William T Klim Jr.

Cody Dye is a financial advisor at Dye Family Office in Canfield, Ohio, holding Series 65 and Series 63 licenses with three years of industry experience. He has worked at Hill, Barth, and King as a full-time accountant and has held positions at Iron Gate Wealth Advisors and other firms. Dye’s current role integrates accounting and financial advisory services through his independent firm. Dye Family Office is an independent, state-registered adviser serving primarily high-net-worth individual clients with financial planning and discretionary portfolio management. The firm uses fundamental security analysis and personalized consultations to align investments with client risk tolerance and suitability, offering ongoing account supervision and coordinating with third-party managers and custodians as needed.

Scott Duko is the principal of Scott S. Duko, Registered Investment Advisor, Ltd. in Canfield, Ohio, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services, Inc. and his own firm since 2006. In addition to his advisory role, he is a licensed attorney and an independent insurance agent offering fixed annuities and equity-indexed products. His firm provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. It manages client portfolios using no-load or low-load mutual funds, ETFs, and individual securities, with an emphasis on ongoing financial planning and discretionary portfolio management.

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

Jeffrey Zimmerman is a CFP® with 18 years of industry experience and has been the sole advisor at Zimmerman Capital Management since 1991. The firm is based in Salem, OH, and operates as an independent advisory practice. Zimmerman Capital Management provides personalized financial planning and discretionary investment management to individual clients, high-net-worth households, trusts and estates, and non-profit and institutional sponsors. The firm employs a strategic asset allocation approach using broadly diversified, low-cost mutual funds and ETFs, serving a mix of individual and institutional clients including charitable organizations and pension plans.

Donald Samuels is a CFP® with 50 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at SagePoint Financial, Inc. and Royal Alliance Associates, Inc. In addition to his advisory work, he owns Samuels Financial Service, Inc., where he provides life and annuity products as well as tax and accounting services for various client entities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance, asset allocation, and portfolio optimization.

Samuel Fries is a CFP® professional with six years of experience in financial advising. He is the sole advisor at SSB Managed Wealth, LLC, where he has worked since 2019. In addition to his advisory role, Fries serves as a tax manager at SSB CPAs, a CPA firm focused on tax planning and business consulting. SSB Managed Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate clients, including retirement plan consulting. The firm combines tailored investment strategies with oversight of portfolio implementation through a third-party manager and integrates coordinated tax and business advice through its affiliation with SSB CPAs.