Scott Haley is a CFP® professional with 13 years of experience in financial advising. He is the sole advisor at Prelude Financial, an independent firm where he has worked since 2015. Outside of his advisory role, he owns and operates Allegro Tax Solutions, LLC, a tax preparation service for individual clients. Prelude Financial serves individual and high net-worth clients by providing investment management and financial planning services, emphasizing passive investment strategies using index mutual funds and ETFs. The firm manages assets on a non-discretionary basis, offering tailored portfolios and comprehensive financial plans covering retirement, tax, estate, and business planning.

Anthony Deem is the principal of Deem Asset Management, an independent advisory firm, with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including KeyBanc Capital Markets, Longbow Securities, and Diebold Nixdorf. Outside of his advisory work, he operates a residential rental business as the president of A2 Properties, LLC. Deem Asset Management provides fee-based portfolio management and hourly asset management consulting to a diverse client base that includes individual investors, pension and profit-sharing plans, foundations, charities, corporations, and other institutional accounts. The firm employs a proprietary AI-assisted equity research system and offers an AI consulting and development service alongside traditional financial planning and real estate investment analysis.

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 at Clarion River Adventures, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 20 years. Outside of his advisory role, he serves on multiple nonprofit boards and committees, including a finance committee at Crossroads United Methodist Church and fundraising for The Aultman Foundation. Clarion River Adventures, LLC is a single-advisor independent firm managing $13 million in client assets, focusing on high-net-worth individuals, trusts, and estates. The firm offers investment management along with comprehensive financial planning services, employing fundamental analysis and Modern Portfolio Theory in portfolio construction.

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.

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 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.

Elizabeth Scheiderer is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Signal Tree Financial Partners LLC and previously worked at Sequoia Financial Group, L.L.C., Nca Financial Planners, and Royal Alliance Associates. Signal Tree Financial Partners is a registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm focuses on discretionary investment management and financial planning, employing a long-term strategic asset allocation approach using low-cost mutual funds, ETFs, individual securities, and independent managers tailored to client goals and risk tolerance.

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.

Brandon Rzeszut is a financial advisor with Alpha Asset Management in Akron, Ohio. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at American Heritage Securities, Arbor Group Advisors, and the University of Akron, as well as operating a juice and smoothie bar. Alpha Asset Management is an independent, fee-based registered investment adviser serving primarily individual clients and a limited number of institutions. The firm focuses on discretionary portfolio management of large-cap equities, investment-grade bonds, and investment-company securities, using a combination of top-down secular-cycle analysis and bottom-up security selection.

Amanda Blankenship is a CFP® professional with nine years of experience in financial advising. She has been with Signal Tree Financial Partners LLC since 2026 and previously worked for ten years at Sequoia Financial Group, L.L.C. She holds a Series 65 registration. Signal Tree Financial Partners serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary portfolio management and financial planning. The firm utilizes diversified, low-cost mutual funds and ETFs, individual stocks and bonds, and may employ independent managers, with an investment approach focused on fundamental analysis and long-term asset allocation tailored to client goals.