Craig Small is a CFA® charterholder with 17 years of industry experience. He has been with Symphony Financial Services, Inc. since 2012 and is also affiliated with LPL Financial, LLC. Outside of his advisory role, he is involved in managing office employees at Kim and Associates and assists with website maintenance for PBOC National LLC. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach to asset allocation and investment strategies, utilizing a variety of instruments and continuously monitoring portfolios to align with clients’ objectives and risk tolerance.

Mark Millar is a financial advisor with Symphony Financial Services, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at firms including LPL Financial and Wells Fargo Clearing. Millar provides investment advisory services through Symphony Financial Services, an independent registered investment advisor. Symphony Financial Services serves individual clients, trusts, estates, pension and profit sharing plans, and corporate entities by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm’s investment strategies incorporate multiple analysis methods and may use derivatives and margin, with a distinctive approach that includes insurance analysis and referrals to outside attorneys.

Daniel Auble is a financial advisor with Symphony Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles with LPL Financial, Key Investment Services, and KeyBank. Symphony Financial Services serves individual clients, trusts, estates, pension and profit sharing plans, and corporate entities. The firm offers asset management, portfolio management, financial planning, and retirement plan consulting, using diverse analysis methods and investment strategies that may include derivatives and margin.

Spencer Gabriel is a financial advisor at Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at LPL Financial and Symphony Financial Services since 2009. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a range of investment instruments and strategies, including options and structured products, tailored to each client’s objectives and risk tolerance.

Steven Smetana is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding a Series 66 designation and 18 years of industry experience. He has worked at Symphony Financial Services and LPL Financial since 2016 and was previously with Ameriprise Financial Services from 2012 to 2016. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm tailors investment approaches to client objectives and risk tolerance, utilizing a range of securities and strategies while also offering corporate services such as tax planning and cost segregation studies.

Glen Crabtree is a financial advisor at Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Northwestern Mutual and NYLife. Symphony Financial Services serves a diverse client base, including individuals, trusts, estates, pension and profit sharing plans, and corporate entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing various analysis methods and incorporating insurance and variable annuities into its services.

John Kim is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kim & Associates, LLC since 2012 and the Ohio Attorney General's Office since 2011. In addition to his advisory work, he operates a law practice specializing in estate tax law and is involved in organizing amateur race track events through the Porsche BMW Owners Club. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach that tailors asset allocation and investment strategies to individual objectives and risk tolerance, utilizing a range of instruments including stocks, bonds, ETFs, options, and derivatives.