James Happ

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.

Andreas Juarez is the sole advisor at Juarez, Andreas, holding a Series 65 designation with no prior industry experience. His work history includes roles at Amazon LLC, Stellantis, Ohio State University, and Lowe's, along with six years of full-time education. He also operates AD JUAREZ LLC, a tax preparation business serving individual clients. Midwest Guidance LLC is a state-registered investment adviser that provides discretionary investment management to individual and high-net-worth clients. The firm employs a value-oriented investment approach focused on fundamental analysis and manages accounts on a discretionary basis with custody maintained by third-party custodians.

Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Reinhart Asset Management since 2004 and concurrently works in logistics support at Kohl's Corporation. Reinhart Asset Management is a state-registered, single-advisor firm providing discretionary investment management and consulting services to individuals and various entities. The firm employs a documented Hybrid Analytical Process integrating multiple analysis methods to manage ETF-oriented portfolios, including complex strategies such as leveraged and inverse ETFs through its SPECTRUM program.

Scott Osborn is a financial advisor at Patriot Wealth Planners LLC with seven years of industry experience. He holds a Series 65 designation and has worked in business consulting through Scott Osborn Consulting, LLC since 2020. Outside of finance, he is a manager at Whirlpool Corporation and serves as a commander in the Ohio Army National Guard, where he oversees training programs for enlisted soldiers. Patriot Wealth Planners provides financial planning and consulting services focused on third-party manager referrals for individuals, high net worth clients, trusts, and estates. The firm does not manage assets directly but helps clients select and work with third-party managers while delivering comprehensive financial plans and periodic reviews.

Geoffrey Kujawa is a financial advisor at Thunderbird Financial Coaching with 10 years of industry experience. He holds a Series 65 designation and has worked since 2011 as a buyer for a grocery store chain, LM Acquisition, Inc. Thunderbird Financial Coaching provides fee-based financial coaching, planning, portfolio analysis, and retirement-plan advice primarily for public servants, private-sector employees, business owners, and professionals. The firm employs a passive, asset-class diversification approach and combines investor education with various fee arrangements, using third-party managers for asset management.

Shanyn Stewart is a financial advisor with Advanced Financial Management, Inc. in Lambertville, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to her current role since 2020, she spent nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of advisory work, she is an ordained minister who speaks on biblical topics and is involved in several business ventures, including accounting and tax services, an apparel company, and retail operations. Advanced Financial Management, Inc. serves individual and high-net-worth clients as well as small businesses, offering financial planning, consulting, and portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios managed through third-party sub-advisers, with frequent monitoring and rebalancing.