Patrick Robert Convery

Douglas Shaffer is a financial advisor with Stirlingshire Investments in Toledo, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, Directions Credit Union, and Ameriprise Financial Services. Outside of his advisory work, he is involved in variable annuities sales with RetireOne and Highland Capital. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach, including quantitative, fundamental, technical, and modern portfolio theory, and offers a range of investment options through its Advyzon marketplace.

Zachary Berry Sr. is a financial advisor at Precision Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services LLC, Northwestern Mutual, Verizon Wireless, and UPS. Precision Wealth Advisors LLC provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, focusing on tailored investment strategies using ETFs, mutual funds, equities, and fixed income. The firm combines fundamental and technical analysis with modern portfolio theory and emphasizes long-term trading, offering clients ongoing portfolio monitoring and regular reporting.

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.

Dominic Pisanti is a CFP®-certified financial advisor with eight years of industry experience. He is the principal of Forge Advisory LLC, an independent firm he founded in 2026. Prior to this, he held roles at Northwestern Mutual and Mass Mutual, among others. He is also licensed as an insurance broker and engages in outside insurance sales. Forge Advisory LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients. The firm emphasizes tailored Investment Policy Statements and combines fundamental and quantitative analysis with modern portfolio theory to construct customized portfolios.

Geoffrey Kujawa is a financial advisor at Thunderbird Financial Coaching with 10 years of industry experience. He holds a Series 65 designation and has worked since 2011 as a buyer for a grocery store chain, LM Acquisition, Inc. Thunderbird Financial Coaching provides fee-based financial coaching, planning, portfolio analysis, and retirement-plan advice primarily for public servants, private-sector employees, business owners, and professionals. The firm employs a passive, asset-class diversification approach and combines investor education with various fee arrangements, using third-party managers for asset management.

Shanyn Stewart is a financial advisor with Advanced Financial Management, Inc. in Lambertville, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to her current role since 2020, she spent nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of advisory work, she is an ordained minister who speaks on biblical topics and is involved in several business ventures, including accounting and tax services, an apparel company, and retail operations. Advanced Financial Management, Inc. serves individual and high-net-worth clients as well as small businesses, offering financial planning, consulting, and portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios managed through third-party sub-advisers, with frequent monitoring and rebalancing.