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.

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.

David Winner is the sole advisor at Winner Wealth Management in Wooster, OH, holding a Series 66 designation with 21 years of industry experience. He founded Winner Wealth Management in 2010 after working at Creative Financial Designs, Inc. and CFD Investments, Inc. from 2005 to 2016. In addition to his advisory work, he owns and operates a tax consulting service focused on tax advice, planning, and preparation. Winner Wealth Management is an independent firm serving individuals, trusts, estates, endowments, foundations, and business entities with discretionary portfolio management. The firm emphasizes client-customized investment strategies centered on fundamental security analysis, focusing on individual bonds and equities to achieve tax efficiency and long-term holdings, while also providing targeted financial accounting and consulting services.

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.

David Paul Jr. is a financial advisor with Fusion Planning LLC in Wooster, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Stirlingshire Investments, Golden Reserve RIA, and U.S. Bancorp Investments. Outside of advising, he serves as president of a consulting business. Fusion Planning LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, focusing on asset allocation and selection within a limited range of investment types.

Stefan Garcia is a CFP® professional with 24 years of experience in the financial industry. He is affiliated with Lifetime Financial Advisors LLC and has worked with THE O.N. Equity Sales Company and Ohio National Life Insurance since 2001. Outside of his advisory work, he serves as treasurer for Friends of Vulture Knob, a nonprofit supporting mountain bike trail maintenance. Lifetime Financial Advisors LLC provides personalized investment advisory and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a value-oriented, non-discretionary investment approach supported by both third-party research and in-house fundamental analysis, with a particular focus on company-sponsored plans and participant education.

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.

Gretchen Carr is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Apollo Wealth Management. She has previously worked with AE Wealth Management, LLC and Apollo Investment Advisors. Outside of her advisory role, she is involved with Star Strategies, LLC, where she focuses on insurance sales and services. Apollo Wealth Management provides portfolio management and related advisory services primarily for pooled and institutional accounts, while also offering financial planning and estate-document assistance. The firm employs a combination of quantitative, fundamental, technical, and cyclical analysis within its investment approach and integrates both long- and short-term trading strategies across various asset classes.

Bradley Fike is a financial advisor with Fike Advisors, LLC in Wooster, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been involved with Fike Advisors since 2010 and also works with Essential Financial Planning, Inc. since 2014. Outside of his advisory roles, he owns and operates Bradley Fike Insurance Agency and serves as a director on the board of Mission Possible A to Z, a nonprofit organization. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, also referring clients to third-party money managers when appropriate.

Andrew Scogin is a financial advisor at Fike Advisors, LLC in Wooster, Ohio. He holds a Series 65 designation and has been with Fike Advisors since 2025. Prior to his advisory role, he worked in logistics and moving services for several years. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and incorporates fundamental and technical analysis in its recommendations, while also referring clients to third-party money managers.

Robert Dodaro is a Series 65-licensed financial advisor with Prism Wealth Management, bringing eight years of industry experience. He has worked with several firms, including AE Wealth Management and Global Financial Private Capital, and maintains involvement as a board member and treasurer for the United Way of Wayne and Holmes Counties. In addition to his advisory role, he is active in insurance sales through affiliated entities. Prism Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning, utilizing third-party sub-advisers and co-advisor arrangements. The firm employs model portfolios and strategic allocation approaches, including defined outcome strategies that may use derivatives, and manages approximately $73.8 million in discretionary assets.

Matthew Gilbert is a financial advisor at Prism Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Edward Jones. Outside of his advisory role, he is involved in a construction business as a carpenter. Prism Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm uses third-party sub-advisers and co-advisor arrangements to implement diversified investment strategies, including model portfolios that may utilize derivatives.

Taylor Fike is a Series 65 licensed advisor with 11 years of industry experience. He is a principal at Fike Advisors, LLC and also operates Taylor Fike Insurance, providing life insurance and annuities. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management, primarily using American Funds mutual funds and a combination of fundamental and technical analysis.

Gregory Stell is a financial advisor at Apollo Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kosmin Wealth Management and AE Wealth Management. Outside of investment advising, he is involved in insurance sales and services through his roles at Wooster Financial Group, LLC and Star Strategies, LLC. Apollo Wealth Management provides portfolio management and advisory services primarily for pooled and institutional accounts, combining quantitative, fundamental, technical, and cyclical analysis with diverse asset allocations. The firm also offers financial planning and estate-document services, managing portfolios on a discretionary basis while incorporating both retail and institutional client needs.

John Mark Young is a CFP® and ChFC® with 16 years of industry experience, currently serving at Whitaker-Myers Wealth Managers, Ltd. in Wooster, OH. His prior experience includes roles at M.S. Howells & Co. and Raymond James Financial Services. He serves on the board of directors for Buckeye State Credit Union in Akron, OH. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and employs a long-term, quantitative approach to portfolio management, combining in-house management with third-party platforms and standardized processes.

Nicholas Sparr is a financial advisor at On Investment Management Co. with a Series 66 designation. He has held roles at several related firms since 2024 and has prior experience in athletics and community organizations, including positions at Ashland University and the Boys & Girls Club. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based planning and access to third-party investment options, with a mix of discretionary and non-discretionary assets under management.

Karl Schlabach is a CFP® with 27 years of industry experience and is affiliated with On Investment Management Company. He has worked with Hummel Wealth Management, LLC since 2007 and The O.N. Equity Sales Company since 1998. In addition to his advisory role, he is involved in insurance and annuity sales through Hummel Insurance Agency Inc. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan clients. The firm offers a range of advisory programs including fee-based planning, third-party investment options, and both discretionary and non-discretionary managed account services.

Kelly Kranstuber is a financial advisor at LexAurum Advisors with five years of industry experience. She holds a Series 65 designation and previously worked at Whitaker-Myers Wealth Managers and Wooster Country Club. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a range of risk-based managed account models implemented with low-cost ETFs and other investment vehicles.

Jordan Marecek is a financial advisor with Hummel Wealth Management, LLC, holding a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise Financial and Target Corporation, as well as involvement with the University of Akron. Outside of advisory services, he is also engaged as an account executive and agent for life and disability insurance through the Hummel Group. Hummel Wealth Management, LLC provides non-discretionary pension consulting and advisory services primarily to employee benefit plans, trusts, estates, and charitable organizations. The firm focuses on plan-level work such as fund selection advice and participant education, tailoring recommendations to plan sponsors’ objectives while typically recommending mutual funds and employing fundamental and technical analysis.

Peyton Gentry is a financial advisor at On Investment Management Co with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including The O.N. Equity Sales Company and Hummel Wealth Management, LLC. In addition to his advisory role, he is involved in life insurance sales within his organization. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning, third-party investment programs, and managed account options, serving primarily in a non-discretionary advisory capacity.