Michael Sobitz is a CFP® professional with 35 years of industry experience. He is the principal of Sobitz Financial Group, LLC, and has held prior roles at Lincoln Investment, Capital Analysts, Incorporated, and Sobitz & Co., Inc. He is also a self-employed CPA offering individual tax return preparation services. Sobitz Financial Group, LLC provides discretionary and non-discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, with account reviews at least quarterly to tailor investment programs according to client goals and restrictions.

James Unger is a CFP® and ChFC® with 16 years of experience in financial advising. He is currently with DBK Financial Counsel, LLC and has previously worked at firms including LPL Financial, Zoyhofski Financial Services, and The Oswald Companies. Outside of his advisory role, Unger is involved as a hockey coach and operates Chestnut Tree Farm. DBK Financial Counsel provides portfolio management and financial planning primarily for high-net-worth individuals, using a combination of fundamental and technical analysis alongside modern portfolio theory. The firm acts as a fiduciary, tailoring plans to client goals and risk tolerances while managing accounts typically on a discretionary basis.

Gary Miller is a financial advisor at Bullington Capital Management, LLC, holding a Series 65 designation with 15 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd. from 2026 to the present. Bullington Capital Management provides discretionary investment advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs fundamental and technical analysis and offers tailored portfolio management primarily focused on equity securities, mutual funds, ETFs, and other instruments, while also providing educational seminars.

Wayne Salsbury is a CFP® professional with 12 years of industry experience, currently serving at Presper Financial Architects, LLC. His prior roles include positions at Cedar Brook Group and Cadaret, Grant & Co., Inc. He holds an insurance license and is involved in insurance sales and service consistent with financial planning. Presper Financial Architects, LLC provides personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm uses a proprietary model approach combining active and passive strategies and offers a wrap fee program with Schwab as custodian.

Robert Stark is a financial advisor at Watch Guard Capital LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Allworth Financial, AW Securities, and Phillips Financial Advisor. Watch Guard Capital LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $80.7 million across 147 accounts. The firm employs a discretionary management approach using charting, technical, quantitative, and cyclical analysis, emphasizing option-income strategies and borrowing techniques that are less common among similar firms.

Dori Torrens is a financial advisor at DBK Financial Counsel, LLC with eight years of industry experience and holds a Series 65 designation. Prior to joining DBK Financial Counsel, Torrens worked for Schulte & Company CPA's for three years. DBK Financial Counsel primarily serves high-net-worth individuals, offering ongoing portfolio management and comprehensive financial planning services. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, treasury inflation-protected bonds, and non-U.S. securities, applying a long-term trading approach based on fundamental and technical analysis combined with modern portfolio theory.

David Kearns is a financial advisor at DBK Financial Counsel, LLC in Cuyahoga Falls, OH, holding a PFS™ designation with 17 years of industry experience. He also practices law part-time with DBK Legal Counsel, LLC, an affiliated law firm. DBK Financial Counsel provides portfolio management and financial planning primarily for high-net-worth individuals, using a fiduciary approach that combines fundamental and technical analysis with modern portfolio theory. The firm manages accounts on a discretionary basis and emphasizes long-term trading while tailoring plans to individual goals and risk tolerances.

Jessica Fries is a CFP® professional with 18 years of industry experience. She has been with Chlebina Capital since 2015 and currently works there as an advisor. Prior to that, she held roles at Securities Service Network, inc, SECURITIES AMERICA, inc., OSAIC, and Private Client Services. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs multiple proprietary strategies combining fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting.

Joshua Sonnhalter is a financial advisor at Warther Private Wealth in Akron, OH, holding a Series 66 designation with three years of industry experience. He serves as president of Warther Private Wealth and is also an investment adviser representative with Independence Capital Co., Inc. Warther Private Wealth manages approximately $371 million for around 237 clients, offering investment management, financial planning, pension consulting, and advisory services primarily to individuals and high net worth clients. The firm employs a long-term investment approach focused on equities, bonds, and low-cost ETFs, using fundamental analysis alongside occasional technical and cyclical tools.

Thomas Presper is a financial advisor with Presper Financial Architects, LLC in Akron, OH, holding Series 63 and Series 66 licenses and having 36 years of industry experience. He previously worked at Cetera Advisors LLC and The Millennial Group. He serves as a board member of the Nu Rho Psi Endowment and teaches retirement seminars through Passport to Retirement Seminars. Presper Financial Architects, LLC provides personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm utilizes proprietary portfolio models and a combination of active and passive strategies, emphasizing transition planning and multigenerational engagement.

Christopher Denholm is a financial advisor at Objective Capital Management, LLC with 21 years of industry experience and holds a Series 66 designation. He has been with Objective Capital Management since 2011. In addition to his advisory role, he is involved in insurance sales through an affiliated and an unaffiliated insurance agency. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and other institutions. The firm employs various investment strategies, including fundamental and technical analysis, cyclical analysis, and Modern Portfolio Theory, and utilizes sub-advisers and model portfolios as part of its process.

Douglas Mansager is a CFP® professional with 13 years of industry experience. He has been with Lindahl & Mansager Inc since 1992 and is based in Fairlawn, OH. Lindahl & Mansager provides tax planning, accounting, investment management, and financial planning services to individuals, trusts, estates, corporations, and businesses. The firm manages approximately $214 million in assets for around 281 client relationships, employing a diversified investment approach focused on mutual funds, ETFs, and short-term cash instruments, alongside integrated tax and accounting services.

Timothy Plonski is a CFP® with 14 years of experience in the financial industry. He has worked at River Wealth Management LLC since 2020, following roles at Arbor Point Advisors and Securities America, Inc. Additionally, he is involved in insurance sales through JK Investment Group, where he solicits and sells disability, life, and long-term care insurance products. River Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, corporations, and retirement plans, offering portfolio management and financial planning services tailored to client risk profiles and time horizons. The firm uses a combination of fundamental, technical, and cyclical analysis and manages approximately $83 million in assets across a two-advisor team.

Wellborn Jack is a financial advisor at Acme Jack Wealth Management in Hudson, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Stratos Wealth Advisors and Wells Fargo Clearing. He is the owner of Acme Jack Investments, LLC, a business entity for tax purposes. Acme Jack Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a combination of technical and fundamental analysis with top-down and bottom-up approaches, offering tailored long- and short-term strategies across a broad range of investment instruments, including alternative investments.

Eric Nye is the principal of Nye Wealth Management LLC in Hudson, Ohio, with 15 years of experience as a financial advisor. He holds the CFP® and ChFC® designations and has a background that includes founding Nye Financial Group, Inc., and serving as president and CEO of Ean Agency, LLC, a fixed insurance business. Nye devotes significant time to his insurance agency, which operates separately from his advisory services. Nye Wealth Management LLC provides wealth management and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management alongside planning consultations. The firm’s investment approach emphasizes long-term fundamental analysis with ongoing monitoring and the use of third-party managed models through a sub-adviser arrangement.

Tristan Lewis is a financial advisor at Objective Capital Management, LLC with 19 years of industry experience. He has been with the firm since 2011 and holds Series 63 and Series 65 licenses. Lewis serves on the advisory board for Welded Tubes, Inc., a non-investment-related role that involves periodic meetings. Objective Capital Management provides investment management and financial planning to individuals, trusts, pension plans, and institutions. The firm employs a variety of analytical methods and trading techniques and offers both discretionary and non-discretionary portfolio management tailored to client goals.

Ryan Stine is a financial advisor at Chlebina Capital with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Private Client Services, OSAIC, Securities America, and Securities Service Network. Stine has been with Chlebina Capital since 2005. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs multiple proprietary investment strategies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting.

William Bullington Jr. is a financial advisor with Bullington Capital Management, LLC in Akron, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd. Aside from his advisory role, he is also an insurance agent. Bullington Capital Management provides discretionary investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes fundamental and technical analysis for portfolio construction and management, offering tailored investment strategies across equities, mutual funds, ETFs, and other instruments.

Michael Rabe is a CFA® charterholder with 48 years of industry experience. He is a principal at Rabe Investment Consulting Group, where he has worked since 2021. Prior to that, he held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a fiduciary approach combining active and passive strategies, with an emphasis on tax-efficient, risk-adjusted asset allocation and uses quantitative screening to identify undervalued securities.

Keith Harris is a financial advisor with BCD Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Beacon Capital Distributors Advisors since 2016 and is involved in non-investment businesses including a sports training company for athletes and a college planning tool for student-athletes. Harris also leads an LLC engaged in residential real estate transactions. BCD Advisors provides portfolio management, financial planning, and access to third-party money managers for individuals, pension and profit-sharing plans, and business entities. The firm uses asset allocation, fundamental analysis, and Modern Portfolio Theory to recommend portfolios and trading strategies under both discretionary and advisory arrangements.