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.

Zachary Berry Sr. is a financial advisor at Precision Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services LLC, Northwestern Mutual, Verizon Wireless, and UPS. Precision Wealth Advisors LLC provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, focusing on tailored investment strategies using ETFs, mutual funds, equities, and fixed income. The firm combines fundamental and technical analysis with modern portfolio theory and emphasizes long-term trading, offering clients ongoing portfolio monitoring and regular reporting.

Andreas Juarez is a financial advisor at Juarez, Andreas with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at JDA TSG, Amazon LLC, Stellantis, Ohio State University, and Lowe's. Outside of advising, he owns and operates a tax preparation business serving individual clients. His firm, Midwest Guidance LLC, is a state-registered investment adviser that serves individual and high-net-worth clients with a value-oriented investment approach. The firm manages accounts on a discretionary basis and emphasizes fundamental analysis while maintaining conflict controls and client-focused policies.

Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has managed his independent advisory firm since 2004 and has worked at Kohl's Corporation in logistics since 2016. Reinhart Asset Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm’s offerings include the SPECTRUM program, featuring three portfolio series that utilize ETFs, mutual funds, stocks, bonds, and cash equivalents, with investment decisions based on a Hybrid Analytical Process combining multiple analytic methods and incorporating tactical strategies.

Dominic Pisanti is a CFP®-certified financial advisor with eight years of industry experience. He is the principal of Forge Advisory LLC, an independent firm he founded in 2026. Prior to this, he held roles at Northwestern Mutual and Mass Mutual, among others. He is also licensed as an insurance broker and engages in outside insurance sales. Forge Advisory LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients. The firm emphasizes tailored Investment Policy Statements and combines fundamental and quantitative analysis with modern portfolio theory to construct customized portfolios.

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.

Shanyn Stewart is a financial advisor with Advanced Financial Management, Inc. in Lambertville, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to her current role since 2020, she spent nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of advisory work, she is an ordained minister who speaks on biblical topics and is involved in several business ventures, including accounting and tax services, an apparel company, and retail operations. Advanced Financial Management, Inc. serves individual and high-net-worth clients as well as small businesses, offering financial planning, consulting, and portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios managed through third-party sub-advisers, with frequent monitoring and rebalancing.

Derick Gant is the sole advisor at Gant Investment Advisors, Inc., an independent firm based in Toledo, OH. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Since founding his firm in 2009, he has also engaged in budget planning and debt reduction consulting, as well as the sale of insurance and annuity products through affiliated businesses. Gant Investment Advisors provides portfolio management and advisory services to individual clients, managing approximately $1.8 million across around 40 accounts. The firm employs a long-term, buy-and-hold strategy focused on low-cost index funds and short-duration fixed income, with portfolios rebalanced annually and managed primarily on a discretionary basis.

Abbey Ciancutti is a CFP®-credentialed financial advisor with five years of industry experience. She is the sole advisor at Shoreglass Financial Studio, an independent firm she joined in 2026. Her prior experience includes roles at Bollin Wealth Management, DeVerna & Co Financial, Ameritas Advisory Services, and Creative Financial Partners. Shoreglass Financial Studio is a fee-only registered investment adviser serving individuals and high-net-worth clients with investment management, comprehensive financial planning, and project-based planning engagements. The firm’s approach integrates portfolio management with each client’s broader financial plan, emphasizing long-term allocation, tax-aware decisions, and periodic rebalancing without imposing a minimum account size.

Brian Hughes is a CFP® professional with 14 years of experience in financial advising. He founded Hughes Financial Group, LLC in 2013 and has led the firm since its inception. Hughes Financial Group, LLC is an independent, fee-only firm providing personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs active asset management using proprietary strategies and a mix of mutual funds, ETFs, and other instruments, managing approximately $22.8 million for around 42 clients as of December 31, 2025.

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.

David Hoobler is a financial advisor at The Bottom Line Wealth Management Ltd. with seven years of industry experience. He holds a Series 65 designation and has previously worked at Sunrift Capital Partners LLC. Hoobler is also involved as a licensed insurance agent with Capaverill II & Associates and Retirement Income Consultants. The Bottom Line Wealth Management Ltd. provides discretionary portfolio management and financial planning services primarily for individual clients. The firm employs model-based investment strategies, integrates emerging technologies in its operations, and maintains a material affiliation with insurance businesses.

Alan Lancz is the sole advisor at Alan B. Lancz & Associates, Inc., holding a Series 63 license with 45 years of industry experience. He has been with his current firm since 1985 and previously worked at International Assets Advisory, LLC and Crescent Securities Group, Inc. Lancz also serves as Director of Research for Lancz Global LLC, a subscription-based independent research firm, and provides strategic leadership for national track and trace companies. Alan B. Lancz & Associates, Inc. is an SEC-registered investment adviser managing discretionary portfolios for individuals, family offices, retirement plans, foundations, and pooled investment vehicles, with approximately $175 million in assets under management. The firm employs fundamental analysis and tailored portfolio construction, offering a broad range of investment tools and specialized services including ethical and faith-based guidelines. It is notable for managing private energy-sector partnerships and affiliated businesses such as private real estate LLCs, proprietary research, and an early-stage AI platform.

Frank Echelmeyer is a financial advisor at Camelot Portfolios, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Atlantis Wealth Advisors, Realta Equities, 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, an early childhood education resource for parents. Camelot Portfolios provides discretionary and non-discretionary asset management to individuals and other advisers, offering proprietary model strategies and custom accounts. The firm manages pooled and charitable vehicles, employing model-driven investment selection across a range of strategies that include income, hedged, and options-based approaches.

Gyeral Nice is a Series 65-licensed advisor with The Bottom Line Wealth Management Ltd. and has seven years of industry experience. He has worked at Retirement Income Consultants and Sunrift Capital Partners LLC, and he also serves as an insurance agent with Capaveril II & Associates. The Bottom Line Wealth Management Ltd. provides discretionary portfolio management and financial planning services primarily to individual clients, employing model-based strategies and incorporating fundamental and technical analysis, as well as third-party managers when appropriate. The firm serves mostly retail clients and maintains a material affiliation with insurance businesses through licensed agents.

Darren Munn is a CFA® charterholder with 23 years of industry experience and is a principal at Camelot Portfolios, LLC. He has worked at Atlantis Wealth Advisors and has managed his own firm, Munn Wealth Management, LLC, since 1998. Outside of his advisory roles, he serves on the boards of the Toledo Christian Schools Foundation and Effective Give, and is chairman of the One Voice Foundation, a nonprofit serving the greater Toledo Christian community. Camelot Portfolios provides discretionary and non-discretionary asset management primarily to individuals and other investment advisers, utilizing proprietary model strategies and custom accounts. The firm also manages pooled and charitable investment vehicles, offering model-driven investment approaches across a range of asset classes and strategies.

David Bensch is a CFP® with 12 years of industry experience and is currently an advisor at Fourth Dimension Financial Group. He has previously worked at Securian Financial Services and has been with Fourth Dimension Financial Group since 2012. Outside of his advisory work, he assists with operations at a family-owned hair salon in Perrysburg, OH. Fourth Dimension Financial Group serves individual and high-net-worth clients as well as company 401(k) plans, providing investment supervisory services, financial planning, and wealth management support. The firm coordinates portfolio implementation through third-party money managers and offers educational seminars and workshops.

Phillip Bollin is a CFP® professional with 24 years of industry experience. He is the founding advisor at Bollin Wealth Management, LLC, where he has worked since 2009, following prior roles at Mpm Wealth Advisors and UBS Financial Services. Outside of financial advisory, he is a co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and corporate pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach focusing on asset-class allocations to mutual funds and ETFs, managing accounts mostly on a non-discretionary basis without taking custody of client assets.

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.

Timothy Croak is a ChFC® credentialed financial advisor with 38 years of industry experience. He is president of Croak Capital and has held roles at Purshe Kaplan Sterling Investments and Ameritas Investment Corp. Outside of his advisory work, he owns and manages businesses in life insurance brokerage, tax preparation, and office building management. Croak Capital serves individual and high-net-worth clients, pension plans, charitable organizations, and business clients, offering portfolio management, financial planning, and pension consulting. The firm employs customized model portfolios using various analytical methods and manages accounts both directly and through a wrap fee program, with affiliated insurance and accounting firms as part of its service structure.