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Brandon C

Series 66

Canton, OH

Affinity Wealth LLC

Brandon Clemens is a Series 66-licensed advisor with eight years of industry experience, currently serving at Affinity Wealth LLC since 2025. His prior roles include positions at Afia Wealth Management, Edward Jones, and PNC Financial Services Group. Outside of his advisory work, he is the managing member of RCM Capital Ventures LLC, where he assists with locating, wholesaling, and rehabbing real estate investments. Affinity Wealth LLC provides investment advisory and wealth management services to individuals, pre-retirees, retirees, high-net-worth households, business owners, and plan sponsors. The firm emphasizes a planning-first investment process, integrating comprehensive financial planning with managed asset-allocation model portfolios and coordinating with a network of specialists to deliver an integrated advisory approach.

General retirement planning Retirement income strategy Medicare planning Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Approaching retirement
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Brandon R

Series 65

Akron, OH

Alpha Asset Management

Brandon Rzeszut is a financial advisor with Alpha Asset Management in Akron, Ohio. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at American Heritage Securities, Arbor Group Advisors, and the University of Akron, as well as operating a juice and smoothie bar. Alpha Asset Management is an independent, fee-based registered investment adviser serving primarily individual clients and a limited number of institutions. The firm focuses on discretionary portfolio management of large-cap equities, investment-grade bonds, and investment-company securities, using a combination of top-down secular-cycle analysis and bottom-up security selection.

Active portfolio management Concentrated stock management
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Steven W

Series 66

Canton, OH

Williamson Wealth Management

Steven Williamson is a financial advisor with Williamson Wealth Management in Canton, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked at Blackstone Wealth Management, Inc. since 2017 and previously held roles at Legacy Investment Group, LLC, Helios Investments Inc., and Cadaret, Grant & Co., Inc. In addition to his advisory work, Williamson maintains an independent insurance agency where he sells life insurance and fixed products. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across about 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach that combines fundamental and technical analysis, with daily portfolio reviews and routine options strategies, and offers ERISA-focused retirement plan services including discretionary and non-discretionary advisory capacities.

Options & derivatives strategies Active portfolio management
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Stephen H

Series 66

Akron, OH

BCD Advisors

Stephen Hecker Jr. is a financial advisor with BCD Advisors in Akron, OH, holding a Series 66 designation and 22 years of industry experience. He has worked with several firms, including Sterne Agee and Armor Financial Management, where he is President and owner involved in life, disability, and long-term care insurance sales. Outside of financial services, he is also involved in marketing for a health and beauty product company. BCD Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and access to third-party money managers. The firm uses asset allocation, fundamental analysis, and Modern Portfolio Theory to tailor portfolios and regularly monitors client investments.

Wealth management
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Michael S

CFP®, Series 63

Uniontown, OH

SOBITZ Financial Group, LLC

Michael Sobitz is a CFP® professional with 35 years of industry experience. He is the principal of Sobitz Financial Group, LLC, and has held prior roles at Lincoln Investment, Capital Analysts, Incorporated, and Sobitz & Co., Inc. He is also a self-employed CPA offering individual tax return preparation services. Sobitz Financial Group, LLC provides discretionary and non-discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, with account reviews at least quarterly to tailor investment programs according to client goals and restrictions.

Wealth management Tax-loss harvesting ESG / Sustainable investing
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Kulanan M

Series 66

North Canton, OH

Greenport Financial Advisers Inc.

Kulanan Monroe is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 13 years of industry experience. He holds the Series 66 designation and has been with Greenport Financial Advisers since 2012. 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 offers portfolio management, advisory consulting, and qualified plan consulting services, using customized investment policy statements and a range of investment vehicles such as mutual funds, ETFs, fixed income, private money managers, and alternative investments.

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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Wayne S

CFP®, Series 66

Akron, OH

Presper Financial Architects, LLC

Wayne Salsbury is a CFP® professional with 12 years of industry experience, currently serving at Presper Financial Architects, LLC. His prior roles include positions at Cedar Brook Group and Cadaret, Grant & Co., Inc. He holds an insurance license and is involved in insurance sales and service consistent with financial planning. Presper Financial Architects, LLC provides personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm uses a proprietary model approach combining active and passive strategies and offers a wrap fee program with Schwab as custodian.

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

Series 66

Copley, OH

Watch Guard Capital LLC

Robert Stark is a financial advisor at Watch Guard Capital LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Allworth Financial, AW Securities, and Phillips Financial Advisor. Watch Guard Capital LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $80.7 million across 147 accounts. The firm employs a discretionary management approach using charting, technical, quantitative, and cyclical analysis, emphasizing option-income strategies and borrowing techniques that are less common among similar firms.

Options & derivatives strategies
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Douglas G

Series 65

North Canton, OH

Greenport Financial Advisers Inc.

Douglas Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, holding a Series 65 designation with 13 years of industry experience. He has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small businesses. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles tailored to 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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Morgan H

Series 65

Canton, OH

T.T.G. Financial, Inc.

Morgan Hood is a financial advisor at T.T.G. Financial, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Maize Valley Winery and as a self-employed babysitter. T.T.G. Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing investment management and comprehensive financial planning. The firm manages client assets on a discretionary basis using tailored portfolios across seven risk groups and emphasizes fundamental and technical security analysis without relying on ESG criteria.

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

Series 66

Akron, OH

Warther Private Wealth

Joshua Sonnhalter is a financial advisor at Warther Private Wealth in Akron, OH, holding a Series 66 designation with three years of industry experience. He serves as president of Warther Private Wealth and is also an investment adviser representative with Independence Capital Co., Inc. Warther Private Wealth manages approximately $371 million for around 237 clients, offering investment management, financial planning, pension consulting, and advisory services primarily to individuals and high net worth clients. The firm employs a long-term investment approach focused on equities, bonds, and low-cost ETFs, using fundamental analysis alongside occasional technical and cyclical tools.

General retirement planning Income planning Wealth management Tax strategies for small businesses Retirement withdrawal strategies Founder/Business Owner Executive Financial Professional
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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 at Harvest Advisors, LLC in Canton, Ohio, holding Series 63 and Series 65 licenses with five years of industry experience. His work history includes roles at Church of the Covenant and S. D. Clifford Advisors, LLC, as well as prior experience at Park Avenue Securities and Guardian Life Insurance. Outside of finance, he has been involved with church organizations, including John Knox Presbyterian Church. Harvest Advisors provides fee-based financial planning and discretionary portfolio management to individuals and various entities, with specialized services for pastors and churches. The firm integrates investment management with affiliated tax, payroll, and pension services tailored to religious organizations.

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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