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.

Aaron Seil is a CFA® charterholder with eight years of industry experience. He is currently with True Wealth Design, LLC, where he has worked since 2021, following roles at Seil Wealth Management, LLC and Ruggaard & Associates, Inc. True Wealth Design, LLC offers wealth management, financial planning, investment advisory, and retirement plan consulting services to a diverse client base including individuals, families, trusts, and charitable organizations. The firm employs an asset-allocation framework informed by modern portfolio theory and integrates tax-aware investment techniques, while also providing tax, accounting, and limited insurance services through affiliated entities.

Alexander Novack is an investment advisory representative with Financial Management Strategies, Inc. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Financial Management Strategies in 2025, he worked at Cetera Wealth Services and Vision Wealth Management. He is also licensed to sell fixed insurance products. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, retirement-plan advisory, financial planning, and consulting, employing a variety of analytical methods and maintaining ongoing account monitoring and rebalancing.

Derek Spencer is a financial advisor with Ellsworth Advisors, LLC holding a Series 66 credential and two years of industry experience. His prior roles include positions at Stratos Wealth Partners, Ltd., LPL Financial LLC, and Paragon Financial Group LLC. Outside of his advisory work, he is involved with Synova Talent Solutions Inc. in a referral capacity. Ellsworth Advisors offers investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches. The firm provides customized portfolio management, comprehensive planning, and pension consulting, and is known for its access to private funds and alternative investments for accredited clients.

Victoria Ellinger is a financial advisor at Financial Management Strategies, Inc. with 15 years of industry experience. She holds a Series 66 designation and has worked at Cetera, Centrust Wealth Management, and Ameriprise Financial Services. She is also a part owner of Financial Management Strategies, Inc. and serves as Vice President of Centrust Wealth Management. 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 consulting using a range of analytical methods and investment strategies, and conducts participant education workshops.

Melissa Reider is a financial advisor with Financial Management Strategies, Inc. She holds a Series 63 designation and has 42 years of industry experience. Her prior roles include positions at Cetera and Cetera Wealth Services, LLC, and she is also the owner of Your FinancialAdvisor Inc. Outside of her advisory work, she has worked part-time as a personal stylist at Nordstrom. Financial Management Strategies, Inc. serves 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 advisory services, utilizing a range of analytical methods and investment strategies to meet client objectives.

Brett Baskin is a CFP® with 11 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. His prior experience includes roles at Stratos Wealth Partners, LPL Financial, Ellsworth Private Wealth Management, Bank of America, and Merrill Lynch. He is also a licensed insurance agent and occasionally advises clients on insurance solutions. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers tailored portfolio management, pension consulting, and family office support, combining private fund access with traditional investment strategies.

James Artale is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, and Stratos Wealth Partners. Outside of his advisory career, he has been involved with the Kenston Baseball Association for nine years. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

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.

Michelle Schwab is a financial advisor with Ellsworth Advisors, LLC in Hudson, Ohio, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Ellsworth Advisors since 2018 and previously spent seven years at Western International Securities, Inc. Schwab is also involved in publishing through Basti Publishing. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, using a range of analytic approaches and tailored investment strategies. The firm combines private fund and alternative investment access with pension consulting and family office support.

Christopher Prado is a financial advisor at Ellsworth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Federated Securities, Raymond James Financial Services, and Wentz Financial Group. Prado is the founder and chairman of the TC Open Charitable Foundation, which raises funds and donates to charities supporting children. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, utilizing a combination of analytic approaches and tailored portfolios. The firm offers discretionary and non-discretionary management, pension consulting, and family office support, with access to private funds and alternative investments.

Ryan Ruggaard is a financial advisor at Ruggaard & Associates with seven years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC and BARD & ASSOCIATES. Ruggaard holds Series 63 and Series 65 licenses. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a multi-method investment process combining fundamental, technical, quantitative, and qualitative analysis and offers a range of strategies tailored to client objectives and risk tolerances.

Geoffrey Novack is a financial advisor with Financial Management Strategies, Inc. He holds a Series 63 designation and has 38 years of industry experience. His prior work includes positions at Plancorp, Inc. and Cetera Wealth Services, LLC. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, retirement-plan advisory services, and financial planning, utilizing a mix of analytical methods and model portfolios tailored to various risk profiles.

Mark Suhay is a financial advisor with Cornerstone Asset Management Services, Inc. He holds 43 years of industry experience and has worked with Cornerstone since 2007. Prior to this, he was associated with J.W. Cole Financial, Inc. and Daley & Company. Outside of advisory work, Suhay serves as Vice President of Operations for Impact Sports Ohio, a travel baseball organization, where he is also a board member and assistant coach. Cornerstone Asset Management Services, Inc. provides discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm uses a model-driven investment approach that combines fundamental and technical analysis, offering a variety of delivery options including model portfolios, separately managed accounts, sub-advisory services, and consulting.

Stephen Frank is a financial advisor at EmVision Capital Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Investment Partners Ltd and CommonWealth Financial Network. Frank also engages in fixed insurance sales. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm emphasizes customized asset-allocation models reviewed by an investment committee and offers scalable family-office operational services alongside comprehensive planning and ongoing client communication.

John May is a CFP® professional with 13 years of industry experience. He has worked at Ruggaard & Associates since 2018 and previously held roles at Comprehensive Asset Management & Servicing, Inc. and James Reed Financial Services, Inc. He serves on the investment committee of Twins Days, Inc., a nonprofit organization, where he helps monitor investment performance and set long-range investment strategies. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals—including high-net-worth clients—and pension and profit-sharing plans. The firm employs a multi-method investment process and offers portfolio management, retirement-plan advisory, financial planning, and tax-preparation services.

Bradley Wise is a financial advisor with Revisor Wealth Management LLC in Akron, OH. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Ast Investment Services, Inc. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals, offering customized portfolios that include stocks, bonds, mutual funds, ETFs, and alternative strategies such as cryptocurrency and options for eligible clients. The firm supports advisors with practice services and manages a high client-to-advisor ratio.

Cameron Miele is a financial advisor at Ellsworth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Kaulig Capital, LLC and Weinberg Capital Group. Outside of advising, Miele serves as Chief Executive Officer of multiple scalloping companies involved in commercial fishing, managing their operations and finances. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a variety of analytic approaches for portfolio management and offers access to private funds and alternative investments alongside pension consulting and family office support.

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.

Matthew Dunn is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC in Hudson, OH. His prior roles include positions at firms such as LPL Financial and Stratos Wealth Securities. ARQ Wealth Advisors provides fee-only asset management and financial planning to high-net-worth individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs a multifaceted investment approach that incorporates asset allocation, fundamental and technical analysis, and derivatives strategies within separately managed accounts.