William Bullington Jr. is a financial advisor with Bullington Capital Management, LLC in Akron, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd. Aside from his advisory role, he is also an insurance agent. Bullington Capital Management provides discretionary investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes fundamental and technical analysis for portfolio construction and management, offering tailored investment strategies across equities, mutual funds, ETFs, and other instruments.

Michael Rabe is a CFA® charterholder with 48 years of industry experience. He is a principal at Rabe Investment Consulting Group, where he has worked since 2021. Prior to that, he held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a fiduciary approach combining active and passive strategies, with an emphasis on tax-efficient, risk-adjusted asset allocation and uses quantitative screening to identify undervalued securities.

Keith Harris is a financial advisor with BCD Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Beacon Capital Distributors Advisors since 2016 and is involved in non-investment businesses including a sports training company for athletes and a college planning tool for student-athletes. Harris also leads an LLC engaged in residential real estate transactions. BCD Advisors provides portfolio management, financial planning, and access to third-party money managers for individuals, pension and profit-sharing plans, and business entities. The firm uses asset allocation, fundamental analysis, and Modern Portfolio Theory to recommend portfolios and trading strategies under both discretionary and advisory arrangements.

Robert Warther is a financial advisor with Warther Private Wealth in Akron, OH, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Independence Capital Co. and Cambridge Investment Research, Inc., among others. He serves as a board member of the World Hope Foundation. Warther Private Wealth provides investment management, financial planning, pension consulting, and investment advisory services primarily to individuals, high net worth clients, and other professionals. The firm manages approximately $371 million across about 237 clients, focusing on long-term strategies using equities, bonds, and low-cost ETFs, with customized portfolio solutions and regular monitoring.

David Massare Jr. is a CFP® professional with 22 years of experience in the financial advisory industry. He is currently with Signal Tree Financial Partners LLC, where he has worked since 2023, following an 18-year tenure at Sequoia Financial Group, LLC. Signal Tree Financial Partners LLC serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management, retirement account advice, and financial planning. The firm employs a team-based approach, emphasizing fundamental analysis and long-term strategic asset allocation using low-cost mutual funds, ETFs, individual securities, and independent managers.

Megan Eberhart is a CFA® charterholder with four years of industry experience. She is currently an advisor at Summit Wealth Management LLC, where she has worked since 2021. Prior to that, she was employed at Johnson Investment Counsel and GBQ Consulting. Summit Wealth Management LLC provides discretionary portfolio management and pension/401(k) consulting to individual investors and employer-sponsored plans. The firm serves both high-net-worth and non-high-net-worth clients, employing fundamental analysis and long-term investment strategies alongside Schwab’s Institutional Intelligent Portfolios for index-based asset allocation with automated monitoring and rebalancing.

Jeanine Brindus is a financial advisor at Vision Financial Management, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Huntington Financial Advisors, and Cetera Advisor Networks. Outside of advisory work, she is licensed as an agent selling fixed annuities, life, disability, and long-term care insurance. Vision Financial Management serves individual and high-net-worth clients, as well as trusts, estates, and small business entities, offering discretionary portfolio management, written financial planning, and access to third-party money managers. The firm operates a sponsored wrap-fee asset management program and utilizes LPL’s Strategic Wealth Management platform, combining various asset allocation models with in-house analysis.

James Grable is a financial advisor with Signal Tree Financial Partners LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Signal Tree in 2025, he worked at Northwestern Mutual Investment Services, LLC from 2022 to 2025 and has experience with KeyBank and other financial roles. Signal Tree Financial Partners serves individual and high-net-worth clients, as well as trusts and estates, through discretionary portfolio management and financial planning. The firm employs a fundamental, long-term investment approach using diversified, low-cost funds, individual securities, and independent managers, with additional affiliated accounting and tax services.

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 Winston is a CFP® professional with 27 years of industry experience. He has worked at Vision Financial Management, LLC since 2014 and has been associated with LPL Financial since 2004. Outside of his advisory role, he is involved in selling non-variable health and long-term care insurance. Vision Financial Management serves individual and high-net-worth clients, as well as trusts, estates, and small business entities, providing discretionary portfolio management, written financial planning, and referrals to third-party money managers. The firm sponsors its own wrap-fee asset management program and utilizes LPL’s Strategic Wealth Management platform, combining various asset allocation models with in-house analysis.

Jeff Rovnak is a Certified Financial Planner® with 23 years of industry experience. He is currently with Signal Tree Financial Partners LLC, where he has worked since 2021. Prior to that, he was with Sequoia Financial Group and Sequoia Financial Advisors from 2015 to 2019. Signal Tree Financial Partners serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management, retirement account advice, and financial planning. The firm employs a team-based approach and focuses on long-term strategic asset allocation using low-cost mutual funds, ETFs, individual securities, and independent managers tailored to client goals and risk tolerance.

I maintain my membership with the XY Planning Network because it reflects how I believe financial advice should be delivered: advice‑only, fiduciary, and fully aligned with the client’s best interests. XYPN’s standards reinforce my commitment to transparency, ongoing education, and providing planning‑driven guidance without commissions or product sales influencing recommendations. I’m Gage Paul, CFP®, and Co‑founder of Western Reserve Capital Management, LLC, a fee‑only financial planning firm serving established families and professionals across Northeast Ohio, with offices in Hudson, New Philadelphia, and Akron. We started this firm because we believed there was a better way to deliver financial advice, one built on trust, clarity, and long‑term thinking rather than sales-driven solutions. That belief continues to guide how we work with clients today. My approach begins with a comprehensive, project‑based financial plan, typically ranging from $2,500 to $4,000, designed to provide clear, actionable guidance without pressure to commit to an ongoing relationship. For clients who want continued support, accountability, and portfolio management, we also offer ongoing wealth management services on an assets‑under‑management (AUM) basis. Whether you’re navigating a major life transition, trying to optimize your tax strategy, planning for retirement, or simply looking for a second opinion from someone who isn’t trying to sell you something, we’d be glad to help. What you can expect when working with us: honest conversations, personalized strategies, and advice built around your life and goals, not products.

William Manby Jr. is a financial advisor at Paradigm Investment Advisory LLC with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Manby has held leadership roles in several related entities, including Paradigm Equity Strategies LLC, where he serves as president and CEO. He is active in community organizations such as the Akron Rotary Club and the Akron Community Foundation. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to individuals and institutional clients, including pension plans, trusts, and charitable foundations. The firm emphasizes third-party money manager due diligence, asset allocation, and fundamental analysis, and manages multiple privately offered conduit investment funds.

James Sexton III is a CFP® with 29 years of industry experience. He is currently with Western Reserve Capital Management, LLC and has previously worked at Fsc Securities Corporation and Southland Equity Partners. Western Reserve Capital Management serves individuals, charitable organizations, and businesses with discretionary investment management and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and emphasizes written financial planning without commission-based compensation.

Craig Small is a CFA® charterholder with 17 years of industry experience. He has been with Symphony Financial Services, Inc. since 2012 and is also affiliated with LPL Financial, LLC. Outside of his advisory role, he is involved in managing office employees at Kim and Associates and assists with website maintenance for PBOC National LLC. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach to asset allocation and investment strategies, utilizing a variety of instruments and continuously monitoring portfolios to align with clients’ objectives and risk tolerance.

Will Smith is a CFP® professional with two years of industry experience, currently serving at True Wealth Design, LLC in Akron, OH. Prior to joining True Wealth Design, he worked at Beacon Pointe Advisors, LLC, and The Jentner Corporation. True Wealth Design provides wealth management, investment advisory, financial planning, and retirement plan consulting to a diverse client base including individuals, families, business entities, and charitable organizations. The firm combines advisory services with tax and accounting support through its subsidiary and utilizes an asset-allocation framework informed by modern portfolio theory alongside tax-aware investment techniques.

Mark Millar is a financial advisor with Symphony Financial Services, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at firms including LPL Financial and Wells Fargo Clearing. Millar provides investment advisory services through Symphony Financial Services, an independent registered investment advisor. Symphony Financial Services serves individual clients, trusts, estates, pension and profit sharing plans, and corporate entities by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm’s investment strategies incorporate multiple analysis methods and may use derivatives and margin, with a distinctive approach that includes insurance analysis and referrals to outside attorneys.

Andrew Harpel is a financial advisor at Scofield & Company, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Scofield & Company since 2023. He also has an ongoing role at EdgeTech Analytics, LLC since 2012. Scofield & Company serves individual and high-net-worth clients with discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage tailored portfolios through a combination of strategic rebalancing and tactical trading informed by adviser judgment.

Daniel Auble is a financial advisor with Symphony Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles with LPL Financial, Key Investment Services, and KeyBank. Symphony Financial Services serves individual clients, trusts, estates, pension and profit sharing plans, and corporate entities. The firm offers asset management, portfolio management, financial planning, and retirement plan consulting, using diverse analysis methods and investment strategies that may include derivatives and margin.

Alan Scofield is the President of Scofield & Company, LLC and has 47 years of experience in the financial industry. He has worked at Scofield & Company since 1990 and serves as CEO of EdgeTech Analytics, LLC, a software development firm for investment professionals. Additionally, he owns a web design and hosting company. Scofield & Company serves individual and high-net-worth clients with discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage portfolios composed of stocks, ETFs, and mutual funds, tailoring strategies to clients’ financial situations and risk tolerance.