Charles Cory II

Geoffrey Kujawa is a financial advisor at Thunderbird Financial Coaching with 10 years of industry experience. He holds a Series 65 designation and has worked since 2011 as a buyer for a grocery store chain, LM Acquisition, Inc. Thunderbird Financial Coaching provides fee-based financial coaching, planning, portfolio analysis, and retirement-plan advice primarily for public servants, private-sector employees, business owners, and professionals. The firm employs a passive, asset-class diversification approach and combines investor education with various fee arrangements, using third-party managers for asset management.

Shanyn Stewart is a financial advisor with Advanced Financial Management, Inc. in Lambertville, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to her current role since 2020, she spent nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of advisory work, she is an ordained minister who speaks on biblical topics and is involved in several business ventures, including accounting and tax services, an apparel company, and retail operations. Advanced Financial Management, Inc. serves individual and high-net-worth clients as well as small businesses, offering financial planning, consulting, and portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios managed through third-party sub-advisers, with frequent monitoring and rebalancing.

Randall Johnson is a financial advisor at Candela Financial with a Series 65 credential and one year of industry experience. He has worked in various tutoring roles focused on chemistry and math for K-12 students and owns a tutoring business. Additionally, he operates a tax planning and preparation business serving individuals and small businesses. MedPath Financial is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals and residency programs. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing strategic asset allocation and a combination of passive and active fund selections tailored to client goals and risk tolerance.

Colleen Oberhaus is a financial advisor with Gould Ruma Financial Advisors in Toledo, OH, holding a Series 66 designation and 12 years of industry experience. She previously worked at The Huntington Investment Co. and has been with Gould Ruma and affiliated with LPL Financial since 2017. Oberhaus also provides tax preparation and accounting services as part of her professional activities. Gould Ruma Financial Advisors specializes in financial and tax planning services without managing or custodian client assets. The firm focuses on written planning deliverables and operates on an hourly or fixed-fee basis, referring clients to LPL Financial for investment management when needed.

David Hoobler is a financial advisor with The Bottom Line Wealth Management Ltd. in Toledo, OH, holding a Series 65 credential and seven years of industry experience. He has worked at Sunrift Capital Partners LLC since 2019 and has been involved with Retirement Income Consultants and Capaverill II & Associates since 2001, where he serves as a vice president and insurance agent. The Bottom Line Wealth Management Ltd. provides discretionary portfolio management and financial planning primarily for individual clients, utilizing model portfolios and third-party money managers. The firm combines fundamental, technical, and cyclical analysis in its investment approach and integrates insurance products into client financial planning.

Robert Thompson is a financial advisor with Integrated Financial Resources, Inc. in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Integrated Financial Resources since 2000 and concurrently at Concorde Asset Management and Concorde Investment Services since 2012. Thompson also holds insurance licenses and provides life and long-term care insurance services to clients. Integrated Financial Resources, Inc. offers financial planning and discretionary account management primarily for individuals and various other client types, focusing on mutual funds and variable annuity sub-accounts. The firm employs a long-term buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis, managing most accounts on a discretionary basis with regular client reporting.