Keith Lockwood is a financial advisor at B.A. Schrock Wealth Management with 24 years of industry experience and holds a Series 66 designation. He has worked at B.A. Schrock Wealth Management since 2019 and previously spent 14 years with Axa Advisors. Outside of advising, he is involved in insurance sales through BA Schrock Financial Group. B.A. Schrock Wealth Management is an SEC-registered firm with a five-advisor team managing approximately $281.6 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, focusing on discretionary asset management and modular financial planning primarily delivered through Charles Schwab custodian relationships.

Benjamin Schrock is a Series 65-licensed advisor with nine years of industry experience. He is the owner of B.A. Schrock Wealth Management, where he has worked since 2019, and previously worked at AE Wealth Management from 2016 to 2019. Outside of advisory services, he owns B.A. Schrock Financial Group, providing insurance-based products such as annuities and life insurance. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management and modular financial planning. The firm integrates asset management and written financial planning into a single program, employs a value-oriented investment approach with strategic and tactical asset allocation, and offers occasional public seminars on financial planning topics.

Bernard Mckinney is a financial advisor at Revisor Wealth Management LLC with 23 years of industry experience. He has been with Revisor Wealth Management since 2015 and also operates a CPA, tax, and accounting services business. 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 manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach focused on fundamental analysis.

William Hoover is a financial advisor at Broadleaf Partners, LLC with 24 years of industry experience. He has been with Broadleaf Partners since 2009 and holds Series 63 and Series 65 credentials. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses by offering discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection and monitoring, comprehensive financial planning, and consulting. The firm employs a model-based investing approach combined with security selection, utilizing a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

Kaden Kroslak is a financial advisor at Scofield & Company, LLC with a Series 65 credential and approximately one year of industry experience. His prior work history includes roles at EdgeTech Analytics, University of Akron, and Cuyahoga Valley Christian Academy. Scofield & Company serves individual and high-net-worth clients by providing discretionary portfolio management and limited financial planning services, utilizing proprietary quantitative models to construct tailored portfolios from stocks, ETFs, and mutual funds. The firm emphasizes a model-driven investment approach combined with advisor judgment, delivering ongoing client communication and regular account evaluations.

Steven Smetana is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding a Series 66 designation and 18 years of industry experience. He has worked at Symphony Financial Services and LPL Financial since 2016 and was previously with Ameriprise Financial Services from 2012 to 2016. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm tailors investment approaches to client objectives and risk tolerance, utilizing a range of securities and strategies while also offering corporate services such as tax planning and cost segregation studies.

Kelly Orris is a financial advisor at Ellsworth Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Ellsworth Advisors since 2021. Her prior roles include positions at Kaulig Companies and Gymboree Play & Music. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs various analytic approaches and offers tailored portfolio management, pension consulting, and family office support, combining access to private funds and alternative investments with traditional advisory services.

Adam Clark is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Revisor Wealth Management LLC and LRJ Wealth Management LLC and was self-employed for ten years prior. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals by providing discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach centered on fundamental analysis, utilizing low-cost mutual funds and ETFs alongside selective active and alternative strategies.

Giuseppe Del Vecchio is a financial advisor at Landolt Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Fifth Third Securities for 14 years before joining Landolt Securities in 2017. Outside of his advisory role, he buys and sells sports memorabilia on eBay as a hobby. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations, managing $137.8 million in assets as of March 31, 2026. The firm focuses on fundamental analysis and primarily manages client assets in small-cap growth stocks, using both discretionary and non-discretionary portfolio management approaches tailored to client objectives and risk tolerances.

Christopher Ameen is a financial advisor with Ellsworth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Ellsworth Advisors since 2019 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Director of Foundation Relations at The Cooper Foundation, which supports people with special needs. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a tailored investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, offering discretionary and non-discretionary management along with family office and pension consulting services.

Geoffrey Marsh is a financial advisor at Activ8 Family Office LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for 12 years at Octagon Financial Services, Inc. before joining Activ8 Family Office in 2025. Activ8 Family Office serves professional athletes and their families, offering a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services. The firm utilizes outsourced CIO and TAMP platforms, providing customized portfolios that incorporate a range of investment strategies tailored to client objectives.

Landon Jones is a financial advisor at Revisor Wealth Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Independence Capital Co., Inc. and PRUCO Securities, LLC. In addition to his advisory role, he works as a part-time college instructor teaching finance courses at Cleveland State University. 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 range of securities and alternative strategies, combining fundamental analysis with a primarily long-term orientation.

Cade Tonozzi is a financial advisor at Ellsworth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Ellsworth Advisors, he was a student for ten years. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm uses a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, pension consulting, and family office support.

Jacob Merton is a CFP® with four years of industry experience, currently serving as a financial advisor at Sikich Financial. His prior experience includes roles at Northwestern Mutual and several retail companies. He is part of a 20-advisor team based in Richfield, Ohio. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities with integrated wealth management, combining financial planning and portfolio management guided by an asset-allocation framework based on modern portfolio theory.

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 eight years of industry experience. He is currently with True Wealth Design, LLC, where he has worked since 2021, following roles at Seil Wealth Management, LLC and Ruggaard & Associates, Inc. True Wealth Design, LLC offers wealth management, financial planning, investment advisory, and retirement plan consulting services to a diverse client base including individuals, families, trusts, and charitable organizations. The firm employs an asset-allocation framework informed by modern portfolio theory and integrates tax-aware investment techniques, while also providing tax, accounting, and limited insurance services through affiliated entities.

Derek Spencer is a financial advisor with Ellsworth Advisors, LLC holding a Series 66 credential and two years of industry experience. His prior roles include positions at Stratos Wealth Partners, Ltd., LPL Financial LLC, and Paragon Financial Group LLC. Outside of his advisory work, he is involved with Synova Talent Solutions Inc. in a referral capacity. Ellsworth Advisors offers investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches. The firm provides customized portfolio management, comprehensive planning, and pension consulting, and is known for its access to private funds and alternative investments for accredited clients.

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.