Bradley Fike is the managing member of Fike Advisors, LLC and holds a Series 66 designation, with 16 years of experience in financial advisory services. He has been with Fike Advisors since 2010 and spent ten years at Essential Financial Planning, Inc. Additionally, he owns and operates Bradley Fike Insurance Agency, which provides life and health insurance services. He serves on the board of Mission Possible A to Z, a nonprofit organization based in Wooster, OH. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management, primarily using American Funds mutual funds. The firm offers fee-based services without account minimums and relies on a combination of platform-based portfolios and third-party manager referrals.

Andrew Scogin is a financial advisor at Fike Advisors, LLC in Wooster, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Fike Advisors, he worked in logistics and service roles, including positions at Krupp Moving and Storage and Jarrett Logistics. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily constructs client portfolios using American Funds mutual funds and employs both fundamental and technical analysis while also referring clients to third-party money managers.

Scott Huff is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at River Wealth Management LLC since 2020 and previously held roles at Arbor Point Advisors and Securities America, Inc. Outside of advisory work, he is the creator of Yourefolio, a computer software platform that provides planning tools for professional advisors. He also serves in law enforcement with the City of Cleveland. River Wealth Management provides investment advisory and planning services to a diverse client base, including individual and high-net-worth households, retirement plans, and charitable organizations. The firm customizes investment approaches based on client goals, employing a variety of analytical methods and strategies, while offering discretionary and non-discretionary asset management along with financial planning and consulting.

Gary Miller is a financial advisor at Bullington Capital Management, LLC, holding a Series 65 designation with 15 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd. from 2026 to the present. Bullington Capital Management provides discretionary investment advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs fundamental and technical analysis and offers tailored portfolio management primarily focused on equity securities, mutual funds, ETFs, and other instruments, while also providing educational seminars.

Robert Stark is a financial advisor at Watch Guard Capital LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Allworth Financial, AW Securities, and Phillips Financial Advisor. Watch Guard Capital LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $80.7 million across 147 accounts. The firm employs a discretionary management approach using charting, technical, quantitative, and cyclical analysis, emphasizing option-income strategies and borrowing techniques that are less common among similar firms.

Daniel Mason is the sole advisor at First Mason Financial, LLC, where he has served as president since 2007. He holds a Series 66 designation and has 25 years of experience in the financial services industry, including prior roles at UBS Financial Services and Triad Advisors. In addition to his advisory work, Mason is a licensed agent for life insurance and fixed indexed annuities. First Mason Financial, LLC is an SEC-registered investment adviser managing approximately $185.7 million for around 382 clients, primarily individuals and high-net-worth individuals. The firm offers portfolio management, including services for pooled investment vehicles, and financial planning, maintaining a high client-to-advisor ratio supported by a notable digital and social media presence.

Jessica Fries is a CFP® professional with 18 years of industry experience. She has been with Chlebina Capital since 2015 and currently works there as an advisor. Prior to that, she held roles at Securities Service Network, inc, SECURITIES AMERICA, inc., OSAIC, and Private Client Services. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs multiple proprietary strategies combining fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting.

Patricia Hornak Box is a financial advisor with Oda And Company, Inc. in Medina, Ohio, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Oda And Company since 2000 and maintains a long-term association with L Financial LLC dating back to 1999. Outside of her advisory role, she is involved in non-variable insurance sales. Oda And Company, Inc. serves individuals, high-net-worth households, trusts, charities, and business entities with financial planning, estate settlement assistance, and discretionary portfolio management. The firm employs Modern Portfolio Theory alongside fundamental and technical analysis in constructing portfolios and operates primarily through LPL Financial-sponsored programs and model portfolios.

Christopher Denholm is a financial advisor at Objective Capital Management, LLC with 21 years of industry experience and holds a Series 66 designation. He has been with Objective Capital Management since 2011. In addition to his advisory role, he is involved in insurance sales through an affiliated and an unaffiliated insurance agency. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and other institutions. The firm employs various investment strategies, including fundamental and technical analysis, cyclical analysis, and Modern Portfolio Theory, and utilizes sub-advisers and model portfolios as part of its process.

Douglas Mansager is a CFP® professional with 13 years of industry experience. He has been with Lindahl & Mansager Inc since 1992 and is based in Fairlawn, OH. Lindahl & Mansager provides tax planning, accounting, investment management, and financial planning services to individuals, trusts, estates, corporations, and businesses. The firm manages approximately $214 million in assets for around 281 client relationships, employing a diversified investment approach focused on mutual funds, ETFs, and short-term cash instruments, alongside integrated tax and accounting services.

Timothy Plonski is a CFP® with 14 years of experience in the financial industry. He has worked at River Wealth Management LLC since 2020, following roles at Arbor Point Advisors and Securities America, Inc. Additionally, he is involved in insurance sales through JK Investment Group, where he solicits and sells disability, life, and long-term care insurance products. River Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, corporations, and retirement plans, offering portfolio management and financial planning services tailored to client risk profiles and time horizons. The firm uses a combination of fundamental, technical, and cyclical analysis and manages approximately $83 million in assets across a two-advisor team.

Tristan Lewis is a financial advisor at Objective Capital Management, LLC with 19 years of industry experience. He has been with the firm since 2011 and holds Series 63 and Series 65 licenses. Lewis serves on the advisory board for Welded Tubes, Inc., a non-investment-related role that involves periodic meetings. Objective Capital Management provides investment management and financial planning to individuals, trusts, pension plans, and institutions. The firm employs a variety of analytical methods and trading techniques and offers both discretionary and non-discretionary portfolio management tailored to client goals.

Ryan Stine is a financial advisor at Chlebina Capital with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Private Client Services, OSAIC, Securities America, and Securities Service Network. Stine has been with Chlebina Capital since 2005. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs multiple proprietary investment strategies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting.

William Bullington Jr. is a financial advisor with Bullington Capital Management, LLC in Akron, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd. Aside from his advisory role, he is also an insurance agent. Bullington Capital Management provides discretionary investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes fundamental and technical analysis for portfolio construction and management, offering tailored investment strategies across equities, mutual funds, ETFs, and other instruments.

Stanley Oda is a CFP® professional with 37 years of experience in the financial industry. He has been the principal of Oda and Company, Inc. since 1999 and has also been associated with LPL Financial LLC since 1998. Oda and Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm uses Modern Portfolio Theory to construct portfolios across five risk profiles and manages accounts primarily on a discretionary basis, incorporating fundamental and technical analysis as well as tactical asset allocation.

Taylor Fike is a financial advisor at Fike Advisors, LLC in Wooster, Ohio, holding a Series 65 credential and with 12 years of industry experience. He has been with Fike Advisors since 2014 and also operates Taylor Fike Insurance, selling life insurance and annuities. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, while also referring clients to third-party money managers.

Gregory Stell is a financial advisor at Apollo Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Kosmin Wealth Management and AE Wealth Management. Outside of advisory roles, he serves as managing member of Wooster Financial Group, where he is involved in insurance sales, and he also advises clients on fixed indexed annuities and life insurance through Star Strategies. Apollo Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs a range of analytical approaches, including fundamental, technical, and quantitative analysis, and offers estate planning tools alongside advisory services.

Craig Small is a CFA® charterholder with 17 years of industry experience. He has been with Symphony Financial Services, Inc. since 2012 and is also affiliated with LPL Financial, LLC. Outside of his advisory role, he is involved in managing office employees at Kim and Associates and assists with website maintenance for PBOC National LLC. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach to asset allocation and investment strategies, utilizing a variety of instruments and continuously monitoring portfolios to align with clients’ objectives and risk tolerance.

Brent Casto is a CFP® professional with nine years of industry experience. He has worked at AdviceOne Advisory Services, LLC since 2018 and previously held roles at Securities Service Network, Inc. and Independence Financial. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios using equity and fixed-income sleeves based on proprietary asset-allocation models and conducts manager due diligence, including interviews with fund management teams.

Will Smith is a CFP® professional with two years of industry experience, currently serving at True Wealth Design, LLC in Akron, OH. Prior to joining True Wealth Design, he worked at Beacon Pointe Advisors, LLC, and The Jentner Corporation. True Wealth Design provides wealth management, investment advisory, financial planning, and retirement plan consulting to a diverse client base including individuals, families, business entities, and charitable organizations. The firm combines advisory services with tax and accounting support through its subsidiary and utilizes an asset-allocation framework informed by modern portfolio theory alongside tax-aware investment techniques.