Megan Morrison

James Mundell is the sole advisor at Mundell Asset Management LLC in Canal Fulton, OH, with 16 years of industry experience. He holds a Series 63 designation and has been involved in the financial services field since 2003, including roles at Winebrenner Capital Partners, LLC and ownership of Mundell Agency, which provides insurance services. He also serves as managing member of Mundell Estate Planning, LLC, offering estate planning services. Mundell Asset Management LLC provides personalized financial planning and consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm refers clients to third-party money managers and acts as a liaison, delivering tailored financial plans and ongoing consultations without accepting discretionary trading authority.

Jude Kee is a financial advisor at Kee Huchok Wealth Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been affiliated with Kee Huchok & Co, Inc. since 1989. Kee Huchok Wealth Management serves institutional and private clients through a co-advisory model that integrates financial planning, trust wealth management, and retirement plan consulting. The firm focuses on client coordination and the selection and monitoring of independent managers, working alongside Pinnacle Advisors for portfolio implementation and asset management.

David Winner is the sole advisor at Winner Wealth Management in Wooster, OH, holding a Series 66 designation with 21 years of industry experience. He founded Winner Wealth Management in 2010 after working at Creative Financial Designs, Inc. and CFD Investments, Inc. from 2005 to 2016. In addition to his advisory work, he owns and operates a tax consulting service focused on tax advice, planning, and preparation. Winner Wealth Management is an independent firm serving individuals, trusts, estates, endowments, foundations, and business entities with discretionary portfolio management. The firm emphasizes client-customized investment strategies centered on fundamental security analysis, focusing on individual bonds and equities to achieve tax efficiency and long-term holdings, while also providing targeted financial accounting and consulting services.

Jennifer Sokira is the sole advisor at WALT ST WSIM Ltd, an independent advisory firm located in Seville, Ohio. She holds 25 years of industry experience and has been with Walt St Investment Management, Ltd. since 1998. WALT ST Investment Management, Ltd. provides discretionary private portfolio management and ongoing investment supervisory services to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs an individualized investment approach that blends fundamental and technical analysis to construct multi-year portfolios across various strategies.

David Paul Jr. is a financial advisor with Fusion Planning LLC in Wooster, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Stirlingshire Investments, Golden Reserve RIA, and U.S. Bancorp Investments. Outside of advising, he serves as president of a consulting business. Fusion Planning LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, focusing on asset allocation and selection within a limited range of investment types.

Stefan Garcia is a Certified Financial Planner™ with 25 years of industry experience. He is the principal of Lifetime Financial Advisors LLC in Wooster, Ohio, and has worked concurrently with THE O.N. Equity Sales Company and Ohio National Life Insurance since 2001. Outside of his advisory work, he serves as treasurer for a local mountain bike trail nonprofit and is involved with a real estate holding company supporting addiction and mental health services. Lifetime Financial Advisors provides personalized investment advisory and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm uses a value-oriented, non-discretionary investment approach supported by third-party research and in-house analysis, with a focus on company-sponsored plans and participant education.