Alan Scofield is the President of Scofield & Company, LLC and has 47 years of experience in the financial industry. He has worked at Scofield & Company since 1990 and serves as CEO of EdgeTech Analytics, LLC, a software development firm for investment professionals. Additionally, he owns a web design and hosting company. Scofield & Company serves individual and high-net-worth clients with discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage portfolios composed of stocks, ETFs, and mutual funds, tailoring strategies to clients’ financial situations and risk tolerance.

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.

Jason Zangmeister is a financial advisor at Aspire Growth Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Kestra Advisory Services. Outside of his advisory role, he serves as an endowment committee officer for Bethany English Lutheran Church and is a board member and treasurer of the 19510 Condo Association. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach with fundamental and technical analysis, continuous monitoring, and flexibility to adjust portfolios as needed.

Nicholas Cargill is a financial advisor with Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation and four years of industry experience. Prior to joining Revisor Wealth Management in 2022, he worked at the University of Richmond and Veritas Classical Christian School. 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 variety of securities with a primarily long-term orientation and employs alternative strategies such as cryptocurrency allocations and options for eligible clients.

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.

Noah Meyers is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Revisor Wealth Management, he worked at EdgeTech Analytics, LLC, and served four years in the United States Army. Revisor Wealth Management offers investment advisory and financial planning services to individuals, families, businesses, and financial professionals. The firm employs customized portfolio construction with a long-term orientation and alternative strategies, including cryptocurrency and options, while also providing estate-planning facilitation and practice-support services for other advisors.

Thomas Foushee is a financial advisor with Scofield & Company, LLC, holding a Series 65 designation and 19 years of industry experience. He has been with Scofield & Company since 2007 and is also associated with Silver Oak Securities, Inc. and EDGE TECH ANALYTICS LLC. Outside of his financial work, Foushee operates a woodworking arts and crafts business called Artisan Woods LLC. Scofield & Company serves individual and high-net-worth clients with discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage portfolios tailored to each client’s financial profile, combining model-driven strategies with adviser judgment.

Ethan Dunbar is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation with 10 years of industry experience. He has been with Revisor Wealth Management since 2016. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and financial professionals. The firm constructs customized portfolios using a range of securities informed by fundamental analysis and employs alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

Peter Husted is a financial advisor at Bruton Chisnell Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at MWA Financial Services Inc and Modern Woodmen of America. Before entering the financial industry, he spent seven years at Carrollton Exempted Village Schools. Bruton Chisnell Advisors provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm’s investment approach focuses on fundamental analysis and tailored asset allocation, incorporating client risk tolerance and time horizon, with ongoing portfolio monitoring and the use of third-party Independent Managers alongside in-house oversight.

Kevin Kroskey is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He has been with True Wealth Design, LLC since 2007 and is also involved with Fine Girl Charter, LLC, a catamaran-chartering business in Akron, Ohio. True Wealth Design provides financial planning, investment advisory, wealth management, and retirement-plan consulting services to a broad range of clients, including individuals, families, business entities, and charitable organizations. The firm employs a structured, tax-aware investment approach and offers integrated tax, accounting, and insurance services through affiliated entities.

Daniel Oaklief is a financial advisor with B.A. Schrock Wealth Management in Wadsworth, OH. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. Prior to joining B.A. Schrock Wealth Management in 2020, he worked at Equitable Advisors and AXA Advisors, LLC from 2016 to 2020. B.A. Schrock Wealth Management is an SEC-registered advisory firm managing approximately $281.6 million in assets across a five-advisor team. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, providing discretionary asset management, financial planning, and referrals to third-party money managers. Their investment approach focuses on value investing combined with strategic and tactical asset allocation, utilizing fundamental, technical, and cyclical analysis.

Joseph Rodella is a Series 65-credentialed advisor at B.A. Schrock Wealth Management with three years of industry experience. He has worked at B.A. Schrock Financial Group and B.A. Schrock Wealth Management since 2022. Outside of financial services, he has experience at CoverMyMeds, Randstad, and Maxim Healthcare Services. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management and modular financial planning. The firm’s investment approach blends value investing with strategic and tactical asset allocation, utilizing fundamental, technical, and cyclical analysis.

Spencer Gabriel is a financial advisor at Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at LPL Financial and Symphony Financial Services since 2009. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a range of investment instruments and strategies, including options and structured products, tailored to each client’s objectives and risk tolerance.

Benjamin Grosko is a financial advisor with Integrated Wealth Management, Inc., holding a Series 65 designation and 10 years of industry experience. He has been with Integrated Wealth Management since 2020 and has been involved with Integrated Planning since 2005. Outside of advisory work, he is a 50% owner of a restaurant business where he oversees operations. 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 fundamental analysis and long-term buy-and-hold investment approach, supplemented by shorter-term trades when appropriate, and offers educational seminars alongside client coaching and planning.

Robert Berry is a financial advisor at EGI Financial, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at American Heritage Securities Inc. and Stifel, Nicolaus & Company, Incorporated. Berry is involved with the Acacia Park Cemetery Endowment Fund. 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, retirement plans, trusts, estates, and charitable organizations. The firm employs a Money Management Philosophy that emphasizes quality, growth, value, diversification, and a long-term investment horizon.

Paul Sansonette is a financial advisor with Symphony Financial Services, Inc. in Akron, Ohio, holding 35 years of industry experience. He has been with Symphony Financial Services since 2009 and has also been affiliated with Linsco/Private Ledger Corp. since 2007. In addition to his advisory role, he has worked as an independent insurance agent specializing in group and individual medical insurance since 1990. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a variety of instruments and strategies tailored to each client’s objectives and risk tolerance.

Keith Lockwood is a financial advisor at B.A. Schrock Wealth Management with 24 years of industry experience and holds a Series 66 designation. He has worked at B.A. Schrock Wealth Management since 2019 and previously spent 14 years with Axa Advisors. Outside of advising, he is involved in insurance sales through BA Schrock Financial Group. B.A. Schrock Wealth Management is an SEC-registered firm with a five-advisor team managing approximately $281.6 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, focusing on discretionary asset management and modular financial planning primarily delivered through Charles Schwab custodian relationships.

Benjamin Schrock is a Series 65-licensed advisor with nine years of industry experience. He is the owner of B.A. Schrock Wealth Management, where he has worked since 2019, and previously worked at AE Wealth Management from 2016 to 2019. Outside of advisory services, he owns B.A. Schrock Financial Group, providing insurance-based products such as annuities and life insurance. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management and modular financial planning. The firm integrates asset management and written financial planning into a single program, employs a value-oriented investment approach with strategic and tactical asset allocation, and offers occasional public seminars on financial planning topics.

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.