Cory Sweitzer is an advisor at Cookson Peirce Wealth Management with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Cookson Peirce, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Ferriot Inc. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors. The firm employs a quantitative, rules-based approach to equity selection and a laddered bond strategy for fixed income, and is notable for its roles as sub-advisor to the Catalyst Dynamic Alpha Fund and as portfolio manager in multiple wrap fee programs.

Johnathan Roberts is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at True Wealth Design, LLC, having previously been with Auxin Group Wealth Management, Edward Jones, and Sikich LLP. True Wealth Design provides wealth management, financial planning, and retirement plan consulting to individuals, families, businesses, trusts, estates, and nonprofit organizations. The firm integrates investment advisory services with tax and accounting through a subsidiary and offers insurance products, using an asset-allocation approach guided by modern portfolio theory and tax-aware strategies.

David Massare Jr. is a CFP® with 22 years of experience in the financial services industry. He is currently a financial advisor at Signal Tree Financial Partners LLC, where he has worked since 2023. His prior experience includes 18 years at Sequoia Financial Group, LLC and two years at Ameriprise. Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, as well as trusts and estates. The firm employs a long-term, fundamental analysis approach to develop individualized asset allocation strategies and utilizes low-cost mutual funds, ETFs, individual securities, and independent managers.

Ian Grove is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Hazard & Siegel Inc. and Cambridge Investment Research Advisors. Outside of advising, Grove is involved with JDV Consulting LLC, providing estate and fixed planning services, and serves as a member of Lifetime Advisors LLC’s board. Bull Harbor Capital LLC manages approximately $354.8 million for a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios with a mix of mutual funds, ETFs, equities, and fixed-income securities, while leveraging third-party advisory relationships and co-advisory programs.

Carl Camillo is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is a senior partner and part owner at Financial Management Strategies, Inc., where he has worked since 2000. Camillo's prior experience includes roles at Cetera Wealth Services, Plancorp, Inc., and Vantage Financial Group. He serves as immediate past president of the Northeast Ohio Association of Financial Professionals and works as an expert witness in securities arbitration cases. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a range of analytical methods and strategies to manage portfolios aligned with clients' investment policy statements and also offers retirement plan advisory, consulting services, and participant education workshops.

Andrew Black is a financial advisor with Scofield & Company, LLC based in Fairlawn, Ohio. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at Ameriprise, Cambridge Investment Research, and Merrill. Scofield & Company serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services focused on retirement, education funding, and employee benefits. The firm uses proprietary quantitative models to manage portfolios consisting of stocks, ETFs, and mutual funds, combining model-driven strategies with adviser judgment.

John Stauffer is a financial advisor with Financial Management Strategies, Inc. He holds a Series 63 designation and has 16 years of industry experience. His prior roles include positions at Cetera, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory work, he serves as a sales consultant for an electrical manufacturing firm. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of analytical methods and investment strategies tailored to client objectives.

Cassidy Kohmann is a financial advisor at Kohmann Bosshard Financial Services, LLC with a Series 65 credential and two years of industry experience. Prior to joining Kohmann Bosshard Financial Services in 2024, Cassidy worked at Ernst & Young from 2022 to 2024. Kohmann Bosshard Financial Services provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients through a team of four advisors, focusing on individualized, long-term investment strategies using broadly diversified portfolios and low-cost funds.

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.

Derek Crawford is a financial advisor at Scofield & Company, LLC with three years of industry experience. He holds a Series 65 designation and has a background that includes work at Risk International since 2021 and ownership of Crawford Insurance Agency since 2009. Scofield & Company serves individual and high-net-worth clients by providing discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage portfolios tailored to clients’ financial situations, combining strategic rebalancing and tactical trading approaches.

Sara Gibbs is a financial advisor with EGI Financial, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at EGI Financial since 2019 and previously spent 13 years with Prospera Financial. Sara serves as a trustee for the Kurger Trust. EGI Financial, Inc. is a state-registered investment adviser that provides money management, retirement plan advisory services, and financial planning to individuals, high-net-worth clients, businesses, trusts, estates, and charitable organizations. The firm employs a Money Management Philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk management.

Scott Spears is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has been with Symphony Financial Services since 2009 and has also worked with Linsco Private Ledger since 2007. 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 using a range of investment instruments and strategies tailored to each client’s objectives and risk tolerance.

James Grable is a financial advisor at Signal Tree Financial Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and KeyBank. Signal Tree Financial Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, and estates, utilizing diversified portfolios with a long-term orientation.

Michael Laufman Jr. is a financial advisor with Symphony Financial Services, Inc. based in Akron, OH. He holds the Series 65 and Series 63 designations and has three years of industry experience. Prior to joining Symphony, he worked at LPL Financial LLC and Northwestern Mutual in various roles. Symphony Financial Services serves individual clients—including high-net-worth and non-HNW households—as well as trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, using multiple analysis methods and incorporating strategies such as derivatives and margin within its portfolios.

Daniel Lane is a CFP® professional with 24 years of industry experience. He is a part owner at Financial Management Strategies, Inc. and holds credentials including Series 66. Lane has worked at Cetera and manages Lane Legacy Advisors, LLC, a business he operates alongside his advisory roles. Financial Management Strategies, Inc. provides advisory services to individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a range of analytical methods and maintaining multiple office locations.

Brian Vincelette is a financial advisor with EGI Financial, Inc. in Akron, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at EGI Financial since 2014 and has concurrent roles at American Heritage Securities Inc, Bank of America, NA, and Merrill Lynch dating back to 2008. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning, employing a Money Management Philosophy that combines fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on long-term holdings.

Jeff Rovnak is a CFP® with 24 years of industry experience. He is currently with Signal Tree Financial Partners LLC, where he has worked since 2021. His prior experience includes roles at Sequoia Financial Group, Wells Fargo Clearing, and Morgan Stanley. Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, and estates. The firm focuses on constructing diversified portfolios with a long-term orientation using low-cost mutual funds, ETFs, individual securities, and independent managers.

David Sleeter is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently serves at Ruggaard & Associates and has prior experience with LPL Financial and Cetera Advisor Networks. Outside of his advisory role, he is involved in agricultural operations as secretary and director of family farm corporations in Nebraska and Illinois. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach combining fundamental, technical, quantitative, and qualitative analysis, offering a range of strategies tailored to client objectives and risk tolerances, with ongoing account monitoring and quarterly reviews.

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.

Timothy Clepper is a financial advisor at Ellsworth Advisors, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Robert Baird & Co., and Cortland Private Wealth Management. Outside of his advisory role, he serves as President of Kaulig Companies Ltd., a family office, and is a board member of both the Rock & Roll Hall of Fame and Akron Children's Hospital. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a diversified investment approach tailored through individual Investment Policy Statements and offers both discretionary and non-discretionary portfolio management, including access to private funds and alternative investments.