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.

Bryan Laubaugh is a financial advisor with R&B Financial Consultants in Wadsworth, OH, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He previously worked at FSC Securities Corporation for 14 years and has been with OSAIC since 2023. Laubaugh serves as a board member of the Wadsworth Rotary Club and volunteers as a poll worker for the Medina County Board of Elections. R&B Financial Consultants provides investment consulting and comprehensive financial planning to a diverse client base including individuals, trusts, charitable organizations, and businesses. The firm emphasizes written financial plans and coordination with tax, legal, and insurance professionals, offering generalized asset-allocation recommendations rather than detailed security selection.

Logan Burton is a financial advisor at Everlution Capital LLC with a Series 66 credential. Based in Medina, Ohio, he is associated with a newly registered advisory firm. Everlution Capital LLC provides discretionary asset management and comprehensive financial planning for individual and high-net-worth clients. The firm employs a fixed-fee billing model and customizes portfolios using fundamental, technical, and cyclical analysis, including option strategies, under discretionary authority.

Gregory Schnelzer is a financial advisor at Victory Financial Services LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2012 to 2018 before joining Victory Financial Services in 2018. Victory Financial Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and other businesses. The firm combines tactical asset allocation with technical analysis to manage portfolios of individual stocks and ETFs, serving both retail and corporate clients while offering education and consulting services for employer-sponsored retirement plans.

Scott Haley is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Prelude Financial. He has worked with Prelude Financial and Northwestern Mutual Investment Services LLC since 2015. In addition to his advisory role, he owns and operates Allegro Tax Solutions, LLC, providing tax preparation services to individual clients. Prelude Financial is a small, state-registered advisory firm that serves individual and high-net-worth clients with portfolio management and financial planning services. The firm primarily uses passive investment strategies focused on low turnover and tax efficiency, managing accounts on a non-discretionary basis with regular portfolio reviews.

Gregory Weisheit is the principal of Gjw Investment Adviser LLC in Medina, OH, with 26 years of experience in the financial industry. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Weisheit has also operated Gregory J. Weisheit CPA Inc. since 1980, providing accounting services. Gjw Investment Adviser LLC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning, employing fundamental and technical analysis without relying on frequent trading strategies.

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.

James Stuart is the sole advisor at Blue Chip Financial Advisors, Inc. in Seville, Ohio, holding a Series 63 designation with 23 years of industry experience. He has led Blue Chip Financial Advisors since 1999. Outside of his advisory role, Stuart co-owns a health club in Medina, Ohio. Blue Chip Financial Advisors serves a small group of individual clients, focusing on IRA and brokerage account management along with comprehensive financial planning. The firm’s investment strategy is based on Modern Portfolio Theory and asset allocation, emphasizing long-term holdings primarily in mutual funds, with discretionary account management.

Sandra Thomas is the principal of S.C. Thomas & Associates, CPA, LLC in Medina, Ohio, with 38 years at the firm and 8 years of industry experience as a financial advisor. She holds the PFS™ and Series 65 designations and integrates financial advisory services with tax preparation and planning. S.C. Thomas & Associates serves individual and high-net-worth clients, as well as banking and corporate clients, offering investment management, financial planning, and tax services. The firm employs a tailored investment approach using both passive and active strategies within an asset-allocation framework and manages approximately $93 million in discretionary assets.

Amanda Sharratt is a financial advisor at Your Wealth Financial Solutions, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Whitaker-Myers Wealth Managers, Ltd. and operated Sharratt Financial Solutions, LLC. Your Wealth Financial Solutions provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses written Investment Policy Statements, fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term asset allocation and trading, while also offering estate-planning coordination and consulting services.

Brett Thomas is the sole advisor at Fractal Financial Design, LLC, an independent firm based in Litchfield, Ohio. He holds a Series 65 designation and has 12 years of industry experience. In addition to his advisory role, Thomas has worked at S.C. Thomas & Associates, CPA since 2002. Fractal Financial Design provides discretionary portfolio management and related advisory services to individuals, estates, trusts, and business entities, focusing on younger, currently employed high-net-worth clients. The firm combines investment advisory services with in-house accounting and tax preparation, employing individualized, active-trading strategies that utilize growth and income securities along with covered-call option strategies.

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.

Scott Huff is a financial advisor at River Wealth Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Arbor Point Advisors and Securities America, Inc. prior to joining River Wealth Management in 2020. Outside of his advisory role, he is the creator of YouRefolio, a planning software used by professional advisors, and has over two decades of experience in law enforcement. River Wealth Management serves individual and high-net-worth clients, charitable organizations, corporations, and retirement plans, offering portfolio management and financial planning services tailored to client risk profiles and time horizons. The firm employs a variety of investment analyses and may utilize third-party managers and discretionary rebalancing for clients who grant trading authority.

Daniel Mason is the sole advisor at First Mason Financial, LLC in Medina, Ohio, holding a Series 66 designation with 24 years of industry experience. He has been with First Mason Financial and affiliated with Triad Advisors, Inc. since 2007. Outside of advising, Mason is an agent for life insurance and fixed indexed annuities. First Mason Financial primarily serves individual clients, including both high-net-worth and non-high-net-worth households, and provides portfolio management and financial planning to a limited number of institutional clients. The firm manages approximately $155 million in assets across roughly 370 clients, focusing on registered investment companies and exchange-traded equity securities with a small allocation to U.S. government bonds.

Timothy Plonski is a CFP® with 14 years of experience in the financial industry. He has worked at River Wealth Management LLC since 2020, following roles at Arbor Point Advisors and Securities America, Inc. Additionally, he is involved in insurance sales through JK Investment Group, where he solicits and sells disability, life, and long-term care insurance products. River Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, corporations, and retirement plans, offering portfolio management and financial planning services tailored to client risk profiles and time horizons. The firm uses a combination of fundamental, technical, and cyclical analysis and manages approximately $83 million in assets across a two-advisor team.

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.

Brent Casto is a CFP® professional with nine years of industry experience. He has worked at AdviceOne Advisory Services, LLC since 2018 and previously held roles at Securities Service Network, Inc. and Independence Financial. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios using equity and fixed-income sleeves based on proprietary asset-allocation models and conducts manager due diligence, including interviews with fund management teams.