Cody Dye is a financial advisor at Dye Family Office in Canfield, Ohio, holding Series 65 and Series 63 licenses with three years of industry experience. He has worked at Hill, Barth, and King as a full-time accountant and has held positions at Iron Gate Wealth Advisors and other firms. Dye’s current role integrates accounting and financial advisory services through his independent firm. Dye Family Office is an independent, state-registered adviser serving primarily high-net-worth individual clients with financial planning and discretionary portfolio management. The firm uses fundamental security analysis and personalized consultations to align investments with client risk tolerance and suitability, offering ongoing account supervision and coordinating with third-party managers and custodians as needed.

Scott Duko is the principal of Scott S. Duko, Registered Investment Advisor, Ltd. in Canfield, Ohio, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services, Inc. and his own firm since 2006. In addition to his advisory role, he is a licensed attorney and an independent insurance agent offering fixed annuities and equity-indexed products. His firm provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. It manages client portfolios using no-load or low-load mutual funds, ETFs, and individual securities, with an emphasis on ongoing financial planning and discretionary portfolio management.

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

Jeffrey Zimmerman is a CFP® with 18 years of industry experience and has been the sole advisor at Zimmerman Capital Management since 1991. The firm is based in Salem, OH, and operates as an independent advisory practice. Zimmerman Capital Management provides personalized financial planning and discretionary investment management to individual clients, high-net-worth households, trusts and estates, and non-profit and institutional sponsors. The firm employs a strategic asset allocation approach using broadly diversified, low-cost mutual funds and ETFs, serving a mix of individual and institutional clients including charitable organizations and pension plans.

Donald Samuels is a CFP® with 50 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at SagePoint Financial, Inc. and Royal Alliance Associates, Inc. In addition to his advisory work, he owns Samuels Financial Service, Inc., where he provides life and annuity products as well as tax and accounting services for various client entities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance, asset allocation, and portfolio optimization.

Samuel Fries is a CFP® professional with six years of experience in financial advising. He is the sole advisor at SSB Managed Wealth, LLC, where he has worked since 2019. In addition to his advisory role, Fries serves as a tax manager at SSB CPAs, a CPA firm focused on tax planning and business consulting. SSB Managed Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate clients, including retirement plan consulting. The firm combines tailored investment strategies with oversight of portfolio implementation through a third-party manager and integrates coordinated tax and business advice through its affiliation with SSB CPAs.

Jackie Dierickx is a financial advisor at Total Financial Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to entering the financial industry, she worked in education and corporate roles from 2015 to 2023. Total Financial Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement-plan advisory services, and insurance consulting, with a focus on customized, tax-conscious portfolios and integrated tax, accounting, and insurance advice.

Stephen Daprile is a CFP® with seven years of industry experience, currently serving as an advisor at Gem-Young Wealth Advisors, LLC. He has been with the firm since 2019 and holds a Series 65 license. Gem-Young Wealth Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm incorporates fundamental analysis, long- and short-term trading, and includes insurance products alongside traditional investment vehicles in its offerings.

Leo Daprile is a ChFC® with over 40 years of experience in the financial services industry. He has been with Gem-Young Wealth Advisors, LLC since 2014 and has been involved with GEM-Young Insurance Agency, Inc. since 1985. Gem-Young Wealth Advisors, LLC provides portfolio management, financial planning, and advisory services to individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and both long- and short-term trading strategies, managing accounts on a discretionary basis and conducting due diligence on third-party managers.

Kelly Vinopal is a financial advisor with Gem-Young Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Gem-Young Wealth Advisors, Vinopal has worked with several firms including \u0026PARTNERS, Commonwealth Financial Network, and Bucholtz & Germo. Gem-Young Wealth Advisors provides portfolio management, financial planning, and advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses an Investment Policy Statement to document client objectives and manages accounts on a discretionary basis with both fundamental analysis and various trading approaches.

Christopher Mediate is a financial advisor with Mediate Financial Investment Advisory Services, LLC in Canfield, Ohio. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Mediate has worked at his affiliated firms since 1994 and dedicates approximately half of his time to insurance sales and tax planning through his ownership of Mediate Financial Services, Inc. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individual investors, retirement plans, and business clients. The firm uses proprietary model portfolios focused on asset allocation and cyclical investing and typically seeks discretionary authority to manage client accounts.

Christopher Mediate is a financial advisor at Mediate Financial Investment Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and has been involved in financial services since 2013, including managing his own affiliated licensed insurance agency. Prior to his current advisory role, he spent four years at Ohio University. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individual investors, retirement plans, and business clients. The firm uses a data-driven approach to define client goals and risk tolerance, implementing investment strategies through proprietary model portfolios and maintaining discretionary trading authority.

Mark Kollar is a financial advisor at HDA Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc and Hovanic, Dunham & Associates. HDA Wealth Management serves individual and high-net-worth clients by providing portfolio management, pension and employee benefit plan consulting, and financial planning. The firm uses written Investment Policy Statements and a combination of model allocations and individualized guidance, employing both long-term strategies and options trading.

Joshua Petrusko is a financial advisor at Iron Gate Wealth Advisors, LLC with 16 years of industry experience. He has worked with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2009. Outside of advising, he serves as an NRA handgun safety instructor and holds a board position with the National Association of Insurance and Financial Advisors, where he manages local chapter meetings and finances. Iron Gate Wealth Advisors primarily serves individual clients as well as businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management, employing a conservative, low-turnover investment approach focused on fundamental analysis and tailored to clients’ goals and risk tolerance.

Michael Dunham is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He is the sole advisor at HDA Wealth Management, LLC and has previously worked with StoneX and Stonex Advisors Inc. In addition to his advisory role, he serves as president of the Dunham Family Foundation, a nonprofit charitable organization. HDA Wealth Management provides advisory services to individual and high-net-worth clients, including portfolio management, pension and employee benefit plan consulting, and financial planning. The firm serves retail investors and plan sponsors with a discretionary investment approach tailored to clients’ goals and risk tolerance.

Joseph De Pascale is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He is the principal of Total Financial Management, LLC, an independent, single-advisor registered investment adviser based in Poland, Ohio. Prior to founding Total Financial Management in 2017, he worked at Farmers Trust Company from 2011 to 2017 and has been involved with CMFS & Associates, LLC, an Ohio-based public accounting firm he owns, since 1993. Total Financial Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with customized portfolio management and comprehensive financial planning. The firm emphasizes a long-term, tax-conscious investment approach and offers integrated tax, accounting, and insurance advice through its affiliations with a public accounting practice and a third-party insurance consulting platform.

Jason Hoeltzel is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Kissling Financial Services, LLC. His prior experience includes roles at Foundations Investment Advisors, Secure Money Advisors, Prudential Insurance Company of America, and Park Avenue Securities. Kissling Financial Services is an independent advisory firm providing fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis, utilizing a range of investment vehicles including equities, mutual funds, ETFs, and structured bank notes.

John Ryan is a financial advisor at Mediate Financial Investment Advisory Services, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Mediate Financial since 2017 in various capacities. Outside of advising, he is a licensed insurance agent involved in life and health insurance sales. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individual investors, retirement plans, and business clients. The firm uses a data-gathering process to define client goals and applies an investment approach focused on asset allocation and cyclical investing through proprietary model portfolios.

Addison Fluent III is a CFP® and Series 66-registered advisor with 20 years of industry experience. He has been with Iron Gate Wealth Advisors, LLC since 2011 and also has a long tenure at Premier Wealth Management, LLC. Iron Gate Wealth Advisors primarily serves individual clients, businesses, charities, and small pension plans, offering financial planning and discretionary portfolio management. The firm employs a conservative, low-turnover investment approach focused on fundamental analysis and tailors strategies to clients’ goals and risk tolerance.

Timothy Kissling is the sole advisor at Kissling Financial Services, LLC, an independent firm based in New Castle, Pennsylvania. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including roles at Madison Avenue Securities and leadership of Kissling Amoroso & Co., a CPA firm where he serves as president. Outside of financial advising, he owns and manages several manufacturing and holding companies related to metallized film production. Kissling Financial Services provides fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis, offering customized solutions including structured bank notes and a range of equity and fixed income instruments, while managing a high client load for a solo advisor.