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 at Beese Fulmer Private Wealth Management in Canton, OH, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Meridian Capital Management Group, Inc. since 2005. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, and charitable organizations. The firm’s approach combines fundamental company analysis with macroeconomic review and custom model portfolios, typically balancing equities and fixed income to suit client needs.

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.

William Camp is a financial advisor at Beese Fulmer Private Wealth Management with three years of industry experience. He previously worked at Federated Hermes for sixteen years before joining Beese Fulmer. He holds Series 65 and Series 63 licenses. 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’s investment approach combines fundamental company analysis with macroeconomic cycle review and a customized model-portfolio framework tailored to clients’ risk tolerance and income needs.

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.

Justin Atkinson is a financial advisor with AAN Wealth Advisors LLC in Canton, OH, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at AAN Wealth Advisors since 2019 and has prior experience with Atlas Growth Partners GP, LLC, Atlas Resources, LLC, and Anthem Securities, Inc. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by offering investment management through recommended subadvisors, financial planning, and project consulting. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and oversees portfolio implementation through an unaffiliated subadvisor.

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.

Bradley Fergason is a financial advisor with Beese Fulmer Private Wealth Management in Canton, OH. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including roles at Meridian Capital Management Group, The Huntington Investment Company, and Citizens Securities. His outside interests include managing rental properties. 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 combines fundamental company analysis with macroeconomic cycle review and a customized model-portfolio framework, typically balancing equities and fixed income with an emphasis on dividend-paying equities and shorter-duration fixed income to manage risk.

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.

Ryan Fulmer is a financial advisor with Beese Fulmer Private Wealth Management in Canton, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Beese Fulmer Investment Management Inc since 2011. Beese Fulmer Private Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a blend of fundamental company analysis and macroeconomic cycle review within a customized model-portfolio framework tailored to each client’s risk tolerance and income needs.

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.

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.

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.

Jacqueline Oprean is a financial advisor at Alden Investment Group with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Jacqueline serves as Vice President of Wealth Management at The Mintz Group, focusing on entrepreneurs and business owners, and is a board member of TMG Cares, a nonprofit serving communities and individuals in need. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations that integrate proprietary strategies and third-party managers, with a distinctive capability to extend discretionary oversight to held-away accounts and offer specialized fiduciary services for employer retirement plans.

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.

Geoffrey Marsh is a financial advisor at Activ8 Family Office LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for 12 years at Octagon Financial Services, Inc. before joining Activ8 Family Office in 2025. Activ8 Family Office serves professional athletes and their families, offering a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services. The firm utilizes outsourced CIO and TAMP platforms, providing customized portfolios that incorporate a range of investment strategies tailored to client objectives.