Bernard Mckinney is a financial advisor at Revisor Wealth Management LLC with 23 years of industry experience. He has been with Revisor Wealth Management since 2015 and also operates a CPA, tax, and accounting services business. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals, offering discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach focused on fundamental analysis.

Kaden Kroslak is a financial advisor at Scofield & Company, LLC with a Series 65 credential and approximately one year of industry experience. His prior work history includes roles at EdgeTech Analytics, University of Akron, and Cuyahoga Valley Christian Academy. Scofield & Company serves individual and high-net-worth clients by providing discretionary portfolio management and limited financial planning services, utilizing proprietary quantitative models to construct tailored portfolios from stocks, ETFs, and mutual funds. The firm emphasizes a model-driven investment approach combined with advisor judgment, delivering ongoing client communication and regular account evaluations.

Steven Smetana is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding a Series 66 designation and 18 years of industry experience. He has worked at Symphony Financial Services and LPL Financial since 2016 and was previously with Ameriprise Financial Services from 2012 to 2016. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm tailors investment approaches to client objectives and risk tolerance, utilizing a range of securities and strategies while also offering corporate services such as tax planning and cost segregation studies.

Adam Clark is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Revisor Wealth Management LLC and LRJ Wealth Management LLC and was self-employed for ten years prior. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals by providing discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach centered on fundamental analysis, utilizing low-cost mutual funds and ETFs alongside selective active and alternative strategies.

Christopher Nichols is a financial advisor at Independence Capital Co., Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independence Capital since 2019. Prior to that, he spent five years with American United Life and OneAmerica Securities. Nichols owns multiple businesses focused on insurance and group benefit sales. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances, and offers both advisory and broker-dealer services.

Landon Jones is a financial advisor at Revisor Wealth Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Independence Capital Co., Inc. and PRUCO Securities, LLC. In addition to his advisory role, he works as a part-time college instructor teaching finance courses at Cleveland State University. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using a range of securities and alternative strategies, combining fundamental analysis with a primarily long-term orientation.

Alexander Hartzel is a financial advisor at Kohmann Bosshard Financial Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Kohmann Bosshard, he worked at Ernst & Young for three years and has experience in educational roles at Grove City College and Plumstead Christian School. Kohmann Bosshard Financial Services provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients through a team of four advisors, using a long-term, diversified investment approach focused on strategic asset allocation and low-cost funds.

Bradley Wise is a financial advisor with Revisor Wealth Management LLC in Akron, OH. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Ast Investment Services, Inc. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals, offering customized portfolios that include stocks, bonds, mutual funds, ETFs, and alternative strategies such as cryptocurrency and options for eligible clients. The firm supports advisors with practice services and manages a high client-to-advisor ratio.

Richard Harris is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been with Aspire Growth Partners LLC since 2021 and previously worked at Raymond James Financial Services Advisors Inc. and Steven Zangmeister Financial LLC. Harris is also the owner of Richard Harris Financial Services, LLC. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, managing approximately $992 million in client assets across diversified portfolios tailored to client goals, risk tolerance, and tax considerations.

Eric Langenfeld is a financial advisor at MariPau Wealth Management LLC in Medina, OH, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at C2P, Myers Capital Advisors, Farmers Insurance Group, and Prudential. MariPau Wealth Management provides tailored investment advisory and ongoing portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of Advisory Affiliates, third-party Independent Managers, and technology platforms to support client portfolio management.

Colleen Goodwillie is a CFP® and Series 65-licensed advisor with 12 years of industry experience. She has been with B.A. Schrock Wealth Management since 2019 and previously worked at AE Wealth Management. In addition to her advisory role, she works as an insurance-only financial services advisor providing life insurance and annuity products. B.A. Schrock Wealth Management is a five-advisor SEC-registered firm managing approximately $281.6 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, offering discretionary asset management, modular financial planning, and third-party money manager referrals, with an investment approach incorporating value investing alongside strategic and tactical asset allocation.

Preston Ptak is a CFP® with seven years of industry experience, currently serving at Cookson Peirce Wealth Management. His prior roles include positions at Bank of America, Merrill, and Lineweaver Wealth Advisors. He is based in Fairlawn, Ohio. Cookson Peirce & Co., Inc. provides wealth management and financial planning to private clients, including individuals, high-net-worth clients, and institutional advisors. The firm employs a quantitative, rules-based investment process covering equities, fixed income, and ETFs, and serves as sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets in several wrap fee programs.

Jacob Dunbar is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation with five years of industry experience. He previously worked at LRJ Wealth Management LLC, Willow Oaks Country Club, and ATP. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm creates customized portfolios using a variety of securities with a primarily long-term orientation and offers alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

Dustin Burkhart is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Summit Wealth and Retirement Partners and has previously worked at Summit Tax Planning Inc., Whitaker-Myers Wealth Managers, Ltd., Wayne Savings Community Bank, and 21st Century Financial. In addition to his advisory role, he prepares tax returns as a contractor for Summit Tax Planning, Inc. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations, offering investment management, financial planning, and pension consulting. The firm uses diversified, risk-based allocations primarily through no-load mutual funds and ETFs, combining fundamental analysis with an emphasis on long-term investing.

Dean Kohmann is a financial advisor at Kohmann Bosshard Financial Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has been with Kohmann Bosshard since 2015. Prior to that, he worked at Valmark Securities, Inc. from 2011 to 2022. Kohmann Bosshard Financial Services, LLC provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients, employing a long-term, individualized investment approach focused on strategic asset allocation and broadly diversified portfolios using ETFs and low-cost mutual funds.

Cory Sweitzer is a financial advisor with Cookson Peirce Wealth Management in Fairlawn, OH, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at Northwestern Mutual and seven years at Ferriot Inc. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients and institutional advisors, utilizing a quantitative and rules-based investment process. The firm is notable for its role as sub-advisor to the Catalyst Dynamic Alpha Fund and its participation in multiple wrap fee programs.

Johnathan Roberts is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with True Wealth Design, LLC, where he has worked since 2025. Prior to this, he was with Auxin Group Wealth Management and Edward Jones. True Wealth Design, LLC serves individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans through financial planning, investment advisory, wealth management, and retirement-plan consulting. The firm employs a structured, tax-aware investment approach and offers services including participant education for employer-sponsored retirement plans, supported by affiliated tax and accounting services and an independent insurance brokerage.

John Mark Young is a CFP® and ChFC® affiliated with Whitaker-Myers Wealth Managers, Ltd., bringing 17 years of industry experience. He has worked at firms including Kestra Financial, Inc., Raymond James Financial Services, and PNC Wealth Management. Young serves on the board of directors for Buckeye State Credit Union in Akron, Ohio. Whitaker-Myers Wealth Managers provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis in discretionary portfolio management while supporting clients with a broad range of financial services.

David Massare Jr. is a CFP® with 22 years of experience in the financial services industry. He is currently a financial advisor at Signal Tree Financial Partners LLC, where he has worked since 2023. His prior experience includes 18 years at Sequoia Financial Group, LLC and two years at Ameriprise. Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, as well as trusts and estates. The firm employs a long-term, fundamental analysis approach to develop individualized asset allocation strategies and utilizes low-cost mutual funds, ETFs, individual securities, and independent managers.

Andrew Black is a financial advisor with Scofield & Company, LLC based in Fairlawn, Ohio. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at Ameriprise, Cambridge Investment Research, and Merrill. Scofield & Company serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services focused on retirement, education funding, and employee benefits. The firm uses proprietary quantitative models to manage portfolios consisting of stocks, ETFs, and mutual funds, combining model-driven strategies with adviser judgment.