David Smith is a financial advisor at Impassioned Wealth Management Ltd with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Rooted Advisors from 2019 to 2021. Smith has led Impassioned Wealth Management Ltd (formerly Smith Investment Management) since 2006. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm provides portfolio management and modular financial planning focused on long-term retirement goals, utilizing a plan-driven, behaviorally focused investment approach with direct indexing and allocation strategies that incorporate physical bullion and active management of held-away retirement accounts.

Ned Wyse is a financial advisor with 27 years of industry experience, currently affiliated with 724 Capital, LLC. He holds Series 63 and Series 65 licenses and has worked with several firms including Childs Investment Group, Inc. and National Planning Corporation. Outside of his advisory role, Wyse owns and operates Wyse Refrigeration and Appliance Services, a part-time appliance repair business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary management and third-party money manager allocations, with an emphasis on regular account monitoring and reporting.

Earl Oberlin is a CFP® and PFS™ credentialed financial advisor with 48 years of industry experience. He is the principal of Oberlin Wealth Partners, LLC and has held roles at Oberlin Financial International, LLC, LPL Financial LLC, and several family-owned business ventures. Outside of advisory work, he serves as chairman of Oberlin - Turnbull, Inc., a funeral home business. Oberlin Wealth Partners provides investment advisory, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and insurance companies. The firm combines long-term, fundamental analysis with flexible portfolio management and offers family office and institutional consulting, serving a diverse client base including insurance companies.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.

Andres Peterson is a financial advisor with 22 years of industry experience, currently with 724 Capital, LLC since 2022. He holds a Series 63 designation and has worked at firms including F3 Logic, LLC, Independent Financial Group, LLC, CIG Financial Services, National Planning Corporation, and Childs Investment Group, Inc. Peterson is also involved in insurance sales through CIG Financial Services. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with a focus on long-term trading and regular portfolio monitoring.

Alan Wyse is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at 724 Capital, LLC, CIG Financial Services, Inc., National Planning Corporation, and Childs Investment Group, Inc. He serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network, utilizing a variety of advisory programs and third-party asset managers.

Hudson Childs is a Series 65 credentialed advisor at 724 Capital, LLC with one year of experience in financial services. Prior to joining 724 Capital, he worked at Sauder Manufacturing for four years and at Systech Handling for one year. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, providing portfolio management, pension/401(k) consulting, and financial planning. The firm uses a combination of model allocations and individualized strategies, employing various analysis techniques and conducting monthly account reviews.

Stefan Faerber is a financial advisor with On Investment Management Company, holding a Series 63 designation and six years of industry experience. He has worked at The O.N. Equity Sales Company since 2019 and is also involved with Ohio National Financial Services and Meyer-Badenhop Insurance Agency, where he serves as vice president and secretary. Outside of his advisory work, he and his wife engage in house flipping as a hobby. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of fee-based financial planning options, third-party investment programs, and both discretionary and non-discretionary managed account solutions.

Steven Small is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with LPL Financial since 2003 and has also worked with Independent Financial Partners and Independent Advisor Alliance. Small is involved in offering fixed annuities and life insurance products through regional carriers. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, ranging from financial planning to model-portfolio and third-party asset management programs.

Laura Stover is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and 17 years of industry experience. She has worked at Virtue Capital Management since 2015, with a break from 2018 to 2024 during which she was also involved with Optivise Advisory Services and PanthRex Asset Management. Outside of her advisory role, Ms. Stover owns LS Tax LLC, which provides tax return services utilizing CPAs, and she is licensed as a life insurance and equity-indexed annuity agent. She may also offer physical gold and silver to clients, earning commission on such sales. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisors. The firm employs a model-driven investment approach using mutual funds and ETFs, alongside financial planning and ERISA consulting, and offers a financial education course for pre-retirees.

Bradley Meister is a CFP® and ChFC® with 41 years of industry experience. He has been with Kovack Advisors, Inc. since 2008. Outside of his advisory role, he serves on the Washington Township Zoning Board in Liberty Center, Ohio. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm’s investment approach focuses on diversified asset-class exposure primarily through mutual funds and ETFs, with additional options tailored to client objectives.

Evan Allen is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with one year of industry experience. He previously worked at Senior Planning Estate Services, where he served as an insurance advisor. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations.

Jacob Spieth is a Series 66-registered financial advisor at Kovack Advisors, Inc. with approximately one year of experience in the industry. His prior roles include positions at Meister & Associates, Northwestern Mutual, and Leaf Home, among others. He has also been involved with Bowling Green State University and operated a power washing business. Kovack Advisors, Inc. is an SEC-registered multi-team advisory firm with around 258 advisors and $6.28 billion in assets under management. The firm serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, utilizing a technology-driven investment process with multiple implementation options and affiliated entities.

Daniel Garvin is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at World Equity Group, Inc., Health Trust Financial, LLC, Triumph Wealth Advisors, Inc., and APEX Wealth Management, where he also serves as an insurance agent. In addition to his advisory work, Garvin owns a tax preparation business that offers cloud-based tax services. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary wrap-fee platform.

Jordan Braun is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at LPL Financial, MassMutual Life Insurance, and Northwest Capital Financial. Outside of his advisory work, he is the owner of Ohana Photography, LLC. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, retirement consulting, and access to third-party managers through a network of 219 advisors using a combination of discretionary and non-discretionary authority.

Ryan Mc Cracken is a financial advisor at &Partners with one year of industry experience. He holds a Series 66 designation and previously worked at One Resource Group and Lee Kinstle Sale & Service. Ryan serves as a board member of the Van Wert YMCA, where he is involved in supporting youth programs and promoting the organization’s initiatives. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Gabriel Pollock is a financial advisor at &Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Fsc, and OSAIC. Outside of his advisory role, he serves as a parish council board member for St. Augustine Catholic Church, a board member of the Napoleon City Preservation Committee, and treasurer of the Liberty Center Education Foundation. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners, offering services such as portfolio management, financial and tax planning, and estate and trust consulting. The firm combines platform technology with proprietary and third-party strategy models, providing both discretionary and non-discretionary management tailored to client needs.

James Reeves is a financial advisor with Eagle Strategies (NY Life) in Wauseon, Ohio, holding Series 63 and Series 66 credentials and having 16 years of industry experience. He has been affiliated with New York Life and its related entities since 2011 and operates under several business names offering insurance and financial products. Outside of his advisory roles, Reeves volunteers on the Wauseon School District Finance Committee and participates in fundraising activities with the West Valley Mavericks. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Bill Mann is a financial advisor with SPC in Bryan, Ohio, holding a Series 63 designation and 29 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, Mann is the owner of Mann's Investment Group, LLC, which sells life, health, and disability insurance, and he serves as Chief Administrative Officer and Director of the American Legion Riders. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and manages approximately $5.66 billion in assets.