David Winner is the sole advisor at Winner Wealth Management in Wooster, OH, holding a Series 66 designation with 21 years of industry experience. He founded Winner Wealth Management in 2010 after working at Creative Financial Designs, Inc. and CFD Investments, Inc. from 2005 to 2016. In addition to his advisory work, he owns and operates a tax consulting service focused on tax advice, planning, and preparation. Winner Wealth Management is an independent firm serving individuals, trusts, estates, endowments, foundations, and business entities with discretionary portfolio management. The firm emphasizes client-customized investment strategies centered on fundamental security analysis, focusing on individual bonds and equities to achieve tax efficiency and long-term holdings, while also providing targeted financial accounting and consulting services.

David Paul Jr. is a financial advisor with Fusion Planning LLC in Wooster, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Stirlingshire Investments, Golden Reserve RIA, and U.S. Bancorp Investments. Outside of advising, he serves as president of a consulting business. Fusion Planning LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, focusing on asset allocation and selection within a limited range of investment types.

Stefan Garcia is a Certified Financial Planner™ with 25 years of industry experience. He is the principal of Lifetime Financial Advisors LLC in Wooster, Ohio, and has worked concurrently with THE O.N. Equity Sales Company and Ohio National Life Insurance since 2001. Outside of his advisory work, he serves as treasurer for a local mountain bike trail nonprofit and is involved with a real estate holding company supporting addiction and mental health services. Lifetime Financial Advisors provides personalized investment advisory and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm uses a value-oriented, non-discretionary investment approach supported by third-party research and in-house analysis, with a focus on company-sponsored plans and participant education.

Gretchen Carr is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Apollo Wealth Management. She has previously worked with AE Wealth Management, LLC and Apollo Investment Advisors. Outside of her advisory role, she is involved with Star Strategies, LLC, where she focuses on insurance sales and services. Apollo Wealth Management provides portfolio management and related advisory services primarily for pooled and institutional accounts, while also offering financial planning and estate-document assistance. The firm employs a combination of quantitative, fundamental, technical, and cyclical analysis within its investment approach and integrates both long- and short-term trading strategies across various asset classes.

Bradley Fike is a financial advisor with Fike Advisors, LLC in Wooster, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been involved with Fike Advisors since 2010 and also works with Essential Financial Planning, Inc. since 2014. Outside of his advisory roles, he owns and operates Bradley Fike Insurance Agency and serves as a director on the board of Mission Possible A to Z, a nonprofit organization. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, also referring clients to third-party money managers when appropriate.

Andrew Scogin is a financial advisor at Fike Advisors, LLC in Wooster, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Fike Advisors, he worked in logistics and service roles, including positions at Krupp Moving and Storage and Jarrett Logistics. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily constructs client portfolios using American Funds mutual funds and employs both fundamental and technical analysis while also referring clients to third-party money managers.

Robert Dodaro is a Series 65-licensed financial advisor with Prism Wealth Management, bringing eight years of industry experience. He has worked with several firms, including AE Wealth Management and Global Financial Private Capital, and maintains involvement as a board member and treasurer for the United Way of Wayne and Holmes Counties. In addition to his advisory role, he is active in insurance sales through affiliated entities. Prism Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning, utilizing third-party sub-advisers and co-advisor arrangements. The firm employs model portfolios and strategic allocation approaches, including defined outcome strategies that may use derivatives, and manages approximately $73.8 million in discretionary assets.

Matthew Gilbert is a financial advisor at Prism Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Edward Jones. Outside of his advisory role, he is involved in a construction business as a carpenter. Prism Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm uses third-party sub-advisers and co-advisor arrangements to implement diversified investment strategies, including model portfolios that may utilize derivatives.

Taylor Fike is a financial advisor at Fike Advisors, LLC in Wooster, Ohio, holding a Series 65 credential and with 12 years of industry experience. He has been with Fike Advisors since 2014 and also operates Taylor Fike Insurance, selling life insurance and annuities. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, while also referring clients to third-party money managers.

Gregory Stell is a financial advisor at Apollo Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kosmin Wealth Management and AE Wealth Management. Outside of investment advising, he is involved in insurance sales and services through his roles at Wooster Financial Group, LLC and Star Strategies, LLC. Apollo Wealth Management provides portfolio management and advisory services primarily for pooled and institutional accounts, combining quantitative, fundamental, technical, and cyclical analysis with diverse asset allocations. The firm also offers financial planning and estate-document services, managing portfolios on a discretionary basis while incorporating both retail and institutional client needs.

Kaleb Lamb is a financial advisor at Prism Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Prism Annuity & Life Co., Dougless Turf & Landscaping, and Xcess Limited. Prism Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients, utilizing third-party sub-advisor programs and model-based portfolio construction. The firm combines fundamental analysis and Modern Portfolio Theory with ongoing portfolio oversight and retains discretion to select and replace sub-advisors and models.

John Mark Young is a CFP® and ChFC® with 17 years of experience in the financial industry. He has been with Whitaker-Myers Wealth Managers, Ltd. since 2015, with a brief tenure at M.S. Howells & Co. in 2017. He serves on the board of directors for Buckeye State Credit Union. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations, employing a discretionary management approach that incorporates modern portfolio theory and quantitative analysis.

Lance Yurich is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Reutemann Financial Solutions, Research Financial Strategies, Purshe Kaplan Sterling Investments, and Yurich Financial Group. Outside of his advisory role, Yurich is president of a private family metal fabricating business, where he reviews income tax returns and major purchases. Research Financial Strategies is a team of six advisors managing approximately $254 million in discretionary assets. The firm serves individuals, pension and profit-sharing plans, and trusts, employing an ETF-centric, technically driven investment approach with active trading and risk mitigation.

Kelly Kranstuber is a financial advisor at LexAurum Advisors with five years of industry experience. She previously worked at Whitaker-Myers Wealth Managers, Ltd. for four years and held a role at Wooster Country Club for five years. Kranstuber holds a Series 65 designation. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across a multi-advisor team and offers diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analyses.

Benjamin Walton is a financial advisor at ON Investment Management Company with three years of industry experience. He holds a Series 65 designation and previously worked at Scofield and Company, LLC and EdgeTech Analytics, LLC. Outside of his advisory role, Walton is an event judge for the Ohio Athletic Commission and owns a marketing and branding company. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, leveraging both discretionary and non-discretionary investment programs from various third-party providers.

Ross Cochrell is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has held roles at several firms, including Securities America and SSN Advisory. Outside of advising, he owns and operates Stockman's Supply, LLC, an equipment sales business, and 1840 Angus Farm, LLC, an agricultural enterprise. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors. The firm uses an open-architecture platform with multiple custodians and emphasizes a largely non-discretionary asset mix.

Wendy Kouvaras is a financial advisor at SPC with 18 years of industry experience. She holds a Series 66 designation and has been with SPC since 2013. Outside of her advisory work, she is involved with Five-Star Gymnastics of Ohio as a co-owner and assists with business responsibilities as needed. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Kamala Manchigiah is a financial advisor at Lincoln Investment with 15 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, she was with Legend Advisory Corporation and Legend Equities Corporation from 2011 to 2019. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, advisor-managed and firm-managed model portfolios, and operates as both a broker-dealer and SEC-registered RIA.

Jeffrey Swartzentruber is a financial advisor at &PARTNERS with Series 63 and Series 65 designations and 35 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. He also owned Swartzentruber Wealth Management LLC, through which he managed his business operations as an independent advisor prior to joining &PARTNERS. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and comprehensive financial services using a combination of proprietary, third-party, and model portfolio strategies, with both discretionary and non-discretionary account management.

John Vertal is a CFP® and PFS™ with 21 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Securities America Advisors, Inc. and Securities Service Network, Inc. He also owns John Vertal CPA and Associates, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based options.