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.

Douglas Mansager is a CFP® professional with 13 years of industry experience. He has been with Lindahl & Mansager Inc since 1992 and is based in Fairlawn, OH. Lindahl & Mansager provides tax planning, accounting, investment management, and financial planning services to individuals, trusts, estates, corporations, and businesses. The firm manages approximately $214 million in assets for around 281 client relationships, employing a diversified investment approach focused on mutual funds, ETFs, and short-term cash instruments, alongside integrated tax and accounting services.

Tristan Lewis is a financial advisor at Objective Capital Management, LLC with 19 years of industry experience. He has been with the firm since 2011 and holds Series 63 and Series 65 licenses. Lewis serves on the advisory board for Welded Tubes, Inc., a non-investment-related role that involves periodic meetings. Objective Capital Management provides investment management and financial planning to individuals, trusts, pension plans, and institutions. The firm employs a variety of analytical methods and trading techniques and offers both discretionary and non-discretionary portfolio management tailored to client goals.

Ryan Stine is a financial advisor at Chlebina Capital with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Private Client Services, OSAIC, Securities America, and Securities Service Network. Stine has been with Chlebina Capital since 2005. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs multiple proprietary investment strategies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting.

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.

Denver Mccallister is a financial advisor at Williamson Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked at Cetera Financial Specialists LLC since 2012 and joined Williamson Wealth Management in 2025. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts. The firm utilizes an active, sector-driven investment approach that includes fundamental and technical analysis, options strategies, and ERISA-focused services for qualified retirement plans.

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.

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.

Michael Beels is a financial advisor with Harvest Advisors, LLC in Canton, Ohio. He holds a Series 65 designation and has nine years of industry experience. He has been with Clifford & Associates since 2016. Harvest Advisors provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, frequently serving clergy and church-related clients. The firm integrates fundamental and technical analysis in managing mostly fixed income, equity, or balanced portfolios and offers related tax and administrative services tailored to its niche clientele.

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.

Margaret Frease is a financial advisor with Williamson Wealth Management in Canton, OH, holding a Series 65 designation and 15 years of industry experience. She has worked at Blackstone Wealth Management Inc. since 2018 and previously at Legacy Investment Group, LLC from 2012 to 2018. She has also been self-employed since 1998. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, and investment planning services.

James Evans is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving at T.T.G. Financial, Inc. in Canton, OH, where he has worked since 2006. He holds the Series 63 and Series 65 licenses in addition to his CFP® designation. T.T.G. Financial, Inc. provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets on a discretionary basis across multiple risk groups and employs a combination of fundamental and technical analysis, regular rebalancing, and order-aggregation tools without relying on ESG criteria.

Steven Clifford is a CFP® with 18 years of industry experience, currently serving as an advisor at Harvest Advisors, LLC in Canton, OH. He has owned and operated Clifford & Associates since 1989, providing tax preparation, planning, accounting, and payroll services. His role includes management, supervision, and client interaction, often overlapping with his financial advisory work. Harvest Advisors offers fee-based financial planning and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations, with specialized services for pastors and churches. The firm integrates fundamental and technical analysis to construct diversified portfolios aligned with client goals and risk tolerance, supported by affiliated businesses providing tax, payroll, and pension services tailored to religious organizations.

William Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Greenport Financial Advisers since 2001. 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 provides portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles to meet client objectives.

Jolie Howell is a financial advisor at Strong Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Charles Schwab and Kent State University. Outside of finance, she has experience working at Wood's Tall Timber Resort. 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 offers tailored planning with ongoing portfolio oversight.

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.

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.

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.