James Stuart is the sole advisor at Blue Chip Financial Advisors, Inc. in Seville, Ohio, holding a Series 63 designation with 23 years of industry experience. He has led Blue Chip Financial Advisors since 1999. Outside of his advisory role, Stuart co-owns a health club in Medina, Ohio. Blue Chip Financial Advisors serves a small group of individual clients, focusing on IRA and brokerage account management along with comprehensive financial planning. The firm’s investment strategy is based on Modern Portfolio Theory and asset allocation, emphasizing long-term holdings primarily in mutual funds, with discretionary account management.

Daniel Jones is the sole advisor at Echo Financial Advisors, LLC, based in Akron, OH, with 12 years of industry experience. He holds a Series 63 designation and has worked previously at KingsCrowd and Avaring Capital Advisors. Jones is also a freelance contributor for Seeking Alpha, writing articles on investment topics. Echo Financial Advisors, LLC provides algorithm-driven robo-advisory portfolio management to individuals and high-net-worth clients through an online platform. The firm uses client inputs to construct portfolios focused on equities, ETFs, and international securities, and features a social “echoing” function that allows users to copy other investors’ trades.

Cheryl Lyon is a financial advisor at Lyon Capital Strategies with 19 years of industry experience. She holds a Series 66 designation and has been with Lyon Capital Strategies since 1995. Outside of her advisory role, she is involved in tax preparation and accounting as a partner in Lyon & Lyon, CPAs, and as the sole proprietor of a business consulting and tax services firm. Lyon Capital Strategies provides investment advice and financial planning to individuals, employer-sponsored retirement plan participants, corporations, and trusts. The firm uses a fundamental analysis approach that incorporates macro-economic factors, valuation metrics, and tactical allocation to build tailored portfolios, managing approximately $5 million in client assets as of January 2024.

Ernest D. Poulos is the sole advisor at POULOS, Ernest, D., an independent firm based in Akron, Ohio. He holds the Series 66 designation and has 25 years of industry experience, including six years at Ameriprise before founding his current practice in 2006. He is also the owner and managing member of a personal services company established in 2016. The firm provides personalized portfolio management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. Investment decisions combine fundamental and technical analysis with customized asset allocation and ongoing supervision, including formal quarterly reviews.

Sandra Thomas is the sole advisor at S.C. Thomas & Associates, CPA, LLC in Medina, OH. She holds the PFS™ and Series 65 designations and has nine years of industry experience, complementing 38 years with her firm, which she has been with since 1988. S.C. Thomas & Associates serves individual and high-net-worth clients, as well as businesses, offering discretionary investment management, project-based financial planning, and tax preparation services. The firm integrates tax considerations into investment decisions and coordinates planning with accounting services, employing a mix of passive and active strategies guided by modern portfolio theory and ongoing asset-allocation reviews.

Amanda Sharratt is a financial advisor at Your Wealth Financial Solutions, LLC in Medina, OH, with six years of industry experience. She holds a Series 65 designation and previously worked at Whitaker-Myers Wealth Managers, Ltd. and operated Sharratt Financial Solutions, LLC. Amanda also has experience with Medina United Methodist Church. Your Wealth Financial Solutions provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes written Investment Policy Statements, applies fundamental analysis alongside modern portfolio theory and quantitative methods, and offers estate-planning coordination through third-party services.

After 17 years in financial planning working for big companies, I founded Wrought Iron Financial LLC to best serve my clients and my community. My firm is built on fiduciary excellence, respect, and honor to serve my clients in their best interest. We support hard-working men and their families. Our expertise is in the following: - Intentional, Comprehensive Financial Planning - Purpose-Driven Investment Management - Military & Federal Employees, Veterans - Fiduciary Advisor to Corporate Retirement Plans for Employees (401(k), 403(b), SIMPLE IRA, SEP IRA, Cash Balance Plans, etc.) Integrity, character and service are my life’s compass. I bring passion and energy to each of my clients and strive to discover the best way to serve each of you. I graduated Summa Cum Laude from Cleveland State University in 2005 with a BFA in Finance and earned my CFP designation in 2018. I am a lifetime member of Beta Gamma Sigma International Business Honor Society. I have been working with clients on their financial plans since 2007. My WHY is, has been, and always will be my family. I am raising four children with my wife of 22 years, and our hobbies follow their interests. Just as in my financial calling, my home life is led by service. I am an active volunteer in community theatre, an Assistant Scoutmaster for my children’s Scout Troops, and active in all their passions. In our limited free time, my wife and I love to go to the theatre, go out dancing, hiking, and wine and whisky tasting.

Brett Thomas is the sole advisor at Fractal Financial Design, LLC, an independent firm based in Litchfield, Ohio. He holds a Series 65 designation and has 12 years of industry experience. In addition to his advisory role, Thomas has worked at S.C. Thomas & Associates, CPA since 2002. Fractal Financial Design provides discretionary portfolio management and related advisory services to individuals, estates, trusts, and business entities, focusing on younger, currently employed high-net-worth clients. The firm combines investment advisory services with in-house accounting and tax preparation, employing individualized, active-trading strategies that utilize growth and income securities along with covered-call option strategies.

Daniel Garner is a financial advisor at Presper Financial Architects, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and the Millennial Group prior to joining Presper Financial Architects in 2017. Outside of his advisory role, he teaches retirement seminars through Passport to Retirement. Presper Financial Architects, LLC offers personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm utilizes proprietary portfolio models combining fundamental analysis with active and passive strategies and provides specialized program arrangements and multigenerational planning.

Angel Way is a financial advisor with Way Street Financial, LLC in Brunswick, Ohio, holding a Series 65 credential and 11 years of industry experience. Prior to founding Way Street Financial, she held roles at multiple firms including ORG Partners, Paragon Estate Planners, and Emerald Investment Partners. Outside of advising, she serves on the board of Integrated Community Solutions, a nonprofit focused on community development for people with developmental disabilities, and is Vice President of the MetroWest Toastmasters club. Way Street Financial provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm combines investment advisory services with affiliated insurance and tax-related businesses, offering a range of products and educational seminars while managing accounts under discretionary authority using modern portfolio theory and tailored client recommendations.

Amanda Crighton is a CFP® and holds a Series 66 license, with nine years of industry experience. She has worked at Rabe Investment Consulting Group since 2021 and held positions at Wells Fargo Clearing, Randstad Staffing, and Banana Republic prior to that. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a combination of active and passive portfolio management strategies, emphasizes tax-efficient asset allocation, and offers discretionary and non-discretionary management alongside advising on held-away insurance and annuity products.

Jeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.

Laura Lindahl is a financial advisor at Lindahl & Mansager Inc with 13 years of industry experience. She has been with the firm since 1992. Lindahl & Mansager provides tax planning, tax preparation, accounting services, investment management, and financial planning to individuals, trusts, estates, corporations, and businesses. The firm serves both individual and high-net-worth clients, managing roughly $214 million in assets with a small advisory team. Their investment approach emphasizes diversification, use of Morningstar risk ratings, buy-and-hold strategies, and integrates ongoing tax and accounting services alongside portfolio management.

William Manby is a CFP® and ChFC® with 24 years of industry experience. He is affiliated with Paradigm Investment Advisory LLC and has held roles at Simplicity Wealth LLC, Paradigm Holdings LLC, OnPointe Advisory and Financial Services, LLC, and Manby Financial Strategies, Inc. He is also a licensed fixed insurance agent. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to both individual and institutional clients, focusing on manager due diligence, asset allocation, and fundamental analysis while relying on third-party money managers for security selection. The firm also sponsors multiple privately offered conduit investment funds and offers retirement-plan fiduciary and administrative support.

Elizabeth Scheiderer is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Signal Tree Financial Partners LLC and previously worked at Sequoia Financial Group, L.L.C., Nca Financial Planners, and Royal Alliance Associates. Signal Tree Financial Partners is a registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm focuses on discretionary investment management and financial planning, employing a long-term strategic asset allocation approach using low-cost mutual funds, ETFs, individual securities, and independent managers tailored to client goals and risk tolerance.

Joshua Sobitz is a CFP® professional with seven years of industry experience. He is currently with SOBITZ Financial Group, LLC and previously worked at Capital Analysts and Lincoln Investment. Outside of advisory services, he serves as a director of SOBITZ Enterprises LLC, a holding company. Sobitz Financial Group, LLC provides discretionary and non-discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, offering tailored investment strategies with regular account reviews and opportunities such as rebalancing and tax-loss harvesting.

Norman Lindahl is a CFP® with 13 years of industry experience and has been with Lindahl & Mansager Inc. since 1992. He holds a Series 63 license and works out of Fairlawn, OH. Lindahl & Mansager provides tax planning, tax preparation, accounting services, investment management, and financial planning to individuals, trusts, estates, corporations, and businesses. The firm serves both individual and high-net-worth clients, managing roughly $214 million across about 281 client relationships with a small advisory team. Its investment approach emphasizes diversification and uses primarily no-load mutual funds and ETFs, integrating accounting and tax services alongside portfolio management.

William Kobyljanec is a financial advisor with Objective Capital Management, LLC, where he has worked since 2015. He holds credentials as a CPA and attorney and has 10 years of industry experience. Outside of his advisory role, he is self-employed as a CPA, attorney, and consultant. Objective Capital Management provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerance.

Mark Oelschlager is a CFA® charterholder with five years of industry experience and serves as the sole advisor at Oelschlager Investments in Akron, OH. He previously worked at Oak Associates, Ltd. for 19 years before founding his current firm in 2019. Oelschlager Investments provides discretionary investment advisory services to registered investment companies, including the Towpath Funds, and separately managed accounts for high-net-worth individuals, corporations, foundations, endowments, and public plans. The firm combines top-down market and sector analysis with bottom-up company selection, managing concentrated portfolios with low turnover across various strategies including All-Cap Core, Technology, and Fixed Income.

Brandon Rzeszut is a financial advisor with Alpha Asset Management in Akron, Ohio. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at American Heritage Securities, Arbor Group Advisors, and the University of Akron, as well as operating a juice and smoothie bar. Alpha Asset Management is an independent, fee-based registered investment adviser serving primarily individual clients and a limited number of institutions. The firm focuses on discretionary portfolio management of large-cap equities, investment-grade bonds, and investment-company securities, using a combination of top-down secular-cycle analysis and bottom-up security selection.