he operates as an independent insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and participant-level 401(k) advice. The firm employs a range of investment strategies tailored to client risk tolerances and manages approximately $1.55 billion in assets with a team of 84 advisors.

Vincent Pilolli is a financial advisor with Stonex Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 29 years of industry experience. He has worked with several StoneX affiliated firms since 2014 and previously with Wrp Investments, Inc. Outside of advisory work, he serves as an insurance agent for a general agency. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through independent advisors and a private client group. The firm uses a variety of proprietary and third-party investment solutions and platforms to support customized client portfolios.