Edmund Burke

Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Marc Mc Lean is a CFP® certificant with 16 years of industry experience. He is the president of McLean Financial Planning and Investment Management, where he has worked since 2014, and also leads McLean Strategic Investments and ESD Technologies, a software development company. McLean Financial Planning and Investment Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities, providing financial planning and investment management with a focus on U.S. securities. The firm uses both fundamental and technical analysis with a long-term trading approach and manages accounts primarily on a discretionary basis while accommodating client restrictions.

Kenneth Butze Jr. is a CFP® professional with 28 years of industry experience. He is the owner and president of Integrity First Planners, Inc., where he has worked since 2013, following an 11-year tenure at Triad Advisors, Inc. In addition to his financial planning work, he is also licensed as an insurance agent and recommends insurance products as part of his practice. Integrity First Planners, Inc. provides personalized financial planning and discretionary investment management to individuals and business entities, including executives, retirees, and participants in employer-sponsored retirement plans. The firm offers ERISA plan consulting services and uses a combination of fundamental and technical analyses with long- and short-term strategies, including the use of derivatives and performance-based fee arrangements for qualified clients.

Michael Miller is the sole advisor at Michael G. Miller & Associates LLC in Willoughby, Ohio, holding the ChFC® designation with 46 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc., with a longstanding history operating his own firm since 1986. Michael G. Miller & Associates LLC provides financial planning and investment advice to individuals, trusts, estates, and pension or profit-sharing plans through a consultative process without discretionary portfolio management. The firm combines advisory services with brokerage and insurance activities, emphasizing technical investment analysis and offering fees on an hourly or fixed retainer basis.

John Forbes is a financial advisor at DFFA, LLC with 25 years of industry experience. He holds a Series 65 designation and has served as a partner at HW&Co., a non-investment related CPA firm, for over a decade. Forbes was also a principal at Deimling Forbes Financial Advisors, Inc. from 2001 to 2016. DFFA, LLC operates as a co-adviser alongside an SEC-registered investment adviser, providing services to retirement plan sponsors, trusts, and high-net-worth households. The firm focuses on financial planning, fiduciary retirement plan consulting, trustee support, and independent manager selection, while asset management and trading are delegated to its co-adviser and third-party managers.

Kurt Schoeppler is a CFA® charterholder and the sole advisor at International Management Advisors Ltd., where he has worked since 2006. He has 10 years of industry experience. International Management Advisors Ltd. provides discretionary investment management along with personalized financial planning and a range of accounting services, including tax planning and preparation. The firm serves a small client base primarily composed of sports and entertainment professionals, managing approximately $103 million in assets with a generally passive investment approach tailored to individual objectives and risk tolerances.