Alec Derrig is a CFP® and Series 65 license holder based in Akron, Ohio, with one year of experience at Sand Run Wealth Management. His prior work includes roles at Kauig Companies Limited and Apple Growth Partners, as well as four years at Kent State University. Outside of advising, he is involved with a family office through his other business activities. Sand Run Wealth Management is an Ohio-registered investment adviser serving individuals and families with investment management and financial planning services. The firm employs a long-term, goals-based investment approach tailored to client objectives and emphasizes tax-aware strategies through diversified portfolios.

Jeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.

Peter Laakso is a financial advisor with Priority Investment Management LLC in Akron, OH. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Meridian Capital Management Group, Inc. from 2014 to 2024 and prior self-employment from 2010 to 2016. Priority Investment Management LLC provides discretionary asset management services to individuals, including high-net-worth clients, and business entities. The firm offers customized investment programs using a mix of fundamental, technical, charting, and cyclical analysis, with an emphasis on managing accounts separately and allowing clients to vote their own proxies.

James Mundell is the sole advisor at Mundell Asset Management LLC in Canal Fulton, OH, holding a Series 63 designation with 17 years of industry experience. He has worked at Mundell Asset Management since 2009 and is also the managing member of Mundell Estate Planning, LLC, offering estate planning services. Additionally, Mundell owns and operates Mundell Agency, an insurance services business in which he spends a majority of his professional time. Mundell Asset Management LLC provides personalized financial planning and consulting primarily serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm does not manage portfolios directly but refers clients to third-party money managers and delivers tailored financial plans and ongoing consultations covering cash flow, tax, insurance, retirement, education funding, and estate planning.

Jude Kee is a financial advisor at Kee Huchok Wealth Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been affiliated with Kee Huchok & Co, Inc. since 1989. Kee Huchok Wealth Management serves institutional and private clients through a co-advisory model that integrates financial planning, trust wealth management, and retirement plan consulting. The firm focuses on client coordination and the selection and monitoring of independent managers, working alongside Pinnacle Advisors for portfolio implementation and asset management.

Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

George Dagnino is the sole advisor at Peter Dag & Associates, Inc. in Akron, OH, with 26 years of industry experience. He has been with the firm since 1993. Peter Dag & Associates serves a small number of individual clients, primarily managing conservative and retirement accounts through discretionary portfolio management and investment advice. The firm also publishes a subscription-based investment report, The Peter Dag Portfolio, with an investment approach focused on economic trend analysis, sector-specific security selection, and a conservative bias to limit downside risk.

Robert Everett is a financial advisor at FSC Advisors LLC in North Canton, OH, holding a Series 65 designation with 11 years of industry experience. He has worked at Wall Street Financial Group since 2002 and Financial Security Center Inc since 1997. Everett also operates an affiliated tax and insurance business and is an enrolled agent licensed to provide tax preparation and insurance products. FSC Advisors LLC serves individuals, families, trusts, and select institutional clients with asset management and financial planning services. The firm uses written investment policy statements to implement client strategies, offering model portfolios or fully customized allocations with discretionary authority.

Michael Andrews is a CFP® and Series 66 accredited financial advisor with 25 years of industry experience. He has been the president of Andrews Advisors Inc., a tax, accounting, and wealth management firm, since 1999 and has led Andrews Wealth Management, LLC since 2010. Outside of his advisory work, Andrews serves as the head coach for a Little League travel baseball team in Wadsworth, Ohio. Andrews Wealth Management is a fee-only advisory firm serving individuals, families, and trusts, typically with net worth above $500,000. The firm combines fundamental and technical analysis to create customized investment policy statements and monitors portfolios regularly, tailoring strategies to clients’ goals and risk tolerance.

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Patrick Sullivan is the principal of Sullivan Pinnacle Advisors, Ltd. in Akron, OH, with 23 years of experience in the financial industry. He has been the owner of Sullivan Company, a CPA firm, since 1984, where he devotes part of his time to investment advisory work. Sullivan holds a Series 63 designation. Sullivan Pinnacle Advisors operates through a co-advisory relationship with an SEC-registered investment adviser, offering wealth management, financial planning, trust wealth management, and retirement plan consulting services. The firm combines financial planning with investment advisory and fiduciary services, emphasizing retirement plan consulting and independent manager selection without taking custody of client assets.

Garrett Boone is a financial advisor at Fortifi Capital, LLC in Akron, Ohio, with 17 years of industry experience. He holds a Series 66 designation and has led Fortifi Capital since 2016. Outside of his advisory role, he owns and operates gbtechlab LLC, a full stack software engineering business, working primarily on contract and freelance projects. Fortifi Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, small businesses, and corporate clients. The firm uses a quantitative, ETF-based approach that includes tactical adjustments with derivatives and options, and it is notable for serving corporate accounts and developing proprietary software to support its investment process.

Jonathan Torrens is a CFP® professional with 26 years of industry experience and has led TCM Wealth Advisors since 2004. He holds Series 63 and Series 65 licenses and also serves as president of Clear View Associates, LLC, an employee leasing business managing payroll and benefits for his firm. TCM Wealth Advisors offers fee-only investment advisory and wealth planning services to individuals and high-net-worth clients, including physicians, business owners, and executives. The firm employs a global, multi-asset investment approach that incorporates both traditional and alternative asset classes, actively manages portfolios, and emphasizes fiduciary responsibility without accepting commissions.

Michael Mc Gill is a CFA® charterholder with five years of industry experience. He is the sole advisor at Summit Investments and Financial Planning in Uniontown, OH. Prior to founding his firm, he worked at Ameriprise Financial, First National Bank of Pennsylvania, and Huntington Bancshares. Summit Investments and Financial Planning is an independent, state-registered advisory firm serving individuals, businesses, and trusts. The firm employs a combination of fundamental, macro, and cyclical analysis using both passive and active strategies across various securities, offering discretionary investment management and written financial planning.

George Coyle is a financial advisor at Triangulated Capital Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at John A. Levin & Co. since 2001. In addition to his advisory role, he is the owner and editor of Triangulated Research, LLC, a publisher of financial newsletters. Triangulated Capital Management primarily serves individual clients, offering discretionary portfolio management, retirement account planning, and consulting through bespoke research projects. The firm employs a blend of quantitative and qualitative analysis, combining modern portfolio theory, thematic equity research, and discretionary trading, with a focus on liquid public markets and futures strategies.

Richard Mohr is a CFP®, PFS™, and Series 65-licensed financial advisor with 23 years of industry experience. He has been the sole advisor at Buckeye Financial Solutions, Inc. in Canton, OH since 2004. Buckeye Financial Solutions serves individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm uses a core-and-satellite approach focused on passively managed index funds and ETFs, incorporating active managers selectively, and manages accounts on both discretionary and non-discretionary bases.

Giancarlo Variola is a CFA® charterholder and founder of Chiarezza Capital Management, LLC, where he has provided investment management services since 2013. He has 12 years of industry experience and operates as the sole advisor at his independent firm based in North Canton, Ohio. Chiarezza Capital Management offers customized separate-account investment management to individuals, pension and profit-sharing plans, foundations, endowments, businesses, and trusts. The firm focuses on fundamental analysis to build concentrated equity portfolios primarily invested in U.S.-listed stocks, with additional allocations to ETFs, foreign equities, options, and U.S. government securities.

Anthony Deem is the sole advisor at Deem Asset Management in Uniontown, Ohio, holding Series 63, 65, and 66 licenses with 16 years of industry experience. His prior roles include positions at KeyBanc Capital Markets, Longbow Securities, and Diebold Nixdorf. Outside of financial advising, he is involved in managing a real estate business through A2 Properties, LLC. Deem Asset Management is an independent advisory practice providing fee-based portfolio management and financial planning services for individual, institutional, and nonprofit clients. The firm integrates traditional securities analysis with an internally developed AI-assisted research system to guide investment decisions across a variety of asset classes, including equities, fixed income, and derivatives.

I’m a normal guy who branched out on my own to build a client-first firm focused on real relationships and holistic planning. My goal is simple: to be your trusted partner and number one resource for every financial decision. I started my firm because I wanted to practice financial planning with intention. I wanted the time to think deeply, ask better questions, and build thoughtful, comprehensive strategies—not just manage investments. To me, holistic planning means everything works together: investments, tax strategy, retirement planning, cash flow, risk management, estate considerations, and life transitions. Your financial life isn’t segmented, so your plan shouldn’t be either. I built this firm to prioritize depth over volume. That means fewer clients, more attention, and real accessibility when something important comes up. When you call, you’re not routed through layers of bureaucracy—you’re talking directly to me. I believe you can build a successful business without sacrificing your family or your values. I structured my firm so I can serve clients exceptionally well while still living the principles I encourage others to prioritize — balance, integrity, and intentionality. If you’re looking for an advisor who will think carefully, communicate clearly, and walk alongside you through major financial decisions, I’d be honored to serve in that role.

Delford Mc Callister II is a financial advisor at 3CM Capital Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Edward Jones. Outside of advisory services, he owns and operates 3CM Insurance Group, L.L.C., providing family protective insurance products. 3CM Capital Management serves individual clients with portfolio management, financial planning, and consulting, offering tailored advice that incorporates modern portfolio theory, charting, and a range of investment strategies including derivatives and short-term trading. The firm also provides ongoing plan-management services and access to third-party advisers.