Robert Winston is a CFP® professional with 27 years of industry experience. He has worked at Vision Financial Management, LLC since 2014 and has been associated with LPL Financial since 2004. Outside of his advisory role, he is involved in selling non-variable health and long-term care insurance. Vision Financial Management serves individual and high-net-worth clients, as well as trusts, estates, and small business entities, providing discretionary portfolio management, written financial planning, and referrals to third-party money managers. The firm sponsors its own wrap-fee asset management program and utilizes LPL’s Strategic Wealth Management platform, combining various asset allocation models with in-house analysis.

Jeff Rovnak is a Certified Financial Planner® with 23 years of industry experience. He is currently with Signal Tree Financial Partners LLC, where he has worked since 2021. Prior to that, he was with Sequoia Financial Group and Sequoia Financial Advisors from 2015 to 2019. Signal Tree Financial Partners serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management, retirement account advice, and financial planning. The firm employs a team-based approach and focuses on long-term strategic asset allocation using low-cost mutual funds, ETFs, individual securities, and independent managers tailored to client goals and risk tolerance.

I maintain my membership with the XY Planning Network because it reflects how I believe financial advice should be delivered: advice‑only, fiduciary, and fully aligned with the client’s best interests. XYPN’s standards reinforce my commitment to transparency, ongoing education, and providing planning‑driven guidance without commissions or product sales influencing recommendations. I’m Gage Paul, CFP®, and Co‑founder of Western Reserve Capital Management, LLC, a fee‑only financial planning firm serving established families and professionals across Northeast Ohio, with offices in Hudson, New Philadelphia, and Akron. We started this firm because we believed there was a better way to deliver financial advice, one built on trust, clarity, and long‑term thinking rather than sales-driven solutions. That belief continues to guide how we work with clients today. My approach begins with a comprehensive, project‑based financial plan, typically ranging from $2,500 to $4,000, designed to provide clear, actionable guidance without pressure to commit to an ongoing relationship. For clients who want continued support, accountability, and portfolio management, we also offer ongoing wealth management services on an assets‑under‑management (AUM) basis. Whether you’re navigating a major life transition, trying to optimize your tax strategy, planning for retirement, or simply looking for a second opinion from someone who isn’t trying to sell you something, we’d be glad to help. What you can expect when working with us: honest conversations, personalized strategies, and advice built around your life and goals, not products.

William Manby Jr. is a financial advisor at Paradigm Investment Advisory LLC with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Manby has held leadership roles in several related entities, including Paradigm Equity Strategies LLC, where he serves as president and CEO. He is active in community organizations such as the Akron Rotary Club and the Akron Community Foundation. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to individuals and institutional clients, including pension plans, trusts, and charitable foundations. The firm emphasizes third-party money manager due diligence, asset allocation, and fundamental analysis, and manages multiple privately offered conduit investment funds.

James Sexton III is a CFP® with 29 years of industry experience. He is currently with Western Reserve Capital Management, LLC and has previously worked at Fsc Securities Corporation and Southland Equity Partners. Western Reserve Capital Management serves individuals, charitable organizations, and businesses with discretionary investment management and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and emphasizes written financial planning without commission-based compensation.

Craig Small is a CFA® charterholder with 17 years of industry experience. He has been with Symphony Financial Services, Inc. since 2012 and is also affiliated with LPL Financial, LLC. Outside of his advisory role, he is involved in managing office employees at Kim and Associates and assists with website maintenance for PBOC National LLC. 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 to asset allocation and investment strategies, utilizing a variety of instruments and continuously monitoring portfolios to align with clients’ objectives and risk tolerance.

Will Smith is a CFP® professional with two years of industry experience, currently serving at True Wealth Design, LLC in Akron, OH. Prior to joining True Wealth Design, he worked at Beacon Pointe Advisors, LLC, and The Jentner Corporation. True Wealth Design provides wealth management, investment advisory, financial planning, and retirement plan consulting to a diverse client base including individuals, families, business entities, and charitable organizations. The firm combines advisory services with tax and accounting support through its subsidiary and utilizes an asset-allocation framework informed by modern portfolio theory alongside tax-aware investment techniques.

Mark Millar is a financial advisor with Symphony Financial Services, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at firms including LPL Financial and Wells Fargo Clearing. Millar provides investment advisory services through Symphony Financial Services, an independent registered investment advisor. Symphony Financial Services serves individual clients, trusts, estates, pension and profit sharing plans, and corporate entities by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm’s investment strategies incorporate multiple analysis methods and may use derivatives and margin, with a distinctive approach that includes insurance analysis and referrals to outside attorneys.

Andrew Harpel is a financial advisor at Scofield & Company, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Scofield & Company since 2023. He also has an ongoing role at EdgeTech Analytics, LLC since 2012. 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 tailored portfolios through a combination of strategic rebalancing and tactical trading informed by adviser judgment.

Daniel Auble is a financial advisor with Symphony Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles with LPL Financial, Key Investment Services, and KeyBank. Symphony Financial Services serves individual clients, trusts, estates, pension and profit sharing plans, and corporate entities. The firm offers asset management, portfolio management, financial planning, and retirement plan consulting, using diverse analysis methods and investment strategies that may include derivatives and margin.

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.

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.

Jared Hoffman is a financial advisor at Broadleaf Partners, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Valmark Financial Group and Ohio State University. Broadleaf Partners serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis to manage individualized portfolios and model strategies tailored to client objectives.

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.

Patrick Justice is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He has worked at Ellsworth Advisors, LLC since 2020 and previously spent 10 years at Demming Financial Services Corp. His outside business activities include part ownership of a single-family rental property. Ellsworth Advisors, LLC serves individual clients, corporations, trusts, and retirement plans with tailored investment advisory and financial planning services, employing a mix of analytic approaches and offering access to private funds and alternative investments.

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.