Glen Crabtree is a financial advisor at Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Northwestern Mutual and NYLife. Symphony Financial Services serves a diverse client base, including individuals, trusts, estates, pension and profit sharing plans, and corporate entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing various analysis methods and incorporating insurance and variable annuities into its services.

Derek Crawford is a financial advisor at Scofield & Company, LLC with three years of industry experience. He holds a Series 65 designation and has a background that includes work at Risk International since 2021 and ownership of Crawford Insurance Agency since 2009. Scofield & Company serves individual and high-net-worth clients by providing discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage portfolios tailored to clients’ financial situations, combining strategic rebalancing and tactical trading approaches.

Tracy Williams is a CFP® professional with two years of industry experience, currently serving at Integrated Wealth Management, Inc. in Uniontown, OH. Prior to her current role, she worked at the YMCA from 2016 to 2017. Integrated Wealth Management, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients, utilizing a variety of analytical methods and model portfolios to support a long-term trading approach. The firm offers both discretionary and non-discretionary management and conducts regular account reviews.

Sara Gibbs is a financial advisor with EGI Financial, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at EGI Financial since 2019 and previously spent 13 years with Prospera Financial. Sara serves as a trustee for the Kurger Trust. EGI Financial, Inc. is a state-registered investment adviser that provides money management, retirement plan advisory services, and financial planning to individuals, high-net-worth clients, businesses, 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.

Scott Spears is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has been with Symphony Financial Services since 2009 and has also worked with Linsco Private Ledger since 2007. 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 range of investment instruments and strategies tailored to each client’s objectives and risk tolerance.

Kailey Bonniwell is a Series 65-licensed financial advisor with Integrated Wealth Management, Inc. in Uniontown, OH, bringing two years of industry experience. Prior to joining Integrated Wealth Management, she worked at Symphony Financial Services and LPL Financial. 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 emphasizes fundamental analysis and a long-term, buy-and-hold investment approach while also incorporating shorter-term trades when appropriate.

James Grable is a financial advisor at Signal Tree Financial Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and KeyBank. Signal Tree Financial Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, and estates, utilizing diversified portfolios with a long-term orientation.

Michael Laufman Jr. is a financial advisor with Symphony Financial Services, Inc. based in Akron, OH. He holds the Series 65 and Series 63 designations and has three years of industry experience. Prior to joining Symphony, he worked at LPL Financial LLC and Northwestern Mutual in various roles. Symphony Financial Services serves individual clients—including high-net-worth and non-HNW households—as well as trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, using multiple analysis methods and incorporating strategies such as derivatives and margin within its portfolios.

Brian Vincelette is a financial advisor with EGI Financial, Inc. in Akron, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at EGI Financial since 2014 and has concurrent roles at American Heritage Securities Inc, Bank of America, NA, and Merrill Lynch dating back to 2008. 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, retirement plan advisory services, and occasional financial planning, employing a Money Management Philosophy that combines fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on long-term holdings.

Jeff Rovnak is a CFP® with 24 years of industry experience. He is currently with Signal Tree Financial Partners LLC, where he has worked since 2021. His prior experience includes roles at Sequoia Financial Group, Wells Fargo Clearing, and Morgan Stanley. Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, and estates. The firm focuses on constructing diversified portfolios with a long-term orientation using low-cost mutual funds, ETFs, individual securities, and independent managers.

John Kim is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kim & Associates, LLC since 2012 and the Ohio Attorney General's Office since 2011. In addition to his advisory work, he operates a law practice specializing in estate tax law and is involved in organizing amateur race track events through the Porsche BMW Owners Club. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach that tailors asset allocation and investment strategies to individual objectives and risk tolerance, utilizing a range of instruments including stocks, bonds, ETFs, options, and derivatives.

Jonathan Emrick is a CFP® and CFA® with 16 years of industry experience. He has worked at True Wealth Design, LLC since 2018 and previously spent eight years at Fidelity Investments. Jonathan holds Series 63 and Series 66 licenses. True Wealth Design, LLC serves individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans, providing financial planning, investment advisory, wealth management, and retirement-plan consulting. The firm employs a structured, tax-aware asset-allocation approach and offers specialized strategies such as direct indexing and tax-aware long/short investments, supported by affiliated tax and accounting services and an independent insurance brokerage.

Lance Yurich is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been associated with Yurich Financial Group since 1991 and with Research Financial Strategies and related firms since 2012. Outside of financial advisory, he is president of a private family metal fabricating business where he reviews tax returns and major purchases. Research Financial Strategies serves individuals, retirement and pension plans, trusts, and business entities with asset management, financial planning, and an ETF Trend Allocator program. The firm employs active, technical-analysis-driven management focused on risk mitigation and capital protection, managing approximately $251.6 million in client assets across a six-advisor team.

Casey Urdiales is a financial advisor at Scofield & Company, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at EdgeTech Analytics, LLC since 2015. Urdiales is also the owner and founder of Urdiales Compliance Consultants, LLC, which provides compliance consulting to registered investment advisers. Scofield & Company serves individual and high-net-worth clients by offering discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to guide both strategic and tactical portfolios, tailoring investments to clients’ financial situations, horizons, and risk tolerance.

Michael Poitinger is a financial advisor with ValMark Advisers, Inc., holding Series 66 and Series 63 credentials and 43 years of industry experience. He has worked at multiple firms throughout his career, including founding Poitinger Financial Inc. and leading Poitinger Wealth Management Inc. He is also involved in fixed insurance sales related to life insurance, annuities, and disability policies. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios with an investment approach centered on asset allocation and uses proprietary platforms alongside third-party managers to implement client solutions.

Nicholas Sparr is a financial advisor with ON Investment Management Co. and holds a Series 66 designation. He has one year of industry experience, with prior roles including positions at Hummel Wealth Management, The O.N. Equity Sales Company, and The Hummel Group. He has also worked in various capacities outside finance, including roles with Ashland University and the Boys & Girls Club. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and utilizes both discretionary and non-discretionary account management approaches.

Gary Chidsey is a financial advisor with LexAurum Advisors in Medina, OH, holding a Series 66 license and 15 years of industry experience. He previously worked at Nationwide Securities and Nationwide from 2012 to 2019. Outside of his advisory duties, he serves as Chairman of the Medina County Young Professionals Association, part of the Medina Chamber of Commerce. LexAurum Advisors provides investment management, financial planning, and retirement plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across a multi-advisor team and employs diversified portfolios aligned with modern portfolio theory through a standardized set of model allocations typically implemented with low-cost ETFs.

Ronald Tetley is a financial advisor at Simplicity Wealth with 19 years of industry experience. He holds a Series 65 designation and has worked previously at Belpointe Asset Management and Retirement Wealth Advisors. He is also co-owner and president of Creative Retirement Planning, LLC, where he is active in insurance sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, and offers advisory services alongside technology and operational solutions for other advisers.

Anthony Corra is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. He has also worked with Wealth Impact Advisors and has a background that includes roles in education and healthcare. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of related services.

Mark Melda is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Key Investment Services, and Key Corp. He has an ownership interest in a rental property in Parma, Ohio. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach and offers both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.