Robert Warther is a financial advisor at Warther Private Wealth with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Independence Capital Co. and Cambridge Investment Research, Inc. He is an owner of Warther Financial Group and 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 portfolio strategies using equities, bonds, and low-cost ETFs with both customized and model portfolios.

Michael Beels is a financial advisor with Harvest Advisors, LLC in Canton, Ohio. He holds a Series 65 designation and has nine years of industry experience. He has been with Clifford & Associates since 2016. Harvest Advisors provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, frequently serving clergy and church-related clients. The firm integrates fundamental and technical analysis in managing mostly fixed income, equity, or balanced portfolios and offers related tax and administrative services tailored to its niche clientele.

Margaret Frease is a financial advisor with Williamson Wealth Management in Canton, OH, holding a Series 65 designation and 15 years of industry experience. She has worked at Blackstone Wealth Management Inc. since 2018 and previously at Legacy Investment Group, LLC from 2012 to 2018. She has also been self-employed since 1998. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, and investment planning services.

James Evans is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving at T.T.G. Financial, Inc. in Canton, OH, where he has worked since 2006. He holds the Series 63 and Series 65 licenses in addition to his CFP® designation. T.T.G. Financial, Inc. provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages assets on a discretionary basis across multiple risk groups and employs a combination of fundamental and technical analysis, regular rebalancing, and order-aggregation tools without relying on ESG criteria.

Steven Clifford is a CFP® with 18 years of industry experience, currently serving as an advisor at Harvest Advisors, LLC in Canton, OH. He has owned and operated Clifford & Associates since 1989, providing tax preparation, planning, accounting, and payroll services. His role includes management, supervision, and client interaction, often overlapping with his financial advisory work. Harvest Advisors offers fee-based financial planning and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations, with specialized services for pastors and churches. The firm integrates fundamental and technical analysis to construct diversified portfolios aligned with client goals and risk tolerance, supported by affiliated businesses providing tax, payroll, and pension services tailored to religious organizations.

Kaleel George is a financial advisor with George Financial Services in Canton, Ohio, holding 31 years of industry experience. He has worked at firms including Parkland Securities and Access Financial Group, where he also owns an insurance agency focused on life, health, and fixed annuities. At Ohio CU Financial Services, he serves as a sales manager responsible for insurance sales and agent training. George Financial Services advises individual investors and pension or employee benefit plans, providing portfolio management, financial planning, pension consulting, and digital-asset consulting. The firm employs a core–satellite investment strategy and manages approximately $16.2 million in assets across about 135 client relationships.

William Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Greenport Financial Advisers since 2001. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small business clients. The firm provides portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles to meet client objectives.

Jolie Howell is a financial advisor at Strong Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Charles Schwab and Kent State University. Outside of finance, she has experience working at Wood's Tall Timber Resort. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and offers tailored planning with ongoing portfolio oversight.

Steven Carlson is a financial advisor at Strong Investment Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at several firms including NEXT Financial Group, ValMark Advisers, Inc., and UBS Financial Services. In addition to advising, he is also a licensed insurance agent. Strong Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm’s investment approach is based on fundamental analysis tailored to clients’ goals, time horizon, and risk tolerance.

William Bush Jr. is a financial advisor at SOBITZ Financial Group, LLC with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Lincoln Investment, Capital Analysts Incorporated, and Curtis Professional Group Inc. He also engages in the sale of fixed insurance and annuities to address clients’ insurance and annuity needs. Sobitz Financial Group provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental analysis and Modern Portfolio Theory, supported by technology and an AI platform, while integrating tax and accounting services through its CPA credentials.

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, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He spent 20 years at Meridian Capital Management Group, Inc. before joining his current firm. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a blended investment approach using fundamental company analysis and macroeconomic cycle review, customizing portfolios for client risk tolerance 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 in Canton, OH, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Beese Fulmer in 2023, he worked for Federated Hermes from 2007 to 2023. 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 blends fundamental company analysis with macroeconomic review and model portfolios 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 credentials and having 25 years of industry experience. His prior roles include positions at Atlas Growth Partners GP, LLC, Atlas Resources, LLC, and Anthem Securities, Inc. He has been with AAN Wealth Advisors since 2019. 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 uses an unaffiliated subadvisor to manage model portfolios on a discretionary basis while retaining oversight and control over subadvisor selection and performance.

Peter Husted is a financial advisor at Bruton Chisnell Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at MWA Financial Services Inc and Modern Woodmen of America. Prior to his financial services career, he was employed at Carrollton Exempted Village Schools for seven years. Bruton Chisnell Advisors provides financial planning, consulting, and investment management services to individuals—including high-net-worth clients—and various institutional clients. The firm’s approach emphasizes fundamental analysis and tailored asset allocation, with ongoing portfolio monitoring and frequent client reviews, often utilizing Independent Managers alongside in-house oversight.

Bradley Fergason is a financial advisor at Beese Fulmer Private Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Meridian Capital Management Group, The Huntington Investment Company, and Citizens Securities. Beese Fulmer Private Wealth Management provides 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 an internally developed model-portfolio framework tailored to each client’s risk tolerance and income needs.