Gyeral Nice is a financial advisor at The Bottom Line Wealth Management Ltd. in Toledo, OH, with seven years of industry experience. He holds a Series 65 designation and has worked with several firms, including Retirement Income Consultants and Sunrift Capital Partners LLC. Outside of advisory roles, he is also active as a licensed insurance agent through Capaveril II & Associates and Retirement Income Consultants. The Bottom Line Wealth Management Ltd. provides discretionary portfolio management and financial planning services primarily for individual clients, utilizing model portfolios and third-party money managers. The firm incorporates insurance products into its financial strategies and offers educational seminars and ongoing client reviews.

Quinten Wise is a financial advisor at Beacon Associates Wealth Management, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Simplicity Wealth and Williams International Co., LLC. In addition to his advisory role, Wise educates individuals on Social Security and retirement planning through workshops with the American Financial Education Alliance. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers, providing actively managed portfolios with quarterly reviews and no minimum account size.

Darren Munn is a CFA® charterholder with 22 years of industry experience. He is affiliated with Camelot Portfolios, LLC and has held roles at Atlantis Wealth Advisors and Munn Wealth Management, LLC. Outside of his advisory work, he serves on the boards of the Toledo Christian Schools Foundation, Effective Give, and chairs the One Voice Foundation. Camelot Portfolios serves individual investors, including high-net-worth clients, as well as other investment advisers and institutional-type clients. The firm offers discretionary and non-discretionary asset management through proprietary model strategies that include fixed-income ladders, ETF and closed-end fund approaches, and option-based or hedged strategies.

David Bensch is a financial advisor with Evergreen Wealth Management, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has worked with Fourth Dimension Financial Group, LLC since 2012, supporting advisor practices through case design and office management. Outside of his advisory role, Bensch assists with operations at a family-owned hair salon in Perrysburg, Ohio. 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 alongside modern portfolio theory to pursue long-term, diversified investment strategies.

Phillip Bollin is a CFP® with 23 years of industry experience and is the principal advisor at Bollin Wealth Management, LLC, where he has worked since 2009. He is also co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management provides investment supervisory services and comprehensive financial planning for individuals, high-net-worth clients, trusts, estates, and corporate pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment strategy focused on asset-class allocations through mutual funds and ETFs, managing mostly non-discretionary accounts with continuous monitoring and formal quarterly reviews.

Abbey Ciancutti is a CFP® with five years of industry experience, currently serving as a financial advisor at Bollin Wealth Management, LLC in Perrysburg, OH. Her prior roles include positions at DeVerna & Co Financial and Ameritas Advisory Services. She has also worked in other fields, including fitness instruction at I Love Kickboxing. Bollin Wealth Management provides investment supervisory services and comprehensive financial planning for 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 allocation to mutual funds and ETFs, offering non-discretionary management with ongoing portfolio oversight and quarterly formal reviews.

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.

Jason Connell is a CFP® with 15 years of industry experience, currently serving as an advisor at Croak Capital. He previously worked at Winovich Wealth Partners, Ameritas Advisory Services, Ameritas Investment Corp, Wilcox Financial/Wilcox Sports Management, and JPMorgan Securities. Connell assists with portfolio management, financial planning, and trading. Croak Capital manages approximately $364 million for individual clients, pension plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and specialized real-estate advisory services, utilizing a multi-faceted investment process that incorporates fundamental and technical analysis alongside Modern Portfolio Theory.

Nolan Baker is a financial advisor with The Retirement Guys Formula in Maumee, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at PEAK Brokerage Services, LLC since 2015 and has been involved with Retirement Guys Formula since 2013. Outside of advising, Baker hosts educational seminar series through America's Retirement Academy. The Retirement Guys Formula team manages approximately $276.9 million in discretionary assets for over 1,150 clients, offering personalized investment management and broad-based financial planning. The firm employs a bucketed investment approach called the Independent Income System and utilizes tools such as Riskalyze to calibrate risk.

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.

James Huntington is a Series 65-licensed advisor with MPM Wealth Advisors, Inc., bringing 23 years of industry experience. He has been with MPM Wealth Advisors since 1997 and also owns and operates OBS Insurance, where he serves as an insurance agent. MPM Wealth Advisors provides investment advisory and financial planning services to individual clients, pension and employee benefit plans, trusts, and other entities. The firm’s investment approach focuses on diversified portfolios using low-expense mutual funds and ETFs, with client suitability and risk profiles guiding portfolio construction and rebalancing.

Paul Manol is a financial advisor at Structured Wealth Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bollin Wealth Management LLC since 2013. Outside of finance, he is a consultant and instructor for International Produce Training, providing fresh produce inspection training globally. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households with account minimums around $250,000. The firm combines investment management with an in-house tax practice and focuses on retirement distribution and tax-efficient planning using managed model portfolios.

Darrin Critchet is a financial advisor with MPM Wealth Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with MPM Wealth Advisors since 2014. Outside of advising, Critchet owns and operates Black Swamp Distillery and is a part owner of Ernest Searano Distillery, actively participating in their operations. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios using low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

Connor Hutchison is a financial advisor at Croak Capital with six years of industry experience. He holds a Series 65 designation and has worked at Bridgeway Financial Consulting & Tax Services, LLC since 2022. Outside of his advisory role, Hutchison is involved in tax preparation and serves as owner and CEO of operations at Bridgeway Financial Consulting & Tax Services. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm uses customized model portfolios and multiple analytical approaches, managing accounts both directly and through a wrap fee program, with affiliations to an accounting firm and insurance agency.

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.

Thomas Rogers is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 21 years of industry experience. He holds a Series 63 designation and has worked at Liberty Partners Financial Services, LLC and Next Financial Group Inc. Outside of advisory services, Rogers owns and operates a tax preparation business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households and business entities, with a focus on retirement distribution and tax-efficient planning. The firm combines an in-house tax practice with advisory services, using managed model portfolios that are monitored and periodically rebalanced.

George Damasco III is a financial advisor with MPM Wealth Advisors in Holland, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with MPM Wealth Advisors since 2008. Outside of advising, he is involved in several business ventures including ownership interests in party rental services, family-owned Marcos Pizza franchises, and agricultural holdings. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, and trusts. The firm manages approximately $1.04 billion in assets, emphasizing diversified portfolios constructed from low-expense mutual funds and ETFs, with client suitability and risk profiles guiding portfolio management.

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.