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.

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.

Bradley Wise is a financial advisor with Revisor Wealth Management LLC in Akron, OH. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Ast Investment Services, Inc. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals, offering customized portfolios that include stocks, bonds, mutual funds, ETFs, and alternative strategies such as cryptocurrency and options for eligible clients. The firm supports advisors with practice services and manages a high client-to-advisor ratio.

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 with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at C2P, Farmers Insurance Group, PRUCO Securities, and Valic Financial Advisors. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities, offering discretionary portfolio management, financial planning, consulting, and educational seminars. The firm operates as a fiduciary and manages portfolios using a variety of investment vehicles, while maintaining a network of advisory affiliates and an affiliation with an insurance agency.

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 at Cookson Peirce Wealth Management with eight years of industry experience. His career includes roles at Bank of America, Merrill, Lineweaver Wealth Advisors, and Charles Schwab, among others. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients such as individuals, high-net-worth households, trusts, endowments, pensions, foundations, institutional clients, and other professional advisors. The firm uses a quantitative, rules-based investment approach for equities and a laddered strategy for fixed income, and it acts as sub-advisor to the Catalyst Dynamic Alpha Fund while managing multiple wrap fee programs.

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 an advisor at Cookson Peirce Wealth Management with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Cookson Peirce, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Ferriot Inc. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors. The firm employs a quantitative, rules-based approach to equity selection and a laddered bond strategy for fixed income, and is notable for its roles as sub-advisor to the Catalyst Dynamic Alpha Fund and as portfolio manager in multiple wrap fee programs.

Johnathan Roberts is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at True Wealth Design, LLC, having previously been with Auxin Group Wealth Management, Edward Jones, and Sikich LLP. True Wealth Design provides wealth management, financial planning, and retirement plan consulting to individuals, families, businesses, trusts, estates, and nonprofit organizations. The firm integrates investment advisory services with tax and accounting through a subsidiary and offers insurance products, using an asset-allocation approach guided by modern portfolio theory and tax-aware strategies.

David Massare Jr. is a CFP® with 22 years of experience in the financial services industry. He is currently a financial advisor at Signal Tree Financial Partners LLC, where he has worked since 2023. His prior experience includes 18 years at Sequoia Financial Group, LLC and two years at Ameriprise. 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 employs a long-term, fundamental analysis approach to develop individualized asset allocation strategies and utilizes low-cost mutual funds, ETFs, individual securities, and independent managers.

Ian Grove is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Hazard & Siegel Inc. and Cambridge Investment Research Advisors. Outside of advising, Grove is involved with JDV Consulting LLC, providing estate and fixed planning services, and serves as a member of Lifetime Advisors LLC’s board. Bull Harbor Capital LLC manages approximately $354.8 million for a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios with a mix of mutual funds, ETFs, equities, and fixed-income securities, while leveraging third-party advisory relationships and co-advisory programs.

Andrew Black is a financial advisor with Scofield & Company, LLC based in Fairlawn, Ohio. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at Ameriprise, Cambridge Investment Research, and Merrill. Scofield & Company serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services focused on retirement, education funding, and employee benefits. The firm uses proprietary quantitative models to manage portfolios consisting of stocks, ETFs, and mutual funds, combining model-driven strategies with adviser judgment.

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.