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.

William Mawby is a financial advisor with Financial Management Strategies, Inc. He holds the Series 63 designation and has 29 years of industry experience. Mawby has worked at several firms including Cetera and Integrated Plan Partners. He is a founding partner of Pillar Financial Group LLC and is involved with multiple financial services businesses. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a variety of analytical methods and investment strategies aligned with written investment policy statements.

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.

Peter Husted is a financial advisor at Bruton Chisnell Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at MWA Financial Services Inc and Modern Woodmen of America. Prior to his financial services career, he was employed at Carrollton Exempted Village Schools for seven years. Bruton Chisnell Advisors provides financial planning, consulting, and investment management services to individuals—including high-net-worth clients—and various institutional clients. The firm’s approach emphasizes fundamental analysis and tailored asset allocation, with ongoing portfolio monitoring and frequent client reviews, often utilizing 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.

Johnathon Opet is a CFP® professional with nine years of industry experience, currently serving at EmVision Capital Advisors, LLC since 2017. His prior work includes roles at Commonwealth Financial Network and Stratos Wealth Partners. He is also co-owner of M&D Financial Enterprises, Inc., which supports securities, advisory, and insurance activities at EmVision. EmVision Capital Advisors serves high-net-worth individuals, families, trusts, charitable organizations, and family offices, offering discretionary investment management and comprehensive financial advisory services. The firm employs a customized investment approach using an investment committee to review allocations and manages portfolios through various vehicles while providing ancillary family office services.

Kyle Patterson is an advisor at Revisor Wealth Management LLC with seven years of experience in the financial industry. He holds Series 63 and Series 66 designations and has worked at Independence Capital Co. and Northcoast Research. Outside of advisory roles, he is also an insurance agent specializing in the sale of fixed life, annuity, health, disability, and long-term care insurance products. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative strategies, with a primarily long-term orientation supplemented by estate-planning facilitation and a suite of practice-support services for advisors.

Amanda Blankenship is a CFP® with nine years of industry experience. She is currently an advisor at Signal Tree Financial Partners LLC, where she has worked since 2026. Prior to joining Signal Tree, she spent ten years at Sequoia Financial Group, L.L.C. Amanda holds the Series 65 designation as well. Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, as well as trusts and estates. The firm builds diversified portfolios using low-cost mutual funds, ETFs, individual securities, and independent managers, focusing on long-term asset allocation strategies and ongoing portfolio monitoring.

Joseph Randazzo is a financial advisor at Beacon Financial Advisory LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Beacon Financial Advisory since 2016. In addition to his advisory role, Randazzo practices law as an attorney specializing in basic estate planning and is involved in fundraising and cancer awareness activities with the Northeast Ohio Planned Giving Council for the American Cancer Society. He also serves as treasurer and board member for youth baseball organizations in Hudson, OH. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $900 million in discretionary assets across five offices and employs a range of portfolio management strategies, utilizing model portfolios and multiple analytical methods.

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.

Kevin Bauer is an investment advisory representative at Financial Management Strategies, Inc. with 27 years of industry experience. He previously worked with Ameriprise Financial Services, Inc. for 12 years and has been with Financial Management Strategies and affiliated firms since 2017. Outside of his advisory work, he volunteers with the Akron Children’s Hospital Foundation and participates in the Kiwanis Club of Hudson’s fundraising activities. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charities, corporations, and pension plans. The firm employs a variety of investment strategies supported by written policy statements and ongoing portfolio monitoring, while also offering retirement plan consulting and educational workshops.

Howard Myers is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Adviser Alliance since 2018 and previously spent five years with Cetera Advisors LLC. Myers is also the sole proprietor of Myers Financial, where he sells fixed insurance and annuity products. Adviser Alliance, LLC provides investment management primarily to individual clients and certain entities through a team of six independent contractor advisors. The firm offers diversified, discretionary portfolio management and utilizes third-party platforms such as Envestnet for account administration and billing.

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.

Jacob Smail is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Demming Financial Services Corp. since 2021. Prior to that, his work history includes positions at Saint Vincent College and Best Buy. Demming Financial Services Corp. serves individual and high-net-worth clients, as well as pension, trust, and corporate accounts, offering financial planning, consulting, and portfolio management services. The firm uses fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and risk management, managing approximately $766 million in assets.

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.