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.

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.

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.

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.

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.

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.

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.

Robert Foutty is a financial advisor at New Horizon Wealth Management, LLC with 27 years of industry experience. He has been affiliated with New Horizon Wealth Management since 2011 and previously worked at Packerland Brokerage Services, Inc. for 20 years. He is also president of New Horizon Financial Group, Inc., where he is involved in life and term insurance, fixed annuities, and long-term care products. New Horizon Wealth Management is a team-based advisory firm that provides discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm conducts public seminars and uses technical analysis, charting, and asset allocation in building individualized investment programs.

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.

Richard Harris is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been with Aspire Growth Partners LLC since 2021 and previously worked at Raymond James Financial Services Advisors Inc. and Steven Zangmeister Financial LLC. Harris is also the owner of Richard Harris Financial Services, LLC. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, managing approximately $992 million in client assets across diversified portfolios tailored to client goals, risk tolerance, and tax considerations.

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.

Colleen Goodwillie is a CFP® and Series 65-licensed advisor with 12 years of industry experience. She has been with B.A. Schrock Wealth Management since 2019 and previously worked at AE Wealth Management. In addition to her advisory role, she works as an insurance-only financial services advisor providing life insurance and annuity products. B.A. Schrock Wealth Management is a five-advisor SEC-registered firm managing approximately $281.6 million in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, offering discretionary asset management, modular financial planning, and third-party money manager referrals, with an investment approach incorporating value investing alongside strategic and tactical asset allocation.

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.