Daniel Crawford is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Crawford Wealth Management, an independent firm he founded in 2024. Prior to that, he worked at F.N.B. Investment Advisors, Inc. for seven years and Huntington Bank for one year. He serves on the investment committees as a board member for Stan Hywet Hall and Gardens and The Pinebrook Foundation. Crawford Wealth Management provides discretionary portfolio management and investment advice to individual clients, including high-net-worth individuals. The firm emphasizes long-term trading and modern portfolio theory, focusing on asset allocation, selection, and risk tolerance, with a small client base and $53 million in discretionary assets as of December 2025.

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.

Robert Kilivris is a financial advisor with 34 years of industry experience. He holds Series 63 and Series 65 licenses and is currently president of Beacon Capital Distributors Inc., where he has served for 19 years. His prior work includes roles at Investments for You Inc. and Kilivris & Company, LLC. Roki Private Wealth provides portfolio management services to individual clients, focusing on asset allocation and investment policy statements aligned with income, tax considerations, risk tolerance, and time horizon. The firm employs a modern portfolio theory approach with discretionary trading authority and operates under a fiduciary standard for retirement accounts.

Cheryl Lyon is the sole advisor at Lyon Capital Strategies in Akron, OH, holding a Series 66 designation with 20 years of industry experience. She has led Lyon Capital Strategies since 1995 and is also a partner in Lyon & Lyon, CPAs, specializing in tax preparation and accounting. Lyon Capital Strategies manages approximately $7 million for around 67 clients, providing investment advisory and financial planning services to individuals, retirement plan participants, businesses, trusts, and some institutional clients. The firm’s investment process includes fundamental analysis, macroeconomic assessment, tactical allocation, and security selection, primarily employing mutual funds, ETFs, and ETNs, and operates on a primarily non-discretionary basis with semiannual reviews.

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 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.

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.

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, Ohio, with 16 years of industry experience. He holds a Series 63 designation and has worked at Affinity Wealth LLC since 2016 and The Affinity Group Ltd. since 2009. Outside of advisory work, he is involved in insurance sales through The Affinity Group. Affinity Wealth LLC provides investment advisory and wealth management services to individual clients, retirees, high-net-worth households, business owners, and plan sponsors. The firm emphasizes a planning-first investment process using model portfolios and offers integrated wealth management including financial planning, retirement-plan consulting, and business advisory services.

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 eight years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, PNC Financial Services Group, and RFG Advisory, LLC before joining Affinity Wealth. Outside of his advisory role, Clemens is the managing member of RCM Capital Ventures LLC, which focuses on real estate investment activities including wholesaling and rehabbing. Affinity Wealth LLC provides investment advisory and wealth management services to individual clients, pre-retirees/retirees, high-net-worth households, business owners, and plan sponsors. The firm emphasizes a planning-first approach using the eMoney platform to model cash flows and return needs, offering long-term, tax-aware strategies through both discretionary and non-discretionary management.

Steven Williamson is a financial advisor with Williamson Wealth Management in Canton, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked at Blackstone Wealth Management, Inc. since 2017 and previously held roles at Legacy Investment Group, LLC, Helios Investments Inc., and Cadaret, Grant & Co., Inc. In addition to his advisory work, Williamson maintains an independent insurance agency where he sells life insurance and fixed products. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across about 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach that combines fundamental and technical analysis, with daily portfolio reviews and routine options strategies, and offers ERISA-focused retirement plan services including discretionary and non-discretionary advisory capacities.

Stephen Hecker Jr. is a financial advisor with BCD Advisors in Akron, OH, holding a Series 66 designation and 22 years of industry experience. He has worked with several firms, including Sterne Agee and Armor Financial Management, where he is President and owner involved in life, disability, and long-term care insurance sales. Outside of financial services, he is also involved in marketing for a health and beauty product company. BCD Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and access to third-party money managers. The firm uses asset allocation, fundamental analysis, and Modern Portfolio Theory to tailor portfolios and regularly monitors client investments.

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.