Daniel Harris

Jonathan Hurm is a financial advisor at NextGen Wealth Defense LLC in Lorain, Ohio, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Equitable Advisors LLC for nine years before founding NextGen Wealth Defense in 2024. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. NextGen Wealth Defense LLC provides discretionary investment management, wealth management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis with Modern Portfolio Theory and utilizes unaffiliated Independent Managers for portfolio implementation and oversight.

Luke Washburn is a financial advisor at Washburn Asset Management LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Washburn also served in the United States Army Reserve for over 20 years. Outside of advising, he performs intermittent freelance work as a trumpet player. Washburn Asset Management LLC is an independent, single-adviser firm that provides comprehensive financial planning and portfolio management to individuals and high-net-worth clients. The firm employs an active management approach focusing on selected individual equities complemented by mutual funds, ETFs, and option strategies to manage risk, and offers periodic educational workshops on personal finance and investing.

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 financial advisor at Firelands Wealth Management, LLC with a Series 65 designation and approximately one year of experience in the industry. His prior work includes roles at Edge Plastics Inc., Hanlline Group, Whitaker Myers Wealth Managers, and several other organizations across various sectors. Firelands Wealth Management serves individual investors, including high net worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm employs a mix of analytic techniques and trading approaches to construct and monitor portfolios, primarily using ETFs, mutual funds, government bonds, and equities.

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.

David Coletto is a financial advisor with W.A. Smith Financial Group, holding a Series 66 license and six years of industry experience. His prior work includes roles at Great Lakes Retirement, Inc., LPL Financial LLC, and Cetera Advisor Networks. W.A. Smith Financial Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities. The firm employs a top-down, macro-driven investment approach with both active and passive strategies, offering portfolio management, financial and tax planning, and qualified retirement plan oversight.