Scott Jacob Cavell

Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Edmund Burke is a financial advisor at Valiance Group LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is a state-registered investment adviser serving individuals, families, and businesses, offering portfolio management and ERISA-compliant retirement plan consulting. The firm develops customized portfolios using an analytics module and collaborates with third-party service providers and sub-managers to implement and monitor investment strategies.

Rosie George is a financial advisor at Strait Direction Wealth Management with nine years of industry experience. She previously worked at Edward Jones for five years before founding her independent practice in 2021. In addition to advisory services, she owns a tax-preparation business, Mitchell Financial Services. Strait Direction Wealth Management provides personalized financial planning and discretionary investment management primarily to middle- and high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a passive buy-and-hold investment approach using diversified portfolios of no-load mutual funds and ETFs, managing accounts on a discretionary basis while allowing client-imposed restrictions.

Jeremy Pardue is a financial advisor at Atlas Wealth Management in South Euclid, OH, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at LPL Financial, Avantax, and Edward Jones. He also works as an independent insurance producer for various companies. Atlas Wealth Management offers fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an active, tactical allocation approach utilizing a wide range of instruments and manages employer-sponsored plan accounts through a third-party platform.

Bruce Herrick is the sole advisor at Herrick Portfolio Management Co. with 53 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2000 to 2008 before founding his current firm in 2008. Herrick Portfolio Management Co. serves individual investors and a small number of institutional clients, offering financial planning, consulting, and portfolio management services. The firm uses technical analysis, including point-and-figure charting, to guide discretionary portfolio management across various asset classes.

Marc Mc Lean is a CFP® certificant with 16 years of industry experience, currently serving as the sole advisor at McLean Financial Planning and Investment Management in Mentor, OH. He has held leadership roles at McLean Financial Planning and Investment Management since 2014 and at McLean Strategic Investments since 2024. Outside of financial services, he develops and licenses software technology through ESD Technologies, where he is also President. McLean Financial Planning and Investment Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses both fundamental and technical analysis with a focus on U.S. securities, manages portfolios primarily on a discretionary basis, and offers options strategies as part of its services.