Brett Michael Thomas

Jennifer Sokira is the sole advisor at WALT ST WSIM Ltd, an independent advisory firm located in Seville, Ohio. She holds 25 years of industry experience and has been with Walt St Investment Management, Ltd. since 1998. WALT ST Investment Management, Ltd. provides discretionary private portfolio management and ongoing investment supervisory services to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs an individualized investment approach that blends fundamental and technical analysis to construct multi-year portfolios across various strategies.

Paul Offill is a financial advisor with Princeton Center Planning and Investments, LLC, holding a Series 65 designation and 13 years of industry experience. He has been associated with Offill Financial Group since 1993. Princeton Center Planning and Investments, LLC is an independent, single-adviser firm managing approximately $31 million in client assets for around 323 clients. The firm provides portfolio management and financial planning services primarily to individuals, as well as to charitable organizations, pension/profit-sharing plans, and other institutional clients.

Bryan Laubaugh is a financial advisor with R&B Financial Consultants in Wadsworth, OH, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He previously worked at FSC Securities Corporation for 14 years and has been with OSAIC since 2023. Laubaugh serves as a board member of the Wadsworth Rotary Club and volunteers as a poll worker for the Medina County Board of Elections. R&B Financial Consultants provides investment consulting and comprehensive financial planning to a diverse client base including individuals, trusts, charitable organizations, and businesses. The firm emphasizes written financial plans and coordination with tax, legal, and insurance professionals, offering generalized asset-allocation recommendations rather than detailed security selection.

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.

James Wynne is the principal of James A Wynne LLC, an independent advisory firm, and holds a Series 66 credential with 26 years of industry experience. His prior positions include roles at Merrill, American Heritage Securities Inc, EGI Financial INC, Weidrick Livesay & Company, and Summit Wealth Management LLC. Wynne is a licensed CPA and provides seasonal tax preparation services with Hinckley Tax Service. James A Wynne LLC serves individual and high-net-worth clients with portfolio management and financial planning. The firm employs a blend of cyclical, fundamental, modern portfolio theory, and technical analysis across various asset classes, seeks discretionary authority for implementation, and emphasizes documented risk tolerance and regular account reviews.

John Jurcago is a financial advisor at Prestige Wealth Management LLC in Strongsville, OH, holding the PFS™ designation with 11 years of industry experience. He also owns and operates an accounting firm, John J Jurcago CPA LLC, through which he occasionally provides clients with related advice or services. Prestige Wealth Management LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a diverse set of analytical methods and investment strategies, providing discretionary management and periodic reviews while also coordinating with third-party advisers when appropriate.