Thomas Rogers is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 21 years of industry experience. He holds a Series 63 designation and has worked at Liberty Partners Financial Services, LLC and Next Financial Group Inc. Outside of advisory services, Rogers owns and operates a tax preparation business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households and business entities, with a focus on retirement distribution and tax-efficient planning. The firm combines an in-house tax practice with advisory services, using managed model portfolios that are monitored and periodically rebalanced.

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® certificant with 16 years of industry experience, currently serving at Munn Wealth Management, LLC, where he has worked since 2012. His prior experience includes positions at Coastal Equities, Inc. and Purshe Kaplan Sterling Investments. Outside of financial advising, he is treasurer and chair of the finance committee at Westgate Chapel Church in Toledo, OH. Munn Wealth Management advises individual and institutional clients, including high-net-worth individuals and various types of trusts and business entities. The firm provides asset management and financial planning services, utilizing discretionary management based on investor profiles and a range of proprietary and third-party investment strategies.

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. in Toledo, OH, with six years of industry experience. He holds the Series 65 and Series 66 licenses and has prior experience working at the Toledo Metropolitan Area Council of Governments and SWM Tax Inc. Outside of advisory services, he owns and operates Integrated Tax & Accounting Solutions, providing tax preparation services during tax season. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm employs a tax-aware, individualized investment approach and integrates its affiliated tax-preparation capabilities as part of its comprehensive client services.

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 with Evergreen Wealth Management, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 11 years at Evergreen Wealth Management. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis along with modern portfolio theory to develop long-term, diversified investment strategies tailored to clients’ risk tolerance and time horizons.

Daniel Garvin is a financial advisor with Munn Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Impact Partnership Wealth, WORLD EQUITY GROUP, Health Trust Financial, Triumph Wealth Advisors, TCM Securities, and APEX Wealth Management, where he has been involved since 1984. Outside of advisory work, he owns a tax preparation service, NextGen Tax Service, and serves as a notary. Munn Wealth Management advises individual and institutional clients, providing asset management and financial planning services supplemented by affiliated tax preparation and access to legal and estate-planning advice. The firm typically manages assets on a discretionary basis, employing a range of proprietary, quantitative, and third-party strategies, and maintains multiple affiliated businesses and investment vehicles.

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® professional with four years of industry experience, currently serving at MPM Wealth Advisors. His prior roles include positions at SJS Investment Services, Perrysburg Schools, and Gateway Wealth Partners, LLC. MPM Wealth Advisors provides investment advisory and financial planning services to individual clients, pension and employee benefit plans, trusts, and other entities. The firm manages approximately $1.04 billion in assets, emphasizing diversified portfolios built primarily from low-expense mutual funds, ETFs, and similar pooled vehicles, guided by client Suitability Profiles and assigned risk levels.

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.