Cody Dye is the principal of Dye Family Office, an independent investment advisory firm based in Canfield, Ohio. He holds Series 63 and Series 65 licenses and has three years of experience in financial advisory services. Cody is also employed full-time as an accountant at Hill, Barth, and King, where he provides non-investment related accounting services. Dye Family Office serves primarily individual clients, including many high-net-worth individuals, offering financial planning across tax, insurance, retirement, and estate matters, as well as discretionary portfolio management. The firm uses fundamental security analysis and tailors investment strategies through individual consultations, with managed accounts reviewed weekly.

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.

William Messner is the principal of Bill Messner Contrarian Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 10 years at Keystone Investment Advisors, LLC before founding his current firm in 2019. Outside of advising, he works as a substitute teacher in Pennsylvania and Ohio and owns Tranquil Sanctuary Services, LLC, which provides high-end tutoring. Bill Messner Contrarian Investment Advisory, LLC offers personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, state and municipal entities, and pension and profit-sharing plans. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with selective active strategies, and it provides discretionary management options for employer retirement 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.

Sean Turner is the sole advisor at Masdevallia LLC in Youngstown, OH, holding a Series 65 designation with nine years of industry experience. He has worked at Comcast since 2001 in a non-investment role unrelated to his advisory work. Masdevallia provides portfolio management and financial planning for individuals, high-net-worth clients, and businesses, tailoring investment policies to client goals and risk tolerance. The firm typically favors index funds and employs various investment strategies, including options trading, while integrating registered insurance services with advisory offerings.

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.

Simonae Lyles is a financial advisor with Storehouse Investments LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Storehouse Investments since 2019 and has prior experience at Williams-Cleaveland Financial and related firms. Outside of advising, she serves on the boards of the YMCA in New Castle and the Lawrence Community Foundation, and is a part-time instructor at Slippery Rock University. Storehouse Investments provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and business entities. The firm delivers tailored advice using fundamental analysis and offers additional services including ERISA plan management, tax preparation, insurance, and financial education through seminars and workshops.

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 at Mediate Financial Investment Advisory Services, LLC with 18 years of industry experience. He has been associated with Mediate Financial Services, Inc. since 1994 and has operated his advisory firm since 2011. Additionally, he is involved in insurance sales and tax planning through ownership of Mediate Financial Services, Inc. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and cyclical sector rotation, using proprietary model portfolios and typically seeks discretionary authority to manage client accounts custodied at Charles Schwab.

Christopher Mediate is a Series 65-licensed financial advisor with Mediate Financial Investment Advisory Services, LLC, where he has worked for four years. He also has experience with Mediate Financial Services, Inc., an insurance and financial services firm he has been affiliated with since 2013. Prior to his advisory career, he was employed at Ohio University for four years. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, and business entities. The firm’s investment approach emphasizes asset allocation and cyclical sector rotation, using proprietary model portfolios and typically seeking discretionary authority to implement client portfolios.

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.

Jerald Kennedy is a financial advisor with Adviser Alliance, LLC and holds 19 years of industry experience. He has worked at Adviser Alliance since 2018 and previously held roles at Summit Wealth Partners, LLC and COPPELL ADVISORY SOLUTIONS, LLC dba Fusion Capital Management. In addition to his advisory work, he is the managing member and insurance agent of J Kennedy Financial, LLC, where he has been involved in sales of fixed insurance and annuities since 2005. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor advisers. The firm serves a non-high-net-worth client base and utilizes managed portfolios that may include equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts, often delegating billing and platform services to third-party providers.

Nicholas Bianco is a financial advisor at Alcyon Wealth Partners with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. Before entering the financial industry, he was employed at Golf Headquarters and Youngstown State University. Alcyon Wealth Partners serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses, with a focus on family-office style services for client families and professional athletes. The firm offers comprehensive wealth management including financial planning, discretionary portfolio management, family governance, and bill-payment support, managing approximately $315.6 million in discretionary assets as of July 2025.

Joshua Petrusko is a financial advisor with Iron Gate Wealth Advisors, LLC, bringing 16 years of industry experience. He previously worked at MML Investors Services, Inc. and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, Petrusko serves as an NRA instructor, teaching handgun safety and concealed carry classes, and holds a board trustee position with the National Association of Insurance and Financial Advisors, running local chapter meetings. Iron Gate Wealth Advisors primarily serves individual clients along with businesses, charities, and small pension plans, offering comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, fundamental investment approach tailored to client circumstances and maintains an operational affiliation with an accounting practice.

David Cervone is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Adviser Alliance since 2017 and previously worked at Summit Wealth Partners LLC. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor advisors, managing about $5.9 million in discretionary assets across roughly 28 client relationships. The firm serves a non-high-net-worth client base, utilizing third-party platforms and managers to implement diversified portfolios including equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts.

Don Sherwood is a financial advisor at Alcyon Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James Financial Services Advisors, Inc. for over 16 years. Outside of advisory work, he owns and operates a restaurant, Sam’s Wedge Inn, in Austintown, Ohio. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and select professional athletes. The firm offers customized portfolios using a range of investment vehicles and emphasizes family governance and succession planning within a fiduciary, discretionary management framework.

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.