David L Winner

David Paul Jr. is a financial advisor with Fusion Planning LLC in Wooster, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Stirlingshire Investments, Golden Reserve RIA, and U.S. Bancorp Investments. Outside of advising, he serves as president of a consulting business. Fusion Planning LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, focusing on asset allocation and selection within a limited range of investment types.

Stefan Garcia is a Certified Financial Planner™ with 25 years of industry experience. He is the principal of Lifetime Financial Advisors LLC in Wooster, Ohio, and has worked concurrently with THE O.N. Equity Sales Company and Ohio National Life Insurance since 2001. Outside of his advisory work, he serves as treasurer for a local mountain bike trail nonprofit and is involved with a real estate holding company supporting addiction and mental health services. Lifetime Financial Advisors provides personalized investment advisory and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm uses a value-oriented, non-discretionary investment approach supported by third-party research and in-house analysis, with a focus on company-sponsored plans and participant education.

Gretchen Carr is a CFP® professional with three years of industry experience currently with Apollo Wealth Management. She has previously worked with AE Wealth Management, LLC and Apollo Investment Advisors. In addition to her advisory work, she is involved in insurance sales through Star Strategies, LLC. Apollo Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm utilizes a variety of analytical approaches and both long- and short-term strategies, offering services such as client-facing estate document tools and maintaining documented policies for aggregated trading.

Bradley Fike is the managing member of Fike Advisors, LLC and holds a Series 66 designation, with 16 years of experience in financial advisory services. He has been with Fike Advisors since 2010 and spent ten years at Essential Financial Planning, Inc. Additionally, he owns and operates Bradley Fike Insurance Agency, which provides life and health insurance services. He serves on the board of Mission Possible A to Z, a nonprofit organization based in Wooster, OH. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management, primarily using American Funds mutual funds. The firm offers fee-based services without account minimums and relies on a combination of platform-based portfolios and third-party manager referrals.

Andrew Scogin is a financial advisor at Fike Advisors, LLC in Wooster, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Fike Advisors, he worked in logistics and service roles, including positions at Krupp Moving and Storage and Jarrett Logistics. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily constructs client portfolios using American Funds mutual funds and employs both fundamental and technical analysis while also referring clients to third-party money managers.

Robert Dodaro is a financial advisor at Prism Wealth Management with nine years of industry experience and a Series 65 credential. He has held roles at multiple firms including AE Wealth Management and Star Financial, and he serves as a board member and treasurer for the United Way of Wayne and Holmes Counties. Dodaro is also involved in several related business activities, including insurance sales and serving as a member of Prism Annuity & Life Co., LLC. Prism Wealth Management provides discretionary asset management and tailored financial planning to individual and high-net-worth clients. The firm utilizes third-party model portfolios and sub-advisors, combining fundamental analysis with Modern Portfolio Theory, and offers financial planning reviews at no additional cost.