Nicholas Messina

Cody Dye is a financial advisor at Dye Family Office in Canfield, Ohio, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked at several firms, including Iron Gate Wealth Advisors and CarNation Financial Services. In addition to his advisory role, Dye is employed full-time as an accountant at Hill, Barth, and King. Dye Family Office provides comprehensive financial planning and discretionary portfolio management primarily for high-net-worth individual clients. The firm employs a generally conservative, long-term investment approach tailored to each client’s financial situation, incorporating tax considerations through its principal’s affiliation with an accounting firm.

Samuel Fries is a CFP® professional with six years of experience currently serving as the sole advisor at SSB Managed Wealth, LLC. He has worked at SSB Managed Wealth since 2019 and concurrently holds a tax manager position at SSB CPAs, a CPA firm where he provides tax planning and business consulting. Prior to that, he spent nine years at Payne Nickles & Co. SSB Managed Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and corporations, including retirement plan consulting for employer-sponsored plans. The firm customizes advice based on client objectives and risk tolerance, employs various investment strategies, and integrates portfolio oversight with tax considerations, supported by an affiliation with SSB CPAs for coordinated tax and business advice.

James Earl is the principal of Jim Earl Financial, an independent advisory firm based in Warren, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His career includes longstanding roles at James R. Earl Financial Services and Asset Management & Benefit Agency. Outside of advisory work, he is involved in insurance sales and provides college planning assistance through a service called College Funding Solutions. Jim Earl Financial serves individual investors and employee groups, offering discretionary portfolio management, financial planning, insurance product sales, and college planning services. The firm employs fee-based mutual fund platforms and follows a documented investment process with quarterly reviews and custodial reporting.

Lindsay Wolf is a financial advisor at TSG Advice Partners, LLC with 22 years of industry experience. She holds a Series 65 designation and has previously worked at NewEdge Advisors, Mid Atlantic Financial Management, and IDS Life Insurance Company, among others. Outside of her advisory role, she owns Integritas Capital Wealth Consulting, a transition consulting business. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system primarily using ETF-centered portfolios with a long-term orientation and offers additional services including retirement-plan consulting, tax preparation, and bookkeeping.

John Morvay is a financial advisor at Ausdal Financial Partners, Inc. with 35 years of industry experience. He holds the Series 66 designation and has worked at Ausdal Financial Partners since 2025, following prior roles at OSAIC and American Portfolios. Outside of his advisory work, he owns and operates Morvay Insurance Group and serves as an adjunct professor of economics at Walsh University. Additionally, he is a member of the board of directors for Sand Dunes Shores Resort. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of around 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations, with a range of portfolio options and custodial services.

Nicholas Cannon is a financial advisor at Ausdal Financial Partners, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios and Emerge Capital Management. Outside of advisory work, he is involved in insurance sales and owns a business specializing in real estate 1031 exchanges. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of advisory programs and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies implemented on both discretionary and non-discretionary bases across various asset classes.