Karen Alison Morris

Adam Schaffer is a financial advisor with A Schaffer Advisor Services in Norwalk, Ohio, holding a Series 65 designation and eight years of industry experience. He previously worked for Buckingham Capital Management, Inc. for 11 years before founding his current firm in 2021. A Schaffer Advisor Services provides discretionary portfolio management and advice-only engagements to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term, passive investment approach focused on strategic asset allocation using market-tracking ETFs, with customized investment policies and periodic portfolio reviews.

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.

Andrew Brewer is a financial advisor with Great Lakes Benefits and Wealth Management in Sandusky, OH. He holds a Series 65 credential and has two years of industry experience, including prior roles at Northwestern Mutual and Pepperidge Farms. Outside of advisory work, Brewer has worked as a part-time bartender. Great Lakes Benefits and Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, incorporating investment supervisory services, tax preparation, and insurance products. The firm uses fundamental analysis with a long-term approach and emphasizes client education through workshops and a monthly newsletter.