Darrin Critchet is a financial advisor with MPM Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at MPM Wealth Advisors since 2014 and previously spent eight years at OBS Financial. Outside of financial advising, Critchet is involved in the distilling industry, owning and helping operate two distilleries in Ohio. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and employee benefit plans and trusts. The firm emphasizes diversified portfolios constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and offers both discretionary and non-discretionary management with specialized model portfolios.

John Cates is a financial advisor with McDonald Partners LLC, holding a Series 66 designation and 11 years of industry experience. His background includes roles at Arrowhead Financial, Cetera, and The State Bank and Trust Co. He is also a licensed life insurance broker and relationship manager. McDonald Partners serves individual, high-net-worth, and institutional clients by providing investment management, financial planning, and pension consulting. The firm employs a customized investment approach, combining fundamental, technical, and cyclical analysis across various platforms and offers both discretionary and non-discretionary portfolio management services.

Connor Hutchison is a financial advisor at Croak Capital with seven years of industry experience. He holds a Series 65 designation and has worked at Bridgeway Financial Consulting & Tax Services, LLC, CAM Tax, LLC, and CAM Insurance, LLC. Outside of his advisory role, he is involved in tax preparation and manages operations at Bridgeway Financial Consulting & Tax Services. Croak Capital serves a diverse client base including individual households, pension plans, charitable organizations, and businesses, managing approximately $364 million. The firm employs a multi-disciplinary investment process combining fundamental, technical, and quantitative strategies, and offers a range of services including portfolio management, financial planning, pension consulting, and specialized real estate advisory.

Andrew Nutter is a Series 65 licensed financial advisor at Evergreen Wealth Management, LLC with 10 years of industry experience. He has been with Evergreen since 2016. Outside of his advisory role, he is the managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management provides discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions tailored to each client's risk tolerance and objectives.

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.

George Damasco III is a financial advisor with MPM Wealth Advisors in Holland, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with MPM Wealth Advisors since 2008. Outside of advising, he is involved in several business ventures including ownership interests in party rental services, family-owned Marcos Pizza franchises, and agricultural holdings. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, and trusts. The firm manages approximately $1.04 billion in assets, emphasizing diversified portfolios constructed from low-expense mutual funds and ETFs, with client suitability and risk profiles guiding portfolio management.

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.

David Munn is a CFP® with 17 years of industry experience and is a financial advisor at Munn Wealth Management, LLC in Maumee, OH. His prior firms include Coastal Equities, Inc. and Purshe Kaplan Sterling Investments. Outside of advising, he serves as treasurer and chair of the finance committee at Westgate Chapel Church. Munn Wealth Management advises individual and institutional clients, including high-net-worth individuals and various entities. The firm provides asset management and financial planning services, typically managing assets on a discretionary basis using model strategies and proprietary and third-party investment approaches.

Tyler Bennett is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Northwestern Mutual, and GMK Legacy Holdings LLC, where he also serves as an insurance agent. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and multiple custody options.

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.

Matthew Norton is a financial advisor at McDonald Partners LLC with 20 years of industry experience. He has worked at McDonald Partners since 2010 and was previously with Edward Jones from 2007 to 2010. He holds a Series 66 designation. Norton is also a board member of The Ohio Virtual Academy. McDonald Partners serves individual and institutional clients by providing investment management, financial planning, pension consulting, and brokerage services. The firm customizes portfolios using fundamental, technical, and cyclical analysis and offers a range of investment strategies and advisory programs.

Laura Walker is a financial advisor at Munn Wealth Management, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Munn Wealth Management since 2010. In addition to her advisory role, she is an attorney and also operates The Mill House Bed & Breakfast in Grand Rapids, Ohio. Munn Wealth Management serves individual and institutional clients, providing asset management and financial planning with access to affiliated tax, legal, and estate-planning services. The firm employs a range of proprietary and third-party strategies to manage assets primarily on a discretionary basis based on client risk profiles.

Stephen Hanley is a financial advisor at Evergreen Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Evergreen since 2015, following five years at Camelot Portfolios, LLC. Evergreen Wealth Management offers discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, providing client-specific Investment Policy Statements and regular account monitoring.

Daniel Garvin is a financial advisor at Munn Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Impact Partnership Wealth, World Equity Group, Health Trust Financial, Triumph Wealth Advisors, and APEX Wealth Management. Outside of advisory work, Garvin is a notary and owns a tax preparation business that utilizes a cloud-based service. Munn Wealth Management advises individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides asset management and financial planning services, often managing assets on a discretionary basis through proprietary and third-party strategies, and offers affiliated tax preparation and legal services.

James Ferguson is a financial advisor at Creekmur Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, TD Ameritrade, Scottrade, and E*Trade. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

Daniel Acheson is a CFP® with seven years of industry experience, currently serving at Munn Wealth Management, LLC. His prior work includes roles at Munn Tax Services, Bank of New Hampshire, and the Colorado Springs Sky Sox Baseball Club. He is involved in tax preparation through Munn Tax Services. Munn Wealth Management provides portfolio management, financial planning, and tax preparation services to a diverse client base including individuals, trusts, foundations, and business entities. The firm uses model-driven investment approaches tailored to client risk profiles and offers ancillary services such as in-house tax preparation and legal support.

Jeremy Hartle is a financial advisor at Croak Capital with nine years of industry experience. He has worked at Croak Capital since 2021 and previously held roles at Jeds Downtown and Transamerica Financial Advisors. Hartle serves as a board member of the Parkinsons Foundation of Northwest Ohio and manages operations at Jed's Bancroft. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers customized portfolio management, financial planning, and pension consulting, using multiple analytical approaches and a wrap fee program to manage assets.

Ryan Stoller is a CFP® with five years of industry experience, currently serving as an advisor at MPM Wealth Advisors. His prior experience includes roles at SJS Investment Services and Gateway Wealth Partners, LLC, as well as operating a financial coaching business. MPM Wealth Advisors provides investment advisory and financial planning services to individual clients, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily composed of low-expense mutual funds and ETFs, tailoring strategies to client suitability and risk profiles.

Kevin Fifer is a financial advisor at Capital City Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital City Securities, LLC since 2008 and Regis Asset Management, LLC from 2006 to 2018. Outside of his advisory role, he is a self-employed health insurance agent providing coverage to individuals and businesses. Capital City Asset Management Group, LLC offers discretionary investment management and financial planning services to a range of clients including individuals, retirement plans, trusts, and corporations. The firm manages approximately $43.3 million in discretionary assets using customized portfolios and a variety of investment strategies.