Robert Ross is a financial professional with 21 years of industry experience currently serving at The Retirement Guys Formula. He holds a Series 63 designation and has held roles at several firms, including Ameritas Advisory Services, LLC, Voya Financial Advisors, and Creative Financial Partners. Ross is a board member of the Perrysburgh High School Athletic Booster in Perrysburgh, OH. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm manages approximately $276.9 million on a discretionary basis for over 1,150 clients, using a bucketed investment approach called the Independent Income System that allocates assets across income and growth categories.

Mark Doore II is a financial advisor at SJS Investment Services with a Series 65 designation and one year of industry experience. Prior to joining SJS Investment Services, he worked in various roles including at Benchmark Restaurant Group and the University of Toledo. SJS Investment Services works with individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process is overseen by an internal committee that constructs diversified portfolios and incorporates private equity and fixed-income allocations for qualified investors, with a noted focus on public funds and detailed performance reporting.

Andrew Nutter is a Series 65 licensed financial advisor at Evergreen Wealth Management, LLC with 10 years of industry experience. He has been with Evergreen since 2016. Outside of his advisory role, he is the managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management provides discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions tailored to each client's risk tolerance and objectives.

David Munn is a CFP® certificant with 16 years of industry experience, currently serving at Munn Wealth Management, LLC, where he has worked since 2012. His prior experience includes positions at Coastal Equities, Inc. and Purshe Kaplan Sterling Investments. Outside of financial advising, he is treasurer and chair of the finance committee at Westgate Chapel Church in Toledo, OH. Munn Wealth Management advises individual and institutional clients, including high-net-worth individuals and various types of trusts and business entities. The firm provides asset management and financial planning services, utilizing discretionary management based on investor profiles and a range of proprietary and third-party investment strategies.

Tyler Bennett is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Northwestern Mutual, and GMK Legacy Holdings LLC, where he also serves as an insurance agent. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and multiple custody options.

Laura Walker is a financial advisor at Munn Wealth Management, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Munn Wealth Management since 2010. In addition to her advisory role, she is an attorney and also operates The Mill House Bed & Breakfast in Grand Rapids, Ohio. Munn Wealth Management serves individual and institutional clients, providing asset management and financial planning with access to affiliated tax, legal, and estate-planning services. The firm employs a range of proprietary and third-party strategies to manage assets primarily on a discretionary basis based on client risk profiles.

Stephen Hanley is a financial advisor with Evergreen Wealth Management, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 11 years at Evergreen Wealth Management. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis along with modern portfolio theory to develop long-term, diversified investment strategies tailored to clients’ risk tolerance and time horizons.

Daniel Garvin is a financial advisor with Munn Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Impact Partnership Wealth, WORLD EQUITY GROUP, Health Trust Financial, Triumph Wealth Advisors, TCM Securities, and APEX Wealth Management, where he has been involved since 1984. Outside of advisory work, he owns a tax preparation service, NextGen Tax Service, and serves as a notary. Munn Wealth Management advises individual and institutional clients, providing asset management and financial planning services supplemented by affiliated tax preparation and access to legal and estate-planning advice. The firm typically manages assets on a discretionary basis, employing a range of proprietary, quantitative, and third-party strategies, and maintains multiple affiliated businesses and investment vehicles.

James Ferguson is a financial advisor at Creekmur Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, TD Ameritrade, Scottrade, and E*Trade. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

Daniel Acheson is a CFP® with seven years of industry experience, currently serving at Munn Wealth Management, LLC. His prior work includes roles at Munn Tax Services, Bank of New Hampshire, and the Colorado Springs Sky Sox Baseball Club. He is involved in tax preparation through Munn Tax Services. Munn Wealth Management provides portfolio management, financial planning, and tax preparation services to a diverse client base including individuals, trusts, foundations, and business entities. The firm uses model-driven investment approaches tailored to client risk profiles and offers ancillary services such as in-house tax preparation and legal support.

Kevin Fifer is a financial advisor at Capital City Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital City Securities, LLC since 2008 and Regis Asset Management, LLC from 2006 to 2018. Outside of his advisory role, he is a self-employed health insurance agent providing coverage to individuals and businesses. Capital City Asset Management Group, LLC offers discretionary investment management and financial planning services to a range of clients including individuals, retirement plans, trusts, and corporations. The firm manages approximately $43.3 million in discretionary assets using customized portfolios and a variety of investment strategies.

Michael Wood is a financial advisor at Munn Wealth Management, LLC, with 25 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Coastal Equities, Inc., Camelot Advisors, LLC, Next Financial, and Wood and Associates. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides asset management and financial planning supported by affiliated tax preparation and legal and estate-planning services, managing assets primarily on a discretionary basis through a range of proprietary and third-party investment strategies.

Robert Holler is a financial advisor at D.B. Root & Company, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 20 years at Chapel Street Advisors LLC before joining D.B. Root & Company in 2024. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $829.8 million in discretionary assets and $9.73 billion in assets under advisement, serving around 747 client relationships through a multi-advisor team.

Mahamed Moubarak is a CFP® professional with five years of experience at Munn Wealth Management, LLC and additional experience at Quicken Loans, LLC and WorldBridge Partners, LLC. He holds health and life insurance licenses in Michigan, Ohio, and Illinois. Moubarak also worked in retail at Dave's Running Shop for six years. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm provides asset management and financial planning with a focus on discretionary management using investor profiles and risk-tolerance assessments, incorporating proprietary and quantitative strategies alongside third-party managers and alternative investment techniques.

Timothy Waller is a financial advisor at MDRN Capital with six years of industry experience. He previously worked at PNC Wealth Management, Kovack Advisors, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he operated personal training and gardening businesses. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model, focusing on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs.

Terrel Eisert is a financial advisor with The Retirement Guys Formula, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Peak Brokerage Services, Blackridge Asset Management, Sterne Agee, and independent insurance agency work spanning over two decades. Outside of finance, he is involved in art sales through Andrea Eisert Abstract Art. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses its proprietary Independent Income System, blending multiple asset-allocation strategies and risk management tools, and manages approximately $300 million in discretionary assets across a team of ten advisors.

Chaz Price is a CFP® professional with 21 years of industry experience, currently serving as an advisor at The Retirement Guys Formula. His prior roles include positions at Peak Brokerage Services, Raymond James Financial Services, and Medicare Advantage Plans. Outside of advising, he owns Customer Retirement Planners, LLC, where he consults on marketing strategies and business succession planning for other financial advisors. The Retirement Guys Formula provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporate clients. The firm utilizes a proprietary allocation system and offers discretionary portfolio management, consulting, and sub-advisory services through a team of ten advisors.

Brady Fineske is a CFP® professional with 20 years of experience in the financial services industry. He has been with TFO Wealth Partners since 2011 and previously worked at One To One, LLC. Outside of advisory work, he is an author and contributing writer, having published the book *All You Have To Do Is Last*. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of financial planning and family office services.

Hannah Kirk is an Investment Advisor Representative at McAdam LLC with two years of industry experience. She holds a Series 66 designation and has worked previously at Thrivent Financial and Financial Express. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative and specialized investment strategies.

Jeffrey Barefoot is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 designation and over 42 years of industry experience. He has served as President and CEO of Ressourcement, Inc. since 2012 and has been affiliated with M HOLDINGS SECURITIES, Inc. since 2004. In addition to his advisory roles, he is a board member of the Foundation for Life of Northwest Ohio and holds a law license with occasional volunteer pro bono work. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory.