Frank Echelmeyer is a financial advisor at Camelot Portfolios, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Atlantis Wealth Advisors, Realta Equities, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a trustee for the endowment fund at Christ the King Parish in Toledo and is on the board of trustees for Baby University, an early childhood education resource for parents. Camelot Portfolios provides discretionary and non-discretionary asset management to individuals and other advisers, offering proprietary model strategies and custom accounts. The firm manages pooled and charitable vehicles, employing model-driven investment selection across a range of strategies that include income, hedged, and options-based approaches.

Travis Wurz is a financial advisor at Wurz Financial Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Schmerge Executive Planning Services, Inc. and Prosperity Wealth Management, Inc. He recently obtained an insurance license. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities. The firm offers specialized business planning services for law firm owners and employs a blend of investment strategies documented in written Investment Policy Statements.

Gyeral Nice is a Series 65-licensed advisor with The Bottom Line Wealth Management Ltd. and has seven years of industry experience. He has worked at Retirement Income Consultants and Sunrift Capital Partners LLC, and he also serves as an insurance agent with Capaveril II & Associates. The Bottom Line Wealth Management Ltd. provides discretionary portfolio management and financial planning services primarily to individual clients, employing model-based strategies and incorporating fundamental and technical analysis, as well as third-party managers when appropriate. The firm serves mostly retail clients and maintains a material affiliation with insurance businesses through licensed agents.

Christine Krygielski is a financial advisor with Walen Financial Group, LLC in Toledo, Ohio, holding a Series 65 designation and nine years of industry experience. She has been with Walen Financial Group since 2015. Walen Financial Group serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses by providing financial coaching and securities-related advice alongside non-securities planning such as cash-flow and mortgage planning. The firm acts as a co-advisor, maintaining client relationships while a third-party adviser manages client assets using diversified, Modern Portfolio Theory-based strategies.

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 23 years of industry experience and is a principal at Camelot Portfolios, LLC. He has worked at Atlantis Wealth Advisors and has managed his own firm, Munn Wealth Management, LLC, since 1998. Outside of his advisory roles, he serves on the boards of the Toledo Christian Schools Foundation and Effective Give, and is chairman of the One Voice Foundation, a nonprofit serving the greater Toledo Christian community. Camelot Portfolios provides discretionary and non-discretionary asset management primarily to individuals and other investment advisers, utilizing proprietary model strategies and custom accounts. The firm also manages pooled and charitable investment vehicles, offering model-driven investment approaches across a range of asset classes and strategies.

David Bensch is a CFP® with 12 years of industry experience and is currently an advisor at Fourth Dimension Financial Group. He has previously worked at Securian Financial Services and has been with Fourth Dimension Financial Group since 2012. Outside of his advisory work, he assists with operations at a family-owned hair salon in Perrysburg, OH. Fourth Dimension Financial Group serves individual and high-net-worth clients as well as company 401(k) plans, providing investment supervisory services, financial planning, and wealth management support. The firm coordinates portfolio implementation through third-party money managers and offers educational seminars and workshops.

Alex Ash is a financial advisor at Ash Matson Wealth Partners, Inc. with a Series 65 credential and three years of industry experience. He has worked at Matson Money from 2007 to 2022 and simultaneously operates Walen Financial Group, LLC. Ash Matson Wealth Partners provides investment advisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on individualized asset-allocation analysis and recommends third-party investment advisers without exercising discretionary trading authority or taking custody of client assets.

Phillip Bollin is a CFP® professional with 24 years of industry experience. He is the founding advisor at Bollin Wealth Management, LLC, where he has worked since 2009, following prior roles at Mpm Wealth Advisors and UBS Financial Services. Outside of financial advisory, he is a co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management provides investment supervisory services and financial planning to 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 allocations to mutual funds and ETFs, managing accounts mostly on a non-discretionary basis without taking custody of client assets.

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.

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 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Structured Wealth Management since 2018, following eight years at Bollin Wealth Management LLC. Outside of finance, he is a consultant and instructor for International Produce Training, providing fresh produce inspection training globally. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm emphasizes tax-aware portfolio construction and retirement-income planning, using managed models and ongoing monitoring to align investment strategies with clients’ long-term goals.

Richard Kaser is a CFP® professional with 35 years of industry experience. He has been with KMG Fiduciary Partners, LLC since 2018 and previously worked at Morgan Stanley in various capacities from 2009 to 2018. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across a broad multi-office platform.

Darrin Critchet is a financial advisor with MPM Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at MPM Wealth Advisors since 2014 and previously spent eight years at OBS Financial. Outside of financial advising, Critchet is involved in the distilling industry, owning and helping operate two distilleries in Ohio. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and employee benefit plans and trusts. The firm emphasizes diversified portfolios constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and offers both discretionary and non-discretionary management with specialized model portfolios.

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, Ohio, with 21 years of industry experience. He holds a Series 63 designation and has worked at Structured Wealth Management since 2008, alongside prior roles at Liberty Partners Financial Services, LLC, and Next Financial Group Inc. Outside of his advisory role, Rogers owns and operates a tax preparation business. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm’s approach emphasizes tax-aware portfolio construction, retirement-income planning, and individualized strategies aligned with clients’ risk tolerance and long-term objectives, supported by an integrated tax-preparation capability.

Cameron Kaser is a CFP® with six years of industry experience, currently affiliated with KMG Fiduciary Partners, LLC in Toledo, OH. He has been associated with the University of Arizona since 2015. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering a range of financial planning, consulting, discretionary wealth management, and retirement plan services. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across multiple offices.