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.

William Bush Jr. is a financial advisor with SOBITZ Financial Group, LLC, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. His prior experience includes roles at Lincoln Investment, Capital Analysts Incorporated, and Curtis Professional Group Inc. He also engages in fixed insurance sales to provide clients with insurance and fixed annuity solutions. SOBITZ Financial Group provides discretionary and non-discretionary asset management and ongoing portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental analysis with Modern Portfolio Theory and incorporates long-term holdings, short-term positions, and trading strategies tailored to client objectives.

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.

Edward M. Grosko is a financial advisor with Integrated Wealth Management, Inc., holding the ChFC® and Series 63 designations and bringing 21 years of industry experience. He has worked with Integrated Wealth Management since 2006 and has been associated with The O.N. Equity Sales Company and Ohio National Life Insurance since 2002. Outside of advising, he is a shareholder of EBG Marketing Inc., a marketing company supporting his firm and related entities, and serves as a general partner in closed oil and gas investment partnerships. Integrated Wealth Management, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a mix of analytical methods combined with a long-term trading orientation and conducts regular client reviews, offering both discretionary and non-discretionary account management.

Joseph Strancar is a financial advisor with Beese Fulmer Private Wealth Management in Canton, OH. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades with Meridian Capital Management Group, Inc. 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 employs a customized investment approach that combines fundamental analysis and macroeconomic review, with portfolios typically balanced across equities and fixed income to meet client-specific risk and income 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.

Benjamin Grosko is a financial advisor with Integrated Wealth Management, Inc., holding a Series 65 designation and 10 years of industry experience. He has been with Integrated Wealth Management since 2020 and has been involved with Integrated Planning since 2005. Outside of advisory work, he is a 50% owner of a restaurant business where he oversees operations. Integrated Wealth Management provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and business entities. The firm employs a fundamental analysis and long-term buy-and-hold investment approach, supplemented by shorter-term trades when appropriate, and offers educational seminars alongside client coaching and planning.

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, she serves as Vice President of Wealth Management at The Mintz Group and is a board member of TMG Cares, a nonprofit organization. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles with customized portfolio management and financial planning. The firm integrates proprietary strategies with third-party managers through its Alden COVE platform, offering unified managed accounts and technology integration that supports a multi-team environment.

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.

Ethan Hawkins is a financial advisor at Integrated Wealth Management, Inc. with a Series 65 designation and two years of industry experience. Prior to joining Integrated Wealth Management, he worked at A-Z Solutions and has experience in roles outside finance, including at Kent State University and Skyland Pines Golf Club. Integrated Wealth Management, Inc. provides portfolio management and financial planning to individuals, pension and profit-sharing plans, and corporate entities. The firm employs multiple analytical methods and uses model portfolios from a third-party provider, offering both discretionary and non-discretionary management with a focus on a variety of asset classes.

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.

Stephen Jackson is a Series 65 licensed financial advisor with six years of industry experience. He has worked at Integrated Wealth Management, Inc. since 2020 and previously held roles at BNY Mellon, Bost Benefits, and Edward Jones. Integrated Wealth Management, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm employs various analytical methods and a long-term trading approach, with accounts monitored regularly and reviewed quarterly.

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® with 17 years of industry experience, currently serving at AAN Wealth Advisors LLC. His prior roles include positions at Advisory Alpha, LLC, TFO Wealth Partners, LLC, JDR Financial, LLC, Fourth Dimension Financial Group, LLC, and Fifth Third Securities. Rochon is also a licensed insurance agent involved in the sale of fixed insurance products. AAN Wealth Advisors LLC serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies by providing investment advisory services, financial planning, and project consulting. The firm uses model portfolios managed by an unaffiliated subadvisor, maintaining oversight and authority over portfolio management decisions.