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.

Douglas Sanders is a financial advisor at AAN Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Affinity Advisory Network, LLC and World Finance Group. Sanders is also licensed to sell insurance products and dedicates part of his time to this activity. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through a recommended subadvisor, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and oversees an unaffiliated subadvisor that manages those portfolios on a discretionary basis.

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.

Tyler Foutty is a financial advisor at New Horizon Wealth Management, LLC in Canton, Ohio, holding a Series 66 designation with five years of industry experience. He previously worked at Packerland Brokerage Services and operates a sole proprietorship. Outside of advisory services, he is active as a licensed insurance agent. New Horizon Wealth Management is a team-based firm offering discretionary asset management, financial planning, and qualified plan education, with an emphasis on retirement-plan education and public seminars aimed at investor awareness. The firm employs technical analysis and asset allocation strategies and may use sub-advisors under its oversight.

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.

Joshua Rochon is a CFP® professional with 18 years of experience in the financial services industry. He currently works at AAN Wealth Advisors LLC and has held prior roles at firms including Advisory Alpha, LLC, TFO Wealth Partners, LLC, and Fifth Third Securities. Rochon is also a licensed insurance agent involved in the sale of fixed insurance products. AAN Wealth Advisors LLC provides investment advisory services, financial planning, and project consulting to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies. The firm employs an investment approach that utilizes unaffiliated subadvisors for discretionary management of model portfolios while maintaining oversight and subadvisor selection internally.

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.

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 and holds Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at Northwestern Mutual and seven years at Ferriot Inc. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients such as individuals, trusts, and foundations, as well as asset management to professional advisors. The firm employs a quantitative, rules-based investment approach and serves as a sub-advisor to mutual funds and wrap fee programs.

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.

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.

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.

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.

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.

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 and holds Series 65 and Series 63 licenses. He has 28 years of industry experience, including roles at State Farm Investment Management Corp and Packerland Brokerage Services, Inc. In addition to his advisory work, he owns and operates an insurance agency offering life, long-term care, and disability insurance. New Horizon Wealth Management is a team-based firm providing discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm emphasizes retirement-plan education and conducts public seminars to inform clients and the community about investments and financial strategies.

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.