James Evans is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving at T.T.G. Financial, Inc. in Canton, OH, where he has worked since 2006. He holds the Series 63 and Series 65 licenses in addition to his CFP® designation. T.T.G. Financial, Inc. provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets on a discretionary basis across multiple risk groups and employs a combination of fundamental and technical analysis, regular rebalancing, and order-aggregation tools without relying on ESG criteria.

Logan Mast is a financial advisor at Hummel Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hummel Wealth Management since 2024. Outside of his advisory role, he operates a hobby business as a dog broker, connecting breeders with potential buyers. Hummel Wealth Management is a state-registered investment adviser specializing in non-discretionary pension consulting for employee benefit plans, trusts, charitable organizations, and business entities. The firm provides plan-level advice including fund selection analysis, investment performance monitoring, and participant education, focusing on mutual funds and long-term purchase strategies.

Steven Clifford is a CFP® with 18 years of industry experience, currently serving as an advisor at Harvest Advisors, LLC in Canton, OH. He has owned and operated Clifford & Associates since 1989, providing tax preparation, planning, accounting, and payroll services. His role includes management, supervision, and client interaction, often overlapping with his financial advisory work. Harvest Advisors offers fee-based financial planning and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations, with specialized services for pastors and churches. The firm integrates fundamental and technical analysis to construct diversified portfolios aligned with client goals and risk tolerance, supported by affiliated businesses providing tax, payroll, and pension services tailored to religious organizations.

Kaleel George is a financial advisor with George Financial Services in Canton, Ohio, holding 31 years of industry experience. He has worked at firms including Parkland Securities and Access Financial Group, where he also owns an insurance agency focused on life, health, and fixed annuities. At Ohio CU Financial Services, he serves as a sales manager responsible for insurance sales and agent training. George Financial Services advises individual investors and pension or employee benefit plans, providing portfolio management, financial planning, pension consulting, and digital-asset consulting. The firm employs a core–satellite investment strategy and manages approximately $16.2 million in assets across about 135 client relationships.

William Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Greenport Financial Advisers since 2001. 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 provides portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles to meet client objectives.

Jolie Howell is a financial advisor at Strong Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Charles Schwab and Kent State University. Outside of finance, she has experience working at Wood's Tall Timber Resort. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and offers tailored planning with ongoing portfolio oversight.

Steven Carlson is a financial advisor at Strong Investment Management, LLC with 15 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at NEXT Financial Group and ValMark Advisers, Inc. In addition to his advisory role, he is also a licensed insurance agent. Strong Investment Management, LLC offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm uses fundamental analysis tailored to client goals and risk tolerance, with ongoing portfolio monitoring and regular performance reviews.

Alexis Glessner is a Series 65-licensed financial advisor at Hummel Wealth Management, LLC with one year of industry experience. Prior to joining Hummel Wealth Management, Alexis worked at P. Graham Dunn and Heather's Studio. Outside of financial advising, Alexis is associated with the Wayne County Regional Training Facility. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities without offering ongoing discretionary portfolio management for individual clients.

Trevor Hostetler is a CFP® certificant with 25 years of industry experience. He has been with Hummel Wealth Management, LLC since 2007 and is also associated with Hummel Group, Inc. and THE O.N. Equity Sales Company. Outside of investment advisory, he is involved in insurance sales focusing on life, long-term care, and disability policies. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans, offering services such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities, and does not provide ongoing discretionary portfolio management for individual retail clients.

Henry Reifsnyder is a CFP® with 18 years of industry experience, currently serving as an advisor at Hummel Wealth Management, LLC since 2009. He also has affiliations with The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory roles, he holds ownership interests in billboard advertising businesses and is an investor in a baseball academy in the Dominican Republic. Hummel Wealth Management is a state-registered investment adviser specializing in non-discretionary pension consulting for employee benefit plans, trusts, charitable organizations, and business entities. The firm provides plan-level advice including fund selection analysis, performance monitoring, and participant education, focusing on customized consulting engagements rather than ongoing discretionary portfolio management.

Robert Szeles is a CFA® charterholder with three years of industry experience. He is currently an advisor at Beese Fulmer Private Wealth Management, where he has worked since 2022. Prior to joining Beese Fulmer, he gained experience at Federated Hermes and PNC Capital Advisors. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework tailored to client risk tolerance and goals, with a focus on dividend-paying equities and shorter-duration fixed income for income-dependent clients.

Joshua Postlewaite is a financial advisor at AAN Wealth Advisors LLC in Canton, OH, holding a Series 65 designation with two years of industry experience. Prior to joining AAN Wealth Advisors, he worked for eight years at Midwest Dental and Smile Brands. AAN Wealth Advisors provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and employs an external subadvisor to manage and rebalance client portfolios on a discretionary basis.

Joseph Strancar is a financial advisor at Beese Fulmer Private Wealth Management in Canton, OH, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Meridian Capital Management Group, Inc. since 2005. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, and charitable organizations. The firm’s approach combines fundamental company analysis with macroeconomic review and custom model portfolios, typically balancing equities and fixed income to suit client needs.

William Camp is a financial advisor at Beese Fulmer Private Wealth Management with three years of industry experience. He previously worked at Federated Hermes for sixteen years before joining Beese Fulmer. He holds Series 65 and Series 63 licenses. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines fundamental company analysis with macroeconomic cycle review and a customized model-portfolio framework tailored to clients’ risk tolerance and income needs.

Justin Atkinson is a financial advisor with AAN Wealth Advisors LLC in Canton, OH, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at AAN Wealth Advisors since 2019 and has prior experience with Atlas Growth Partners GP, LLC, Atlas Resources, LLC, and Anthem Securities, Inc. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by offering investment management through recommended subadvisors, financial planning, and project consulting. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and oversees portfolio implementation through an unaffiliated subadvisor.

Bradley Fergason is a financial advisor with Beese Fulmer Private Wealth Management in Canton, OH. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including roles at Meridian Capital Management Group, The Huntington Investment Company, and Citizens Securities. His outside interests include managing rental properties. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental company analysis with macroeconomic cycle review and a customized model-portfolio framework, typically balancing equities and fixed income with an emphasis on dividend-paying equities and shorter-duration fixed income to manage risk.

Ryan Fulmer is a financial advisor with Beese Fulmer Private Wealth Management in Canton, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Beese Fulmer Investment Management Inc since 2011. Beese Fulmer Private Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a blend of fundamental company analysis and macroeconomic cycle review within a customized model-portfolio framework tailored to each client’s risk tolerance and income needs.

Jacqueline Oprean is a financial advisor at Alden Investment Group with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Jacqueline serves as Vice President of Wealth Management at The Mintz Group, focusing on entrepreneurs and business owners, and is a board member of TMG Cares, a nonprofit serving communities and individuals in need. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations that integrate proprietary strategies and third-party managers, with a distinctive capability to extend discretionary oversight to held-away accounts and offer specialized fiduciary services for employer retirement plans.

Robert Foutty is a financial advisor at New Horizon Wealth Management, LLC with 27 years of industry experience. He has been affiliated with New Horizon Wealth Management since 2011 and previously worked at Packerland Brokerage Services, Inc. for 20 years. He is also president of New Horizon Financial Group, Inc., where he is involved in life and term insurance, fixed annuities, and long-term care products. New Horizon Wealth Management is a team-based advisory firm that provides discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm conducts public seminars and uses technical analysis, charting, and asset allocation in building individualized investment programs.

Douglas Sanders is a financial advisor at AAN Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Affinity Advisory Network, LLC and World Finance Group. Sanders is also licensed to sell insurance products and dedicates part of his time to this activity. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through a recommended subadvisor, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and oversees an unaffiliated subadvisor that manages those portfolios on a discretionary basis.