Tyler Foutty is a financial advisor at New Horizon Wealth Management, LLC in Canton, OH, holding a Series 66 designation with five years of industry experience. He has worked at Packerland Brokerage Services and has operated as a sole proprietor since 2020. Foutty is also involved in insurance sales as an agent. New Horizon Wealth Management offers discretionary asset management, financial planning at no additional cost, and qualified plan enrollment and participant education services. The firm provides individualized investment programs using technical analysis, charting, and asset allocation, and conducts public seminars and workshops focused on investment education and retirement-plan services.

Jacqueline Randall is a financial advisor with McDonald Partners LLC in Paris, Ohio, holding Series 63 and Series 65 designations and 32 years of industry experience. She has worked at McDonald Partners since 2013. In addition to her advisory role, Ms. Randall is a licensed insurance agent selling variable annuities, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm operates as both a registered investment adviser and broker-dealer, combining advisory and private fund management activities.

Diane Spencer is a financial advisor at EGI Financial, Inc. with 49 years of industry experience. She holds a Series 63 designation and has worked at American Heritage Securities Inc. since 2018, following a nine-year tenure at Stifel, Nicolaus & Company, Incorporated. 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 and retirement plan advisory services, employing a Money Management Philosophy that integrates fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on quality, growth, value, diversification, and long-term investment horizons.

Joshua Rochon is a CFP® professional with 18 years of experience in the financial services industry. He currently works at AAN Wealth Advisors LLC and has held prior roles at firms including Advisory Alpha, LLC, TFO Wealth Partners, LLC, and Fifth Third Securities. Rochon is also a licensed insurance agent involved in the sale of fixed insurance products. 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 employs an investment approach that utilizes unaffiliated subadvisors for discretionary management of model portfolios while maintaining oversight and subadvisor selection internally.

Michael Prescott is a financial advisor at EGI Financial, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at American Heritage Securities since 2002. Outside of finance, he has been involved in his family barbershop business, Prescott Bros. Haircutting, for over three decades and continues to work there on Saturdays, planning to phase this out within the next year. 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 employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, combining fundamental, technical, and intangible analysis with a proprietary asset allocation model.

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.

Ian Grove is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Hazard & Siegel Inc. and Cambridge Investment Research Advisors. Outside of advising, Grove is involved with JDV Consulting LLC, providing estate and fixed planning services, and serves as a member of Lifetime Advisors LLC’s board. Bull Harbor Capital LLC manages approximately $354.8 million for a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios with a mix of mutual funds, ETFs, equities, and fixed-income securities, while leveraging third-party advisory relationships and co-advisory programs.

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 and Packerland Brokerage Services. Outside of advisory work, he owns and operates Eric Snider's Insurance Agency, which provides life, long-term care, and disability insurance. New Horizon Wealth Management is a team firm that offers discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm emphasizes retirement-plan education and public seminars alongside individualized investment programs that may include technical analysis, charting, and asset allocation.

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 with two years of industry experience, currently serving at Integrated Wealth Management, Inc. in Uniontown, OH. Prior to her current role, she worked at the YMCA from 2016 to 2017. Integrated Wealth Management, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients, utilizing a variety of analytical methods and model portfolios to support a long-term trading approach. The firm offers both discretionary and non-discretionary management and conducts regular account reviews.

Sara Gibbs is a financial advisor with EGI Financial, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at EGI Financial since 2019 and previously spent 13 years with Prospera Financial. Sara serves as a trustee for the Kurger Trust. EGI Financial, Inc. is a state-registered investment adviser that provides money management, retirement plan advisory services, and financial planning to individuals, high-net-worth clients, businesses, trusts, estates, 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.

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.

Brian Vincelette is a financial advisor with EGI Financial, Inc. in Akron, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at EGI Financial since 2014 and has concurrent roles at American Heritage Securities Inc, Bank of America, NA, and Merrill Lynch dating back to 2008. 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, employing a Money Management Philosophy that combines fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on long-term holdings.

Nicholas Perini is a CFA® charterholder and holds a Series 65 license with 16 years of experience in financial advising. He has been with Beese Fulmer Private Wealth Management since 2010. Beese Fulmer Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary investment management and financial planning. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework to customize portfolios based on clients’ risk tolerance 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.

Robert Nickoson is a financial advisor with St. Bernard Financial Services, Inc. in Tallmadge, Ohio, and has 21 years of industry experience. He previously worked at Coppell Advisory Solutions, LLC for nine years and New England Securities for nine years. He also operates as an independent insurance agent and owns Robert Nickoson Financial Group. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation. The firm follows a long-term, conservative growth strategy using tactical asset allocation based on Modern Portfolio Theory and collaborates with clients on portfolio design.

Ronald Tetley is a financial advisor at Simplicity Wealth with 19 years of industry experience. He holds a Series 65 designation and has worked previously at Belpointe Asset Management and Retirement Wealth Advisors. He is also co-owner and president of Creative Retirement Planning, LLC, where he is active in insurance sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, and offers advisory services alongside technology and operational solutions for other advisers.

Tina Migge is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 26 years of industry experience. She has worked at Stratos since 2018, following prior roles at Bank of America and Merrill Lynch. Outside of her advisory work, she is involved with Generations Investment Management, focusing on life insurance strategies. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals.