Glen Thomas Crabtree

Jeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.

Peter Laakso is a financial advisor at Priority Investment Management LLC in Akron, OH, holding a Series 65 credential with 11 years of industry experience. He previously worked for Meridian Capital Management Group, Inc. for 10 years and was self-employed for six years. Priority Investment Management LLC offers discretionary asset management and portfolio management services to individuals, corporations, and business entities. The firm employs multiple analytical methods and generally pursues long-term purchase strategies with periodic rebalancing and tax-loss harvesting during quarterly reviews.

Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

George Dagnino is the sole advisor at Peter Dag & Associates, Inc. in Akron, OH, with 26 years of industry experience. He has been with the firm since 1993. Peter Dag & Associates serves a small number of individual clients, primarily managing conservative and retirement accounts through discretionary portfolio management and investment advice. The firm also publishes a subscription-based investment report, The Peter Dag Portfolio, with an investment approach focused on economic trend analysis, sector-specific security selection, and a conservative bias to limit downside risk.

Jennifer Sokira is the sole advisor at WALT ST WSIM Ltd, an independent advisory firm located in Seville, Ohio. She holds 25 years of industry experience and has been with Walt St Investment Management, Ltd. since 1998. WALT ST Investment Management, Ltd. provides discretionary private portfolio management and ongoing investment supervisory services to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs an individualized investment approach that blends fundamental and technical analysis to construct multi-year portfolios across various strategies.

Michael Andrews is a CFP® and Series 66 accredited financial advisor with 25 years of industry experience. He has been the president of Andrews Advisors Inc., a tax, accounting, and wealth management firm, since 1999 and has led Andrews Wealth Management, LLC since 2010. Outside of his advisory work, Andrews serves as the head coach for a Little League travel baseball team in Wadsworth, Ohio. Andrews Wealth Management is a fee-only advisory firm serving individuals, families, and trusts, typically with net worth above $500,000. The firm combines fundamental and technical analysis to create customized investment policy statements and monitors portfolios regularly, tailoring strategies to clients’ goals and risk tolerance.