Donald John Barzak

Diana Palmer is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Family Financial Planning, LLC in Cortland, Ohio. She has been with Family Financial Planning since 2006 and also maintains roles at Walnut Street Securities Inc and her own CPA firm, Diana L Palmer CPA Inc. Family Financial Planning, LLC is an independent, fee-only practice offering holistic financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm emphasizes asset-class selection, diversified and tax-aware allocation, and generally employs a non-discretionary portfolio management approach integrated with ongoing tax considerations.

James Earl is the principal of Jim Earl Financial, an independent advisory firm based in Warren, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His career includes longstanding roles at James R. Earl Financial Services and Asset Management & Benefit Agency. Outside of advisory work, he is involved in insurance sales and provides college planning assistance through a service called College Funding Solutions. Jim Earl Financial serves individual investors and employee groups, offering discretionary portfolio management, financial planning, insurance product sales, and college planning services. The firm employs fee-based mutual fund platforms and follows a documented investment process with quarterly reviews and custodial reporting.

George Mowrey is a CFP® with 37 years of experience and has been with G. Earl Mowrey & Co., L.L.C. since 2007. He holds a Series 63 license and operates from Youngstown, OH. Outside of his advisory role, he manages a rental property business with limited time devoted to it during non-trading hours. G. Earl Mowrey & Co., L.L.C. is a small, fee-only firm serving individual and high-net-worth investors with financial planning and portfolio management. The firm manages approximately $41 million in assets, focusing on globally diversified portfolios primarily composed of mutual funds and ETFs, and executes trades mostly on a non-discretionary basis with client approval.

Christopher Copploe is a CFP®-certified financial advisor with 13 years of experience, currently practicing at G. Earl Mowrey & Co., L.L.C. in Youngstown, OH, where he has worked since 2013. His role focuses on providing comprehensive financial planning and portfolio management. G. Earl Mowrey & Co., L.L.C. is a small, fee-only advisory firm serving individual investors, including high-net-worth households. The firm manages approximately $41 million in client assets, utilizing globally diversified portfolios composed of mutual funds and ETFs, and employs a predominantly non-discretionary approach to portfolio management.

Nicholas Farrell is a financial advisor at SimplyRIA Advisor Network with Series 66 credentials. He has one year of industry experience and has worked at multiple firms including Farrell Financial Planning LLC and Boundless Financial Solutions. Outside of his advisory roles, Farrell has experience in education, having worked with several public school districts. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans through discretionary and non-discretionary investment management, financial planning, and consulting services. The firm operates as an RIA-aggregator, supporting independent practices and offering a mix of active and passive portfolio strategies, including access to alternative private investments and estate-planning tools.

Lindsay Wolf is a financial advisor at Asendo Wealth Advisory with 23 years of industry experience. She holds a Series 65 designation and has worked at firms including Ameriprise, Mid Atlantic Financial Management, and NewEdge Advisors. Outside of her advisory role, she owns INTEGRITAS CAPITAL WEALTH CONSULTING, a transition consulting S corporation. Asendo Wealth Advisory serves individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, investment, and wealth management services. The firm employs an institutional modeling system focused on ETF-centric portfolios and incorporates alternative strategies such as options and third-party managers when suitable, alongside in-house tax preparation and retirement plan consulting.