Theresa Meinen

James Mundell is the sole advisor at Mundell Asset Management LLC in Canal Fulton, OH, with 16 years of industry experience. He holds a Series 63 designation and has been involved in the financial services field since 2003, including roles at Winebrenner Capital Partners, LLC and ownership of Mundell Agency, which provides insurance services. He also serves as managing member of Mundell Estate Planning, LLC, offering estate planning services. Mundell Asset Management LLC provides personalized financial planning and consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm refers clients to third-party money managers and acts as a liaison, delivering tailored financial plans and ongoing consultations without accepting discretionary trading authority.

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.

Ryan Armstrong is a financial advisor with Nickelplate Financial LLC in Canton, Ohio, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Nickelplate Financial since 2016 and also holds roles at Premier Bank & Trust and Cambridge Investment Research. Outside of finance, Armstrong owns and operates TrashTiger Junk Removal, a local junk removal and dumpster rental business. Nickelplate Financial provides portfolio management services to individual and high-net-worth clients, as well as retirement plan sponsors through a 3(21) adviser program. The firm’s investment approach is based on modern portfolio theory and long-term trading, focusing on aligning portfolios with clients’ risk tolerance and time horizon through regular reviews.

Jude Kee is a financial advisor at Kee Huchok Wealth Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been affiliated with Kee Huchok & Co, Inc. since 1989. Kee Huchok Wealth Management serves institutional and private clients through a co-advisory model that integrates financial planning, trust wealth management, and retirement plan consulting. The firm focuses on client coordination and the selection and monitoring of independent managers, working alongside Pinnacle Advisors for portfolio implementation and asset management.

Jason Burkholder is a CFP® and CFA® with 16 years of industry experience. He has been the sole advisor at New Legacy Financial Group, LLC since 2009. New Legacy Financial Group, LLC is a fee-only independent investment adviser serving individuals, families, trusts, estates, small businesses, and pension and profit-sharing plans. The firm offers a structured retainer-based financial life coaching model, ongoing investment management, and retirement plan consulting, typically providing non-discretionary investment recommendations using a blend of passive and active funds with a holistic, tax-aware planning approach.

Robert Everett is a financial advisor at FSC Advisors LLC in North Canton, OH, holding a Series 65 designation with 11 years of industry experience. He has worked at Wall Street Financial Group since 2002 and Financial Security Center Inc since 1997. Everett also operates an affiliated tax and insurance business and is an enrolled agent licensed to provide tax preparation and insurance products. FSC Advisors LLC serves individuals, families, trusts, and select institutional clients with asset management and financial planning services. The firm uses written investment policy statements to implement client strategies, offering model portfolios or fully customized allocations with discretionary authority.