Adam Schaffer is a financial advisor with A Schaffer Advisor Services in Norwalk, Ohio, holding a Series 65 designation and eight years of industry experience. He previously worked for Buckingham Capital Management, Inc. for 11 years before founding his current firm in 2021. A Schaffer Advisor Services provides discretionary portfolio management and advice-only engagements to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term, passive investment approach focused on strategic asset allocation using market-tracking ETFs, with customized investment policies and periodic portfolio reviews.

Shawn Armstrong is the sole advisor at Structured Investment Advisors, LLC in Sandusky, OH, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Outside of his advisory role, Armstrong is a partner and lessor involved in building upkeep and related management duties. Structured Investment Advisors, LLC manages approximately $90.8 million across more than 300 client relationships, offering discretionary portfolio management, model-portfolio and asset-allocation services, as well as portfolio and pension consulting. The firm serves individuals, trusts, charitable organizations, corporations, and pension/profit-sharing plans using a structured investment process that includes fundamental analysis, model portfolios, and documented investment policies.

Joseph Hoffman is the sole advisor at Hoffman Investment Services, LLC in Marblehead, Ohio, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked at Hoffman Investment Services since 2013 and previously at Purshe Kaplan Sterling Investments. Hoffman Investment Services provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, corporate clients, and employer retirement plans. The firm uses technical analysis to guide investment decisions and offers model portfolios while managing accounts on a discretionary basis aligned with client objectives.

Gregory Bricker is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. He is the principal of Bricker Financial and has previously worked at DiNuzzo Index Advisors, Inc. Outside of financial advising, he owns an accounting and tax preparation firm, Sunny Weather, LLC, and serves as the mayor of East Liverpool, Ohio. He is also president of a local food service business. Bricker Financial provides advisory and planning services primarily to institutional and pooled clients, including pension and profit-sharing plans, businesses, trusts, estates, and charitable organizations. The firm utilizes a long-term asset allocation approach with the Orion Portfolio Solutions platform to manage portfolios through selected third-party managers or direct management with limited discretion, and it also offers financial planning support and educational seminars.

James Ruthsatz is the principal of James Ruthsatz Pinnacle Advisors LLC and holds a Series 63 designation with 20 years of industry experience. He is also actively involved full time as a CPA with James L. Ruthsatz, Inc., a separate certified public accounting firm he has operated since 1990. He has led his advisory firm since 2004. James Ruthsatz Pinnacle Advisors provides advisory services primarily to retirement plan sponsors, trustees, and high-net-worth clients through co-advisory wealth and trust programs. The firm focuses on manager selection, monitoring, performance reporting, and coordination with other professional advisors, leveraging its formal affiliation with an accounting practice to offer integrated tax, bookkeeping, and trustee administration services alongside investment management.

Andrew Brewer is a Series 65-licensed advisor with Great Lakes Benefits and Wealth Management in Sandusky, Ohio, bringing three years of industry experience. He previously worked at Northwestern Mutual and has held roles outside of finance, including at Pepperidge Farms and Kalahari Resorts. Brewer is also a licensed agent for Sentinel Security Life and Delaware Life, receiving commissions on annuities, and has worked part-time as a bartender. Great Lakes Benefits and Wealth Management offers portfolio management and financial planning to individual and high-net-worth clients, focusing on fundamental analysis and long-term trading with client-specific asset allocation. The firm also provides educational workshops and combines advisory services with access to insurance products, including commissionable options disclosed as potential conflicts of interest.

Wayne Maslyk is a CFP® with 24 years of industry experience and has been with Great Lakes Benefits and Wealth Management since 2004. He is also a principal of Great Lakes Benefits, Inc., an employee benefits firm specializing in group health and fixed insurance products. Great Lakes Benefits and Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a long-term investment approach using fundamental analysis and offers additional services such as tax preparation and educational workshops.

William Murray is a Series 66-licensed advisor with Firelands Wealth Management, LLC in Huron, Ohio, where he has worked since 2015. He has 14 years of industry experience. Outside of his advisory role, he owns a catering business and provides legal services as a licensed attorney. Firelands Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of analytical methods and model portfolios tailored to client objectives and risk tolerance, and it integrates investment management with broader wealth-planning services.

Phillip Mc Kee is a Series 65 registered advisor at Firelands Wealth Management, LLC with one year of industry experience. His prior work includes roles at several companies across various industries, such as Edge Plastics Inc. and United Parcel Service. Firelands Wealth Management serves individual investors, including high net worth clients, as well as pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing tailored portfolios and model-based strategies with a range of analytic techniques and both long- and short-term trading approaches.

Jeremy Pifer is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Firelands Wealth Management, LLC since 2019. He previously worked at On Investment Management CO, THE O.N. Equity Sales Company, and Ohio National Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in selling life insurance. Firelands Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm combines analytical investment approaches with broader wealth-planning considerations and utilizes AI tools to support its services.

Brandon Schaefer is a financial advisor at W.A. Smith Financial Group in Sandusky, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Thrivent Financial and multiple mortgage companies. W.A. Smith Financial Group provides portfolio management, financial planning, tax-planning services, and retirement-plan oversight to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a top-down investment approach using fundamental, technical, and cyclical analysis, combining active and passive strategies tailored to client objectives.

William Lauer is a financial advisor at W.A. Smith Financial Group with 10 years of industry experience. He holds the Series 65 designation and has worked at Great Lakes Retirement, Inc. since 2016 and W.A. Smith Financial Group since 2013. W.A. Smith Financial Group provides portfolio management, financial planning, tax-planning services, and qualified retirement-plan oversight to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a top-down macroeconomic and regulatory framework combined with active and passive strategies to tailor investment portfolios according to client objectives.

Andrew Toccaceli is a financial advisor at W.A. Smith Financial Group with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Lakes Retirement, Inc. since 2013, concurrently with his tenure at W.A. Smith Financial Group beginning in 2010. W.A. Smith Financial Group advises individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a macro-driven, top-down investment approach overseen by an investment committee and offers a range of services including portfolio management, financial planning, tax planning, and qualified retirement plan oversight.

Logan Bolin is a financial advisor at W.A. Smith Financial Group with Series 66 credentials and one year of industry experience. His prior roles include positions at Fidelity Investments, Rea & Associates, Inc., and Northwestern Mutual. He also has experience working at Ashland University. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach combines a top-down macroeconomic framework with active and passive strategies, focusing on long-term management while maintaining flexibility for shorter-term adjustments.

William Smith is a financial advisor with W.A. Smith Financial Group in Sandusky, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with W.A. Smith Financial since 2011 and is also associated with Great Lakes Retirement, Inc. Outside of advisory work, he owns and operates several non-investment-related businesses, including an employee benefits firm, a marketing company, and a consulting business serving financial firms and individuals. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and qualified retirement plan oversight. The firm employs a macro-driven, committee-based investment process using both active and passive strategies and incorporates third-party managers and alternative vehicles for suitable clients.

Jacob Kinsley is a financial advisor with W.A. Smith Financial Group in Sandusky, Ohio, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at PNC Investments, Edward Jones, The Huntington Investment Company, LPL Financial, and FirstMerit Bank. W.A. Smith Financial Group advises individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and qualified retirement plan oversight. The firm employs a top-down, macro-driven investment process with both active and passive strategies, utilizing sub-advisors and customized model portfolios.

Karen Morris is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her prior roles include positions at PNC Investments and Wunderlich Securities, Inc. Outside of her advisory work, she serves as Treasurer for the Campbell Christian Community Center and the Polar Bear Swim Club and is involved with tax accounting businesses she owns or will own. B. Riley Wealth Advisors provides investment advice and portfolio management services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple programs, including advisor-managed portfolios and third-party managed strategies, and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Stephanie Fratoe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Kestra in 2021. Outside of her advisory role, she serves as treasurer for the 4 Seasons Estates Homeowners Association. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment products and specialized services, overseeing advisor recommendations within an approved product menu.

Brent Blaus is a financial advisor with WesBanco Securities, Inc. in Bellevue, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Premier Bank, LPL Financial, Cetera Investment Services, Ameriprise Financial Services, and Investment Professionals Inc. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing various analytical methods and investment strategies, including tax-aware and ESG options.

Tyler Cammalleri is a Series 66 licensed advisor at Signature Equity Partners, LLC with 11 years of industry experience. His prior experience includes roles at OSAIC and SII / Signature Financial Group. Outside of advisory work, he owns and manages several convenience store businesses and serves as a notary public in Ohio. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform, offering tailored portfolios that include discretionary and non-discretionary services, tax management, and socially responsible investing options.