Lee Haselschwerdt is an Investment Advisor Representative at Fairway Investment Group, LLC with one year of industry experience. He also serves as a teacher at Dundee Community Schools, a role he has held since 2002. Additionally, he is affiliated with MEA Financial Services as an insurance representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers portfolio management through LPL Financial-sponsored programs and combines fundamental, technical, and cyclical analysis to guide asset allocation and model selection.

Kathleen Cristofoli is a financial advisor at SJS Investment Services with four years of industry experience. She holds a Series 65 designation and has worked at SJS Investment Services since 2021, with prior experience at Abercrombie & Fitch from 2015 to 2021. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, offering discretionary portfolio management, financial planning, and retirement plan advisory services under a fiduciary standard.

Thomas Rogers is a financial advisor at Structured Wealth Management, Inc. in Toledo, Ohio, with 21 years of industry experience. He holds a Series 63 designation and has worked at Structured Wealth Management since 2008, alongside prior roles at Liberty Partners Financial Services, LLC, and Next Financial Group Inc. Outside of his advisory role, Rogers owns and operates a tax preparation business. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm’s approach emphasizes tax-aware portfolio construction, retirement-income planning, and individualized strategies aligned with clients’ risk tolerance and long-term objectives, supported by an integrated tax-preparation capability.

Cameron Kaser is a CFP® with six years of industry experience, currently affiliated with KMG Fiduciary Partners, LLC in Toledo, OH. He has been associated with the University of Arizona since 2015. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering a range of financial planning, consulting, discretionary wealth management, and retirement plan services. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across multiple offices.

James Rippel is an advisor at Desert Rose Capital Management, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Outside of his advisory role, he owns and operates an insurance agency and is involved in telehealth distribution through a managing membership position. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers, focusing on strategies that combine exchange-traded options with income-producing, lower-volatility assets. The firm also facilitates private placements and alternative investments and manages a pooled investment vehicle primarily acquiring permanent life insurance policies and underwriting related loans.

Brandon Grimm is a financial advisor with KMG Fiduciary Partners, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Sigma Financial Corporation and Foresters Equity before joining KMG Fiduciary Partners in 2024. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors with financial planning, consulting, discretionary wealth and portfolio management, and retirement plan consulting. The firm employs a long-term financial planning approach combined with strategic asset allocation and tactical overlays, managing approximately $1.6 billion in assets across a broad multi-office platform.

Nathan Reiter is a financial advisor at Structured Wealth Management, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience with the Toledo Metropolitan Area Council of Governments and SWM Tax Inc. Outside of advisory work, he owns and operates Integrated Tax & Accounting Solutions, a tax preparation and accounting business. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm emphasizes tax-aware portfolio construction and retirement-income planning, supported by integrated tax-preparation capabilities and a governance-oriented investment process.

Matthew Norton is a financial advisor at McDonald Partners LLC with 20 years of industry experience. He has worked at McDonald Partners since 2010 and was previously with Edward Jones from 2007 to 2010. He holds a Series 66 designation. Norton is also a board member of The Ohio Virtual Academy. McDonald Partners serves individual and institutional clients by providing investment management, financial planning, pension consulting, and brokerage services. The firm customizes portfolios using fundamental, technical, and cyclical analysis and offers a range of investment strategies and advisory programs.

Bobby Adusumilli is a CFA® charterholder with four years of industry experience. He has worked at SJS Investment Services since 2019, with prior experience at Dimensional Fund Advisors from 2016 to 2019. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities by offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process involves an internal committee that constructs diversified model portfolios and includes specialized services for public funds and private investment allocations.

Scott Savage is a financial advisor at SJS Investment Services with 26 years of industry experience. He has been with SJS Investment Consulting since 1995. Scott holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an insurance agent for SJS Investment Management, LLC, an affiliated insurance agency in Ohio. SJS Investment Services manages approximately $2.5 billion with an 18-advisor team serving individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes diversified model portfolios, fiduciary standards, and total-portfolio solutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight.

Jeremy Hartle is a financial advisor at Croak Capital with nine years of industry experience. He has worked at Croak Capital since 2021 and previously held roles at Jeds Downtown and Transamerica Financial Advisors. Hartle serves as a board member of the Parkinsons Foundation of Northwest Ohio and manages operations at Jed's Bancroft. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers customized portfolio management, financial planning, and pension consulting, using multiple analytical approaches and a wrap fee program to manage assets.

Nicholle Zoltaszek is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Bankers Life Advisory Services and Edward Jones. Outside of advisory work, she is involved with American Senior Benefits. Success Wealth Management LLC serves individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm customizes asset allocation based on Modern Portfolio Theory and client goals, utilizing technology to support client communications while not relying on AI for investment decisions.

Yasmeen Moore is a financial advisor at McDonald Partners LLC with a Series 66 designation and two years of industry experience. She has been with McDonald Partners since 2014 and was previously involved with Mint & Modern LLC from 2012 to 2021. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and pension consulting. The firm tailors portfolios using fundamental, technical, and cyclical analysis and operates both discretionary and non-discretionary management structures.

David Gluckle is a financial advisor with Stirlingshire Investments, holding 12 years of industry experience. His prior work includes roles at Money Concepts Capital Corp and Nationwide Securities, LLC. Outside of his advisory work, he owns and operates the David John Gluckle Insurance Agency LLC. Stirlingshire Investments serves individuals, trusts, and other entities, providing discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a variety of investment approaches and analytical methods to customize portfolios based on client profiles, managing most accounts on a discretionary basis.

Frances Kraus is a financial advisor at Croak Capital in Toledo, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Croak Capital, she was a student for ten years. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and held-away account monitoring through an aggregation service, implementing customized model portfolios using multiple analytical approaches.

David Kaser is a CFP® professional with 43 years of experience in the financial industry. He currently serves at KMG Fiduciary Partners, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley Private Bank, National Association. KMG Fiduciary Partners provides comprehensive wealth management services for individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities. The firm combines strategic asset allocation with tactical security selection and emphasizes direct investments alongside low-cost funds to manage yield, tax consequences, and expenses.

Eric Croak is a CFP® with 10 years of industry experience, currently serving at Croak Capital in Toledo, OH. He has held roles at CAM Tax, LLC and CAM Insurance, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Croak also maintains a longstanding affiliation with Creative Financial Partners. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with formal ties to affiliated accounting and insurance entities.

James Burnor is a financial advisor at Croak Capital with 13 years of industry experience. He holds a Series 63 designation and has worked at firms including MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Burnor operates a family-owned real estate appraisal business and an insurance agency. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with additional affiliations in accounting and insurance services.

Gary Geiger is a financial advisor with SJS Investment Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with SJS Investment Consulting, Inc. since 2008. Geiger is also a licensed insurance agent affiliated with SJS Investment Management, LLC. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, typically managing portfolios with a minimum value of $1 million. SJS provides discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight, operating under a fiduciary standard with an Investment Committee that maintains diversified model portfolios and conducts regular reviews.

Nathan Wood is a financial advisor at McDonald Partners LLC in Bowling Green, OH, with three years of industry experience. He holds a Series 66 designation and previously worked at The Old Fort Banking Company and The Ohio State University. Wood is also a licensed insurance agent who sells variable annuity, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities alongside private fund management.