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.

Stephen Jackson is a Series 65 licensed financial advisor with six years of industry experience. He has worked at Integrated Wealth Management, Inc. since 2020 and previously held roles at BNY Mellon, Bost Benefits, and Edward Jones. Integrated Wealth Management, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm employs various analytical methods and a long-term trading approach, with accounts monitored regularly and reviewed quarterly.

Bradley Wise is a financial advisor at Revisor Wealth Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Prudential Annuities Distributors, and AST Investment Services, Inc. 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 emphasizes a long-term investment approach grounded in fundamental analysis and manages approximately $2.06 billion in discretionary assets.

Richard Harris is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been with Aspire Growth Partners LLC since 2021 and previously worked at Raymond James Financial Services Advisors Inc. and Steven Zangmeister Financial LLC. Harris is also the owner of Richard Harris Financial Services, LLC. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, managing approximately $992 million in client assets across diversified portfolios tailored to client goals, risk tolerance, and tax considerations.

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.

Eric Langenfeld is a financial advisor at MariPau Wealth Management LLC in Medina, OH, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at C2P, Myers Capital Advisors, Farmers Insurance Group, and Prudential. MariPau Wealth Management provides tailored investment advisory and ongoing portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of Advisory Affiliates, third-party Independent Managers, and technology platforms to support client portfolio management.

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.

Preston Ptak is a CFP® professional with seven years of industry experience, currently serving at Cookson Peirce Wealth Management. His prior roles include positions at Bank of America, Merrill, and Charles Schwab, among others. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning to individuals, high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment methodology and actively manages equity and fixed-income portfolios, including municipal bond strategies and institutional mandates.

Jacob Dunbar is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation with five years of industry experience. He previously worked at LRJ Wealth Management LLC, Willow Oaks Country Club, and ATP. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm creates customized portfolios using a variety of securities with a primarily long-term orientation and offers alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

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.

Dustin Burkhart is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Summit Wealth and Retirement Partners and has previously worked at Summit Tax Planning Inc., Whitaker-Myers Wealth Managers, Ltd., Wayne Savings Community Bank, and 21st Century Financial. In addition to his advisory role, he prepares tax returns as a contractor for Summit Tax Planning, Inc. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations, offering investment management, financial planning, and pension consulting. The firm uses diversified, risk-based allocations primarily through no-load mutual funds and ETFs, combining fundamental analysis with an emphasis on long-term investing.

Dean Kohmann is a financial advisor at Kohmann Bosshard Financial Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has been with Kohmann Bosshard since 2015. Prior to that, he worked at Valmark Securities, Inc. from 2011 to 2022. Kohmann Bosshard Financial Services, LLC provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients, employing a long-term, individualized investment approach focused on strategic asset allocation and broadly diversified portfolios using ETFs and low-cost mutual funds.

Cory Sweitzer is a financial advisor with Cookson Peirce Wealth Management, holding Series 65 and Series 63 licenses, and has one year of industry experience. Prior to joining Cookson Peirce, he worked at Northwestern Mutual in various roles and spent seven years at Ferriot Inc. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning services to private clients, including high-net-worth households, trusts, and foundations, as well as asset management for professional advisors and institutional sponsors. The firm uses a quantitative, technically driven investment approach and manages both equity-focused and targeted bond portfolios, serving a diverse client base that includes institutional and municipal clients.

Johnathan Roberts is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with True Wealth Design, LLC, where he has worked since 2025. Prior to this, he was with Auxin Group Wealth Management and Edward Jones. True Wealth Design, LLC serves individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans through financial planning, investment advisory, wealth management, and retirement-plan consulting. The firm employs a structured, tax-aware investment approach and offers services including participant education for employer-sponsored retirement plans, supported by affiliated tax and accounting services and an independent insurance brokerage.

Ian Grove is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Integrity First Wealth and Hazard & Siegel Inc. Outside of advising, he is involved with JDV Consulting LLC, providing estate and fixed planning consulting services, and serves as a member of Lifetime Advisors LLC. Bull Harbor Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $354.8 million through a team of 28 advisors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services with a customized, primarily long-term investment approach.

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.

Cassidy Kohmann is a financial advisor at Kohmann Bosshard Financial Services, LLC with a Series 65 credential and two years of industry experience. Prior to joining Kohmann Bosshard Financial Services in 2024, Cassidy worked at Ernst & Young from 2022 to 2024. Kohmann Bosshard Financial Services provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients through a team of four advisors, focusing on individualized, long-term investment strategies using broadly diversified portfolios and low-cost funds.

Glen Crabtree is a financial advisor at Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Northwestern Mutual and NYLife. Symphony Financial Services serves a diverse client base, including individuals, trusts, estates, pension and profit sharing plans, and corporate entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing various analysis methods and incorporating insurance and variable annuities into its services.

Derek Crawford is a financial advisor at Scofield & Company, LLC with three years of industry experience. He holds a Series 65 designation and has a background that includes work at Risk International since 2021 and ownership of Crawford Insurance Agency since 2009. Scofield & Company serves individual and high-net-worth clients by providing discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage portfolios tailored to clients’ financial situations, combining strategic rebalancing and tactical trading approaches.

Tracy Williams is a CFP® professional at Integrated Wealth Management, Inc. with one year of industry experience. Prior to joining the firm, Williams worked at the YMCA for one year. 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 long-term, buy-and-hold investment approach supplemented by shorter-term trades when appropriate, and offers educational seminars alongside client coaching and planning.