Kari Williams

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.

Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Reinhart Asset Management since 2004 and concurrently works in logistics support at Kohl's Corporation. Reinhart Asset Management is a state-registered, single-advisor firm providing discretionary investment management and consulting services to individuals and various entities. The firm employs a documented Hybrid Analytical Process integrating multiple analysis methods to manage ETF-oriented portfolios, including complex strategies such as leveraged and inverse ETFs through its SPECTRUM program.

Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

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.

Kelsey Burke is a financial advisor at Apricity Financial Planning in Toledo, OH, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nine years. Burke hosts a podcast and is involved in nonfinancial teaching outside of her advisory work. Apricity Financial Planning serves individual and high-net-worth clients as well as small businesses, offering financial planning, discretionary investment management, and advice on retirement, tax, estate planning, and employee benefits. The firm emphasizes asset allocation and Modern Portfolio Theory, typically using passive investment strategies with mutual funds and ETFs, and provides educational seminars and workshops as a formal service.