Jason Gedert

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.

Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked as a senior financial accountant at Bowling Green State University since 2019. Outside of his advisory role, he also provides seasonal tax advice as an independent contractor for Intuit TurboTax. Selhorst Services offers tax preparation, tax-planning, financial planning, and investment advisory services, focusing on comprehensive financial planning. The firm employs historical asset-class analysis and long-term diversification simulations to develop tailored asset allocations, emphasizing cost and tax efficiency, while integrating accounting and tax expertise into its financial planning approach.

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.

Brian Hughes is a CFP® professional with 13 years of experience in financial advising. He has operated Hughes Financial Group, LLC, an independent advisory practice based in Perrysburg, OH, since 2013. Hughes Financial Group is a fee-only firm serving primarily individual clients, including trust and business accounts, with investment management and financial planning services. The firm focuses on active asset management using proprietary strategies and algorithms, investing mainly in no-load mutual funds and ETFs, and manages accounts on a discretionary basis with daily reviews.

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.