Keith Lockwood is a financial advisor at B.A. Schrock Wealth Management with 24 years of industry experience and holds a Series 66 designation. He has worked at B.A. Schrock Wealth Management since 2019 and previously spent 14 years with Axa Advisors. Outside of advising, he is involved in insurance sales through BA Schrock Financial Group. B.A. Schrock Wealth Management is an SEC-registered firm with a five-advisor team managing approximately $281.6 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, focusing on discretionary asset management and modular financial planning primarily delivered through Charles Schwab custodian relationships.

Benjamin Schrock is a Series 65-licensed advisor with nine years of industry experience. He is the owner of B.A. Schrock Wealth Management, where he has worked since 2019, and previously worked at AE Wealth Management from 2016 to 2019. Outside of advisory services, he owns B.A. Schrock Financial Group, providing insurance-based products such as annuities and life insurance. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management and modular financial planning. The firm integrates asset management and written financial planning into a single program, employs a value-oriented investment approach with strategic and tactical asset allocation, and offers occasional public seminars on financial planning topics.

Richard Harris is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been with Aspire Growth Partners LLC since 2021 and previously worked at Raymond James Financial Services Advisors Inc. and Steven Zangmeister Financial LLC. Harris is also the owner of Richard Harris Financial Services, LLC. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, managing approximately $992 million in client assets across diversified portfolios tailored to client goals, risk tolerance, and tax considerations.

Eric Langenfeld is a financial advisor at MariPau Wealth Management LLC in Medina, OH, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at C2P, Myers Capital Advisors, Farmers Insurance Group, and Prudential. MariPau Wealth Management provides tailored investment advisory and ongoing portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of Advisory Affiliates, third-party Independent Managers, and technology platforms to support client portfolio management.

Colleen Goodwillie is a CFP® and Series 65-licensed advisor with 12 years of industry experience. She has been with B.A. Schrock Wealth Management since 2019 and previously worked at AE Wealth Management. In addition to her advisory role, she works as an insurance-only financial services advisor providing life insurance and annuity products. B.A. Schrock Wealth Management is a five-advisor SEC-registered firm managing approximately $281.6 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, offering discretionary asset management, modular financial planning, and third-party money manager referrals, with an investment approach incorporating value investing alongside strategic and tactical asset allocation.

Dustin Burkhart is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Summit Wealth and Retirement Partners and has previously worked at Summit Tax Planning Inc., Whitaker-Myers Wealth Managers, Ltd., Wayne Savings Community Bank, and 21st Century Financial. In addition to his advisory role, he prepares tax returns as a contractor for Summit Tax Planning, Inc. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations, offering investment management, financial planning, and pension consulting. The firm uses diversified, risk-based allocations primarily through no-load mutual funds and ETFs, combining fundamental analysis with an emphasis on long-term investing.

Lance Yurich is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been associated with Yurich Financial Group since 1991 and with Research Financial Strategies and related firms since 2012. Outside of financial advisory, he is president of a private family metal fabricating business where he reviews tax returns and major purchases. Research Financial Strategies serves individuals, retirement and pension plans, trusts, and business entities with asset management, financial planning, and an ETF Trend Allocator program. The firm employs active, technical-analysis-driven management focused on risk mitigation and capital protection, managing approximately $251.6 million in client assets across a six-advisor team.

Nicholas Sparr is a financial advisor at ON Investment Management Co. with one year of industry experience. He holds a Series 66 designation and has worked at several affiliated firms since 2024, including Hummel Wealth Management, The O.N. Equity Sales Company, and The Hummel Group. Prior to his advisory roles, he was involved with Ashland University and the Boys & Girls Club. ON Investment Management Company (ONIMCO) is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans, access to third-party investment programs, and a dual-registration model where advisors may act as registered representatives.

Gary Chidsey is a financial advisor with LexAurum Advisors in Medina, OH, holding a Series 66 license and 15 years of industry experience. He previously worked at Nationwide Securities and Nationwide from 2012 to 2019. Outside of his advisory duties, he serves as Chairman of the Medina County Young Professionals Association, part of the Medina Chamber of Commerce. LexAurum Advisors provides investment management, financial planning, and retirement plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across a multi-advisor team and employs diversified portfolios aligned with modern portfolio theory through a standardized set of model allocations typically implemented with low-cost ETFs.

Mark Melda is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Key Investment Services, and Key Corp. He has an ownership interest in a rental property in Parma, Ohio. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach and offers both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Chase Henderson is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds a Series 66 designation and began his advisory career with StoneX Advisors Inc. and StoneX Securities Inc. in 2025. Prior to his advisory role, he was employed at Miami University and the Miami University Rec Center. Henderson also operates Henderson Financial Services, focusing on insurance and investments. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing platforms like Envestnet and Advyzon for portfolio implementation and tax-aware services.

Chad Henderson is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. since 2019. Outside of his advisory role, Henderson is involved in managing a family farm that raises livestock and cultivates land. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes a combination of proprietary models, third-party money managers, and various platforms to implement customized investment strategies.

Donald Ross is a financial advisor with CoreCap Advisors holding a Series 66 credential and three years of industry experience. His prior work history includes roles at Cooper, Adel, Vu Financial and various affiliated entities. He is also an IRS Enrolled Agent assisting clients with tax preparation and advice through Cooper, Adel, Vu Tax, LLC. CoreCap Advisors serves individual clients including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term relationships and tax-efficient strategies.

Robert Henderson is a financial advisor with StoneX Advisors Inc. in Medina, Ohio, holding a Series 63 license and 11 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously at Sterne Agee Financial Services from 2014 to 2017. Outside of his advisory work, Henderson is involved in health and fitness through a partnership at MMBKH, LLC, and manages tax preparation services during tax season. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services. The firm utilizes a variety of platforms and third-party managers to implement strategies across multiple account structures.

Joshua Hartzler is a CFP® professional with 17 years of industry experience. He currently works at ON Investment Management CO and has been with Hummel Wealth Management, LLC, The O. N. Equity Sales Company, and Hummel Group since 2013. His prior experience includes roles at Expand Financial, LLC and KM&M Pinnacle, Ltd. Hartzler is also involved in retirement plan specialist activities and health insurance sales. ON Investment Management Company (ONIMCO) is a SEC-registered adviser and a subsidiary of The O.N. Equity Sales Company, offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a mix of discretionary and non-discretionary account management and maintains a dual-registration model with ongoing broker-dealer activity.

Erik Stern is a financial advisor at Lexaurum Advisors with Series 65 and Series 66 licenses and one year of industry experience. Before joining Lexaurum Advisors, he held positions at Amazon and UBS. He is also involved with the Medina Baseball Association. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, managing approximately $1.27 billion for over 2,100 clients.

Andrew Arehart is a financial advisor with Wealth Watch Advisors, Inc. in Medina, Ohio, holding a Series 66 designation and 30 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, LPL Financial, and FirstMerit Bank. Outside of his advisory role, he is involved in consulting services through Metro Public Adjustment Inc. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of quantitative, qualitative, and technical investment strategies vetted by its Investment Committee.

Andrew Badertscher is a CFP®-credentialed financial advisor with 26 years of industry experience. He is affiliated with ON Investment Management CO and has previously worked with firms including Hummel Wealth Management, Ohio National Financial Services, and Osaic FA, Inc. Outside of his advisory duties, he serves as treasurer on the board of the Boys and Girls Club of Wooster and is a board member of Mennonite Mutual Insurance Co. ON Investment Management CO is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base that includes individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm offers a range of third-party investment programs and combines discretionary and non-discretionary management approaches.

Zackary Levine is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Vicus Capital, Inc. He has held roles at WealthKeel LLC and Ameriprise Financial prior to his current position. Levine also provides financial planning services for Gen X and Gen Y physicians through an associate advisor role at WealthKeel LLC and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. Vicus Capital delivers investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a variety of discretionary and non-discretionary strategies. The firm offers access to third-party managers, digital advice portfolios, and fiduciary retirement-plan consulting with an emphasis on tailored investment approaches and multiple specialized divisions.

William Crozier Jr. is a financial advisor with Westminster Financial Advisory Corp in Medina, OH, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, MML Investors Services, and Mass Mutual Life Insurance Company. He is also licensed as an insurance agent offering fixed and indexed annuities, health, disability, long-term care, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold focus supplemented by tactical overlays and cyclical analysis.