Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.

Andreas Juarez is the sole advisor at Juarez, Andreas, holding a Series 65 designation with no prior industry experience. His work history includes roles at Amazon LLC, Stellantis, Ohio State University, and Lowe's, along with six years of full-time education. He also operates AD JUAREZ LLC, a tax preparation business serving individual clients. Midwest Guidance LLC is a state-registered investment adviser that provides discretionary investment management to individual and high-net-worth clients. The firm employs a value-oriented investment approach focused on fundamental analysis and manages accounts on a discretionary basis with custody maintained by third-party custodians.

Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked as a senior financial accountant at Bowling Green State University since 2019. Outside of his advisory role, he also provides seasonal tax advice as an independent contractor for Intuit TurboTax. Selhorst Services offers tax preparation, tax-planning, financial planning, and investment advisory services, focusing on comprehensive financial planning. The firm employs historical asset-class analysis and long-term diversification simulations to develop tailored asset allocations, emphasizing cost and tax efficiency, while integrating accounting and tax expertise into its financial planning approach.

Scott Osborn is a financial advisor at Patriot Wealth Planners LLC with seven years of industry experience. He holds a Series 65 designation and has worked in business consulting through Scott Osborn Consulting, LLC since 2020. Outside of finance, he is a manager at Whirlpool Corporation and serves as a commander in the Ohio Army National Guard, where he oversees training programs for enlisted soldiers. Patriot Wealth Planners provides financial planning and consulting services focused on third-party manager referrals for individuals, high net worth clients, trusts, and estates. The firm does not manage assets directly but helps clients select and work with third-party managers while delivering comprehensive financial plans and periodic reviews.

Brian Hughes is a CFP® professional with 13 years of experience in financial advising. He has operated Hughes Financial Group, LLC, an independent advisory practice based in Perrysburg, OH, since 2013. Hughes Financial Group is a fee-only firm serving primarily individual clients, including trust and business accounts, with investment management and financial planning services. The firm focuses on active asset management using proprietary strategies and algorithms, investing mainly in no-load mutual funds and ETFs, and manages accounts on a discretionary basis with daily reviews.

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

Charlotte Sargeant is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Heritage Financial Advisors, LLC since 2010. She is also the managing member of North Coast Financial Advisors, Ltd., which owns a significant portion of her firm, and of Swiss Co., Ltd., a commercial real estate entity. Additionally, she holds a license as an insurance agent for fixed insurance products. Heritage Financial Advisors provides fee-only financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, foundations, and businesses. The firm emphasizes cost-efficient index mutual funds and ETFs within portfolios constructed using Modern Portfolio Theory and fundamental analysis, serving a broad client base that includes numerous charitable and institutional clients.

Sasha Wright is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Heritage Financial Advisors, LLC in Waterville, Ohio. She has been with Heritage Financial Advisors since 2010. Outside of her advisory role, she manages two investment-related firms that hold ownership stakes in Heritage Financial Advisors and also works as an insurance agent offering fixed insurance products. Heritage Financial Advisors is an independent, fee-only firm providing financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, foundations, and businesses. The firm employs Modern Portfolio Theory and fundamental analysis to construct cost-efficient portfolios, serving a broad client base including charitable foundations and institutional clients.

George Damasco is a financial advisor with Bollin Wealth Management, LLC in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with MPM Wealth Advisors, Inc. since 1995. Outside of advising, he has ownership interests in a farm leasing operation and a pizza business. Bollin Wealth Management serves individual clients, including high net worth individuals, as well as trusts, estates, and corporate pension and profit-sharing plans, providing investment supervisory services and comprehensive financial planning. The firm uses Modern Portfolio Theory to construct portfolios and primarily supervises accounts on a non-discretionary basis without taking custody of client funds.

Steven Wise is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Beacon Associates Wealth Management, LLC, where he has worked since 2022, following roles at Simplicity Wealth and Virtue Capital Management. In addition to his advisory work, Wise serves as a chapter director and financial educator for the American Financial Education Alliance, conducting workshops on Social Security and retirement planning. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers and offers project-based financial planning and advisory services without imposing a minimum account size.

Frank Echelmeyer is a financial advisor at Camelot Portfolios, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Atlantis Wealth Advisors, LLC, Realta Equities, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a trustee for the endowment fund at Christ the King Parish in Toledo and is on the board of trustees for Baby University, a resource supporting early childhood education. Camelot Portfolios serves individual and high-net-worth investors as well as other advisers and institutional clients by providing discretionary and non-discretionary asset management through proprietary model strategies. The firm employs a range of investment approaches, including fixed-income ladders, ETF and closed-end fund strategies, and option-based techniques, and manages proprietary pooled vehicles and private funds.

Quinten Wise is a financial advisor at Beacon Associates Wealth Management, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Simplicity Wealth and Williams International Co., LLC. In addition to his advisory role, Wise educates individuals on Social Security and retirement planning through workshops with the American Financial Education Alliance. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers, providing actively managed portfolios with quarterly reviews and no minimum account size.

Darren Munn is a CFA® charterholder with 22 years of industry experience. He is affiliated with Camelot Portfolios, LLC and has held roles at Atlantis Wealth Advisors and Munn Wealth Management, LLC. Outside of his advisory work, he serves on the boards of the Toledo Christian Schools Foundation, Effective Give, and chairs the One Voice Foundation. Camelot Portfolios serves individual investors, including high-net-worth clients, as well as other investment advisers and institutional-type clients. The firm offers discretionary and non-discretionary asset management through proprietary model strategies that include fixed-income ladders, ETF and closed-end fund approaches, and option-based or hedged strategies.

David Bensch is a financial advisor with Evergreen Wealth Management, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has worked with Fourth Dimension Financial Group, LLC since 2012, supporting advisor practices through case design and office management. Outside of his advisory role, Bensch assists with operations at a family-owned hair salon in Perrysburg, Ohio. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term, diversified investment strategies.

Phillip Bollin is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led Bollin Wealth Management, LLC since 2009. Outside of financial advising, he is co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management serves individual clients, trusts, estates, and corporate pension and profit-sharing plans, managing approximately $70.2 million in assets. The firm uses Modern Portfolio Theory to construct diversified portfolios and primarily provides non-discretionary account supervision without custody of client funds, operating on a fee-only basis with a distinctive retainer financial planning program.

Abbey Ciancutti is a financial advisor at Bollin Wealth Management, LLC with four years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including DeVerna & Co Financial and Ameritas Advisory Services. Bollin Wealth Management serves individual clients, trusts, estates, and corporate pension and profit-sharing plans, offering investment supervisory services and comprehensive financial planning. The firm manages approximately $70.2 million in assets and employs a portfolio construction approach based on Modern Portfolio Theory, focusing on non-discretionary account supervision without market timing or specific security selection.

Geoffrey Galbraith is a Series 65 licensed advisor at GFM Asset Management LLC in Maumee, Ohio, with five years of industry experience. He previously worked at Orient Securities from 2015 to 2019. GFM Asset Management serves individual investors, including high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and standalone advisory services. The firm’s investment approach incorporates client-specific cash flow timelines, diverse asset allocation strategies, and the use of derivatives and margin, with a notable international orientation and educational content production.

Nolan Baker is a financial advisor with The Retirement Guys Formula team in Maumee, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been affiliated with PEAK Brokerage Services, LLC since 2015 and has owned Retirement Guys Formula LLC since 2013. Outside of advisory work, Baker is involved in educational seminar hosting, tax preparation, and owns a Medicare supplemental insurance business. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a proprietary Independent Income System that blends multiple asset-allocation strategies and uses tools such as Riskalyze to guide portfolio adjustments, managing approximately $300 million in discretionary assets across a team of ten advisors.

Robert Ross is a financial professional with 20 years of industry experience, currently serving as an advisor at The Retirement Guys Formula. He holds a Series 63 designation and has worked at firms including Peak Brokerage Services, Ameritas Advisory Services, and VOYA Financial Advisors. Ross is a board member of the Perrysburgh High School Athletic Booster in Ohio. The Retirement Guys Formula is a team of ten advisors providing personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a proprietary Independent Income System that incorporates multiple asset-allocation strategies and risk management tools, managing approximately $300 million in discretionary assets across over 1,200 clients.

Andrew Nutter is a financial advisor at Evergreen Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Evergreen Wealth Management since 2016. Nutter is also the managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on long-term capital appreciation through value investing. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term trading and diversified asset allocation.