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Glen S

Series 63, Series 66

Canton, OH

Strong Investment Management, LLC

Glen Strong is a financial advisor at Strong Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strong Investment Management since 2017. Prior to this, he was associated with Integrity Investments & Planning, LLC and Next Financial Group, Inc. Outside of his advisory role, Glen is an independent insurance agent specializing in fixed annuities, life and health, long-term care, and disability insurance. 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 written investment policy statements to guide investment decisions and directs custody and trade execution through Charles Schwab Institutional.

Mid-Career Professionals
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Michael G

Series 65

Canton, OH

George Financial Services

Michael George is a financial advisor at George Financial Services in Canton, OH, holding a Series 65 designation with four years of industry experience. Prior to joining George Financial Services, he spent time at Parkland Securities and Access Financial Group. Outside of finance, he operates Headtrauma Entertainment, a DJ service, and owns a plant sales business called Growing for Good LTD. George Financial Services provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, as well as pension and employee benefit plans. The firm employs a core-satellite investment approach incorporating mutual funds, ETFs, fixed income, equities, commodities, options strategies, and digital asset consulting.

Options & derivatives strategies Passive / index investing
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Thomas P

Series 63, Series 66

Akron, OH

Presper Financial Architects, LLC

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.

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

Series 63, Series 65

Canton, OH

Harvest Advisors, LLC

Thomas Houston is a financial advisor with Harvest Advisors, LLC in Canton, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and work with rideshare companies Uber and Lyft. He is also associated with church-related organizations, including the Church of the Covenant and John Knox Presbyterian Church. Harvest Advisors, LLC provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, with a focus on clergy and church-related clients. The firm integrates fundamental and technical analysis into client-specific portfolio strategies and offers related tax and administrative services tailored to its niche clientele.

Wealth management General retirement planning General tax planning
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Gerald D

Series 65

Canton, OH

Buttonwood Advisors, LLC

Gerald Dombrowski is a financial advisor at Buttonwood Advisors, LLC with 16 years of industry experience. He holds the Series 65 designation and previously worked at TimkenSteel Corporation for nine years. Buttonwood Advisors, LLC provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-high-net-worth individual investors and smaller institutional relationships, employing a range of investment strategies and analytical methods tailored to clients’ goals and risk tolerance.

Options & derivatives strategies Concentrated stock management
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Charlene D

Series 65

Canton, OH

Buttonwood Advisors, LLC

Charlene Dombrowski is a financial advisor at Buttonwood Advisors, LLC in Canton, Ohio, holding a Series 65 designation with 14 years of industry experience. She has been with Buttonwood Advisors since 2010. Buttonwood Advisors provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-high-net-worth individual investors and smaller institutional clients, using a range of investment strategies that include equities, ETFs, mutual funds, fixed income, and more complex instruments such as structured notes and cryptocurrency exposures.

Options & derivatives strategies Concentrated stock management
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Denver M

Series 63, Series 66

Canton, OH

Williamson Wealth Management

Denver Mccallister is a financial advisor with Williamson Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at CETERA Financial Specialists LLC, National Planning Corporation, OSAIC Services, Inc., and Sunamerica Securities, Inc. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts with a team of three advisors. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis and offers services including discretionary and non‑discretionary portfolio management, retirement-plan advisory, and investment planning.

Options & derivatives strategies Active portfolio management
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Trevor L

ChFC®, Series 63

Canton, OH

Lyke Financial

Trevor Lyke is a ChFC® credentialed financial advisor with 29 years of industry experience. He is the principal of Lyke Financial and has held roles at Purshe Kaplan Sterling Investments since 2014. In addition to his advisory work, Lyke is a practicing attorney with a focus on estate planning and related legal services. Lyke Financial provides discretionary asset management to individuals, corporations, and business entities, including serving as a limited-scope ERISA 3(21) advisor for qualified retirement plans. The firm employs an investment approach based on Modern Portfolio Theory and Efficient Market principles, emphasizing diversified, risk-based asset allocation primarily through mutual funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Founder/Business Owner
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Keith H

Series 63, Series 65

Akron, OH

BCD Advisors

Keith Harris is a financial advisor at BCD Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital Distributors Advisors since 2016. Outside of his advisory role, Harris is a partner in Jagged Edge Sports, a firm providing core training for athletes, and serves as president of Inside The Jersey, which offers college planning tools for student-athletes. BCD Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and access to third-party money managers. The firm tailors portfolios based on investor profiles using asset allocation, fundamental analysis, and Modern Portfolio Theory, and manages approximately $70 million in discretionary assets.

Wealth management
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Michael B

Series 65

Canton, OH

Harvest Advisors, LLC

Michael Beels is a financial advisor with Harvest Advisors, LLC in Canton, Ohio. He holds a Series 65 designation and has nine years of industry experience. He has been with Clifford & Associates since 2016. Harvest Advisors provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, frequently serving clergy and church-related clients. The firm integrates fundamental and technical analysis in managing mostly fixed income, equity, or balanced portfolios and offers related tax and administrative services tailored to its niche clientele.

Wealth management General retirement planning General tax planning
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Margaret F

Series 65

Canton, OH

Williamson Wealth Management

Margaret Frease is a financial advisor with Williamson Wealth Management in Canton, OH, holding a Series 65 designation and 15 years of industry experience. She has worked at Blackstone Wealth Management Inc. since 2018 and previously at Legacy Investment Group, LLC from 2012 to 2018. She has also been self-employed since 1998. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, 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, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, and investment planning services.

Options & derivatives strategies Active portfolio management
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James E

CFP®, Series 63, Series 65

Canton, OH

T.T.G. Financial, Inc.

James Evans is a CFP® professional affiliated with T.T.G. Financial, Inc. in Canton, OH, with 21 years of industry experience. He has been with T.T.G. Financial since 2006 and previously worked at Guardian Life for one year. T.T.G. Financial provides investment management and comprehensive financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets on a discretionary basis using an investment policy statement and client risk profiles to tailor portfolio allocations, combining fundamental and technical analysis without reliance on ESG criteria.

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

CFP®, Series 65

Canton, OH

Harvest Advisors, LLC

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.

Wealth management General retirement planning General tax planning
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Kaleel G

Canton, OH

George Financial Services

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.

Options & derivatives strategies Passive / index investing
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William G

Series 63, Series 65

North Canton, OH

Greenport Financial Advisers Inc.

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.

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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Jolie H

Series 65

Canton, OH

Strong Investment Management, LLC

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.

Mid-Career Professionals
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Steven C

Series 66, Series 63

Canton, OH

Strong Investment Management, LLC

Steven Carlson is a financial advisor at Strong Investment Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including NEXT Financial Group, ValMark Advisers, and UBS Financial Services. Carlson also holds an independent insurance agent position. Strong Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm uses a fundamental analysis-based investment process tailored to each client’s goals, time horizon, and risk tolerance.

Mid-Career Professionals
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William B

ChFC®, Series 63

Uniontown, OH

SOBITZ Financial Group, LLC

William Bush Jr. is a financial advisor at SOBITZ Financial Group, LLC with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Lincoln Investment, Capital Analysts Incorporated, and Curtis Professional Group Inc. He also engages in the sale of fixed insurance and annuities to address clients’ insurance and annuity needs. Sobitz Financial Group provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental analysis and Modern Portfolio Theory, supported by technology and an AI platform, while integrating tax and accounting services through its CPA credentials.

Wealth management Tax-loss harvesting ESG / Sustainable investing
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Robert S

CFA®

Canton, OH

Beese Fulmer Private Wealth 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.

Income planning Wealth management Real estate investing Active portfolio management
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Joshua P

Series 65

Canton, OH

AAN Wealth Advisors LLC

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.

Business sale tax planning Business succession planning
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