Kevin Kroskey is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He has been with True Wealth Design, LLC since 2007 and is also involved with Fine Girl Charter, LLC, a catamaran-chartering business in Akron, Ohio. True Wealth Design provides financial planning, investment advisory, wealth management, and retirement-plan consulting services to a broad range of clients, including individuals, families, business entities, and charitable organizations. The firm employs a structured, tax-aware investment approach and offers integrated tax, accounting, and insurance services through affiliated entities.

Kyle Patterson is an advisor at Revisor Wealth Management LLC with seven years of experience in the financial industry. He holds Series 63 and Series 66 designations and has worked at Independence Capital Co. and Northcoast Research. Outside of advisory roles, he is also an insurance agent specializing in the sale of fixed life, annuity, health, disability, and long-term care insurance products. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative strategies, with a primarily long-term orientation supplemented by estate-planning facilitation and a suite of practice-support services for advisors.

Amanda Blankenship is a CFP® with nine years of industry experience. She is currently an advisor at Signal Tree Financial Partners LLC, where she has worked since 2026. Prior to joining Signal Tree, she spent ten years at Sequoia Financial Group, L.L.C. Amanda holds the Series 65 designation as well. 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 builds diversified portfolios using low-cost mutual funds, ETFs, individual securities, and independent managers, focusing on long-term asset allocation strategies and ongoing portfolio monitoring.

Daniel Oaklief is a financial advisor at B.A. Schrock Wealth Management with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at B.A. Schrock Wealth Management since 2018, previously spending four years with Equitable Advisors and AXA Advisors, LLC. B.A. Schrock Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $281.6 million in assets and offers discretionary asset management, modular financial planning, and third-party money manager referrals, focusing on value investing combined with strategic and tactical asset allocation.

Joseph Randazzo is a financial advisor at Beacon Financial Advisory LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Beacon Financial Advisory since 2016. In addition to his advisory role, Randazzo practices law as an attorney specializing in basic estate planning and is involved in fundraising and cancer awareness activities with the Northeast Ohio Planned Giving Council for the American Cancer Society. He also serves as treasurer and board member for youth baseball organizations in Hudson, OH. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $900 million in discretionary assets across five offices and employs a range of portfolio management strategies, utilizing model portfolios and multiple analytical methods.

Joseph Rodella is a Series 65-credentialed advisor at B.A. Schrock Wealth Management with three years of industry experience. He has worked at B.A. Schrock Financial Group and B.A. Schrock Wealth Management since 2022. Outside of financial services, he has experience at CoverMyMeds, Randstad, and Maxim Healthcare Services. 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’s investment approach blends value investing with strategic and tactical asset allocation, utilizing fundamental, technical, and cyclical analysis.

Spencer Gabriel is a financial advisor at Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at LPL Financial and Symphony Financial Services since 2009. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a range of investment instruments and strategies, including options and structured products, tailored to each client’s objectives and risk tolerance.

Kevin Bauer is an investment advisory representative at Financial Management Strategies, Inc. with 27 years of industry experience. He previously worked with Ameriprise Financial Services, Inc. for 12 years and has been with Financial Management Strategies and affiliated firms since 2017. Outside of his advisory work, he volunteers with the Akron Children’s Hospital Foundation and participates in the Kiwanis Club of Hudson’s fundraising activities. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charities, corporations, and pension plans. The firm employs a variety of investment strategies supported by written policy statements and ongoing portfolio monitoring, while also offering retirement plan consulting and educational workshops.

Robert Berry is a financial advisor at EGI Financial, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at American Heritage Securities Inc. and Stifel, Nicolaus & Company, Incorporated. Berry is involved with the Acacia Park Cemetery Endowment Fund. EGI Financial, Inc. provides discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning to individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a Money Management Philosophy that emphasizes quality, growth, value, diversification, and a long-term investment horizon.

Paul Sansonette is a financial advisor with Symphony Financial Services, Inc. in Akron, Ohio, holding 35 years of industry experience. He has been with Symphony Financial Services since 2009 and has also been affiliated with Linsco/Private Ledger Corp. since 2007. In addition to his advisory role, he has worked as an independent insurance agent specializing in group and individual medical insurance since 1990. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a variety of instruments and strategies tailored to each client’s objectives and risk tolerance.

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.

Steven Ingram is a financial advisor at Financial Management Strategies, Inc. in Canton, Ohio, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Regal Securities. Ingram serves as a trustee and chairman of the building maintenance committee for the Fraternal Order of Eagles, McKinley Eagles #2370, and is a board member of its charity foundation. Financial Management Strategies, Inc. manages approximately $619.5 million in regulatory assets, providing portfolio management, retirement-plan advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a mix of analysis methods and offers model portfolios ranging from Aggressive Growth to Income and Capital Preservation, with ongoing monitoring and regular client reviews.

Jeffrey Knox is a ChFC® credentialed financial advisor with over 43 years of industry experience. He has been associated with Financial Management Strategies, Inc. since 2000 and holds roles at several affiliated firms, including Vision Wealth Management LLC and Plancorp, Inc. Outside of his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance, and also provides tax preparation services. Financial Management Strategies, Inc. offers advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a range of analytical methods and portfolio management strategies, emphasizing written investment policy statements, ongoing monitoring, and periodic rebalancing, and provides retirement plan consulting, including education and workshops.

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.

Matthew Price is a financial advisor at Financial Management Strategies, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked with firms including Cetera and Plancorp, Inc. Outside of his advisory role, Price coaches youth football and serves as vice president of a nonprofit youth basketball organization. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of analytical methods and investment strategies tailored to client objectives.

Michael Lallathin is an investment advisory representative at Financial Management Strategies, Inc. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Cetera and Centrust Wealth Management, where he also worked as a financial and administrative assistant. Financial Management Strategies, Inc. offers advisory services to individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of analytical methods and strategies within portfolio management, provides financial planning and retirement plan consulting, and operates across eight offices while offering plan participant seminars and workshops.

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.