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.

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.

Brian Weinreich is a financial advisor with EGI Financial, Inc. in Akron, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with EGI Financial and American Heritage Securities since 2009. EGI Financial, Inc. provides discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk 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.

Edgar Ingraham is a financial advisor at EGI Financial, Inc. in Akron, Ohio, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with American Heritage Securities, Inc. since 1992. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning, using a Money Management Philosophy that emphasizes quality, growth, value, diversification, and a long-term outlook.

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.

Robert Berry is a financial advisor at EGI Financial, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at American Heritage Securities Inc. and Stifel, Nicolaus & Company, Incorporated. Berry is involved with the Acacia Park Cemetery Endowment Fund. EGI Financial, Inc. provides discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning to individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a Money Management Philosophy that emphasizes quality, growth, value, diversification, and a long-term investment horizon.

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.

Tyler Krummel is a financial advisor at EGI Financial, Inc. in Akron, Ohio, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with EGI Financial and American Heritage Securities since 2015. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk management.

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.

Kenneth Reeves is a CFP® professional with 38 years of industry experience, currently serving at EGI Financial, Inc. He previously worked at American Heritage Securities and Stifel Nicolaus & Co. Inc. Outside of his advisory role, he is co-owner of Mountain Creek Tree Farm and serves as chairman of the board for the Charles R Elmer Scholarship Foundation. EGI Financial, Inc. provides discretionary and non-discretionary money management, retirement plan advisory services, and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a Money Management Philosophy that combines fundamental, technical, and intangible analysis with a proprietary asset allocation model emphasizing quality, growth, value, diversification, and a long-term investment horizon.

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.