Grant Sims is a CFP® professional with 10 years of industry experience. He is currently with SJS Investment Services and previously worked at TFO Wealth Partners and Munn Wealth Management, LLC. He is also a licensed insurance agent engaged in life, disability, fixed annuities, accident, health, and long-term care insurance sales on a limited basis. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, providing discretionary investment management, financial planning, fiduciary services, and consulting. The firm’s investment process is guided by an internal committee that manages diversified portfolios and offers tailored solutions, including a notable public-funds practice and the use of leveraged strategies in selected accounts.

Kevin Kelly is a CFA® charterholder with 22 years of industry experience. He has worked at SJS Investment Consulting since 2000. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, generally focusing on portfolios with a minimum value of $1 million. Its services include discretionary portfolio management, financial planning, retirement plan advisory, sub-advisor oversight, and consultation, operating under a fiduciary standard with a bi-monthly Investment Committee review.

Paul Manol is a financial advisor at Structured Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Structured Wealth Management since 2018, following eight years at Bollin Wealth Management LLC. Outside of finance, he is a consultant and instructor for International Produce Training, providing fresh produce inspection training globally. 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, using managed models and ongoing monitoring to align investment strategies with clients’ long-term goals.

Kirk Ludwig is a financial advisor with SJS Investment Services in Sylvania, OH. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Ludwig has been with SJS Investment Consulting, Inc. since 2004. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team serving individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, emphasizing diversified model portfolios, total-portfolio solutions, and the use of portfolio and cash-flow projections to guide implementation.

Richard Kaser is a CFP® professional with 35 years of industry experience. He has been with KMG Fiduciary Partners, LLC since 2018 and previously worked at Morgan Stanley in various capacities from 2009 to 2018. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across a broad multi-office platform.

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.

Kathleen Cristofoli is a financial advisor at SJS Investment Services with four years of industry experience. She holds a Series 65 designation and has worked at SJS Investment Services since 2021, with prior experience at Abercrombie & Fitch from 2015 to 2021. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, offering discretionary portfolio management, financial planning, and retirement plan advisory services under a fiduciary standard.

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.

James Rippel is an advisor at Desert Rose Capital Management, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Outside of his advisory role, he owns and operates an insurance agency and is involved in telehealth distribution through a managing membership position. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers, focusing on strategies that combine exchange-traded options with income-producing, lower-volatility assets. The firm also facilitates private placements and alternative investments and manages a pooled investment vehicle primarily acquiring permanent life insurance policies and underwriting related loans.

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.

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.

Bobby Adusumilli is a CFA® charterholder with four years of industry experience. He has worked at SJS Investment Services since 2019, with prior experience at Dimensional Fund Advisors from 2016 to 2019. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities by offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process involves an internal committee that constructs diversified model portfolios and includes specialized services for public funds and private investment allocations.

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.

Scott Savage is a financial advisor at SJS Investment Services with 26 years of industry experience. He has been with SJS Investment Consulting since 1995. Scott holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an insurance agent for SJS Investment Management, LLC, an affiliated insurance agency in Ohio. SJS Investment Services manages approximately $2.5 billion with an 18-advisor team serving individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes diversified model portfolios, fiduciary standards, and total-portfolio solutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight.

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.