Steven Mccann is a CFP® professional with 20 years of experience in financial advising. He has been with Hudson Financial Advisors Inc since 2010. In addition to his advisory role, he is a licensed independent insurance producer and earns commissions from the sale of insurance products. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines advisory services with insurance consulting and business-planning, employing a multi-step, plan-oriented process that incorporates tax mitigation, wealth transfer, and wealth protection strategies.

Jessica Fries is a CFP® professional with 18 years of industry experience. She has been with Chlebina Capital since 2015 and currently works there as an advisor. Prior to that, she held roles at Securities Service Network, inc, SECURITIES AMERICA, inc., OSAIC, and Private Client Services. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs multiple proprietary strategies combining fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting.

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.

Patricia Hornak Box is a financial advisor at Oda And Company, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oda And Company since 2000. In addition to her advisory role, she is involved in non-variable insurance activities. Oda And Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm employs Modern Portfolio Theory to construct diversified portfolios and manages accounts primarily on a discretionary basis, utilizing fundamental and technical analysis alongside tactical asset allocation.

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.

Christopher Denholm is a financial advisor at Objective Capital Management, LLC with 21 years of industry experience and holds a Series 66 designation. He has been with Objective Capital Management since 2011. In addition to his advisory role, he is involved in insurance sales through an affiliated and an unaffiliated insurance agency. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and other institutions. The firm employs various investment strategies, including fundamental and technical analysis, cyclical analysis, and Modern Portfolio Theory, and utilizes sub-advisers and model portfolios as part of its process.

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.

Timothy Plonski is a CFP® with 14 years of experience in the financial industry. He has worked at River Wealth Management LLC since 2020, following roles at Arbor Point Advisors and Securities America, Inc. Additionally, he is involved in insurance sales through JK Investment Group, where he solicits and sells disability, life, and long-term care insurance products. River Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, corporations, and retirement plans, offering portfolio management and financial planning services tailored to client risk profiles and time horizons. The firm uses a combination of fundamental, technical, and cyclical analysis and manages approximately $83 million in assets across a two-advisor team.

Wellborn Jack is a financial advisor at Acme Jack Wealth Management in Hudson, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Stratos Wealth Advisors and Wells Fargo Clearing. He is the owner of Acme Jack Investments, LLC, a business entity for tax purposes. Acme Jack Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a combination of technical and fundamental analysis with top-down and bottom-up approaches, offering tailored long- and short-term strategies across a broad range of investment instruments, including alternative investments.

Eric Nye is the principal of Nye Wealth Management LLC in Hudson, Ohio, with 15 years of experience as a financial advisor. He holds the CFP® and ChFC® designations and has a background that includes founding Nye Financial Group, Inc., and serving as president and CEO of Ean Agency, LLC, a fixed insurance business. Nye devotes significant time to his insurance agency, which operates separately from his advisory services. Nye Wealth Management LLC provides wealth management and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management alongside planning consultations. The firm’s investment approach emphasizes long-term fundamental analysis with ongoing monitoring and the use of third-party managed models through a sub-adviser arrangement.

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.

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.

Stanley Oda is a CFP® professional with 37 years of experience in the financial industry. He has been the principal of Oda and Company, Inc. since 1999 and has also been associated with LPL Financial LLC since 1998. Oda and Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm uses Modern Portfolio Theory to construct portfolios across five risk profiles and manages accounts primarily on a discretionary basis, incorporating fundamental and technical analysis as well as tactical asset allocation.

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.

Joseph Romito is a financial advisor with Gross Investments LLC and holds 10 years of industry experience. His career includes roles at Westpoint Wealth Management, Cetera Advisor Networks, and Ameritas Investment Corp. Outside of advisory work, he is involved with Jolinax, LLC, a private business. Gross Investments LLC provides financial planning, consultation, and investment management primarily to individual and high-net-worth clients. The firm emphasizes individualized planning and a variety of analytic approaches to support predominantly long-term investment strategies.