Daniel Belden is a financial advisor at Belden Financial, LLC in Canton, OH, holding a Series 66 designation with 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before founding Belden Financial in 2017. Belden Financial is an independent firm that provides discretionary portfolio management to individuals, high-net-worth clients, and investment companies, managing approximately $22 million across about 39 accounts. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, with asset allocation spanning mutual funds, ETFs, equities, fixed income, and commodities, and incorporates options strategies aligned with client objectives.

Scott Haley is a financial advisor at Prelude Financial with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to founding Prelude Financial in 2015, he held positions at Northwestern Mutual Investment Services LLC, Storey & Associates, Scott Snow (Financial Advisors) LLC, PNC Wealth Management, and Edward Jones. Outside of his advisory work, he owns and operates Allegro Tax Solutions, LLC, providing tax preparation services to individual clients. Prelude Financial offers investment management and financial planning services to individual and high net-worth clients. The firm focuses on passive investment management with an emphasis on tax efficiency, managing accounts on a non-discretionary basis, and providing ongoing comprehensive planning and business-planning solutions.

Anthony Deem is the sole advisor at Deem Asset Management in Uniontown, Ohio, holding Series 63, 65, and 66 licenses with 16 years of industry experience. His prior roles include positions at KeyBanc Capital Markets, Longbow Securities, and Diebold Nixdorf. Outside of financial advising, he is involved in managing a real estate business through A2 Properties, LLC. Deem Asset Management is an independent advisory practice providing fee-based portfolio management and financial planning services for individual, institutional, and nonprofit clients. The firm integrates traditional securities analysis with an internally developed AI-assisted research system to guide investment decisions across a variety of asset classes, including equities, fixed income, and derivatives.

Caleb Lopez is a Series 65 licensed financial advisor with six years of industry experience. He is currently the sole advisor at Boutique Wealth Advisors LLC in Canton, OH. Prior to founding his firm, he worked at University Wealth Advisors LLC, AAN Wealth Advisors LLC, and Affinity Advisory Network. Additionally, Mr. Lopez is a licensed insurance agent and dedicates approximately 20% of his time to insurance-related activities. Boutique Wealth Advisors serves individual investors and small businesses, offering discretionary investment management, financial planning, project consulting, and educational seminars. The firm generally implements a long-term, passive investment strategy guided by fundamental analysis and provides complimentary financial planning tools for clients engaging asset-management services.

Anthony Lapinto is a financial advisor with Clarion River Adventures, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Outside of his advisory role, he serves on the boards and finance committees of local organizations, including Crossroads United Methodist Church and The Aultman Foundation. Clarion River Adventures is an independent firm serving individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm manages $13 million in discretionary assets for 29 clients, offering discretionary investment management combined with comprehensive financial planning and consulting that coordinates tax, estate, insurance, and portfolio services.

Stefan Garcia is a Certified Financial Planner™ with 25 years of industry experience. He is the principal of Lifetime Financial Advisors LLC in Wooster, Ohio, and has worked concurrently with THE O.N. Equity Sales Company and Ohio National Life Insurance since 2001. Outside of his advisory work, he serves as treasurer for a local mountain bike trail nonprofit and is involved with a real estate holding company supporting addiction and mental health services. Lifetime Financial Advisors provides personalized investment advisory and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm uses a value-oriented, non-discretionary investment approach supported by third-party research and in-house analysis, with a focus on company-sponsored plans and participant education.

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.

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.

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.

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.

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.