James Clarke

Cody Dye is the principal of Dye Family Office, an independent investment advisory firm based in Canfield, Ohio. He holds Series 63 and Series 65 licenses and has three years of experience in financial advisory services. Cody is also employed full-time as an accountant at Hill, Barth, and King, where he provides non-investment related accounting services. Dye Family Office serves primarily individual clients, including many high-net-worth individuals, offering financial planning across tax, insurance, retirement, and estate matters, as well as discretionary portfolio management. The firm uses fundamental security analysis and tailors investment strategies through individual consultations, with managed accounts reviewed weekly.

Scott Duko is the principal of Scott S. Duko, Registered Investment Advisor, Ltd. in Canfield, Ohio, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services, Inc. and his own firm since 2006. In addition to his advisory role, he is a licensed attorney and an independent insurance agent offering fixed annuities and equity-indexed products. His firm provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. It manages client portfolios using no-load or low-load mutual funds, ETFs, and individual securities, with an emphasis on ongoing financial planning and discretionary portfolio management.

Donald Samuels is a CFP® with 50 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at SagePoint Financial, Inc. and Royal Alliance Associates, Inc. In addition to his advisory work, he owns Samuels Financial Service, Inc., where he provides life and annuity products as well as tax and accounting services for various client entities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance, asset allocation, and portfolio optimization.

Samuel Fries is a CFP® professional with six years of experience in financial advising. He is the sole advisor at SSB Managed Wealth, LLC, where he has worked since 2019. In addition to his advisory role, Fries serves as a tax manager at SSB CPAs, a CPA firm focused on tax planning and business consulting. SSB Managed Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate clients, including retirement plan consulting. The firm combines tailored investment strategies with oversight of portfolio implementation through a third-party manager and integrates coordinated tax and business advice through its affiliation with SSB CPAs.

Sean Turner is the sole advisor at Masdevallia LLC in Youngstown, OH, holding a Series 65 designation with nine years of industry experience. He has worked at Comcast since 2001 in a non-investment role unrelated to his advisory work. Masdevallia provides portfolio management and financial planning for individuals, high-net-worth clients, and businesses, tailoring investment policies to client goals and risk tolerance. The firm typically favors index funds and employs various investment strategies, including options trading, while integrating registered insurance services with advisory offerings.

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.