Daniel Robert Turnwald

Joseph Hoffman is the sole advisor at Hoffman Investment Services, LLC in Marblehead, Ohio, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked at Hoffman Investment Services since 2013 and previously at Purshe Kaplan Sterling Investments. Hoffman Investment Services provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, corporate clients, and employer retirement plans. The firm uses technical analysis to guide investment decisions and offers model portfolios while managing accounts on a discretionary basis aligned with client objectives.

Gregory Bricker is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. He is the principal of Bricker Financial, an independent advisory firm based in Marblehead, Ohio. In addition to his financial advisory work, he is the owner of Sunny Weather, LLC, an accounting and tax preparation firm, and serves as the mayor of the City of East Liverpool. He also holds the position of president at Bricker's Inc., a food service business. Bricker Financial provides advisory and planning services primarily to pooled and institutional-type clients, including pension and profit-sharing plans, businesses, trusts, estates, and charitable organizations. The firm focuses on long-term asset allocation and uses the Orion Portfolio Solutions platform to manage portfolios through selected third-party managers or with limited discretion as portfolio manager.

Nicholas Adams is a Series 66 licensed advisor at Key Investment Services LLC with five years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and PW Companies prior to joining his current firm. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model to design and implement strategist portfolios and integrates services with KeyCorp affiliates, offering a range of custodial, trade execution, and ancillary insurance products.

Erin Flower is a financial advisor with Eagle Strategies (NY Life) based in Oak Harbor, OH, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked at Eagle Strategies since 2008 and has been affiliated with St. Bonore Financial Services and New York Life since the early 2000s. In addition to her advisory role, she is involved in insurance brokering through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with a diverse range of investors and Plan Sponsors.

Hayward Evans is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 credential and previously worked at The Huntington Investment Company and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and ongoing advice coordinated through a centralized team working with client advisors.

Jerrad Shiets is a financial advisor with Edward Jones in Oak Harbor, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.