Alexander Hartzel is a financial advisor at Kohmann Bosshard Financial Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Kohmann Bosshard, he worked at Ernst & Young for three years and has experience in educational roles at Grove City College and Plumstead Christian School. 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, using a long-term, diversified investment approach focused on strategic asset allocation and low-cost funds.

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.

Aaron Seil is a CFA® charterholder with seven years of industry experience. He is currently with True Wealth Design, LLC, where he has worked since 2021. Prior to this, he was with Seil Wealth Management, LLC for one year and Ruggaard & Associates, Inc. for 17 years. True Wealth Design, LLC is a multi-office firm that provides financial planning, investment advisory, wealth management, and retirement-plan consulting to a diverse client base including individuals, families, businesses, trusts, and charitable organizations. The firm employs a structured, tax-aware investment approach and offers additional services such as participant education for employer-sponsored retirement plans, supported by an affiliated tax and accounting subsidiary and an independent insurance brokerage agency.

Derek Spencer is a financial advisor with Ellsworth Advisors, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Paragon Financial Group LLC and LPL Financial. Outside of his advisory work, he has a referral business through Synova Talent Solutions Inc. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a mix of analytic approaches and offers customized portfolio management, financial planning, pension consulting, and family office support.

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.

Brett Baskin is a CFP® with 11 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. His prior experience includes roles at Stratos Wealth Partners, LPL Financial, Ellsworth Private Wealth Management, Bank of America, and Merrill Lynch. He is also a licensed insurance agent and occasionally advises clients on insurance solutions. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers tailored portfolio management, pension consulting, and family office support, combining private fund access with traditional investment strategies.

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.

Michelle Schwab is a financial advisor with Ellsworth Advisors, LLC in Hudson, Ohio, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Ellsworth Advisors since 2018 and previously spent seven years at Western International Securities, Inc. Schwab is also involved in publishing through Basti Publishing. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, using a range of analytic approaches and tailored investment strategies. The firm combines private fund and alternative investment access with pension consulting and family office support.

Christopher Prado is a financial advisor at Ellsworth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Federated Securities, Raymond James Financial Services, and Wentz Financial Group. Prado is the founder and chairman of the TC Open Charitable Foundation, which raises funds and donates to charities supporting children. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, utilizing a combination of analytic approaches and tailored portfolios. The firm offers discretionary and non-discretionary management, pension consulting, and family office support, with access to private funds and alternative investments.

Ryan Ruggaard is a financial advisor at Ruggaard & Associates with seven years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC and BARD & ASSOCIATES. Ruggaard holds Series 63 and Series 65 licenses. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a multi-method investment process combining fundamental, technical, quantitative, and qualitative analysis and offers a range of strategies tailored to client objectives and risk tolerances.

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.

John May is a CFP® professional with 13 years of industry experience. He has worked at Ruggaard & Associates since 2018 and previously held roles at Comprehensive Asset Management & Servicing, Inc. and James Reed Financial Services, Inc. He serves on the investment committee of Twins Days, Inc., a nonprofit organization, where he helps monitor investment performance and set long-range investment strategies. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals—including high-net-worth clients—and pension and profit-sharing plans. The firm employs a multi-method investment process and offers portfolio management, retirement-plan advisory, financial planning, and tax-preparation services.

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.

Cameron Miele is a financial advisor at Ellsworth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Kaulig Capital, LLC and Weinberg Capital Group. Outside of advising, Miele serves as Chief Executive Officer of multiple scalloping companies involved in commercial fishing, managing their operations and finances. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a variety of analytic approaches for portfolio management and offers access to private funds and alternative investments alongside pension consulting and family office support.

Matthew Dunn is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC in Hudson, OH. His prior roles include positions at firms such as LPL Financial and Stratos Wealth Securities. ARQ Wealth Advisors provides fee-only asset management and financial planning to high-net-worth individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs a multifaceted investment approach that incorporates asset allocation, fundamental and technical analysis, and derivatives strategies within separately managed accounts.

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.

Preston Ptak is a CFP® with seven years of industry experience, currently serving at Cookson Peirce Wealth Management. His prior roles include positions at Bank of America, Merrill, and Lineweaver Wealth Advisors. He is based in Fairlawn, Ohio. Cookson Peirce & Co., Inc. provides wealth management and financial planning to private clients, including individuals, high-net-worth clients, and institutional advisors. The firm employs a quantitative, rules-based investment process covering equities, fixed income, and ETFs, and serves as sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets in several wrap fee programs.

Douglas Mackay is a CFA® charterholder with 29 years of industry experience. He has been with Broadleaf Partners, LLC since 2005. Mackay serves on the investment committees for Peg's Foundation and the Miami University Foundation, advising these endowments on their investment strategies. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection, and financial planning. The firm uses a model-based investing approach combined with security selection and employs a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

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.