David Raney is a financial advisor at Legacy Finance Group LLC based in Columbia Station, OH. He holds a Series 65 designation and has prior work experience at Sealed Air Corporation and as the owner of Hometown Direct LLC, an apparel and decal business. Legacy Finance Group LLC provides portfolio management, financial planning, and consulting services to small businesses, individuals, and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach, offering discretionary portfolio management and specialized financial planning services.

Brett Thomas is the sole advisor at Fractal Financial Design, LLC, based in Litchfield, Ohio. He holds a Series 65 designation and has 12 years of experience in the financial industry, following a 17-year career with S.C. Thomas & Associates, CPA. Outside of advising, he serves in an appointed county finance role. Fractal Financial Design provides discretionary portfolio management primarily for younger, currently employed high-net-worth individuals, along with services for estates, trusts, and business entities. The firm emphasizes active trading and option income strategies combined with an accounting background, offering tax-preparation services alongside individualized investment advice.

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.

Steven Schippel is a financial advisor at Brookwood Investment Group with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Belpointe Asset Management and Belpointe Insurance, among others. Schippel is also president and owner of Schippel Consulting, a business he has operated since 2001. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and provides both discretionary and non-discretionary management with ongoing monitoring and due diligence on recommended managers.

Michael Romanoski is a financial advisor at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Transamerica in 2017, Romanoski worked at UBS Financial Services and KeyBanc Capital Markets. Outside of his advisory role, he is also involved as an owner and partner in Koru Fiber & Dairy, a business focused on breeding and sale of livestock, fiber products, and related educational activities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that emphasize asset allocation and retirement guidance. The firm uses proprietary software and model portfolios developed by Morningstar Investment Management to provide both discretionary and non-discretionary investment services.

Thomas Biadas is a financial advisor with Kestra Advisory, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. Biadas provides investment advisory and portfolio management services through Kestra Advisory Services and Kestra Investment Services. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design and compliance testing, employee education, and access to various management platforms and third-party solutions.

Timothy Mclaughlin is a CFP®-designated financial advisor with 36 years of industry experience. He currently works with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, where he has been since 2021. His previous roles include positions at Wells Fargo Clearing, Ameriprise, and Citigroup Global Markets. He serves on the board of Murray Ridge Housing Corporation, a nonprofit involved in property management and acquisition. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets with a client base that includes large institutional investors and sovereign wealth funds.

Patrick Harrington is a financial advisor with Fifth Third Securities, Inc. in Wellington, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2016. Outside of his advisory role, he owns and manages rental property in Sandusky, Ohio. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines its municipal-advisor registration with its affiliation to Fifth Third Bank.

Dan Trinter is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience and has worked at Cambridge and Nationwide-affiliated firms since 2015. He also owns Trinter Consulting and is involved in insurance, benefits, and human resources services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various portfolio management strategies and platform arrangements.

Michael Sunderman is a financial advisor with Edward Jones who holds a Series 63 designation and has 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as a trustee for the Patricia Lindley Performing Arts Center, is a part owner in a grain farming operation, and holds board and finance committee positions in local community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Gregory Patrick is a financial advisor with Primerica Advisors in Wakeman, Ohio, holding 14 years of industry experience. He has worked at PFS Investments, Inc. since 2012 and has been associated with Primerica Financial Services since 2011. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products, as well as mortgage loan products. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies supported by external asset managers and provides trade execution and custody services through established third parties.

Rachal Tate is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise. She previously worked at Edward Jones and has additional experience at Bellefaire JCB. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Steven Schmittle is a financial advisor with Edward Jones in Oberlin, OH, holding Series 63 and Series 65 licenses and 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Tracy Troxel is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and has 16 years of industry experience. Prior to joining LPL Financial in 2020, Tracy worked at Western Southern Life, Croghan Colonial Bank, Thrivent Investment Management, and Fifth Third Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Caywood is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Next Financial Group Inc. among other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Hawkins is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise, he worked at Huntington Investment Company for nine years and PNC Bank and PNC Investments for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement income planning advice through a written Recommendation Report and ongoing support.

Max Schmittle is a financial advisor at Edward Jones in Oberlin, OH, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Mercedes-Benz of North Olmsted and Mike Bass Ford, as well as roles at Bowling Green State University and Lorain County Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

James McAleese is a CFP® with 29 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Next Financial Group Inc. for 11 years. He is also associated with Cornerstone Consultants, Inc., a firm he has been involved with for 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.