I’m a normal guy who branched out on my own to build a client-first firm focused on real relationships and holistic planning. My goal is simple: to be your trusted partner and number one resource for every financial decision. I started my firm because I wanted to practice financial planning with intention. I wanted the time to think deeply, ask better questions, and build thoughtful, comprehensive strategies—not just manage investments. To me, holistic planning means everything works together: investments, tax strategy, retirement planning, cash flow, risk management, estate considerations, and life transitions. Your financial life isn’t segmented, so your plan shouldn’t be either. I built this firm to prioritize depth over volume. That means fewer clients, more attention, and real accessibility when something important comes up. When you call, you’re not routed through layers of bureaucracy—you’re talking directly to me. I believe you can build a successful business without sacrificing your family or your values. I structured my firm so I can serve clients exceptionally well while still living the principles I encourage others to prioritize — balance, integrity, and intentionality. If you’re looking for an advisor who will think carefully, communicate clearly, and walk alongside you through major financial decisions, I’d be honored to serve in that role.

Delford Mc Callister II is a financial advisor at 3CM Capital Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Edward Jones. Outside of advisory services, he owns and operates 3CM Insurance Group, L.L.C., providing family protective insurance products. 3CM Capital Management serves individual clients with portfolio management, financial planning, and consulting, offering tailored advice that incorporates modern portfolio theory, charting, and a range of investment strategies including derivatives and short-term trading. The firm also provides ongoing plan-management services and access to third-party advisers.

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.

Thomas Nyitray is a CFA charterholder and investment advisor with 44 years of industry experience. He is the sole proprietor of his firm, Thomas Nyitray, Sole Proprietor, and previously worked at Winfield Associates Inc for 18 years. His firm offers discretionary asset management and ongoing portfolio oversight for individual and high-net-worth clients, employing a blend of fundamental, technical, charting, and cyclical analysis to implement both long- and short-term strategies.

Ernest Poulos is the sole advisor at POULOS, Ernest, D., an independent registered investment adviser based in Akron, Ohio. He holds a Series 66 designation and has 24 years of industry experience, including 20 years with his current firm. Outside of his advisory role, he owns and manages a personal services company for tax purposes. The firm provides individualized portfolio management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. It employs both fundamental and technical analysis to develop investment strategies, offering discretionary and non-discretionary asset management with continuous supervision and periodic rebalancing.

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.

James Kotagides is a financial advisor at T.T.G. Financial, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at T.T.G. Financial since 2006. Prior to that, he was affiliated with Guardian Life Insurance Company beginning in 2003. T.T.G. Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm manages client assets on a discretionary basis using a tailored risk-based approach, combining fundamental and technical analysis, and operates as a fee-only, independent registered investment adviser.

Scott Lowe is a financial advisor at Affinity Wealth LLC in Canton, OH, holding a Series 63 designation with 16 years of industry experience. He has worked with Affinity Wealth since 2016 and previously was with Integrated Wealth Management, Inc. He is also involved in insurance sales through The Affinity Group. Affinity Wealth LLC provides investment advisory and wealth management services to individuals, retirees, high-net-worth households, business owners, and plan sponsors. The firm emphasizes a planning-first approach, using platforms like eMoney to integrate comprehensive financial planning with long-term, tax-aware investment strategies.

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.

Brandon Clemens is a financial advisor at Affinity Wealth LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, RFG Advisory (dba Afia Wealth Management), and PNC Financial Services Group. Outside of his advisory role, he is the managing member of RCM Capital Ventures LLC, where he assists in locating, wholesaling, and rehabbing investment real estate. Affinity Wealth LLC provides investment advisory and wealth management services to individuals, pre-retirees/retirees, high-net-worth households, business owners, and plan sponsors. The firm emphasizes a planning-first investment approach, using the eMoney platform to integrate comprehensive financial planning with asset allocation and ongoing management.

Steven Williamson is a financial advisor with Williamson Wealth Management in Canton, Ohio, holding a Series 66 license and 18 years of industry experience. He has been with Blackstone Wealth Management since 2017 and has involvement with Legacy Investment Group since 2009. Outside of advisory work, he operates as an independent insurance agent focusing on life insurance and fixed products. Williamson Wealth Management serves individual, corporate, and charitable clients, managing approximately $46 million across 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis, including options strategies for hedging and income generation, and provides ERISA-focused retirement plan advisory services.

Stephen Hecker Jr. is a financial advisor with BCD Advisors based in Akron, OH, holding a Series 66 designation and bringing 21 years of industry experience. He has previously worked with Sterne Agee Financial Services and related affiliates, and he is the President and Owner of Armor Financial Management, LLC, where he operates as an independent insurance agent specializing in life, disability, and long-term care insurance. Outside of financial services, he is involved in marketing for a health and beauty product company. BCD Advisors provides portfolio management, financial planning, and access to third-party money managers for individuals, pension and profit-sharing plans, and business entities. The firm employs asset allocation, fundamental analysis, and Modern Portfolio Theory in its investment approach, offering both discretionary and advisory arrangements.

Michael Sobitz is a CFP® professional with 35 years of industry experience. He is the principal of Sobitz Financial Group, LLC, and has held prior roles at Lincoln Investment, Capital Analysts, Incorporated, and Sobitz & Co., Inc. He is also a self-employed CPA offering individual tax return preparation services. 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, with account reviews at least quarterly to tailor investment programs according to client goals and restrictions.

Kulanan Monroe is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 13 years of industry experience. He holds the Series 66 designation and has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small business clients. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, using customized investment policy statements and a range of investment vehicles such as mutual funds, ETFs, fixed income, private money managers, and alternative investments.

Wayne Salsbury is a CFP® professional with 12 years of industry experience, currently serving at Presper Financial Architects, LLC. His prior roles include positions at Cedar Brook Group and Cadaret, Grant & Co., Inc. He holds an insurance license and is involved in insurance sales and service consistent with financial planning. Presper Financial Architects, LLC provides personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm uses a proprietary model approach combining active and passive strategies and offers a wrap fee program with Schwab as custodian.

Douglas Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, holding a Series 65 designation with 13 years of industry experience. He has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small businesses. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles tailored to client objectives.

Morgan Hood is a financial advisor at T.T.G. Financial, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Maize Valley Winery and as a self-employed babysitter. T.T.G. Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing investment management and comprehensive financial planning. The firm manages client assets on a discretionary basis using tailored portfolios across seven risk groups and emphasizes fundamental and technical security analysis without relying on ESG criteria.

Joshua Sonnhalter is a financial advisor at Warther Private Wealth in Akron, OH, holding a Series 66 designation with three years of industry experience. He serves as president of Warther Private Wealth and is also an investment adviser representative with Independence Capital Co., Inc. Warther Private Wealth manages approximately $371 million for around 237 clients, offering investment management, financial planning, pension consulting, and advisory services primarily to individuals and high net worth clients. The firm employs a long-term investment approach focused on equities, bonds, and low-cost ETFs, using fundamental analysis alongside occasional technical and cyclical tools.

Glen Strong is a financial advisor at Strong Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strong Investment Management since 2017. Prior to this, he was associated with Integrity Investments & Planning, LLC and Next Financial Group, Inc. Outside of his advisory role, Glen is an independent insurance agent specializing in fixed annuities, life and health, long-term care, and disability insurance. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and written investment policy statements to guide investment decisions and directs custody and trade execution through Charles Schwab Institutional.