Phillip Natale

Diana Palmer is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Family Financial Planning, LLC in Cortland, Ohio. She has been with Family Financial Planning since 2006 and also maintains roles at Walnut Street Securities Inc and her own CPA firm, Diana L Palmer CPA Inc. Family Financial Planning, LLC is an independent, fee-only practice offering holistic financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm emphasizes asset-class selection, diversified and tax-aware allocation, and generally employs a non-discretionary portfolio management approach integrated with ongoing tax considerations.

Sean Turner is the sole advisor at Masdevallia LLC in Youngstown, OH, holding a Series 65 designation with eight years of industry experience. He has worked at Masdevallia LLC since 2017 and concurrently holds a full-time position at Comcast. Masdevallia LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, tailoring investment policy statements to client goals and risk tolerance. The firm integrates registered insurance services with investment advisory work, employs a mix of index funds and various investment strategies including options, and provides regular reporting and disclosures to clients.

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.

George Mowrey is a CFP®-designated financial advisor with 36 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2007, where he serves as one of two advisors. Outside of his advisory work, he owns a rental property business that he manages during non-securities trading hours. G. Earl Mowrey & Co., L.L.C. provides fee-only financial planning and portfolio management services to individual clients, including both high-net-worth and non-HNW households. The firm employs a non-discretionary management approach with globally diversified portfolios primarily composed of mutual funds and ETFs, serving approximately 141 clients and managing around $43 million in assets.

Christopher Copploe is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2013. G. Earl Mowrey & Co., LLC provides fee-only financial planning and portfolio management to individual clients, including both high-net-worth and non-HNW households. The firm builds globally diversified portfolios using mutual funds and ETFs, primarily managing assets on a non-discretionary basis with an emphasis on risk metrics and rebalancing.

Nicholas Bianco is a financial advisor at Alcyon Wealth Partners with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to his financial services career, he held roles at Golf Headquarters, The Brilex Group of Companies, and Youngstown State University. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and a focused niche of professional athletes. The firm builds customized portfolios using low-cost mutual funds, ETFs, individual securities, and alternative investments within a long-term investment framework and offers comprehensive financial planning, discretionary portfolio management, and family governance support.