Larry Othel Dean

Andreas Juarez is a financial advisor at Juarez, Andreas with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at JDA TSG, Amazon LLC, Stellantis, Ohio State University, and Lowe's. Outside of advising, he owns and operates a tax preparation business serving individual clients. His firm, Midwest Guidance LLC, is a state-registered investment adviser that serves individual and high-net-worth clients with a value-oriented investment approach. The firm manages accounts on a discretionary basis and emphasizes fundamental analysis while maintaining conflict controls and client-focused policies.

Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has managed his independent advisory firm since 2004 and has worked at Kohl's Corporation in logistics since 2016. Reinhart Asset Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm’s offerings include the SPECTRUM program, featuring three portfolio series that utilize ETFs, mutual funds, stocks, bonds, and cash equivalents, with investment decisions based on a Hybrid Analytical Process combining multiple analytic methods and incorporating tactical strategies.

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

David Bensch is a financial advisor with Evergreen Wealth Management, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has worked with Fourth Dimension Financial Group, LLC since 2012, supporting advisor practices through case design and office management. Outside of his advisory role, Bensch assists with operations at a family-owned hair salon in Perrysburg, Ohio. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term, diversified investment strategies.

Timothy Croak is a ChFC® credentialed financial advisor with 38 years of industry experience. He is president of Croak Capital and has held roles at Purshe Kaplan Sterling Investments and Ameritas Investment Corp. Outside of his advisory work, he owns and manages businesses in life insurance brokerage, tax preparation, and office building management. Croak Capital serves individual and high-net-worth clients, pension plans, charitable organizations, and business clients, offering portfolio management, financial planning, and pension consulting. The firm employs customized model portfolios using various analytical methods and manages accounts both directly and through a wrap fee program, with affiliated insurance and accounting firms as part of its service structure.

Jason Connell is a CFP® with 15 years of industry experience, currently serving as an advisor at Croak Capital. He previously worked at Winovich Wealth Partners, Ameritas Advisory Services, Ameritas Investment Corp, Wilcox Financial/Wilcox Sports Management, and JPMorgan Securities. Connell assists with portfolio management, financial planning, and trading. Croak Capital manages approximately $364 million for individual clients, pension plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and specialized real-estate advisory services, utilizing a multi-faceted investment process that incorporates fundamental and technical analysis alongside Modern Portfolio Theory.