Tyler Foutty is a financial advisor at New Horizon Wealth Management, LLC in Canton, Ohio, holding a Series 66 designation with five years of industry experience. He previously worked at Packerland Brokerage Services and operates a sole proprietorship. Outside of advisory services, he is active as a licensed insurance agent. New Horizon Wealth Management is a team-based firm offering discretionary asset management, financial planning, and qualified plan education, with an emphasis on retirement-plan education and public seminars aimed at investor awareness. The firm employs technical analysis and asset allocation strategies and may use sub-advisors under its oversight.

Joshua Rochon is a CFP® professional with 18 years of experience in the financial services industry. He currently works at AAN Wealth Advisors LLC and has held prior roles at firms including Advisory Alpha, LLC, TFO Wealth Partners, LLC, and Fifth Third Securities. Rochon is also a licensed insurance agent involved in the sale of fixed insurance products. AAN Wealth Advisors LLC provides investment advisory services, financial planning, and project consulting to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies. The firm employs an investment approach that utilizes unaffiliated subadvisors for discretionary management of model portfolios while maintaining oversight and subadvisor selection internally.

Dennis Fulmer is a CFA® charterholder with 43 years of industry experience. He has worked at Beese, Fulmer Investment Management Inc. since 1980. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a blend of fundamental company analysis and macroeconomic cycle review within a customized model-portfolio framework, focusing on balanced portfolios with an emphasis on dividend-paying equities and shorter-duration fixed income.

Dylan Bolyard is a financial advisor at New Horizon Wealth Management, LLC with Series 65 credentials and one year of industry experience. He has been involved with New Horizon Financial Group, Inc. since 2020 and operates a sole proprietorship concurrently. New Horizon Wealth Management offers discretionary asset management, financial planning, and qualified plan enrollment and participant education services. The firm emphasizes retirement-plan education and public seminars, utilizing methods including technical analysis, charting, and asset allocation in building individualized investment programs.

David Ryan is a financial advisor at New Horizon Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New Horizon Wealth Management since 2026, following a long tenure at New Horizon Financial Group and Packerland Brokerage Services. Outside of his advisory role, he has operated as an independent insurance agent since 1996, focusing on life insurance, fixed annuities, and related products. New Horizon Wealth Management is a team-based firm that provides discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm emphasizes retirement-plan education and conducts public seminars and workshops to inform clients and the community.

Eric Snider is a financial advisor with New Horizon Wealth Management, LLC and holds Series 65 and Series 63 licenses. He has 28 years of industry experience, including roles at State Farm Investment Management Corp and Packerland Brokerage Services, Inc. In addition to his advisory work, he owns and operates an insurance agency offering life, long-term care, and disability insurance. New Horizon Wealth Management is a team-based firm providing discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm emphasizes retirement-plan education and conducts public seminars to inform clients and the community about investments and financial strategies.

Nicholas Perini is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Beese Fulmer Private Wealth Management since 2010. The firm provides discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Beese Fulmer’s investment approach combines fundamental analysis with macroeconomic review and a customized model-portfolio framework, emphasizing dividend-paying equities and shorter-duration fixed income to manage risk and income needs.

Jeffrey Wenger is a CFP® professional with four years of industry experience, currently serving as an advisor at Wrenne Financial Planning LLC. His prior roles include work at Abound Paraplanning Service and Final Expense Brokerage, as well as a nine-year tenure at Lake High School. Outside of his advisory work, he is a self-employed swimming and diving official in Canton, Ohio. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients. The firm serves individual and high-net-worth households as well as corporate clients, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, alongside comprehensive financial planning and student-loan planning services.

Tina Migge is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and bringing 26 years of industry experience. She has worked at Stratos since 2018 and previously spent 19 years at Merrill and four years at Bank of America. Outside of her advisory role, she is involved with Generations Investment Management, focusing on life insurance strategies. Stratos Wealth Advisors is a multi-team SEC-registered firm with 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts with customized portfolio management, financial planning, and insurance consulting, leveraging affiliations with SEI entities to access proprietary products and platforms.

Justin Hardesty is a financial advisor at Dynamic with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Dynamic Wealth Advisors (doing business as Hardesty Partners) since 2018, following six years at Yellowstone Partners. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services including discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through technology and operational resources.

Paul Guerra is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at WealthSource Partners, Livingston Group Asset Management, LPL Financial, Wells Fargo Advisors Financial Network, and ownership of Brookshire Wealth Management. Guerra also operates as a licensed insurance producer and manages Brookshire Wealth Management as a DBA under which he conducts advisory services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Timothy Valentine is a CFP® with eight years of industry experience, currently serving as a Private Wealth Advisor and CEO at Valentine Wealth Advisors within OneSeven. His prior experience includes roles at Ameriprise Financial Services, Balanced Wealth Group, and Horace Mann Investors. Outside of finance, he is the co-founder of Dirty Outdoors LLC, a hunting apparel business with plans to offer guided hunts. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternatives and private placements, while offering discretionary and non-discretionary arrangements supported by internal due diligence and partnerships with independent managers and third-party platforms.

Lindsay Cameron is a CFP® with 17 years of industry experience, currently serving at Gradient Securities, LLC since 2015. She also has a longstanding association with Hackenberg Financial dating back to 2007. Outside of her advisory roles, Cameron is an adjunct professor at Walsh University Business School, where she teaches advanced portfolio management, and she operates a life coaching business. Gradient Securities, LLC, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently utilizes third-party managers while maintaining a primarily non-discretionary investment approach.

Jason Hostetler is a financial advisor with Stratos Wealth Advisors LLC in Canton, OH, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bank of America and Merrill. Outside of advising, he is involved with Generation Investment Management, focusing on life insurance strategies. Stratos Wealth Advisors is a multi-team firm managing approximately $5.57 billion in assets for nearly 5,000 clients, including individuals, trusts, retirement plans, and institutions. The firm offers customized portfolio management and financial planning through a network of independent advisors, leveraging strategic affiliations with SEI entities and access to proprietary investment products.

David Drummond is a financial advisor at Creative Financial Designs, Inc. with 26 years of industry experience. He holds a Series 63 designation and has been with Creative Financial Designs since 2014. Outside of his advisory role, he is a tennis instructor at Hall of Fame Fitness Center and serves as Vice President of College Planning Alliance LLC. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Robert Milan is a financial advisor with TCFG Investment Advisors, LLC in Canton, Ohio, holding 26 years of industry experience. He has worked with the TCFG group of companies since 2017 and has been associated with National Planning Corporation since 2013. Outside of his advisory role, Milan also operates Milan & Associates LLC, where he provides tax preparation services for individuals, small businesses, and corporations. TCFG Investment Advisors offers investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and provides both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Bruce Dipietro is a CFA® charterholder with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has prior experience at firms including WealthSource Partners, Brookshire Wealth Management, and LPL Financial. He also serves as a director of Brookshire Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Patrick Seaman is a financial advisor at AlphaStar Capital Management with 19 years of industry experience. He holds a Series 65 designation and has been with AlphaStar since 2011. In addition to his advisory role, he assists veterans in obtaining financial benefits through a voluntary activity with Seaman Retirement Planning, which he has operated since 2003. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other investment advisers. The firm employs both predefined model portfolios and custom strategies, utilizing strategic asset allocation and quantitative analysis in its investment approach.

Scott Heather is a financial advisor with Royal Fund Management, LLC in Canton, Ohio, holding a Series 65 credential and 13 years of industry experience. He has been with Royal Fund Management since 2013 and has operated Shaker Business Services as a tax preparer since 2006. Outside of advising, he is also licensed as an insurance agent and is involved in tax preparation services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of analytical approaches to implement investment strategies tailored to client risk tolerances and offers specialized services including access to select non-traded REITs and options-writing overlays.

James Seaman is a financial advisor at AlphaStar Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AlphaStar since 2011. Additionally, he operates Seaman Retirement Planning, an independent insurance sales and products business. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies along with subadvisory and platform services.