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Scott L

Series 63

Canton, OH

Affinity Wealth LLC

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.

General retirement planning Retirement income strategy Medicare planning Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Approaching retirement
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Joshua S

CFP®, Series 63, Series 66

Uniontown, OH

SOBITZ Financial Group, LLC

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.

Wealth management Tax-loss harvesting ESG / Sustainable investing
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Brandon C

Series 66

Canton, OH

Affinity Wealth LLC

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.

General retirement planning Retirement income strategy Medicare planning Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Approaching retirement
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Steven W

Series 66

Canton, OH

Williamson Wealth 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.

Options & derivatives strategies Active portfolio management
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Michael S

CFP®, Series 63

Uniontown, OH

SOBITZ Financial Group, LLC

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.

Wealth management Tax-loss harvesting ESG / Sustainable investing
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Kulanan M

Series 66

North Canton, OH

Greenport Financial Advisers Inc.

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Wayne S

CFP®, Series 66

Akron, OH

Presper Financial Architects, LLC

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.

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management Real estate investing
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Douglas G

Series 65

North Canton, OH

Greenport Financial Advisers Inc.

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Morgan H

Series 65

Canton, OH

T.T.G. Financial, Inc.

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.

General retirement planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k)
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Glen S

Series 63, Series 66

Canton, OH

Strong Investment Management, LLC

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.

Mid-Career Professionals
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Michael G

Series 65

Canton, OH

George Financial Services

Michael George is a financial advisor at George Financial Services in Canton, OH, holding a Series 65 designation with four years of industry experience. Prior to joining George Financial Services, he spent time at Parkland Securities and Access Financial Group. Outside of finance, he operates Headtrauma Entertainment, a DJ service, and owns a plant sales business called Growing for Good LTD. George Financial Services provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, as well as pension and employee benefit plans. The firm employs a core-satellite investment approach incorporating mutual funds, ETFs, fixed income, equities, commodities, options strategies, and digital asset consulting.

Options & derivatives strategies Passive / index investing
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Thomas P

Series 63, Series 66

Akron, OH

Presper Financial Architects, LLC

Thomas Presper is a financial advisor with Presper Financial Architects, LLC in Akron, OH, holding Series 63 and Series 66 licenses and having 36 years of industry experience. He previously worked at Cetera Advisors LLC and The Millennial Group. He serves as a board member of the Nu Rho Psi Endowment and teaches retirement seminars through Passport to Retirement Seminars. Presper Financial Architects, LLC provides personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm utilizes proprietary portfolio models and a combination of active and passive strategies, emphasizing transition planning and multigenerational engagement.

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management Real estate investing
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Thomas H

Series 63, Series 65

Canton, OH

Harvest Advisors, LLC

Thomas Houston is a financial advisor with Harvest Advisors, LLC in Canton, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and work with rideshare companies Uber and Lyft. He is also associated with church-related organizations, including the Church of the Covenant and John Knox Presbyterian Church. Harvest Advisors, LLC provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, with a focus on clergy and church-related clients. The firm integrates fundamental and technical analysis into client-specific portfolio strategies and offers related tax and administrative services tailored to its niche clientele.

Wealth management General retirement planning General tax planning
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Gerald D

Series 65

Canton, OH

Buttonwood Advisors, LLC

Gerald Dombrowski is a financial advisor at Buttonwood Advisors, LLC with 16 years of industry experience. He holds the Series 65 designation and previously worked at TimkenSteel Corporation for nine years. Buttonwood Advisors, LLC provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-high-net-worth individual investors and smaller institutional relationships, employing a range of investment strategies and analytical methods tailored to clients’ goals and risk tolerance.

Options & derivatives strategies Concentrated stock management
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Charlene D

Series 65

Canton, OH

Buttonwood Advisors, LLC

Charlene Dombrowski is a financial advisor at Buttonwood Advisors, LLC in Canton, Ohio, holding a Series 65 designation with 14 years of industry experience. She has been with Buttonwood Advisors since 2010. Buttonwood Advisors provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-high-net-worth individual investors and smaller institutional clients, using a range of investment strategies that include equities, ETFs, mutual funds, fixed income, and more complex instruments such as structured notes and cryptocurrency exposures.

Options & derivatives strategies Concentrated stock management
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Denver M

Series 63, Series 66

Canton, OH

Williamson Wealth Management

Denver Mccallister is a financial advisor with Williamson Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at CETERA Financial Specialists LLC, National Planning Corporation, OSAIC Services, Inc., and Sunamerica Securities, Inc. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts with a team of three advisors. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis and offers services including discretionary and non‑discretionary portfolio management, retirement-plan advisory, and investment planning.

Options & derivatives strategies Active portfolio management
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Trevor L

ChFC®, Series 63

Canton, OH

Lyke Financial

Trevor Lyke is a ChFC® credentialed financial advisor with 29 years of industry experience. He is the principal of Lyke Financial and has held roles at Purshe Kaplan Sterling Investments since 2014. In addition to his advisory work, Lyke is a practicing attorney with a focus on estate planning and related legal services. Lyke Financial provides discretionary asset management to individuals, corporations, and business entities, including serving as a limited-scope ERISA 3(21) advisor for qualified retirement plans. The firm employs an investment approach based on Modern Portfolio Theory and Efficient Market principles, emphasizing diversified, risk-based asset allocation primarily through mutual funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Founder/Business Owner
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Michael B

Series 65

Canton, OH

Harvest Advisors, LLC

Michael Beels is a financial advisor with Harvest Advisors, LLC in Canton, Ohio. He holds a Series 65 designation and has nine years of industry experience. He has been with Clifford & Associates since 2016. Harvest Advisors provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, frequently serving clergy and church-related clients. The firm integrates fundamental and technical analysis in managing mostly fixed income, equity, or balanced portfolios and offers related tax and administrative services tailored to its niche clientele.

Wealth management General retirement planning General tax planning
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Margaret F

Series 65

Canton, OH

Williamson Wealth Management

Margaret Frease is a financial advisor with Williamson Wealth Management in Canton, OH, holding a Series 65 designation and 15 years of industry experience. She has worked at Blackstone Wealth Management Inc. since 2018 and previously at Legacy Investment Group, LLC from 2012 to 2018. She has also been self-employed since 1998. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, 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, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, and investment planning services.

Options & derivatives strategies Active portfolio management
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James E

CFP®, Series 63, Series 65

Canton, OH

T.T.G. Financial, Inc.

James Evans is a CFP® professional affiliated with T.T.G. Financial, Inc. in Canton, OH, with 21 years of industry experience. He has been with T.T.G. Financial since 2006 and previously worked at Guardian Life for one year. T.T.G. Financial provides investment management and comprehensive financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets on a discretionary basis using an investment policy statement and client risk profiles to tailor portfolio allocations, combining fundamental and technical analysis without reliance on ESG criteria.

General retirement planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k)
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