Jon Arthur Lenton

Alec Derrig is a CFP® and Series 65 license holder based in Akron, Ohio, with one year of experience at Sand Run Wealth Management. His prior work includes roles at Kauig Companies Limited and Apple Growth Partners, as well as four years at Kent State University. Outside of advising, he is involved with a family office through his other business activities. Sand Run Wealth Management is an Ohio-registered investment adviser serving individuals and families with investment management and financial planning services. The firm employs a long-term, goals-based investment approach tailored to client objectives and emphasizes tax-aware strategies through diversified portfolios.

Peter Laakso is a financial advisor with Priority Investment Management LLC in Akron, OH. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Meridian Capital Management Group, Inc. from 2014 to 2024 and prior self-employment from 2010 to 2016. Priority Investment Management LLC provides discretionary asset management services to individuals, including high-net-worth clients, and business entities. The firm offers customized investment programs using a mix of fundamental, technical, charting, and cyclical analysis, with an emphasis on managing accounts separately and allowing clients to vote their own proxies.

Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

George Dagnino is the sole advisor at Peter Dag & Associates, Inc. in Akron, OH, with 26 years of industry experience. He has been with the firm since 1993. Peter Dag & Associates serves a small number of individual clients, primarily managing conservative and retirement accounts through discretionary portfolio management and investment advice. The firm also publishes a subscription-based investment report, The Peter Dag Portfolio, with an investment approach focused on economic trend analysis, sector-specific security selection, and a conservative bias to limit downside risk.

Garrett Boone is a financial advisor at Fortifi Capital, LLC in Akron, Ohio, with 17 years of industry experience. He holds a Series 66 designation and has led Fortifi Capital since 2016. Outside of his advisory role, he owns and operates gbtechlab LLC, a full stack software engineering business, working primarily on contract and freelance projects. Fortifi Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, small businesses, and corporate clients. The firm uses a quantitative, ETF-based approach that includes tactical adjustments with derivatives and options, and it is notable for serving corporate accounts and developing proprietary software to support its investment process.

George Coyle is a financial advisor at Triangulated Capital Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at John A. Levin & Co. since 2001. In addition to his advisory role, he is the owner and editor of Triangulated Research, LLC, a publisher of financial newsletters. Triangulated Capital Management primarily serves individual clients, offering discretionary portfolio management, retirement account planning, and consulting through bespoke research projects. The firm employs a blend of quantitative and qualitative analysis, combining modern portfolio theory, thematic equity research, and discretionary trading, with a focus on liquid public markets and futures strategies.