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.

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.

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.

Bryan Ohm is a financial advisor at MPM Wealth Advisors with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MPM Wealth Advisors since 1995. Outside of his advisory work, he is a licensed independent insurance agent and holds ownership interests in several business ventures, including WS Series IX LLC and Creating Equity LLC. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing approximately $1.04 billion in assets. The firm emphasizes diversified portfolios primarily composed of low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and utilizes both discretionary and non-discretionary strategies in its investment approach.

Sean Shinaberry is a financial advisor at MPM Wealth Advisors in Holland, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at MPM Wealth Advisors since 2002. Outside of advisory work, he has ownership interests in a pizza franchise investment and manages several rental property businesses. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing over $1 billion in assets. The firm emphasizes diversified portfolios using low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and offers a range of investment advisory and financial planning services.

Michael Wood is a financial advisor at Munn Wealth Management, LLC, with 25 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Coastal Equities, Inc., Camelot Advisors, LLC, Next Financial, and Wood and Associates. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides asset management and financial planning supported by affiliated tax preparation and legal and estate-planning services, managing assets primarily on a discretionary basis through a range of proprietary and third-party investment strategies.

Robert Holler is a financial advisor at D.B. Root & Company, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 20 years at Chapel Street Advisors LLC before joining D.B. Root & Company in 2024. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $829.8 million in discretionary assets and $9.73 billion in assets under advisement, serving around 747 client relationships through a multi-advisor team.

David Kaser is a CFP® professional with 43 years of experience in the financial industry. He currently serves at KMG Fiduciary Partners, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley Private Bank, National Association. KMG Fiduciary Partners provides comprehensive wealth management services for individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities. The firm combines strategic asset allocation with tactical security selection and emphasizes direct investments alongside low-cost funds to manage yield, tax consequences, and expenses.

Mahamed Moubarak is a CFP® professional with five years of experience at Munn Wealth Management, LLC and additional experience at Quicken Loans, LLC and WorldBridge Partners, LLC. He holds health and life insurance licenses in Michigan, Ohio, and Illinois. Moubarak also worked in retail at Dave's Running Shop for six years. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm provides asset management and financial planning with a focus on discretionary management using investor profiles and risk-tolerance assessments, incorporating proprietary and quantitative strategies alongside third-party managers and alternative investment techniques.

Timothy Waller is a financial advisor at MDRN Capital with six years of industry experience. He previously worked at PNC Wealth Management, Kovack Advisors, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he operated personal training and gardening businesses. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model, focusing on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs.

Aaron Mechling is a financial advisor with KMG Fiduciary Partners, LLC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated before joining KMG Fiduciary Partners in 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 employs a strategic asset-allocation approach with tactical overlays and manages approximately $1.6 billion in assets across a broad multi-office platform.