Karen M Hoy

Shawn Armstrong is the sole advisor at Structured Investment Advisors, LLC in Sandusky, OH, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Outside of his advisory role, Armstrong is a partner and lessor involved in building upkeep and related management duties. Structured Investment Advisors, LLC manages approximately $90.8 million across more than 300 client relationships, offering discretionary portfolio management, model-portfolio and asset-allocation services, as well as portfolio and pension consulting. The firm serves individuals, trusts, charitable organizations, corporations, and pension/profit-sharing plans using a structured investment process that includes fundamental analysis, model portfolios, and documented investment policies.

Joseph Hoffman is the sole advisor at Hoffman Investment Services, LLC in Marblehead, Ohio, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked at Hoffman Investment Services since 2013 and previously at Purshe Kaplan Sterling Investments. Hoffman Investment Services provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, corporate clients, and employer retirement plans. The firm uses technical analysis to guide investment decisions and offers model portfolios while managing accounts on a discretionary basis aligned with client objectives.

Gregory Bricker is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. He is the principal of Bricker Financial and has previously worked at DiNuzzo Index Advisors, Inc. Outside of financial advising, he owns an accounting and tax preparation firm, Sunny Weather, LLC, and serves as the mayor of East Liverpool, Ohio. He is also president of a local food service business. Bricker Financial provides advisory and planning services primarily to institutional and pooled clients, including pension and profit-sharing plans, businesses, trusts, estates, and charitable organizations. The firm utilizes a long-term asset allocation approach with the Orion Portfolio Solutions platform to manage portfolios through selected third-party managers or direct management with limited discretion, and it also offers financial planning support and educational seminars.

James Ruthsatz is the principal of James Ruthsatz Pinnacle Advisors LLC and holds a Series 63 designation with 20 years of industry experience. He is also actively involved full time as a CPA with James L. Ruthsatz, Inc., a separate certified public accounting firm he has operated since 1990. He has led his advisory firm since 2004. James Ruthsatz Pinnacle Advisors provides advisory services primarily to retirement plan sponsors, trustees, and high-net-worth clients through co-advisory wealth and trust programs. The firm focuses on manager selection, monitoring, performance reporting, and coordination with other professional advisors, leveraging its formal affiliation with an accounting practice to offer integrated tax, bookkeeping, and trustee administration services alongside investment management.

Tyler Cammalleri is a Series 66-registered advisor with 11 years of industry experience, currently serving at Signature Equity Partners, LLC since 2023. He previously worked at OSAIC and SII / Signature Financial Group. Outside of his advisory role, he owns and manages two convenience store businesses in Sandusky, Ohio. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of independent advisory affiliates, utilizing various model portfolio solutions and both discretionary and non-discretionary services.

Anthony Kromer is a financial advisor at StoneX Advisors Inc. with 40 years of industry experience. He holds a Series 63 designation and has been with StoneX Advisors and its affiliate StoneX Securities since 2015. Kromer operates his own advisory business, Tony Kromer & Associates, in Sandusky, Ohio. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm uses various investment platforms and integrates proprietary and third-party strategies to support a broad client base.