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William K

Fairlawn, OH

Objective Capital Management, LLC

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.

Options & derivatives strategies Active portfolio management
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Mark O

CFA®, Series 63

Akron, OH

Oelschlager Investments

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.

Active portfolio management
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Brandon C

Series 66

Canton, OH

Affinity Wealth LLC

Brandon Clemens is a financial advisor at Affinity Wealth LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, RFG Advisory (dba Afia Wealth Management), and PNC Financial Services Group. Outside of his advisory role, he is the managing member of RCM Capital Ventures LLC, where he assists in locating, wholesaling, and rehabbing investment real estate. Affinity Wealth LLC provides investment advisory and wealth management services to individuals, pre-retirees/retirees, high-net-worth households, business owners, and plan sponsors. The firm emphasizes a planning-first investment approach, using the eMoney platform to integrate comprehensive financial planning with asset allocation and ongoing management.

General retirement planning Retirement income strategy Medicare planning Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Approaching retirement
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Brandon R

Series 65

Akron, OH

Alpha Asset Management

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.

Active portfolio management Concentrated stock management
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Amanda B

CFP®, Series 65

Copley, OH

Signal Tree Financial Partners LLC

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.

Wealth management
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Scott H

Series 66

Medina, OH

River Wealth Management LLC

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.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting
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Steven W

Series 66

Canton, OH

Williamson Wealth Management

Steven Williamson is a financial advisor with Williamson Wealth Management in Canton, Ohio, holding a Series 66 license and 18 years of industry experience. He has been with Blackstone Wealth Management since 2017 and has involvement with Legacy Investment Group since 2009. Outside of advisory work, he operates as an independent insurance agent focusing on life insurance and fixed products. Williamson Wealth Management serves individual, corporate, and charitable clients, managing approximately $46 million across 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis, including options strategies for hedging and income generation, and provides ERISA-focused retirement plan advisory services.

Options & derivatives strategies Active portfolio management
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Stephen H

Series 66

Akron, OH

BCD Advisors

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.

Wealth management
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Michael S

CFP®, Series 63

Uniontown, OH

SOBITZ Financial Group, LLC

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.

Wealth management Tax-loss harvesting ESG / Sustainable investing
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James U

CFP®, ChFC®, Series 63

Cuyahoga Falls, OH

DBK Financial Counsel, LLC

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.

Options & derivatives strategies Passive / index investing Wealth management
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Gary M

Series 65

Akron, OH

Bullington Capital Management, LLC

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.

Options & derivatives strategies Annuities
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Kulanan M

Series 66

North Canton, OH

Greenport Financial Advisers Inc.

Kulanan Monroe is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 13 years of industry experience. He holds the Series 66 designation and has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small business clients. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, using customized investment policy statements and a range of investment vehicles such as mutual funds, ETFs, fixed income, private money managers, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Wayne S

CFP®, Series 66

Akron, OH

Presper Financial Architects, LLC

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.

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management Real estate investing
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Robert S

Series 66

Copley, OH

Watch Guard Capital LLC

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.

Options & derivatives strategies
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Dori T

Series 65

Cuyahoga Falls, OH

DBK Financial Counsel, LLC

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.

Options & derivatives strategies Passive / index investing Wealth management
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David K

PFS™

Cuyahoga Falls, OH

DBK Financial Counsel, LLC

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.

Options & derivatives strategies Passive / index investing Wealth management
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Douglas G

Series 65

North Canton, OH

Greenport Financial Advisers Inc.

Douglas Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, holding a Series 65 designation with 13 years of industry experience. He has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small businesses. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Morgan H

Series 65

Canton, OH

T.T.G. Financial, Inc.

Morgan Hood is a financial advisor at T.T.G. Financial, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Maize Valley Winery and as a self-employed babysitter. T.T.G. Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing investment management and comprehensive financial planning. The firm manages client assets on a discretionary basis using tailored portfolios across seven risk groups and emphasizes fundamental and technical security analysis without relying on ESG criteria.

General retirement planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k)
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Jessica F

CFP®

Akron, OH

Chlebina Capital

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.

Concentrated stock management Active portfolio management Options & derivatives strategies General retirement planning
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Joshua S

Series 66

Akron, OH

Warther Private Wealth

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.

General retirement planning Income planning Wealth management Tax strategies for small businesses Retirement withdrawal strategies Founder/Business Owner Executive Financial Professional
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