Jeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.

Peter Laakso is a financial advisor at Priority Investment Management LLC in Akron, OH, holding a Series 65 credential with 11 years of industry experience. He previously worked for Meridian Capital Management Group, Inc. for 10 years and was self-employed for six years. Priority Investment Management LLC offers discretionary asset management and portfolio management services to individuals, corporations, and business entities. The firm employs multiple analytical methods and generally pursues long-term purchase strategies with periodic rebalancing and tax-loss harvesting during quarterly reviews.

Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Patrick Sullivan is the principal of Sullivan Pinnacle Advisors, Ltd. in Akron, OH, with 23 years of experience in the financial industry. He has been the owner of Sullivan Company, a CPA firm, since 1984, where he devotes part of his time to investment advisory work. Sullivan holds a Series 63 designation. Sullivan Pinnacle Advisors operates through a co-advisory relationship with an SEC-registered investment adviser, offering wealth management, financial planning, trust wealth management, and retirement plan consulting services. The firm combines financial planning with investment advisory and fiduciary services, emphasizing retirement plan consulting and independent manager selection without taking custody of client assets.

David Pelland is a financial advisor with ValMark Advisers, Inc. in Fairlawn, OH, holding a Series 66 designation and 25 years of industry experience. He has worked with Bear / Pelland Associates since 2005, Alda Advisors, Inc. since 2002, and Valmark Securities, Inc. since 2000. Outside of his advisory roles, he is involved in horse boarding and party rentals through The Stables at Rose of Sharon LLC and serves as an assistant men's varsity soccer coach at Walsh Jesuit High School. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and specialized annuity and ETF product offerings.

Garrett Boone is a financial advisor at Fortifi Capital, LLC in Akron, Ohio, with 17 years of industry experience. He holds a Series 66 designation and has led Fortifi Capital since 2016. Outside of his advisory role, he owns and operates gbtechlab LLC, a full stack software engineering business, working primarily on contract and freelance projects. Fortifi Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, small businesses, and corporate clients. The firm uses a quantitative, ETF-based approach that includes tactical adjustments with derivatives and options, and it is notable for serving corporate accounts and developing proprietary software to support its investment process.

John Bair is a financial advisor at Ascend Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascend Wealth Advisors since 2013. Ascend Wealth Advisors provides discretionary portfolio management for individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm manages accounts through individually selected securities using fundamental analysis and a buy-and-hold approach, offering tailored account features uncommon among independent advisors.

Jonathan Torrens is a CFP® professional with 26 years of industry experience and has led TCM Wealth Advisors since 2004. He holds Series 63 and Series 65 licenses and also serves as president of Clear View Associates, LLC, an employee leasing business managing payroll and benefits for his firm. TCM Wealth Advisors offers fee-only investment advisory and wealth planning services to individuals and high-net-worth clients, including physicians, business owners, and executives. The firm employs a global, multi-asset investment approach that incorporates both traditional and alternative asset classes, actively manages portfolios, and emphasizes fiduciary responsibility without accepting commissions.

Michael Mc Gill is the sole advisor at Summit Investments and Financial Planning in Uniontown, OH. He holds the CFA® designation and has five years of industry experience. His prior roles include positions at Ameriprise Financial, First National Bank of Pennsylvania, Huntington Bancshares, and Firstmerit. Summit Investments and Financial Planning is a state-registered, single-advisor firm that provides discretionary investment management and financial planning to individuals, businesses, and trust accounts. The firm employs a blend of fundamental, macro, and cyclical analysis and uses both passive and active strategies to manage client portfolios.

Paul Offill is a financial advisor with Princeton Center Planning and Investments, LLC, holding a Series 65 designation and 13 years of industry experience. He has been associated with Offill Financial Group since 1993. Princeton Center Planning and Investments, LLC is an independent, single-adviser firm managing approximately $31 million in client assets for around 323 clients. The firm provides portfolio management and financial planning services primarily to individuals, as well as to charitable organizations, pension/profit-sharing plans, and other institutional clients.

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.

George Coyle is a financial advisor at Triangulated Capital Management, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at John A. Levin & Co. since 2001. Outside of his advisory role, he owns and edits Triangulated Research, LLC, a publisher of investment newsletters. Triangulated Capital Management primarily serves individual clients, offering discretionary portfolio management, retirement account planning, and consulting through custom research projects. The firm combines quantitative and qualitative analysis with a focus on liquid public markets and futures strategies, and it is registered as a Commodity Trading Advisor (CTA), allowing for futures-based implementations.

Andrew Tisler is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Epic Financial, LLC in Hudson, Ohio. He has been with Epic Financial since its founding in 2013. Epic Financial provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients. The firm follows an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, focusing on asset allocation, mutual funds, ETFs, and a long-term strategy with emphasis on smaller/value equities and high-quality fixed income.

Daniel Johnson is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been the principal advisor at Forward Thinking Wealth Management since 2016. Forward Thinking Wealth Management provides individualized portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm builds customized investment policies using fundamental analysis and offers ongoing planning support, while also facilitating access to third-party money managers when appropriate.

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.

James Wynne is the principal advisor at James A Wynne LLC, an independent firm based in Hinckley, Ohio. He holds a Series 66 designation and has 26 years of industry experience. Prior to founding his firm in 2022, he worked at Summit Wealth Management LLC, Weidrick Livesay & Company, EGI Financial Inc, and American Heritage Securities Inc. In addition to his advisory role, Wynne provides seasonal tax preparation services through Hinckley Tax Service and is a licensed CPA, although he does not offer CPA services to his advisory clients. James A Wynne LLC provides investment advisory and financial planning services to individual clients, including high-net-worth individuals. The firm employs a combination of fundamental, cyclical, and technical analysis alongside modern portfolio theory, offering both long- and short-term trading approaches and options strategies. Its services include ongoing portfolio management and one-time financial plans, with a distinctive feature being its integration of tax-preparation services as part of coordinated financial planning.

Paul Lehman is a CFP® with 12 years of industry experience and holds a Series 63 license. He is the sole advisor at Newgrange Asset Management LLC, an independent firm based in Strongsville, OH. Newgrange Asset Management serves nine individual clients, including high-net-worth individuals, managing approximately $22 million in assets. The firm provides portfolio management and financial planning across a range of asset classes, employing both fundamental and technical analysis and utilizing options strategies alongside traditional investments.

Connie Costanzo is a financial advisor at Ascend Wealth Management with five years of industry experience. She holds a Series 66 designation and has previously worked at WestPoint Wealth Management, Edward Jones, and First Federal Savings and Loan Association of Lakewood. In addition to her advisory role, she is an independently licensed insurance agent. Ascend Wealth Management is an independent, fee-based registered investment adviser serving individual and high-net-worth clients with holistic financial planning and wealth management. The firm emphasizes a fiduciary, client-driven investment approach focused on long-term growth, diversification, and value-oriented analysis, and offers educational workshops alongside tailored portfolio management.

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.