Daniel Garvin is a financial advisor with Munn Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Impact Partnership Wealth, WORLD EQUITY GROUP, Health Trust Financial, Triumph Wealth Advisors, TCM Securities, and APEX Wealth Management, where he has been involved since 1984. Outside of advisory work, he owns a tax preparation service, NextGen Tax Service, and serves as a notary. Munn Wealth Management advises individual and institutional clients, providing asset management and financial planning services supplemented by affiliated tax preparation and access to legal and estate-planning advice. The firm typically manages assets on a discretionary basis, employing a range of proprietary, quantitative, and third-party strategies, and maintains multiple affiliated businesses and investment vehicles.

Scott Savage is a financial advisor at SJS Investment Services with 26 years of industry experience. He has been with SJS Investment Consulting since 1995. Scott holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an insurance agent for SJS Investment Management, LLC, an affiliated insurance agency in Ohio. SJS Investment Services manages approximately $2.5 billion with an 18-advisor team serving individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes diversified model portfolios, fiduciary standards, and total-portfolio solutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight.

Daniel Acheson is a CFP® with seven years of industry experience, currently serving at Munn Wealth Management, LLC. His prior work includes roles at Munn Tax Services, Bank of New Hampshire, and the Colorado Springs Sky Sox Baseball Club. He is involved in tax preparation through Munn Tax Services. Munn Wealth Management provides portfolio management, financial planning, and tax preparation services to a diverse client base including individuals, trusts, foundations, and business entities. The firm uses model-driven investment approaches tailored to client risk profiles and offers ancillary services such as in-house tax preparation and legal support.

Jeremy Hartle is a financial advisor at Croak Capital with nine years of industry experience. He has worked at Croak Capital since 2021 and previously held roles at Jeds Downtown and Transamerica Financial Advisors. Hartle serves as a board member of the Parkinsons Foundation of Northwest Ohio and manages operations at Jed's Bancroft. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers customized portfolio management, financial planning, and pension consulting, using multiple analytical approaches and a wrap fee program to manage assets.

Ryan Stoller is a CFP® professional with four years of industry experience, currently serving at MPM Wealth Advisors. His prior roles include positions at SJS Investment Services, Perrysburg Schools, and Gateway Wealth Partners, LLC. MPM Wealth Advisors provides investment advisory and financial planning services to individual clients, pension and employee benefit plans, trusts, and other entities. The firm manages approximately $1.04 billion in assets, emphasizing diversified portfolios built primarily from low-expense mutual funds, ETFs, and similar pooled vehicles, guided by client Suitability Profiles and assigned risk levels.

Nicholle Zoltaszek is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Bankers Life and American Senior Benefits. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting, managing approximately $110.5 million in assets across about 814 client relationships with a team of 15 advisors. The firm applies Modern Portfolio Theory to asset allocation and includes a range of investment options tailored to client risk profiles.

Bryan Ohm is a financial advisor at MPM Wealth Advisors with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MPM Wealth Advisors since 1995. Outside of his advisory work, he is a licensed independent insurance agent and holds ownership interests in several business ventures, including WS Series IX LLC and Creating Equity LLC. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing approximately $1.04 billion in assets. The firm emphasizes diversified portfolios primarily composed of low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and utilizes both discretionary and non-discretionary strategies in its investment approach.

Sean Shinaberry is a financial advisor at MPM Wealth Advisors in Holland, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at MPM Wealth Advisors since 2002. Outside of advisory work, he has ownership interests in a pizza franchise investment and manages several rental property businesses. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing over $1 billion in assets. The firm emphasizes diversified portfolios using low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and offers a range of investment advisory and financial planning services.

Michael Wood is a financial advisor at Munn Wealth Management, LLC, with 25 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Coastal Equities, Inc., Camelot Advisors, LLC, Next Financial, and Wood and Associates. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides asset management and financial planning supported by affiliated tax preparation and legal and estate-planning services, managing assets primarily on a discretionary basis through a range of proprietary and third-party investment strategies.

David Gluckle is a financial advisor with Stirlingshire Investments, holding 12 years of industry experience. His prior work includes roles at Money Concepts Capital Corp and Nationwide Securities, LLC. Outside of his advisory work, he owns and operates the David John Gluckle Insurance Agency LLC. Stirlingshire Investments serves individuals, trusts, and other entities, providing discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a variety of investment approaches and analytical methods to customize portfolios based on client profiles, managing most accounts on a discretionary basis.

Frances Kraus is a financial advisor at Croak Capital in Toledo, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Croak Capital, she was a student for ten years. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and held-away account monitoring through an aggregation service, implementing customized model portfolios using multiple analytical approaches.

David Kaser is a CFP® professional with 43 years of experience in the financial industry. He currently serves at KMG Fiduciary Partners, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley Private Bank, National Association. KMG Fiduciary Partners provides comprehensive wealth management services for individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities. The firm combines strategic asset allocation with tactical security selection and emphasizes direct investments alongside low-cost funds to manage yield, tax consequences, and expenses.

Eric Croak is a CFP® with 10 years of industry experience, currently serving at Croak Capital in Toledo, OH. He has held roles at CAM Tax, LLC and CAM Insurance, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Croak also maintains a longstanding affiliation with Creative Financial Partners. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with formal ties to affiliated accounting and insurance entities.

Mahamed Moubarak is a CFP® professional with five years of experience at Munn Wealth Management, LLC and additional experience at Quicken Loans, LLC and WorldBridge Partners, LLC. He holds health and life insurance licenses in Michigan, Ohio, and Illinois. Moubarak also worked in retail at Dave's Running Shop for six years. Munn Wealth Management serves individual and institutional clients, including high-net-worth individuals and various types of plans and organizations. The firm provides asset management and financial planning with a focus on discretionary management using investor profiles and risk-tolerance assessments, incorporating proprietary and quantitative strategies alongside third-party managers and alternative investment techniques.

James Burnor is a financial advisor at Croak Capital with 13 years of industry experience. He holds a Series 63 designation and has worked at firms including MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Burnor operates a family-owned real estate appraisal business and an insurance agency. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with additional affiliations in accounting and insurance services.

Gary Geiger is a financial advisor with SJS Investment Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with SJS Investment Consulting, Inc. since 2008. Geiger is also a licensed insurance agent affiliated with SJS Investment Management, LLC. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, typically managing portfolios with a minimum value of $1 million. SJS provides discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisor oversight, operating under a fiduciary standard with an Investment Committee that maintains diversified model portfolios and conducts regular reviews.

Nathan Wood is a financial advisor at McDonald Partners LLC in Bowling Green, OH, with three years of industry experience. He holds a Series 66 designation and previously worked at The Old Fort Banking Company and The Ohio State University. Wood is also a licensed insurance agent who sells variable annuity, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities alongside private fund management.

Katie Floyd is a financial advisor at SJS Investment Services with four years of industry experience. She holds a Series 65 designation and has worked previously at Dana, Inc. and PwC. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion for individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm emphasizes total-portfolio solutions, uses diversified model portfolios overseen by an Investment Committee, and provides customized advisory services including discretionary portfolio management and retirement plan consulting.

Aaron Mechling is a financial advisor with KMG Fiduciary Partners, LLC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated before joining KMG Fiduciary Partners in 2018. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm employs a strategic asset-allocation approach with tactical overlays and manages approximately $1.6 billion in assets across a broad multi-office platform.

Terrel Eisert is a financial advisor with The Retirement Guys Formula, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Peak Brokerage Services, Blackridge Asset Management, Sterne Agee, and independent insurance agency work spanning over two decades. Outside of finance, he is involved in art sales through Andrea Eisert Abstract Art. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses its proprietary Independent Income System, blending multiple asset-allocation strategies and risk management tools, and manages approximately $300 million in discretionary assets across a team of ten advisors.