Daniel Oaklief is a financial advisor at B.A. Schrock Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles 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 through a five-advisor team. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, providing discretionary asset management, modular financial planning, and referrals to third-party money managers. Its investment approach combines value investing with strategic and tactical asset allocation, supported by 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.

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.

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.

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.

Tyler Krummel is a financial advisor at EGI Financial, Inc. in Akron, Ohio, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with EGI Financial and American Heritage Securities since 2015. 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, using a proprietary asset allocation model to guide suitability and risk management.

Ethan Hawkins is a financial advisor at Integrated Wealth Management, Inc. with a Series 65 designation and two years of industry experience. Prior to joining Integrated Wealth Management, he worked at A-Z Solutions and has experience in roles outside finance, including at Kent State University and Skyland Pines Golf Club. Integrated Wealth Management, Inc. provides portfolio management and financial planning to individuals, pension and profit-sharing plans, and corporate entities. The firm employs multiple analytical methods and uses model portfolios from a third-party provider, offering both discretionary and non-discretionary management with a focus on a variety of asset classes.

Kenneth Reeves is a CFP® professional with 38 years of industry experience, currently serving at EGI Financial, Inc. He previously worked at American Heritage Securities and Stifel Nicolaus & Co. Inc. Outside of his advisory role, he is co-owner of Mountain Creek Tree Farm and serves as chairman of the board for the Charles R Elmer Scholarship Foundation. EGI Financial, Inc. provides discretionary and non-discretionary money management, retirement plan advisory services, and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a Money Management Philosophy that combines fundamental, technical, and intangible analysis with a proprietary asset allocation model emphasizing quality, growth, value, diversification, and a long-term investment horizon.

Robert Foutty is a financial advisor at New Horizon Wealth Management, LLC with 27 years of industry experience. He has been affiliated with New Horizon Wealth Management since 2011 and previously worked at Packerland Brokerage Services, Inc. for 20 years. He is also president of New Horizon Financial Group, Inc., where he is involved in life and term insurance, fixed annuities, and long-term care products. New Horizon Wealth Management is a team-based advisory firm that provides discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm conducts public seminars and uses technical analysis, charting, and asset allocation in building individualized investment programs.

Stephen Jackson is a financial advisor with Integrated Wealth Management, Inc. in Uniontown, OH, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at BNY Mellon and Edward Jones. Integrated Wealth Management, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, and corporate entities, providing portfolio management and financial planning. The firm uses multiple analytical methods and a long-term trading approach, offering both discretionary and non-discretionary management across a range of securities.

Douglas Sanders is a financial advisor at AAN Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Affinity Advisory Network, LLC and World Finance Group. Sanders is also licensed to sell insurance products and dedicates part of his time to this activity. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through a recommended subadvisor, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and oversees an unaffiliated subadvisor that manages those portfolios on a discretionary basis.

Tyler Foutty is a financial advisor at New Horizon Wealth Management, LLC in Canton, Ohio, holding a Series 66 designation with five years of industry experience. He previously worked at Packerland Brokerage Services and operates a sole proprietorship. Outside of advisory services, he is active as a licensed insurance agent. New Horizon Wealth Management is a team-based firm offering discretionary asset management, financial planning, and qualified plan education, with an emphasis on retirement-plan education and public seminars aimed at investor awareness. The firm employs technical analysis and asset allocation strategies and may use sub-advisors under its oversight.

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.

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.

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.