Kurt Liedtke is a financial advisor at Citadel Investment Advisory Inc with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citadel Investment Advisory since 1996. Citadel Investment Advisory Inc provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $235 million for about 117 clients. The firm employs structured processes for portfolio management, including documented investment strategies, account reviews, and trade oversight.

Kenneth Dery is a CFA® charterholder and the sole advisor at Kenneth A. Dery & Associates, where he has provided advisory services since 1994, totaling 26 years of industry experience. He is based in Willoughby, Ohio, and has maintained his own firm throughout his career. Kenneth A. Dery & Associates offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $35 million in assets, operates a wrap-fee program, and distinguishes itself by serving as a qualified custodian and publicly presenting historical performance data.

Walter Manns Jr. is a financial advisor with Klopp Investment Management LLC in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His work history includes roles at TRPC Advisory Services, Capital City Securities LLC, and Capital City Asset Management LLC. Klopp Investment Management LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm manages approximately $108 million across about 94 client relationships and is noted for including performance disclosures in its client materials, a practice uncommon among supported firms.