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.

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.

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.

Todd Lensman is the sole advisor at FO Investments, LLC in Canton, Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been president and owner of FOFM, LLC, a financial advisory firm, since 1998 and operates Lensman & Associates, Ltd., a law firm, since 2003. He also serves as a director of RP&C International, Inc., a holding company. FO Investments, LLC provides investment supervisory services and portfolio management primarily to high-net-worth individuals, as well as corporate and institutional clients. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses to tailor investment strategies, managing accounts on a discretionary or non-discretionary basis with continuous monitoring and regular reporting.

Richard Mohr is a CFP®, PFS™, and Series 65-licensed financial advisor with 23 years of industry experience. He has been the sole advisor at Buckeye Financial Solutions, Inc. in Canton, OH since 2004. Buckeye Financial Solutions serves individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm uses a core-and-satellite approach focused on passively managed index funds and ETFs, incorporating active managers selectively, and manages accounts on both discretionary and non-discretionary bases.

Giancarlo Variola is a CFA® charterholder and founder of Chiarezza Capital Management, LLC, where he has provided investment management services since 2013. He has 12 years of industry experience and operates as the sole advisor at his independent firm based in North Canton, Ohio. Chiarezza Capital Management offers customized separate-account investment management to individuals, pension and profit-sharing plans, foundations, endowments, businesses, and trusts. The firm focuses on fundamental analysis to build concentrated equity portfolios primarily invested in U.S.-listed stocks, with additional allocations to ETFs, foreign equities, options, and U.S. government securities.

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.

Anthony Lapinto is a financial advisor with Clarion River Adventures, LLC, holding a Series 66 designation and 22 years of industry experience. Prior to founding Clarion River Adventures in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. He serves on multiple nonprofit boards and committees, including a finance committee at Crossroads United Methodist Church and a fundraising role at The Aultman Foundation. Clarion River Adventures, LLC is a registered investment adviser providing discretionary and non-discretionary investment management, consulting, and financial planning services. The firm serves individuals, high-net-worth households, trusts, estates, and retirement accounts, employing a process that combines fundamental analysis with Modern Portfolio Theory to build diversified portfolios.

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.

Delford Mc Callister II is a financial advisor at 3CM Capital Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Edward Jones. Outside of advisory services, he owns and operates 3CM Insurance Group, L.L.C., providing family protective insurance products. 3CM Capital Management serves individual clients with portfolio management, financial planning, and consulting, offering tailored advice that incorporates modern portfolio theory, charting, and a range of investment strategies including derivatives and short-term trading. The firm also provides ongoing plan-management services and access to third-party advisers.

Thomas Nyitray is a CFA charterholder and investment advisor with 44 years of industry experience. He is the sole proprietor of his firm, Thomas Nyitray, Sole Proprietor, and previously worked at Winfield Associates Inc for 18 years. His firm offers discretionary asset management and ongoing portfolio oversight for individual and high-net-worth clients, employing a blend of fundamental, technical, charting, and cyclical analysis to implement both long- and short-term strategies.

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

After 17 years in financial planning working for big companies, I founded Wrought Iron Financial LLC to best serve my clients and my community. My firm is built on fiduciary excellence, respect, and honor to serve my clients in their best interest. We support hard-working men and their families. Our expertise is in the following: - Intentional, Comprehensive Financial Planning - Purpose-Driven Investment Management - Military & Federal Employees, Veterans - Fiduciary Advisor to Corporate Retirement Plans for Employees (401(k), 403(b), SIMPLE IRA, SEP IRA, Cash Balance Plans, etc.) Integrity, character and service are my life’s compass. I bring passion and energy to each of my clients and strive to discover the best way to serve each of you. I graduated Summa Cum Laude from Cleveland State University in 2005 with a BFA in Finance and earned my CFP designation in 2018. I am a lifetime member of Beta Gamma Sigma International Business Honor Society. I have been working with clients on their financial plans since 2007. My WHY is, has been, and always will be my family. I am raising four children with my wife of 22 years, and our hobbies follow their interests. Just as in my financial calling, my home life is led by service. I am an active volunteer in community theatre, an Assistant Scoutmaster for my children’s Scout Troops, and active in all their passions. In our limited free time, my wife and I love to go to the theatre, go out dancing, hiking, and wine and whisky tasting.

James Kotagides is a financial advisor at T.T.G. Financial, Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with T.T.G. Financial since 2006. He also has a background with Guardian Life Insurance Company dating back to 2003 and has been self-employed since 1996. T.T.G. Financial offers personalized, fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a structured risk-profiling process and written Investment Policy Statements to tailor portfolios, managing most client assets on a discretionary basis.

Scott Lowe is a financial advisor with Affinity Wealth LLC in Canton, OH, holding a Series 63 license and 15 years of industry experience. He has worked at Affinity Wealth Management Ltd since 2016 and at Integrated Wealth Management, Inc. from 2014 to 2016. Outside of his advisory work, Lowe has been involved in insurance sales through The Affinity Group since 2009. Affinity Wealth LLC advises individuals, business owners, executives, and sponsor-level retirement plans, offering investment management and comprehensive wealth management services. The firm focuses on detailed financial planning, managed asset allocation model portfolios, and integrates tax, estate, insurance, and other professional relationships on an ongoing retainer basis.

Brandon Clemens is a financial advisor at Affinity Wealth LLC in Canton, OH, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and PNC Financial Services Group. Outside of his advisory role, Clemens is the managing member of RCM Capital Ventures LLC, where he is involved in locating, wholesaling, and rehabbing investment real estate. Affinity Wealth LLC serves individuals, business owners, executives, and sponsor-level retirement plans, offering investment management, retirement plan consulting, and comprehensive wealth management services that integrate tax, estate, and insurance planning. The firm emphasizes comprehensive financial planning and prudent asset allocation using managed model portfolios and systematic rebalancing.