Ryan Rowe

Bret Rodgers is the sole advisor at Rodgers Capital Management, LLC in Canton, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Rodgers Capital Management and NDSI since 2012. Outside of his advisory work, he is employed at NDSI as a disability aid, assisting handicapped individuals with daily activities. Rodgers Capital Management is a state-registered investment adviser offering discretionary portfolio management for pooled and employer-sponsored retirement plans, as well as individual and charitable clients. The firm employs a statistical investment process focusing on volatility correlations across various asset classes and manages portfolios with Conservative, Moderate, and Aggressive strategies using ETFs, options, and individual securities.

Michael George is a Series 65-licensed financial advisor with George Financial Services in Canton, OH, where he has worked since 2022. He has four years of industry experience, including prior roles at Parkland Securities and Access Financial Group. Outside of finance, he provides DJ services through his business, Headtrauma Entertainment. George Financial Services advises individual investors and pension or employee benefit plans, offering portfolio management, financial planning, pension consulting, and digital-asset consulting. The firm employs a core–satellite investment approach and manages approximately $16.2 million in assets across 135 client relationships.

Daniel Belden is a financial advisor with Belden Financial, LLC in Canton, Ohio. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Belden Financial provides portfolio management and investment advisory services primarily to individual clients and investment companies. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis to manage client portfolios, typically with discretionary trading authority.

Caleb Lopez is a financial advisor at University Wealth Advisors LLC in Canton, OH, holding a Series 65 designation with five years of industry experience. Prior to founding his current firm in 2021, he worked at AAN Wealth Advisors LLC and Affinity Advisory Network. In addition to advisory services, Mr. Lopez is a licensed insurance agent and allocates part of his time to insurance sales. University Wealth Advisors LLC provides discretionary investment supervisory, advisory, and consulting services primarily to individuals and small businesses, including employer-sponsored retirement plans. The firm employs fundamental analysis to build diversified, long-term portfolios and offers complementary financial planning, project consulting, and educational seminars.

Lewis Hindman is the sole advisor at Hindman Financial, LLC in Dover, Ohio. He holds a Series 65 designation and has over 10 years of experience running his own financial practice. In addition to his advisory role, he has worked as a public high school teacher at Dover City Schools since 2006 and also provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm provides fee-based planning and educational sessions without managing client investment accounts or charging asset-based fees, combining public education with advisory services.

Daniel Crawford is a CFA® charterholder and founder of Crawford Wealth Management with eight years of industry experience. He previously worked at F.N.B. Investment Advisors, Huntington Bank, and FirstMerit Bank. Crawford serves on the investment committees of Stan Hywet Hall and Gardens and the Pinebrook Foundation as a board member. Crawford Wealth Management is an independent, single-advisor firm that offers discretionary portfolio management and individualized investment policy statements primarily for high-net-worth individuals. The firm employs a combination of fundamental analysis and modern portfolio theory, utilizing diversified portfolios with strategies including long-term and options trading.