Bradley Fergason is a financial advisor at Beese Fulmer Private Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Meridian Capital Management Group, The Huntington Investment Company, and Citizens Securities. Beese Fulmer Private Wealth Management provides 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 an internally developed model-portfolio framework tailored to each client’s risk tolerance and income needs.

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.

Geoffrey Marsh is a financial advisor at Activ8 Family Office LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for 12 years at Octagon Financial Services, Inc. before joining Activ8 Family Office in 2025. Activ8 Family Office serves professional athletes and their families, offering a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services. The firm utilizes outsourced CIO and TAMP platforms, providing customized portfolios that incorporate a range of investment strategies tailored to client objectives.

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.

Tyler Foutty is a financial advisor at New Horizon Wealth Management, LLC in Canton, Ohio, holding a Series 66 designation with five years of industry experience. He previously worked at Packerland Brokerage Services and operates a sole proprietorship. Outside of advisory services, he is active as a licensed insurance agent. New Horizon Wealth Management is a team-based firm offering discretionary asset management, financial planning, and qualified plan education, with an emphasis on retirement-plan education and public seminars aimed at investor awareness. The firm employs technical analysis and asset allocation strategies and may use sub-advisors under its oversight.

Jacqueline Randall is a financial advisor with McDonald Partners LLC in Paris, Ohio, holding Series 63 and Series 65 designations and 32 years of industry experience. She has worked at McDonald Partners since 2013. In addition to her advisory role, Ms. Randall is a licensed insurance agent selling variable annuities, 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 operates as both a registered investment adviser and broker-dealer, combining advisory and private fund management activities.

Joshua Rochon is a CFP® professional with 18 years of experience in the financial services industry. He currently works at AAN Wealth Advisors LLC and has held prior roles at firms including Advisory Alpha, LLC, TFO Wealth Partners, LLC, and Fifth Third Securities. Rochon is also a licensed insurance agent involved in the sale of fixed insurance products. AAN Wealth Advisors LLC provides investment advisory services, financial planning, and project consulting to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies. The firm employs an investment approach that utilizes unaffiliated subadvisors for discretionary management of model portfolios while maintaining oversight and subadvisor selection internally.

Dennis Fulmer is a CFA® charterholder with 43 years of industry experience. He has worked at Beese, Fulmer Investment Management Inc. since 1980. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a blend of fundamental company analysis and macroeconomic cycle review within a customized model-portfolio framework, focusing on balanced portfolios with an emphasis on dividend-paying equities and shorter-duration fixed income.

Dylan Bolyard is a financial advisor at New Horizon Wealth Management, LLC with Series 65 credentials and one year of industry experience. He has been involved with New Horizon Financial Group, Inc. since 2020 and operates a sole proprietorship concurrently. New Horizon Wealth Management offers discretionary asset management, financial planning, and qualified plan enrollment and participant education services. The firm emphasizes retirement-plan education and public seminars, utilizing methods including technical analysis, charting, and asset allocation in building individualized investment programs.

David Ryan is a financial advisor at New Horizon Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New Horizon Wealth Management since 2026, following a long tenure at New Horizon Financial Group and Packerland Brokerage Services. Outside of his advisory role, he has operated as an independent insurance agent since 1996, focusing on life insurance, fixed annuities, and related products. New Horizon Wealth Management is a team-based firm that provides discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm emphasizes retirement-plan education and conducts public seminars and workshops to inform clients and the community.

Eric Snider is a financial advisor with New Horizon Wealth Management, LLC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His prior roles include positions at State Farm Investment Management Corp and Packerland Brokerage Services, Inc. He also owns and operates an insurance agency specializing in life, long-term care, and disability insurance. New Horizon Wealth Management is a team-based advisory firm offering discretionary asset management, financial planning, and qualified plan education services. The firm emphasizes retirement-plan education and public seminars, employing technical analysis and asset allocation to develop individualized investment programs.

Nicholas Perini is a CFA® charterholder and holds a Series 65 license with 16 years of experience in financial advising. He has been with Beese Fulmer Private Wealth Management since 2010. Beese Fulmer Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management and financial planning. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework to customize portfolios based on clients’ risk tolerance and income needs.

Jeffrey Wenger is a CFP® professional with four years of industry experience, currently serving as an advisor at Wrenne Financial Planning LLC. His prior roles include work at Abound Paraplanning Service and Final Expense Brokerage, as well as a nine-year tenure at Lake High School. Outside of his advisory work, he is a self-employed swimming and diving official in Canton, Ohio. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients. The firm serves individual and high-net-worth households as well as corporate clients, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, alongside comprehensive financial planning and student-loan planning services.

Tina Migge is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 26 years of industry experience. She has worked at Stratos since 2018, following prior roles at Bank of America and Merrill Lynch. Outside of her advisory work, she is involved with Generations Investment Management, focusing on life insurance strategies. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals.

Justin Hardesty is a financial advisor at Dynamic with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Dynamic Wealth Advisors (doing business as Hardesty Partners) since 2018, following six years at Yellowstone Partners. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services including discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through technology and operational resources.

Timothy Valentine is a CFP® with eight years of industry experience, currently serving as a Private Wealth Advisor and CEO at Valentine Wealth Advisors within OneSeven. His prior experience includes roles at Ameriprise Financial Services, Balanced Wealth Group, and Horace Mann Investors. Outside of finance, he is the co-founder of Dirty Outdoors LLC, a hunting apparel business with plans to offer guided hunts. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternatives and private placements, while offering discretionary and non-discretionary arrangements supported by internal due diligence and partnerships with independent managers and third-party platforms.

Lindsay Cameron is a CFP® with 17 years of industry experience, currently serving at Gradient Securities, LLC since 2015. She also has a longstanding association with Hackenberg Financial dating back to 2007. Outside of her advisory roles, Cameron is an adjunct professor at Walsh University Business School, where she teaches advanced portfolio management, and she operates a life coaching business. Gradient Securities, LLC, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently utilizes third-party managers while maintaining a primarily non-discretionary investment approach.

Jason Hostetler is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at Stratos since 2018 and previously spent nine years at Bank of America, N.A., as well as fourteen years with Merrill. Outside of his advisory role, he is involved with Generation Investment Management, focusing on life insurance strategies. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives organized into multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and tailored advisory services.