Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has managed his independent advisory firm since 2004 and has worked at Kohl's Corporation in logistics since 2016. Reinhart Asset Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm’s offerings include the SPECTRUM program, featuring three portfolio series that utilize ETFs, mutual funds, stocks, bonds, and cash equivalents, with investment decisions based on a Hybrid Analytical Process combining multiple analytic methods and incorporating tactical strategies.

Eliot Parker is a financial advisor at Parkmont Wealth Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Parkmont since 2017. Prior to that, he was with Horter Investment Management, LLC, and he also serves as president of Retirement Solutions Plus, a financial planning firm focused on marketing health fixed annuities to seniors. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and employing both long-term and short-term trading strategies. The firm constructs portfolios from a broad range of investment vehicles and offers discretionary management tailored to client goals, tax considerations, and risk tolerance.

Charles Corthell is a financial advisor at Parkmont Wealth Advisors LLC with a Series 65 designation. He has experience working at Retirement Solutions Plus LLC, PNC Bank, TW3 Lawn & Snow, and Fremont Ross City Schools. Corthell has no prior industry experience as a financial advisor. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and a mix of investment vehicles. The firm offers discretionary management with a focus on individualized Investment Policy Statements and utilizes Schwab Institutional for custody and trading services.

Anthony Messina is a financial advisor at Parkmont Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Sandusky County DJFS and Allstate Risk Management Business Center. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a mix of analytical methods and employing both long- and short-term trading strategies. The firm builds portfolios from a variety of asset classes and uses Schwab Institutional for custody and technology services.

Robert Parker is a financial advisor with Parkmont Wealth Advisors LLC in Fremont, Ohio, holding a Series 63 designation and 22 years of industry experience. Prior to joining Parkmont in 2018, he worked at Horter Investment Management, LLC and Sigma Financial Corporation. Outside of his advisory role, Parker owns and operates Parker Investment & Insurance Services, an insurance and investment business he has managed since 1985. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of analytical methods and both long- and short-term trading strategies to build diversified portfolios. The firm emphasizes individualized investment policy statements and utilizes Schwab Institutional for custody and technology support.

Timothy Croak is a ChFC® credentialed financial advisor with 38 years of industry experience. He is president of Croak Capital and has held roles at Purshe Kaplan Sterling Investments and Ameritas Investment Corp. Outside of his advisory work, he owns and manages businesses in life insurance brokerage, tax preparation, and office building management. Croak Capital serves individual and high-net-worth clients, pension plans, charitable organizations, and business clients, offering portfolio management, financial planning, and pension consulting. The firm employs customized model portfolios using various analytical methods and manages accounts both directly and through a wrap fee program, with affiliated insurance and accounting firms as part of its service structure.

Jason Connell is a CFP® with 15 years of industry experience, currently serving as an advisor at Croak Capital. He previously worked at Winovich Wealth Partners, Ameritas Advisory Services, Ameritas Investment Corp, Wilcox Financial/Wilcox Sports Management, and JPMorgan Securities. Connell assists with portfolio management, financial planning, and trading. Croak Capital manages approximately $364 million for individual clients, pension plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and specialized real-estate advisory services, utilizing a multi-faceted investment process that incorporates fundamental and technical analysis alongside Modern Portfolio Theory.

Connor Hutchison is a financial advisor at Croak Capital with six years of industry experience. He holds a Series 65 designation and has worked at Bridgeway Financial Consulting & Tax Services, LLC since 2022. Outside of his advisory role, Hutchison is involved in tax preparation and serves as owner and CEO of operations at Bridgeway Financial Consulting & Tax Services. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm uses customized model portfolios and multiple analytical approaches, managing accounts both directly and through a wrap fee program, with affiliations to an accounting firm and insurance agency.

Matthew Norton is a financial advisor at McDonald Partners LLC with 19 years of industry experience. He holds the Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, Mr. Norton serves as a board member for The Ohio Virtual Academy and is a licensed insurance agent selling life, health, and long-term care insurance. McDonald Partners LLC serves a diverse client base including individual investors, pension and profit-sharing plans, foundations, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, including affiliated private fund management.

Jeremy Hartle is a financial advisor at Croak Capital with nine years of industry experience. He has worked at Croak Capital since 2021 and previously held roles at Jeds Downtown and Transamerica Financial Advisors. Hartle serves as a board member of the Parkinsons Foundation of Northwest Ohio and manages operations at Jed's Bancroft. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers customized portfolio management, financial planning, and pension consulting, using multiple analytical approaches and a wrap fee program to manage assets.

Frances Kraus is a financial advisor at Croak Capital in Toledo, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Croak Capital, she was a student for ten years. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and held-away account monitoring through an aggregation service, implementing customized model portfolios using multiple analytical approaches.

Eric Croak is a CFP® with 10 years of industry experience, currently serving at Croak Capital in Toledo, OH. He has held roles at CAM Tax, LLC and CAM Insurance, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Croak also maintains a longstanding affiliation with Creative Financial Partners. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with formal ties to affiliated accounting and insurance entities.

James Burnor is a financial advisor at Croak Capital with 13 years of industry experience. He holds a Series 63 designation and has worked at firms including MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, Burnor operates a family-owned real estate appraisal business and an insurance agency. Croak Capital provides investment advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs customized model portfolios using multiple analytical approaches and manages accounts both directly and through a wrap fee program, with additional affiliations in accounting and insurance services.

Nathan Wood is a financial advisor at McDonald Partners LLC in Bowling Green, OH, with three years of industry experience. He holds a Series 66 designation and previously worked at The Old Fort Banking Company and The Ohio State University. Wood is also a licensed insurance agent who sells variable annuity, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities alongside private fund management.

Andrew Kinder is a CFP®, ChFC®, and Series 66-licensed financial advisor with seven years of industry experience. He is currently with Foundations Investment Advisors LLC, having previously worked at MDRN Capital, Sequoia Financial Group, Buckingham Strategic Wealth, Morgan Stanley, and Merrill Lynch. He is also an insurance agent with MDRN Insurance, LLC. Foundations Investment Advisors is a multi-advisor RIA managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Paul Kozak is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gradient Advisors since 2017. Outside of his advisory role, he is a principal member involved in insurance and fixed annuities sales through his business activities with Premier Planning Services and D-Max Enterprises. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors across 154 offices and manages approximately $990.7 million in assets on its platform.

Jeffrey Utterback is a financial advisor with BFC PLANNING, Inc. in Toledo, Ohio, holding a Series 66 designation and 20 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. and Citizens Securities, Inc. He serves as chairman of the board of trustees for the Bay View Yacht Club in Toledo. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and various advisory programs using multiple platform arrangements and investment strategies.

Gino Chiappetta is a CFP® with 35 years of industry experience, currently serving at Consolidated Portfolio Review Corp. His prior experience includes 17 years at Western International Securities, Inc. Outside of his advisory role, he is president of CH Asset Management and works as a licensed realtor with Medicare Molehill. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored investment approaches that combine strategic asset allocation with fundamental and technical analysis, supporting a variety of managed account options and access to third-party sub-advisors.

Nicholas Cosentino is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Facet and joined the firm in 2025. Prior to Facet, he worked at TFO Wealth Partners, Key Private Bank, Key Investment Services, Prudential Financial, and The State Bank and Trust Company. Facet provides tiered, subscription-based financial planning and discretionary investment management to individual members across a broad range of wealth levels. The firm uses a holistic financial planning approach and technology-driven asset allocation, relying primarily on ETFs and offering strategies like direct indexing and tax-loss harvesting without charging percentage-of-AUM fees.

Elliot Borge is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at Lifeworks Advisors, LLC. Before joining Lifeworks in 2025, he held roles at Northwestern Mutual Investment Services and Wealth Management, as well as positions at First Trust Portfolios LP and First Trust Advisors LP. He is also a licensed insurance agent involved in insurance sales and implementation in Toledo, OH. Lifeworks Advisors serves a diverse range of individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm integrates a planning-based tranche framework with risk-based portfolio construction, utilizing low-cost, diversified funds, third-party managers, and AI-supported research, while maintaining strong operational ties to tax and accounting services through affiliated firms and professionals.