Andreas Juarez is a financial advisor at Juarez, Andreas with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at JDA TSG, Amazon LLC, Stellantis, Ohio State University, and Lowe's. Outside of advising, he owns and operates a tax preparation business serving individual clients. His firm, Midwest Guidance LLC, is a state-registered investment adviser that serves individual and high-net-worth clients with a value-oriented investment approach. The firm manages accounts on a discretionary basis and emphasizes fundamental analysis while maintaining conflict controls and client-focused policies.

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.

Brian Hughes is a CFP® professional with 14 years of experience in financial advising. He founded Hughes Financial Group, LLC in 2013 and has led the firm since its inception. Hughes Financial Group, LLC is an independent, fee-only firm providing personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs active asset management using proprietary strategies and a mix of mutual funds, ETFs, and other instruments, managing approximately $22.8 million for around 42 clients as of December 31, 2025.

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.

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

George Damasco is a financial advisor with Bollin Wealth Management, LLC in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with MPM Wealth Advisors, Inc. since 1995. Outside of advising, he has ownership interests in a farm leasing operation and a pizza business. Bollin Wealth Management serves individual clients, including high net worth individuals, as well as trusts, estates, and corporate pension and profit-sharing plans, providing investment supervisory services and comprehensive financial planning. The firm uses Modern Portfolio Theory to construct portfolios and primarily supervises accounts on a non-discretionary basis without taking custody of client funds.

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.

David Bensch is a financial advisor with Evergreen Wealth Management, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has worked with Fourth Dimension Financial Group, LLC since 2012, supporting advisor practices through case design and office management. Outside of his advisory role, Bensch assists with operations at a family-owned hair salon in Perrysburg, Ohio. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term, diversified investment strategies.

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.

Phillip Bollin is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led Bollin Wealth Management, LLC since 2009. Outside of financial advising, he is co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management serves individual clients, trusts, estates, and corporate pension and profit-sharing plans, managing approximately $70.2 million in assets. The firm uses Modern Portfolio Theory to construct diversified portfolios and primarily provides non-discretionary account supervision without custody of client funds, operating on a fee-only basis with a distinctive retainer financial planning program.

Abbey Ciancutti is a Certified Financial Planner® with five years of industry experience, currently affiliated with Bollin Wealth Management, LLC in Perrysburg, OH. Her work history includes roles at DeVerna & Co Financial and Ameritas Advisory Services, among others. Bollin Wealth Management serves individual clients, including high-net-worth individuals, as well as trusts, estates, and corporate pension and profit-sharing plans. The firm employs Modern Portfolio Theory to build diversified portfolios primarily using mutual funds and ETFs and provides financial planning through various engagement models while maintaining primarily non-discretionary management of client assets.

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.

Mark Doore II is a financial advisor at SJS Investment Services with a Series 65 designation and one year of industry experience. Prior to joining SJS Investment Services, he worked in various roles including at Benchmark Restaurant Group and the University of Toledo. SJS Investment Services works with individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process is overseen by an internal committee that constructs diversified portfolios and incorporates private equity and fixed-income allocations for qualified investors, with a noted focus on public funds and detailed performance reporting.

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.

Andrew Nutter is a Series 65 licensed financial advisor at Evergreen Wealth Management, LLC with 10 years of industry experience. He has been with Evergreen since 2016. Outside of his advisory role, he is the managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management provides discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions tailored to each client's risk tolerance and objectives.

Tyler Bennett is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Northwestern Mutual, and GMK Legacy Holdings LLC, where he also serves as an insurance agent. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and multiple custody options.

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.

Stephen Hanley is a financial advisor with Evergreen Wealth Management, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 11 years at Evergreen Wealth Management. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis along with modern portfolio theory to develop long-term, diversified investment strategies tailored to clients’ risk tolerance and time horizons.