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.

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.

James Grable is a financial advisor with Signal Tree Financial Partners LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Signal Tree in 2025, he worked at Northwestern Mutual Investment Services, LLC from 2022 to 2025 and has experience with KeyBank and other financial roles. Signal Tree Financial Partners serves individual and high-net-worth clients, as well as trusts and estates, through discretionary portfolio management and financial planning. The firm employs a fundamental, long-term investment approach using diversified, low-cost funds, individual securities, and independent managers, with additional affiliated accounting and tax services.

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.

Daniel Lane is a CFP® professional with 24 years of industry experience. He is a part owner at Financial Management Strategies, Inc. and holds credentials including Series 66. Lane has worked at Cetera and manages Lane Legacy Advisors, LLC, a business he operates alongside his advisory roles. Financial Management Strategies, Inc. provides advisory services to individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a range of analytical methods and maintaining multiple office locations.

Jeff Rovnak is a Certified Financial Planner® with 23 years of industry experience. He is currently with Signal Tree Financial Partners LLC, where he has worked since 2021. Prior to that, he was with Sequoia Financial Group and Sequoia Financial Advisors from 2015 to 2019. Signal Tree Financial Partners serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management, retirement account advice, and financial planning. The firm employs a team-based approach and focuses on long-term strategic asset allocation using low-cost mutual funds, ETFs, individual securities, and independent managers tailored to client goals and risk tolerance.

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.

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 63 and Series 66 licenses and has 42 years of industry experience. He has operated his own firms, including Poitinger Wealth Management Inc. and Poitinger Financial Inc., and worked with Valmark Securities, Inc. and Poitinger, Redmond, Lyons, Kura & Co. Additionally, he earns commissions from fixed insurance products. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, employing diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing.

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.

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.

Jonathan Houk is a CFP® professional with 16 years of industry experience, currently serving at ValMark Advisers, Inc. since 2012. He has also worked at Wealth Impact Advisors, LLC and Poitinger, Redmond, Lyons, Kura & Company. Outside of financial advising, Houk is president and secretary of Friends of Metro Parks, a nonprofit supporting public enjoyment of Summit County Metro Parks. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary programs such as the ACCESS wrap platform and the TOPS® ETF portfolios.

Madison Strahan is a financial advisor at Dakota Wealth, LLC in Akron, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Dakota Wealth in 2019, Madison worked at Springside Partners LLC from 2017 to 2019 and has experience outside finance in the restaurant industry. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and investment companies. The firm offers customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.

James Redmond is a CFP® professional with 43 years of industry experience, currently affiliated with ValMark Advisers, Inc. since 1998. He previously worked at Poitinger Redmond Lyons Kura Walker & Co. beginning in 1988. Outside of his advisory role, he serves on the board of The Rotary Camp for Children with Special Needs and leads Redmond Financial, Inc. as president. 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 representatives. The firm emphasizes diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and platforms.

Craig Welch Jr. is a CFP®-designated financial advisor with ValMark Advisers, Inc. in Akron, OH, bringing 21 years of industry experience. He has worked at ValMark since 2018 and previously spent seven years with Key Bank NA and Key Investment Services LLC. Outside of his advisory role, he is co-owner of IVL Baseball, a baseball and softball training and club team organization. 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 offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary and third-party platforms.

Sean Heney is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has previously worked at firms including Northwestern Mutual and MassMutual, and currently serves as a partner and financial planner with Allegis Advisors and Suncrest Advisors alongside his role at Portside. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, and co-advisory services for individuals—including high-net-worth clients—retirement and pension plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates with investment analysis that combines fundamental, technical, and modern portfolio theory approaches.

Chase Henderson is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds a Series 66 designation and began his advisory career with StoneX Advisors Inc. and StoneX Securities Inc. in 2025. Prior to his advisory role, he was employed at Miami University and the Miami University Rec Center. Henderson also operates Henderson Financial Services, focusing on insurance and investments. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing platforms like Envestnet and Advyzon for portfolio implementation and tax-aware services.

Tyler Hines is a financial advisor at ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Valmark Securities, Valmark Financial Group, Discount Drug Mart, Kohls, and Sub Station. 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 model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and solutions.