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.

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, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His prior roles include positions at State Farm Investment Management Corp and Packerland Brokerage Services, Inc. He also owns and operates an insurance agency specializing in life, long-term care, and disability insurance. New Horizon Wealth Management is a team-based advisory firm offering discretionary asset management, financial planning, and qualified plan education services. The firm emphasizes retirement-plan education and public seminars, employing technical analysis and asset allocation to develop individualized investment programs.

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.

Lance Yurich is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been associated with Yurich Financial Group since 1991 and with Research Financial Strategies and related firms since 2012. Outside of financial advisory, he is president of a private family metal fabricating business where he reviews tax returns and major purchases. Research Financial Strategies serves individuals, retirement and pension plans, trusts, and business entities with asset management, financial planning, and an ETF Trend Allocator program. The firm employs active, technical-analysis-driven management focused on risk mitigation and capital protection, managing approximately $251.6 million in client assets across a six-advisor team.

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.

Justin Hardesty is a financial advisor at Dynamic with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Dynamic Wealth Advisors (doing business as Hardesty Partners) since 2018, following six years at Yellowstone Partners. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services including discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through technology and operational resources.

Timothy Valentine is a CFP® with eight years of industry experience, currently serving as a Private Wealth Advisor and CEO at Valentine Wealth Advisors within OneSeven. His prior experience includes roles at Ameriprise Financial Services, Balanced Wealth Group, and Horace Mann Investors. Outside of finance, he is the co-founder of Dirty Outdoors LLC, a hunting apparel business with plans to offer guided hunts. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternatives and private placements, while offering discretionary and non-discretionary arrangements supported by internal due diligence and partnerships with independent managers and third-party platforms.

Angela Day is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at Woods Associates and Fair Play Family Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and access to third-party manager programs.

Lindsay Cameron is a CFP® with 17 years of industry experience, currently serving at Gradient Securities, LLC since 2015. She also has a longstanding association with Hackenberg Financial dating back to 2007. Outside of her advisory roles, Cameron is an adjunct professor at Walsh University Business School, where she teaches advanced portfolio management, and she operates a life coaching business. Gradient Securities, LLC, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently utilizes third-party managers while maintaining a primarily non-discretionary investment approach.

Jason Hostetler is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at Stratos since 2018 and previously spent nine years at Bank of America, N.A., as well as fourteen years with Merrill. Outside of his advisory role, he is involved with Generation 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 investment advisory representatives organized into multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and tailored advisory services.