Diana Palmer is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Family Financial Planning, LLC in Cortland, Ohio. She has been with Family Financial Planning since 2006 and also maintains roles at Walnut Street Securities Inc and her own CPA firm, Diana L Palmer CPA Inc. Family Financial Planning, LLC is an independent, fee-only practice offering holistic financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm emphasizes asset-class selection, diversified and tax-aware allocation, and generally employs a non-discretionary portfolio management approach integrated with ongoing tax considerations.

Sean Turner is the sole advisor at Masdevallia LLC in Youngstown, OH, holding a Series 65 designation with nine years of industry experience. He has worked at Comcast since 2001 in a non-investment role unrelated to his advisory work. Masdevallia provides portfolio management and financial planning for individuals, high-net-worth clients, and businesses, tailoring investment policies to client goals and risk tolerance. The firm typically favors index funds and employs various investment strategies, including options trading, while integrating registered insurance services with advisory offerings.

James Earl is the principal of Jim Earl Financial, an independent advisory firm based in Warren, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His career includes longstanding roles at James R. Earl Financial Services and Asset Management & Benefit Agency. Outside of advisory work, he is involved in insurance sales and provides college planning assistance through a service called College Funding Solutions. Jim Earl Financial serves individual investors and employee groups, offering discretionary portfolio management, financial planning, insurance product sales, and college planning services. The firm employs fee-based mutual fund platforms and follows a documented investment process with quarterly reviews and custodial reporting.

David Gollner is a financial advisor at Legacy Advisory Group, Inc. with 43 years of industry experience. He holds a Series 63 designation and has been associated with Legacy Financial Strategies, Inc. since 2004. Outside of his advisory role, he serves as president of Legacy Educational Institute, Inc., a 501(c)(3) nonprofit that hosts a weekly Christian radio program. Legacy Advisory Group provides investment management and consulting services to pooled investment vehicles, institutional mandates, and individual clients. The firm combines traditional and alternative asset allocations with ongoing monitoring, due diligence on sub-advisors, and offers both discretionary and non-discretionary portfolio management.

Andrew Pursel is a CFP® and ChFC® affiliated with Matune Basile Advisors, with seven years of industry experience. He has worked at Matune Basile Advisors since 2017, with prior roles at DiNuzzo Index Advisors, Inc., IPEG, Inc., Robert Morris University, and Avalon Gold and Country Club. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm uses a range of analytical methods to construct customized portfolios focused on long-term horizons and manages approximately $342.6 million for about 245 clients.

George Mowrey is a CFP® with 37 years of experience and has been with G. Earl Mowrey & Co., L.L.C. since 2007. He holds a Series 63 license and operates from Youngstown, OH. Outside of his advisory role, he manages a rental property business with limited time devoted to it during non-trading hours. G. Earl Mowrey & Co., L.L.C. is a small, fee-only firm serving individual and high-net-worth investors with financial planning and portfolio management. The firm manages approximately $41 million in assets, focusing on globally diversified portfolios primarily composed of mutual funds and ETFs, and executes trades mostly on a non-discretionary basis with client approval.

Christopher Copploe is a CFP®-certified financial advisor with 13 years of experience, currently practicing at G. Earl Mowrey & Co., L.L.C. in Youngstown, OH, where he has worked since 2013. His role focuses on providing comprehensive financial planning and portfolio management. G. Earl Mowrey & Co., L.L.C. is a small, fee-only advisory firm serving individual investors, including high-net-worth households. The firm manages approximately $41 million in client assets, utilizing globally diversified portfolios composed of mutual funds and ETFs, and employs a predominantly non-discretionary approach to portfolio management.

John Matune is a CFP® professional with 12 years of industry experience. He has been with Matune Basile Advisors since 2013. Outside of his advisory work, he serves as a board member of Buhl Farm Trust and is a director and secretary of the Strimbu Memorial Foundation. Matune Basile Advisors offers discretionary investment management, financial planning, and retirement plan advisory services tailored to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach incorporating fundamental, technical, cyclical, and charting analyses, and may employ derivatives in client accounts when appropriate.

Nicholas Bianco is a financial advisor at Alcyon Wealth Partners with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. Before entering the financial industry, he was employed at Golf Headquarters and Youngstown State University. Alcyon Wealth Partners serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses, with a focus on family-office style services for client families and professional athletes. The firm offers comprehensive wealth management including financial planning, discretionary portfolio management, family governance, and bill-payment support, managing approximately $315.6 million in discretionary assets as of July 2025.

Michael Basile is a CFA® charterholder and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Mba Advisors LLC since 2013. Basile serves on the investment committee of the Community Foundation of Western Pennsylvania and Eastern Ohio. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach tailored to client goals and utilizes a combination of fundamental, technical, cyclical, and charting analyses, including the use of derivatives in some accounts.

Sherri Marini is a financial advisor at Legacy Advisory Group, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Legacy Advisory Group since 2009. Marini serves as an advisory board member for Watch This Phoenix Rise, a nonprofit focused on domestic violence and mental illness, and is also a board member of Legacy Educational Institute, an educational nonprofit. Legacy Advisory Group provides investment management, financial planning, and consulting services to individual investors, trusts, estates, and retirement accounts. The firm offers diversified portfolio construction, discretionary and non-discretionary management, and sponsors private pooled investment vehicles alongside insurance and accounting/tax-affiliated business lines.

Don Sherwood is a financial advisor at Alcyon Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services Advisors, Inc. for over 16 years. Outside of advisory work, he owns and operates a restaurant, Sam’s Wedge Inn, in Austintown, Ohio. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and select professional athletes. The firm offers customized portfolios using a range of investment vehicles and emphasizes family governance and succession planning within a fiduciary, discretionary management framework.

Marc Presley is a financial advisor with Alcyon Wealth Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Raymond James Financial Services and is involved in several entrepreneurial ventures, including ownership of Alcyon Hospitality, which operates a restaurant called Sam's Wedge Inn, and partnership in Alcyon Realty, a real estate investment firm. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth clients, including professional athletes, offering customized portfolios that combine mutual funds, ETFs, individual securities, and alternative investments within a long-term investment framework.

Nicholas Farrell is a financial advisor with SimplyRIA Advisor Network, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Farrell Financial Planning LLC, Boundless Financial Solutions, and J.W. Cole Advisors, Inc., all within the same year. Outside of his financial advisory work, he has held positions in various public school systems. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm employs a team-based approach with a mix of active and passive management strategies, offering discretionary and non-discretionary services through multiple platforms and sub‑advisers.

Lindsay Wolf is a financial advisor at Asendo Wealth Advisory with 23 years of industry experience. She holds a Series 65 designation and has worked at firms including Ameriprise, Mid Atlantic Financial Management, and NewEdge Advisors. Outside of her advisory role, she owns INTEGRITAS CAPITAL WEALTH CONSULTING, a transition consulting S corporation. Asendo Wealth Advisory serves individuals, profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, investment, and wealth management services. The firm employs an institutional modeling system focused on ETF-centric portfolios and incorporates alternative strategies such as options and third-party managers when suitable, alongside in-house tax preparation and retirement plan consulting.

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trustmont Advisory Group since 2021. In addition to his advisory role, Barzak has operated Barzak Insurance & Consulting since 2013 and serves as an official for OHSAA, NCAA, and USA softball and basketball games. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, focusing on a long-term investment outlook supported by public research and adviser judgment.

Ryan Tiesi is a CFA® charterholder with six years of industry experience. He has worked at JFS Wealth Advisors, LLC since 2019 and previously spent nine years at Ernst and Young. Outside of his advisory role, he serves on the advisory board of Tecum Capital Partners, a multi-strategy investment firm. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm develops client-specific Financial Goal Plans and uses an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios through mutual funds, ETFs, and private investment options.

Tiffany Danso is a CFP® professional with four years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC. She has been with JFS Wealth Advisors since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan for each client, employs Modern Portfolio Theory in setting allocations, and provides access to private investment funds as well as ERISA plan services.

Gregory Hovanic is a financial advisor at StoneX Advisors Inc. with 35 years of industry experience. He has been with StoneX Advisors since 2015 and is also president of G. D. Hovanic Agency Inc., an insurance and investment sales firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and offers a variety of account structures and model-based solutions.

Louis Colella is a CFP® professional with 11 years of experience, currently serving at JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser that delivers wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal governments. The firm employs a Financial Goal Plan process and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations, offering both discretionary and non-discretionary management across mutual funds, ETFs, and private investment vehicles.