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.

Christopher Nichols is a financial advisor at Independence Capital Co., Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independence Capital since 2019. Prior to that, he spent five years with American United Life and OneAmerica Securities. Nichols owns multiple businesses focused on insurance and group benefit sales. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances, and offers both advisory and broker-dealer services.

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 with Revisor Wealth Management LLC in Akron, OH, holding a Series 66 designation and 24 years of industry experience. He has worked with Independence Capital Co., Inc. and LRJ Consulting, Inc., and has been with Revisor Wealth Management since 2004. Outside of his advisory work, he teaches finance courses part-time at Cleveland State University and is involved in tax preparation and insurance services. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using various securities and alternative strategies, focusing on a primarily long-term investment approach while offering practice-support services for other advisors.

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 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.