Jennifer Kay Sokira

James Mundell is the sole advisor at Mundell Asset Management LLC in Canal Fulton, OH, with 16 years of industry experience. He holds a Series 63 designation and has been involved in the financial services field since 2003, including roles at Winebrenner Capital Partners, LLC and ownership of Mundell Agency, which provides insurance services. He also serves as managing member of Mundell Estate Planning, LLC, offering estate planning services. Mundell Asset Management LLC provides personalized financial planning and consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm refers clients to third-party money managers and acts as a liaison, delivering tailored financial plans and ongoing consultations without accepting discretionary trading authority.

Jude Kee is a financial advisor at Kee Huchok Wealth Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been affiliated with Kee Huchok & Co, Inc. since 1989. Kee Huchok Wealth Management serves institutional and private clients through a co-advisory model that integrates financial planning, trust wealth management, and retirement plan consulting. The firm focuses on client coordination and the selection and monitoring of independent managers, working alongside Pinnacle Advisors for portfolio implementation and asset management.

Patrick Sullivan is the principal of Sullivan Pinnacle Advisors, Ltd. in Akron, OH, with 23 years of experience in the financial industry. He has been the owner of Sullivan Company, a CPA firm, since 1984, where he devotes part of his time to investment advisory work. Sullivan holds a Series 63 designation. Sullivan Pinnacle Advisors operates through a co-advisory relationship with an SEC-registered investment adviser, offering wealth management, financial planning, trust wealth management, and retirement plan consulting services. The firm combines financial planning with investment advisory and fiduciary services, emphasizing retirement plan consulting and independent manager selection without taking custody of client assets.

Jonathan Torrens is a CFP® professional with 26 years of industry experience and has led TCM Wealth Advisors since 2004. He holds Series 63 and Series 65 licenses and also serves as president of Clear View Associates, LLC, an employee leasing business managing payroll and benefits for his firm. TCM Wealth Advisors offers fee-only investment advisory and wealth planning services to individuals and high-net-worth clients, including physicians, business owners, and executives. The firm employs a global, multi-asset investment approach that incorporates both traditional and alternative asset classes, actively manages portfolios, and emphasizes fiduciary responsibility without accepting commissions.

Bryan Laubaugh is a financial advisor with R&B Financial Consultants in Wadsworth, OH, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He previously worked at FSC Securities Corporation for 14 years and has been with OSAIC since 2023. Laubaugh serves as a board member of the Wadsworth Rotary Club and volunteers as a poll worker for the Medina County Board of Elections. R&B Financial Consultants provides investment consulting and comprehensive financial planning to a diverse client base including individuals, trusts, charitable organizations, and businesses. The firm emphasizes written financial plans and coordination with tax, legal, and insurance professionals, offering generalized asset-allocation recommendations rather than detailed security selection.

Daniel Johnson is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been the principal advisor at Forward Thinking Wealth Management since 2016. Forward Thinking Wealth Management provides individualized portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm builds customized investment policies using fundamental analysis and offers ongoing planning support, while also facilitating access to third-party money managers when appropriate.