David Jakubowski is a financial advisor at Ellsworth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. He has been with Ellsworth Advisors since 2021. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers both discretionary and non-discretionary portfolio management, pension consulting, and family office support.

Kelly Kuennen is a CFP® with 32 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. Prior to this, Kuennen worked at Stratos Wealth Partners and LPL Financial from 2015 to 2018. In addition to financial advising, Kuennen is a licensed independent insurance agent, occasionally offering clients advice related to insurance. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm customizes portfolios through Investment Policy Statements and employs a mix of analytic approaches, offering discretionary management, pension consulting, and family office support.

Michael Schindler is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Ellsworth Advisors, LLC since 2018 and previously held roles at Cortland Private Wealth Management, Ellsworth Private Wealth Management, Stratos Wealth Partners, Ltd, and LPL Financial. In addition to his advisory work, Schindler is a licensed insurance agent and occasionally provides insurance advice to clients. Ellsworth Advisors, LLC serves individual clients, corporations, trusts, and retirement plans with customized portfolio management and comprehensive financial planning. The firm employs a range of analytic approaches and manages assets through discretionary authority, third-party managers, and private placements, while also providing pension consulting and family office support.

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.

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.

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.

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.

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 at Integrated Wealth Management, Inc. with one year of industry experience. Prior to joining the firm, Williams worked at the YMCA for one year. 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 employs a long-term, buy-and-hold investment approach supplemented by shorter-term trades when appropriate, and offers educational seminars alongside client coaching and planning.

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.

Michael Laufman Jr. is a financial advisor at Symphony Financial Services, Inc. with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Northwestern Mutual and LPL Financial LLC. Symphony Financial Services serves individual clients, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm provides tailored asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, using a range of analysis methods and investment vehicles, and offers services on both discretionary and non-discretionary bases.

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.

David Sleeter is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently serves at Ruggaard & Associates and has prior experience with LPL Financial and Cetera Advisor Networks. Outside of his advisory role, he is involved in agricultural operations as secretary and director of family farm corporations in Nebraska and Illinois. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach combining fundamental, technical, quantitative, and qualitative analysis, offering a range of strategies tailored to client objectives and risk tolerances, with ongoing account monitoring and quarterly reviews.

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.