Sean Turner is the sole advisor at Masdevallia LLC in Youngstown, OH, holding a Series 65 designation with eight years of industry experience. He has worked at Masdevallia LLC since 2017 and concurrently holds a full-time position at Comcast. Masdevallia LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, tailoring investment policy statements to client goals and risk tolerance. The firm integrates registered insurance services with investment advisory work, employs a mix of index funds and various investment strategies including options, and provides regular reporting and disclosures to clients.

David Gollner is a financial advisor at Legacy Advisory Group, Inc. with 43 years of industry experience. He holds a Series 63 designation and has been associated with Legacy Financial Strategies, Inc. since 2004. Outside of his advisory role, he serves as president of Legacy Educational Institute, Inc., a 501(c)(3) nonprofit that hosts a weekly Christian radio program. Legacy Advisory Group provides investment management and consulting services to pooled investment vehicles, institutional mandates, and individual clients. The firm combines traditional and alternative asset allocations with ongoing monitoring, due diligence on sub-advisors, and offers both discretionary and non-discretionary portfolio management.

Andrew Pursel is a CFP® and ChFC® with six years of industry experience. He is currently an advisor at Matune Basile Advisors, where he has worked since 2017 with a brief period at DiNuzzo Index Advisors and IPEG, Inc. Pursel has also held roles at 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 retirement plans. The firm employs a long-term, tailored investment approach that combines multiple analytic methods and may include options and derivatives in client portfolios.

Corey Kendall is a financial advisor at Hyco River Investments, Incorporated with a Series 65 designation and over a decade of experience in the industry. He has been associated with his own practice, Corey S. Kendall, CPA, since 2012 and previously worked with FON Management / DON Services for eleven years. Hyco River Investments, Incorporated is an SEC-registered investment adviser that serves a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, corporations, and non-U.S. governmental entities. The firm employs a fundamental investment approach focusing on asset allocation, risk/return analysis, and due diligence, managing discretionary custodied accounts and providing advisory oversight for held-away assets.

George Mowrey is a CFP®-designated financial advisor with 36 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2007, where he serves as one of two advisors. Outside of his advisory work, he owns a rental property business that he manages during non-securities trading hours. G. Earl Mowrey & Co., L.L.C. provides fee-only financial planning and portfolio management services to individual clients, including both high-net-worth and non-HNW households. The firm employs a non-discretionary management approach with globally diversified portfolios primarily composed of mutual funds and ETFs, serving approximately 141 clients and managing around $43 million in assets.

Christopher Copploe is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2013. G. Earl Mowrey & Co., LLC provides fee-only financial planning and portfolio management to individual clients, including both high-net-worth and non-HNW households. The firm builds globally diversified portfolios using mutual funds and ETFs, primarily managing assets on a non-discretionary basis with an emphasis on risk metrics and rebalancing.

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.

Sherri Marini is a financial advisor at Legacy Advisory Group, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Legacy Advisory Group since 2009. Marini serves on the advisory board of Watch This Phoenix Rise, a nonprofit focused on domestic violence and mental illness. Legacy Advisory Group provides investment management and consulting services to pooled investment vehicles, institutional mandates, and individual clients. The firm offers asset management, sub-advisory selection, financial planning, and private placement advisory, combining traditional and alternative investments with ongoing monitoring and due diligence.

Robert Pozzuto is a financial advisor at Matune Basile Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Integrity Alliance, LLC, Lion Street Advisors, LLC, and McHenry Advisers, Inc. He has also held academic appointments at the University of Notre Dame and Franklin & Marshall College. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term, tailored investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and it occasionally employs options and derivatives in client portfolios.

Jeffrey Potter is a financial advisor with Verity Asset Management in Youngstown, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Verity since 2004 and has held roles at affiliated firms including Verity Financial and The Leaders Group DBA Simplicity Investments. Outside of his advisory work, he coaches and scouts for various Black Bear Sports hockey teams. Verity Asset Management is an SEC-registered investment adviser serving individual investors, corporate and institutional clients, and other advisers. The firm offers discretionary portfolio management, retirement-plan advisory, and financial planning, employing a model-driven investment process that incorporates tactical asset allocation across diverse asset classes and both internally managed and third-party strategies.

Ryan Tiesi is a CFA® charterholder with five years of industry experience. He has worked at JFS Wealth Advisors, LLC since 2019 and previously spent nine years at Ernst and Young. He serves as an advisory board member for Tecum Capital Partners, a multi-strategy investment firm. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a Financial Goal Plan and an Investment Committee guided by Modern Portfolio Theory to manage portfolios, and offers access to private investment funds, retirement plan services, and various accounting-related functions.

Tiffany Danso is a CFP® professional with four years of industry experience, currently serving as an advisor at JFS Wealth Advisors, LLC in Hermitage, PA. She has been with JFS Wealth Advisors since 2016 in various roles. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to manage portfolios utilizing mutual funds, ETFs, and private investments.

Louis Colella is a CFP® professional with 10 years of experience in financial advising. He has worked at JFS Wealth Advisors, LLC since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser offering wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee guided by Modern Portfolio Theory to shape investment decisions, managing portfolios through mutual funds, ETFs, and private investments.

Aaron Dayton is a CFP® professional with 14 years of experience in financial advising, currently with JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2012. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and a regular Investment Committee process incorporating Modern Portfolio Theory to guide investment decisions and offers a range of services including continuous investment management, fiduciary retirement plan services, tax preparation, and access to private investment funds.

Amanda Marcello is a Certified Financial Planner (CFP®) with 19 years of industry experience. She has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s investment approach combines a written Financial Goal Plan with oversight from an internal Investment Committee that employs Modern Portfolio Theory to guide portfolio allocations.

Robert Jazwinski is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He has worked with JFS Wealth Advisors, LLC since 2007. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a Financial Goal Plan framework and uses Modern Portfolio Theory to guide investment decisions, offering a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment opportunities.

Gary Dalessandro is a CFP® and PFS™ credentialed advisor with 23 years of experience. He has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

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. He has worked at StoneX Securities Inc. since 2014. Outside of his advisory role, Kelly is involved in community service as a past president of the Rotary Club of Sharon and serves on the finance committee of the First Presbyterian Church of Sharon, overseeing the church’s endowment fund investments. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of advisory models and third-party money managers, supported by integrated platforms and a network of affiliated entities.