Andrea Mia Lepley

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.

William Murray is a Series 66-licensed advisor with Firelands Wealth Management, LLC in Huron, Ohio, where he has worked since 2015. He has 14 years of industry experience. Outside of his advisory role, he owns a catering business and provides legal services as a licensed attorney. Firelands Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of analytical methods and model portfolios tailored to client objectives and risk tolerance, and it integrates investment management with broader wealth-planning services.

Phillip Mc Kee is a Series 65 registered advisor at Firelands Wealth Management, LLC with one year of industry experience. His prior work includes roles at several companies across various industries, such as Edge Plastics Inc. and United Parcel Service. Firelands Wealth Management serves individual investors, including high net worth clients, as well as pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing tailored portfolios and model-based strategies with a range of analytic techniques and both long- and short-term trading approaches.

Jeremy Pifer is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Firelands Wealth Management, LLC since 2019. He previously worked at On Investment Management CO, THE O.N. Equity Sales Company, and Ohio National Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in selling life insurance. Firelands Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm combines analytical investment approaches with broader wealth-planning considerations and utilizes AI tools to support its services.