William Kobyljanec is a financial advisor with Objective Capital Management, LLC, where he has worked since 2015. He holds credentials as a CPA and attorney and has 10 years of industry experience. Outside of his advisory role, he is self-employed as a CPA, attorney, and consultant. Objective Capital Management provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerance.

Mark Oelschlager is a CFA® charterholder with five years of industry experience and serves as the sole advisor at Oelschlager Investments in Akron, OH. He previously worked at Oak Associates, Ltd. for 19 years before founding his current firm in 2019. Oelschlager Investments provides discretionary investment advisory services to registered investment companies, including the Towpath Funds, and separately managed accounts for high-net-worth individuals, corporations, foundations, endowments, and public plans. The firm combines top-down market and sector analysis with bottom-up company selection, managing concentrated portfolios with low turnover across various strategies including All-Cap Core, Technology, and Fixed Income.

Brandon Rzeszut is a financial advisor with Alpha Asset Management in Akron, Ohio. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at American Heritage Securities, Arbor Group Advisors, and the University of Akron, as well as operating a juice and smoothie bar. Alpha Asset Management is an independent, fee-based registered investment adviser serving primarily individual clients and a limited number of institutions. The firm focuses on discretionary portfolio management of large-cap equities, investment-grade bonds, and investment-company securities, using a combination of top-down secular-cycle analysis and bottom-up security selection.

Elaine Bartels is a financial advisor at CBS Funding, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at CBS Funding since 2024. In addition to her advisory role, she provides actuarial and consulting services at Creative Benefit Strategies, Inc. CBS Funding, Inc. offers personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses client-specific investment policy statements and fundamental analysis to guide portfolio management and supports a range of ERISA plan services, benefiting from its close affiliation with Creative Benefit Strategies, Inc., a pension consulting and actuarial practice.

Richard Weidrick is a financial advisor at Summit Wealth Management LLC in Akron, OH, with 19 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role since 2015, he has been involved with Weidrick, Livesay & Company, a CPA firm, since 1997, where he also serves as a CPA and tax preparer. Summit Wealth Management provides discretionary portfolio management and pension/401(k) consulting to both high-net-worth and non-high-net-worth individual investors and employer-sponsored plans. The firm uses fundamental analysis and long-term strategies, incorporating Schwab’s Institutional Intelligent Portfolios for index-based asset allocation with automated monitoring and rebalancing.

Giuseppe Vitale is a CFP® and PFS™ credentialed financial advisor with 11 years of industry experience. He has worked at Hudson Financial Advisors Inc. since 2020 and previously held roles at Capital Analysts, Beacon Financial Advisory LLC, Beacon Financial Partners, and Lincoln Investment. Outside of his advisory work, Vitale serves on the boards of directors for the DDC Clinic, Center for Special Needs Children, and Northern Ohio Charitable Gift Planners. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm integrates advisory services with insurance consulting and business planning, employing a multi-step, plan-oriented process that includes tax mitigation and wealth transfer strategies.

Michael Donnellan is a financial advisor at M3 Wealth Management with 34 years of industry experience. He previously worked at L.M. Kohn & Company for 10 years and has held the Series 63 and Series 65 designations. Outside of his advisory role, he serves as president of King Financial, Inc., an investment-related branch office he started in 1998. M3 Wealth Management provides discretionary and non-discretionary investment management and financial advice to individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm emphasizes customized, long-term portfolio management and coordinates with clients’ tax and legal advisors as directed.

Amanda Blankenship is a CFP® professional with nine years of experience in financial advising. She has been with Signal Tree Financial Partners LLC since 2026 and previously worked for ten years at Sequoia Financial Group, L.L.C. She holds a Series 65 registration. Signal Tree Financial Partners serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary portfolio management and financial planning. The firm utilizes diversified, low-cost mutual funds and ETFs, individual stocks and bonds, and may employ independent managers, with an investment approach focused on fundamental analysis and long-term asset allocation tailored to client goals.

Scott Huff is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at River Wealth Management LLC since 2020 and previously held roles at Arbor Point Advisors and Securities America, Inc. Outside of advisory work, he is the creator of Yourefolio, a computer software platform that provides planning tools for professional advisors. He also serves in law enforcement with the City of Cleveland. River Wealth Management provides investment advisory and planning services to a diverse client base, including individual and high-net-worth households, retirement plans, and charitable organizations. The firm customizes investment approaches based on client goals, employing a variety of analytical methods and strategies, while offering discretionary and non-discretionary asset management along with financial planning and consulting.

Stephen Hecker Jr. is a financial advisor with BCD Advisors in Akron, OH, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Sterne Agee and Armor Financial Management, where he is also President and Owner involved in insurance sales. Outside of financial services, he is engaged in marketing for a health and beauty product company. BCD Advisors provides portfolio management, financial planning, and access to third-party money managers for individuals, pension plans, and business entities. The firm employs asset allocation and fundamental analysis to recommend portfolios, offering both discretionary and advisory arrangements.

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.

Donald Tharp is a CFP® with 27 years of industry experience and has been with Hudson Financial Advisors Inc since 1996. He holds Series 63 and Series 65 licenses and is also a licensed independent insurance producer, earning commissions from insurance product sales. Hudson Financial Advisors serves retirement and institutional clients, providing wealth management and consulting through a structured Financial Masterpiece process. The firm emphasizes model-driven asset allocation using third-party platforms, primarily recommending no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors funds.

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.

Steven Mccann is a CFP® professional with 20 years of experience in financial advising. He has been with Hudson Financial Advisors Inc since 2010. In addition to his advisory role, he is a licensed independent insurance producer and earns commissions from the sale of insurance products. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines advisory services with insurance consulting and business-planning, employing a multi-step, plan-oriented process that incorporates tax mitigation, wealth transfer, and wealth protection strategies.

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.