Isaac M Roeder

Adam Schaffer is a financial advisor with A Schaffer Advisor Services in Norwalk, Ohio, holding a Series 65 designation and eight years of industry experience. He previously worked for Buckingham Capital Management, Inc. for 11 years before founding his current firm in 2021. A Schaffer Advisor Services provides discretionary portfolio management and advice-only engagements to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term, passive investment approach focused on strategic asset allocation using market-tracking ETFs, with customized investment policies and periodic portfolio reviews.

Shawn Armstrong is the sole advisor at Structured Investment Advisors, LLC in Sandusky, OH. He holds Series 63 and Series 65 designations and has 25 years of industry experience, including five years at Brecek & Young Advisors, Inc. Outside of advisory work, he is a partner and leasor involved in the upkeep and management of a local property. Structured Investment Advisors, LLC serves a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm focuses on discretionary portfolio management using mutual funds and model portfolios tailored to various objectives, emphasizing asset allocation and fundamental analysis.

James Ruthsatz is the principal of James Ruthsatz Pinnacle Advisors LLC and holds a Series 63 designation with 20 years of industry experience. He is also actively involved full time as a CPA with James L. Ruthsatz, Inc., a separate certified public accounting firm he has operated since 1990. He has led his advisory firm since 2004. James Ruthsatz Pinnacle Advisors provides advisory services primarily to retirement plan sponsors, trustees, and high-net-worth clients through co-advisory wealth and trust programs. The firm focuses on manager selection, monitoring, performance reporting, and coordination with other professional advisors, leveraging its formal affiliation with an accounting practice to offer integrated tax, bookkeeping, and trustee administration services alongside investment management.

Andrew Brewer is a Series 65-licensed advisor with Great Lakes Benefits and Wealth Management in Sandusky, Ohio, bringing three years of industry experience. He previously worked at Northwestern Mutual and has held roles outside of finance, including at Pepperidge Farms and Kalahari Resorts. Brewer is also a licensed agent for Sentinel Security Life and Delaware Life, receiving commissions on annuities, and has worked part-time as a bartender. Great Lakes Benefits and Wealth Management offers portfolio management and financial planning to individual and high-net-worth clients, focusing on fundamental analysis and long-term trading with client-specific asset allocation. The firm also provides educational workshops and combines advisory services with access to insurance products, including commissionable options disclosed as potential conflicts of interest.

Eliot Parker is a financial advisor at Parkmont Wealth Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Parkmont since 2017. Prior to that, he was with Horter Investment Management, LLC, and he also serves as president of Retirement Solutions Plus, a financial planning firm focused on marketing health fixed annuities to seniors. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and employing both long-term and short-term trading strategies. The firm constructs portfolios from a broad range of investment vehicles and offers discretionary management tailored to client goals, tax considerations, and risk tolerance.

Wayne Maslyk is a CFP® with 24 years of industry experience and has been with Great Lakes Benefits and Wealth Management since 2004. He is also a principal of Great Lakes Benefits, Inc., an employee benefits firm specializing in group health and fixed insurance products. Great Lakes Benefits and Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a long-term investment approach using fundamental analysis and offers additional services such as tax preparation and educational workshops.