Donald Moss

Jason Burkholder is a CFP® and CFA® with 16 years of industry experience. He has been the sole advisor at New Legacy Financial Group, LLC since 2009. New Legacy Financial Group, LLC is a fee-only independent investment adviser serving individuals, families, trusts, estates, small businesses, and pension and profit-sharing plans. The firm offers a structured retainer-based financial life coaching model, ongoing investment management, and retirement plan consulting, typically providing non-discretionary investment recommendations using a blend of passive and active funds with a holistic, tax-aware planning approach.

Bryan Laubaugh is a financial advisor with R&B Financial Consultants in Wadsworth, OH, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He previously worked at FSC Securities Corporation for 14 years and has been with OSAIC since 2023. Laubaugh serves as a board member of the Wadsworth Rotary Club and volunteers as a poll worker for the Medina County Board of Elections. R&B Financial Consultants provides investment consulting and comprehensive financial planning to a diverse client base including individuals, trusts, charitable organizations, and businesses. The firm emphasizes written financial plans and coordination with tax, legal, and insurance professionals, offering generalized asset-allocation recommendations rather than detailed security selection.

Logan Burton is a financial advisor at Everlution Capital LLC with a Series 66 credential. Based in Medina, Ohio, he is associated with a newly registered advisory firm. Everlution Capital LLC provides discretionary asset management and comprehensive financial planning for individual and high-net-worth clients. The firm employs a fixed-fee billing model and customizes portfolios using fundamental, technical, and cyclical analysis, including option strategies, under discretionary authority.

Gregory Schnelzer is a financial advisor at Victory Financial Services LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2012 to 2018 before joining Victory Financial Services in 2018. Victory Financial Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and other businesses. The firm combines tactical asset allocation with technical analysis to manage portfolios of individual stocks and ETFs, serving both retail and corporate clients while offering education and consulting services for employer-sponsored retirement plans.

Scott Haley is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Prelude Financial. He has worked with Prelude Financial and Northwestern Mutual Investment Services LLC since 2015. In addition to his advisory role, he owns and operates Allegro Tax Solutions, LLC, providing tax preparation services to individual clients. Prelude Financial is a small, state-registered advisory firm that serves individual and high-net-worth clients with portfolio management and financial planning services. The firm primarily uses passive investment strategies focused on low turnover and tax efficiency, managing accounts on a non-discretionary basis with regular portfolio reviews.

Gregory Weisheit is the principal of Gjw Investment Adviser LLC in Medina, OH, with 26 years of experience in the financial industry. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Weisheit has also operated Gregory J. Weisheit CPA Inc. since 1980, providing accounting services. Gjw Investment Adviser LLC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning, employing fundamental and technical analysis without relying on frequent trading strategies.