Grant Sims is a CFP® professional with 10 years of industry experience. He is currently with SJS Investment Services and previously worked at TFO Wealth Partners and Munn Wealth Management, LLC. He is also a licensed insurance agent engaged in life, disability, fixed annuities, accident, health, and long-term care insurance sales on a limited basis. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, providing discretionary investment management, financial planning, fiduciary services, and consulting. The firm’s investment process is guided by an internal committee that manages diversified portfolios and offers tailored solutions, including a notable public-funds practice and the use of leveraged strategies in selected accounts.

Kevin Kelly is a CFA® charterholder with 22 years of industry experience. He has worked at SJS Investment Consulting since 2000. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, generally focusing on portfolios with a minimum value of $1 million. Its services include discretionary portfolio management, financial planning, retirement plan advisory, sub-advisor oversight, and consultation, operating under a fiduciary standard with a bi-monthly Investment Committee review.

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.

Kirk Ludwig is a financial advisor with SJS Investment Services in Sylvania, OH. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Ludwig has been with SJS Investment Consulting, Inc. since 2004. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team serving individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, emphasizing diversified model portfolios, total-portfolio solutions, and the use of portfolio and cash-flow projections to guide implementation.

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.

Lee Haselschwerdt is an Investment Advisor Representative at Fairway Investment Group, LLC with one year of industry experience. He also serves as a teacher at Dundee Community Schools, a role he has held since 2002. Additionally, he is affiliated with MEA Financial Services as an insurance representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers portfolio management through LPL Financial-sponsored programs and combines fundamental, technical, and cyclical analysis to guide asset allocation and model selection.

Kathleen Cristofoli is a financial advisor at SJS Investment Services with four years of industry experience. She holds a Series 65 designation and has worked at SJS Investment Services since 2021, with prior experience at Abercrombie & Fitch from 2015 to 2021. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, offering discretionary portfolio management, financial planning, and retirement plan advisory services under a fiduciary standard.

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.

James Rippel is an advisor at Desert Rose Capital Management, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Outside of his advisory role, he owns and operates an insurance agency and is involved in telehealth distribution through a managing membership position. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers, focusing on strategies that combine exchange-traded options with income-producing, lower-volatility assets. The firm also facilitates private placements and alternative investments and manages a pooled investment vehicle primarily acquiring permanent life insurance policies and underwriting related loans.

Brandon Grimm is a financial advisor with KMG Fiduciary Partners, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Sigma Financial Corporation and Foresters Equity before joining KMG Fiduciary Partners in 2024. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors with financial planning, consulting, discretionary wealth and portfolio management, and retirement plan consulting. The firm employs a long-term financial planning approach combined with strategic asset allocation and tactical overlays, managing approximately $1.6 billion in assets across a broad multi-office platform.

Nathan Reiter is a financial advisor at Structured Wealth Management, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience with the Toledo Metropolitan Area Council of Governments and SWM Tax Inc. Outside of advisory work, he owns and operates Integrated Tax & Accounting Solutions, a tax preparation and accounting business. 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, supported by integrated tax-preparation capabilities and a governance-oriented investment process.

Bobby Adusumilli is a CFA® charterholder with four years of industry experience. He has worked at SJS Investment Services since 2019, with prior experience at Dimensional Fund Advisors from 2016 to 2019. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities by offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process involves an internal committee that constructs diversified model portfolios and includes specialized services for public funds and private investment allocations.

Scott Savage is a financial advisor at SJS Investment Services with 26 years of industry experience. He has been with SJS Investment Consulting since 1995. Scott holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an insurance agent for SJS Investment Management, LLC, an affiliated insurance agency in Ohio. SJS Investment Services manages approximately $2.5 billion with an 18-advisor team serving individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes diversified model portfolios, fiduciary standards, and total-portfolio solutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight.

David Gluckle is a financial advisor with Stirlingshire Investments, holding 12 years of industry experience. His prior work includes roles at Money Concepts Capital Corp and Nationwide Securities, LLC. Outside of his advisory work, he owns and operates the David John Gluckle Insurance Agency LLC. Stirlingshire Investments serves individuals, trusts, and other entities, providing discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a variety of investment approaches and analytical methods to customize portfolios based on client profiles, managing most accounts on a discretionary basis.

David Kaser is a CFP® professional with 43 years of experience in the financial industry. He currently serves at KMG Fiduciary Partners, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley Private Bank, National Association. KMG Fiduciary Partners provides comprehensive wealth management services for individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities. The firm combines strategic asset allocation with tactical security selection and emphasizes direct investments alongside low-cost funds to manage yield, tax consequences, and expenses.

Gary Geiger is a financial advisor with SJS Investment Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with SJS Investment Consulting, Inc. since 2008. Geiger is also a licensed insurance agent affiliated with SJS Investment Management, LLC. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, typically managing portfolios with a minimum value of $1 million. SJS provides discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight, operating under a fiduciary standard with an Investment Committee that maintains diversified model portfolios and conducts regular reviews.

Katie Floyd is a financial advisor at SJS Investment Services with four years of industry experience. She holds a Series 65 designation and has worked previously at Dana, Inc. and PwC. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion for individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes total-portfolio solutions, uses diversified model portfolios overseen by an Investment Committee, and provides customized advisory services including discretionary portfolio management and retirement plan consulting.

Aaron Mechling is a financial advisor with KMG Fiduciary Partners, LLC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated before joining KMG Fiduciary Partners in 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 employs a strategic asset-allocation approach with tactical overlays and manages approximately $1.6 billion in assets across a broad multi-office platform.

Brian Schmitz is a Series 66-licensed financial advisor with 18 years of industry experience. He is a partner at Structured Wealth Management, Inc. and has worked at Liberty Partners Financial Services, LLC since 2012 and Next Financial Group Inc from 2009 to 2011. In addition to his advisory role, Schmitz is involved in tax preparation through SWM TAX, a separate business in which he is an owner and partner. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm emphasizes individualized strategies, tax-aware portfolio construction, and retirement-income planning, supported by an integrated tax-preparation capability and a governance-oriented investment process.