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.

Brandon Oing is a financial advisor at Integrated Wealth Management, Inc. in Uniontown, OH, holding a Series 66 designation with three years of industry experience. He previously worked at Edward Jones from 2014 to 2025. 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 follows a long-term, buy-and-hold investment approach supplemented by shorter-term trades when appropriate, and offers educational seminars alongside client coaching and planning.

Tracy Williams is a CFP® professional at Integrated Wealth Management, Inc. with one year of industry experience. Prior to joining the firm, Williams worked at the YMCA for one year. 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 long-term, buy-and-hold investment approach supplemented by shorter-term trades when appropriate, and offers educational seminars alongside client coaching and planning.

Kailey Bonniwell is a Series 65-licensed financial advisor with Integrated Wealth Management, Inc. in Uniontown, OH, bringing two years of industry experience. Prior to joining Integrated Wealth Management, she worked at Symphony Financial Services and LPL Financial. 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 emphasizes fundamental analysis and a long-term, buy-and-hold investment approach while also incorporating shorter-term trades when appropriate.

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 at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Stratos Wealth Advisors since 2018, following prior roles at Bank of America and Merrill. Outside of her advisory work, she is involved with Generations Investment Management, focusing on life insurance in strategic positions. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers investment management, financial planning, and insurance consulting through a network of investment advisory representatives, utilizing both affiliated and third-party subadvisers 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 credentials and bringing 32 years of industry experience. His prior roles include positions at WealthSource Partners, Livingston Group Asset Management, LPL Financial, and Wells Fargo Advisors Financial Network. Guerra is also the owner of Brookshire Wealth Management, through which he conducts advisory services. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base, including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through an enterprise of approximately 161 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 at Stratos Wealth Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved with Generation Investment Management in life insurance strategy. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and maintains custodial relationships with Fidelity and Schwab to deliver tailored portfolio management and advisory services.

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 held positions at Brookshire Wealth Management, LPL Financial, and other firms. He also serves as director of Brookshire Wealth Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients through a team of roughly 161 advisors and manages approximately $9.9 billion in assets using customized portfolios and a long-term investment approach.

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.

Ashley Maldonado is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and no prior industry experience. She has worked at The Assurance Group as an Agency Sales Director focusing on fixed insurance and annuity products since 2017. Prior to her financial services career, she worked at The Olive Garden for 15 years. Integrity Advisory Solutions serves a diverse clientele including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, and retirement consulting services, utilizing third-party platforms and sub-advisers to construct and manage individualized or model portfolios.