Adam Schaffer is a financial advisor with A Schaffer Advisor Services in Norwalk, Ohio, holding a Series 65 designation and eight years of industry experience. He previously worked for Buckingham Capital Management, Inc. for 11 years before founding his current firm in 2021. A Schaffer Advisor Services provides discretionary portfolio management and advice-only engagements to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term, passive investment approach focused on strategic asset allocation using market-tracking ETFs, with customized investment policies and periodic portfolio reviews.

Andrew Brewer is a Series 65-licensed advisor with Great Lakes Benefits and Wealth Management in Sandusky, Ohio, bringing three years of industry experience. He previously worked at Northwestern Mutual and has held roles outside of finance, including at Pepperidge Farms and Kalahari Resorts. Brewer is also a licensed agent for Sentinel Security Life and Delaware Life, receiving commissions on annuities, and has worked part-time as a bartender. Great Lakes Benefits and Wealth Management offers portfolio management and financial planning to individual and high-net-worth clients, focusing on fundamental analysis and long-term trading with client-specific asset allocation. The firm also provides educational workshops and combines advisory services with access to insurance products, including commissionable options disclosed as potential conflicts of interest.

Wayne Maslyk is a CFP® with 24 years of industry experience and has been with Great Lakes Benefits and Wealth Management since 2004. He is also a principal of Great Lakes Benefits, Inc., an employee benefits firm specializing in group health and fixed insurance products. Great Lakes Benefits and Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a long-term investment approach using fundamental analysis and offers additional services such as tax preparation and educational workshops.

Brandon Schaefer is a financial advisor at W.A. Smith Financial Group in Sandusky, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Thrivent Financial and multiple mortgage companies. W.A. Smith Financial Group provides portfolio management, financial planning, tax-planning services, and retirement-plan oversight to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a top-down investment approach using fundamental, technical, and cyclical analysis, combining active and passive strategies tailored to client objectives.

William Lauer is a financial advisor at W.A. Smith Financial Group with 10 years of industry experience. He holds the Series 65 designation and has worked at Great Lakes Retirement, Inc. since 2016 and W.A. Smith Financial Group since 2013. W.A. Smith Financial Group provides portfolio management, financial planning, tax-planning services, and qualified retirement-plan oversight to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a top-down macroeconomic and regulatory framework combined with active and passive strategies to tailor investment portfolios according to client objectives.

Andrew Toccaceli is a financial advisor at W.A. Smith Financial Group with 13 years of industry experience. He holds a Series 65 designation and has worked at Great Lakes Retirement, Inc. since 2013 alongside his tenure at W.A. Smith Financial Group beginning in 2010. W.A. Smith Financial Group provides portfolio management, financial planning, tax-planning services, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs an internal Investment Committee that uses a combination of macroeconomic analysis, manager due diligence, and blended active and passive strategies to tailor portfolios according to client objectives.

Logan Bolin is a financial advisor at W.A. Smith Financial Group with Series 66 credentials and one year of industry experience. His prior roles include positions at Fidelity Investments, Rea & Associates, Inc., and Northwestern Mutual. He also has experience working at Ashland University. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach combines a top-down macroeconomic framework with active and passive strategies, focusing on long-term management while maintaining flexibility for shorter-term adjustments.

William Smith is a financial advisor with W.A. Smith Financial Group in Sandusky, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with W.A. Smith Financial since 2011 and is also associated with Great Lakes Retirement, Inc. Outside of advisory work, he owns and operates several non-investment-related businesses, including an employee benefits firm, a marketing company, and a consulting business serving financial firms and individuals. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and qualified retirement plan oversight. The firm employs a macro-driven, committee-based investment process using both active and passive strategies and incorporates third-party managers and alternative vehicles for suitable clients.

Jacob Kinsley is a financial advisor with W.A. Smith Financial Group in Sandusky, Ohio, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at PNC Investments, Edward Jones, The Huntington Investment Company, LPL Financial, and FirstMerit Bank. W.A. Smith Financial Group advises individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and qualified retirement plan oversight. The firm employs a top-down, macro-driven investment process with both active and passive strategies, utilizing sub-advisors and customized model portfolios.

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.

Stephanie Fratoe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Kestra in 2021. Outside of her advisory role, she serves as treasurer for the 4 Seasons Estates Homeowners Association. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations within an approved product menu.

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.

Steven Hafner is a financial advisor at Kestra Private Wealth Services, LLC with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including UBS Financial Services and LPL Financial. Hafner is also a managing partner at True Alpha Wealth Management and serves on the boards of Catholic Charities of Erie County and Serving Our Seniors of Erie County in Ohio. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers access to a wide range of investment products and specialized offerings, supported by institutional capabilities such as an affiliated trust company and placement-agent services for private funds.

Nathan Schaefer is a financial advisor with Ausdal Financial Partners, Inc. in Huron, Ohio, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes managing a bar and operating a business under the name Thomas Schaefer. Outside of his advisory role, he is involved in insurance sales as an independent agent and engages in selling household items on eBay. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse clientele, including individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies.

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.

Brian Duttera is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes over three decades at Merrill and seven years at Bank of America. He is the founder and portfolio manager of True Alpha Wealth Management, an independent advisory firm operating through Kestra. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients, offering a broad range of investment products and specialized services across discretionary and non-discretionary arrangements.

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.

Elizabeth Skrinak is a financial advisor with Kestra Private Wealth Services, LLC, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. Her prior roles include positions at Bank of America and Merrill. Outside of her advisory work, she is involved in real estate management as an owner and landlord. Kestra Private Wealth Services provides investment advisory services through a network of independent Advisors and multi-advisor teams, serving individuals and institutional clients. The firm offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements, with approximately $13.45 billion in client assets under management.

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.