Maryanne Rita Battistone

Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Edmund Burke is a financial advisor at Valiance Group LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is a state-registered investment adviser serving individuals, families, and businesses, offering portfolio management and ERISA-compliant retirement plan consulting. The firm develops customized portfolios using an analytics module and collaborates with third-party service providers and sub-managers to implement and monitor investment strategies.

Bruce Herrick is the sole advisor at Herrick Portfolio Management Co. with 53 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2000 to 2008 before founding his current firm in 2008. Herrick Portfolio Management Co. serves individual investors and a small number of institutional clients, offering financial planning, consulting, and portfolio management services. The firm uses technical analysis, including point-and-figure charting, to guide discretionary portfolio management across various asset classes.

Marc Mc Lean is a CFP® certificant with 16 years of industry experience. He is the president of McLean Financial Planning and Investment Management, where he has worked since 2014, and also leads McLean Strategic Investments and ESD Technologies, a software development company. McLean Financial Planning and Investment Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities, providing financial planning and investment management with a focus on U.S. securities. The firm uses both fundamental and technical analysis with a long-term trading approach and manages accounts primarily on a discretionary basis while accommodating client restrictions.

Michael Miller is the sole advisor at Michael G. Miller & Associates LLC in Willoughby, Ohio, holding the ChFC® designation with 46 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc., with a longstanding history operating his own firm since 1986. Michael G. Miller & Associates LLC provides financial planning and investment advice to individuals, trusts, estates, and pension or profit-sharing plans through a consultative process without discretionary portfolio management. The firm combines advisory services with brokerage and insurance activities, emphasizing technical investment analysis and offering fees on an hourly or fixed retainer basis.

John Forbes is a financial advisor at DFFA, LLC with 25 years of industry experience. He holds a Series 65 designation and has served as a partner at HW&Co., a non-investment related CPA firm, for over a decade. Forbes was also a principal at Deimling Forbes Financial Advisors, Inc. from 2001 to 2016. DFFA, LLC operates as a co-adviser alongside an SEC-registered investment adviser, providing services to retirement plan sponsors, trusts, and high-net-worth households. The firm focuses on financial planning, fiduciary retirement plan consulting, trustee support, and independent manager selection, while asset management and trading are delegated to its co-adviser and third-party managers.