Jennifer Sokira is the sole advisor at WALT ST WSIM Ltd, an independent advisory firm located in Seville, Ohio. She holds 25 years of industry experience and has been with Walt St Investment Management, Ltd. since 1998. WALT ST Investment Management, Ltd. provides discretionary private portfolio management and ongoing investment supervisory services to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs an individualized investment approach that blends fundamental and technical analysis to construct multi-year portfolios across various strategies.

Bryan Laubaugh is a financial advisor with R&B Financial Consultants in Wadsworth, OH, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He previously worked at FSC Securities Corporation for 14 years and has been with OSAIC since 2023. Laubaugh serves as a board member of the Wadsworth Rotary Club and volunteers as a poll worker for the Medina County Board of Elections. R&B Financial Consultants provides investment consulting and comprehensive financial planning to a diverse client base including individuals, trusts, charitable organizations, and businesses. The firm emphasizes written financial plans and coordination with tax, legal, and insurance professionals, offering generalized asset-allocation recommendations rather than detailed security selection.

Gregory Schnelzer is a financial advisor at Victory Financial Services LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2012 to 2018 before joining Victory Financial Services in 2018. Victory Financial Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and other businesses. The firm combines tactical asset allocation with technical analysis to manage portfolios of individual stocks and ETFs, serving both retail and corporate clients while offering education and consulting services for employer-sponsored retirement plans.

Scott Haley is a financial advisor at Prelude Financial with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to founding Prelude Financial in 2015, he held positions at Northwestern Mutual Investment Services LLC, Storey & Associates, Scott Snow (Financial Advisors) LLC, PNC Wealth Management, and Edward Jones. Outside of his advisory work, he owns and operates Allegro Tax Solutions, LLC, providing tax preparation services to individual clients. Prelude Financial offers investment management and financial planning services to individual and high net-worth clients. The firm focuses on passive investment management with an emphasis on tax efficiency, managing accounts on a non-discretionary basis, and providing ongoing comprehensive planning and business-planning solutions.

Gregory Weisheit is the principal of GJW Investment Adviser LLC, an independent firm based in Medina, OH. He holds the PFS™ designation and has 27 years of experience in the financial advisory industry. Weisheit also owns an accounting firm, Gregory J. Weisheit CPA Inc., which he has operated since 1980. He has been involved with several businesses concurrently, including part ownership in LisaMarie Payroll. GJW Investment Adviser LLC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management and financial planning tailored to client goals, employing fundamental and technical analysis without frequent-trading strategies. It operates as a single-advisor practice with a relatively small client base and integrates accounting and tax services through its principal’s CPA background.

James Stuart is the sole advisor at Blue Chip Financial Advisors, Inc. in Seville, Ohio, holding a Series 63 designation with 23 years of industry experience. He has led Blue Chip Financial Advisors since 1999. Outside of his advisory role, Stuart co-owns a health club in Medina, Ohio. Blue Chip Financial Advisors serves a small group of individual clients, focusing on IRA and brokerage account management along with comprehensive financial planning. The firm’s investment strategy is based on Modern Portfolio Theory and asset allocation, emphasizing long-term holdings primarily in mutual funds, with discretionary account management.

Sandra Thomas is the sole advisor at S.C. Thomas & Associates, CPA, LLC in Medina, OH. She holds the PFS™ and Series 65 designations and has nine years of industry experience, complementing 38 years with her firm, which she has been with since 1988. S.C. Thomas & Associates serves individual and high-net-worth clients, as well as businesses, offering discretionary investment management, project-based financial planning, and tax preparation services. The firm integrates tax considerations into investment decisions and coordinates planning with accounting services, employing a mix of passive and active strategies guided by modern portfolio theory and ongoing asset-allocation reviews.

Amanda Sharratt is a financial advisor with Your Wealth Financial Solutions, LLC, holding a Series 65 designation and seven years of industry experience. She previously worked at Whitaker-Myers Wealth Managers, Ltd., and operated Sharratt Financial Solutions, LLC. Your Wealth Financial Solutions provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods in its long-term trading and asset allocation strategies while coordinating estate-planning document preparation through a third-party service.

Brett Thomas is the sole advisor at Fractal Financial Design, LLC, based in Litchfield, Ohio. He holds a Series 65 designation and has 12 years of experience in the financial industry, following a 17-year career with S.C. Thomas & Associates, CPA. Outside of advising, he serves in an appointed county finance role. Fractal Financial Design provides discretionary portfolio management primarily for younger, currently employed high-net-worth individuals, along with services for estates, trusts, and business entities. The firm emphasizes active trading and option income strategies combined with an accounting background, offering tax-preparation services alongside individualized investment advice.

Gretchen Carr is a CFP® professional with three years of industry experience currently with Apollo Wealth Management. She has previously worked with AE Wealth Management, LLC and Apollo Investment Advisors. In addition to her advisory work, she is involved in insurance sales through Star Strategies, LLC. Apollo Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm utilizes a variety of analytical approaches and both long- and short-term strategies, offering services such as client-facing estate document tools and maintaining documented policies for aggregated trading.

Scott Huff is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at River Wealth Management LLC since 2020 and previously held roles at Arbor Point Advisors and Securities America, Inc. Outside of advisory work, he is the creator of Yourefolio, a computer software platform that provides planning tools for professional advisors. He also serves in law enforcement with the City of Cleveland. River Wealth Management provides investment advisory and planning services to a diverse client base, including individual and high-net-worth households, retirement plans, and charitable organizations. The firm customizes investment approaches based on client goals, employing a variety of analytical methods and strategies, while offering discretionary and non-discretionary asset management along with financial planning and consulting.

Daniel Mason is the sole advisor at First Mason Financial, LLC, where he has served as president since 2007. He holds a Series 66 designation and has 25 years of experience in the financial services industry, including prior roles at UBS Financial Services and Triad Advisors. In addition to his advisory work, Mason is a licensed agent for life insurance and fixed indexed annuities. First Mason Financial, LLC is an SEC-registered investment adviser managing approximately $185.7 million for around 382 clients, primarily individuals and high-net-worth individuals. The firm offers portfolio management, including services for pooled investment vehicles, and financial planning, maintaining a high client-to-advisor ratio supported by a notable digital and social media presence.

Patricia Hornak Box is a financial advisor with Oda And Company, Inc. in Medina, Ohio, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Oda And Company since 2000 and maintains a long-term association with L Financial LLC dating back to 1999. Outside of her advisory role, she is involved in non-variable insurance sales. Oda And Company, Inc. serves individuals, high-net-worth households, trusts, charities, and business entities with financial planning, estate settlement assistance, and discretionary portfolio management. The firm employs Modern Portfolio Theory alongside fundamental and technical analysis in constructing portfolios and operates primarily through LPL Financial-sponsored programs and model portfolios.

Timothy Plonski is a CFP® with 14 years of experience in the financial industry. He has worked at River Wealth Management LLC since 2020, following roles at Arbor Point Advisors and Securities America, Inc. Additionally, he is involved in insurance sales through JK Investment Group, where he solicits and sells disability, life, and long-term care insurance products. River Wealth Management serves individual and high-net-worth clients, as well as charitable organizations, corporations, and retirement plans, offering portfolio management and financial planning services tailored to client risk profiles and time horizons. The firm uses a combination of fundamental, technical, and cyclical analysis and manages approximately $83 million in assets across a two-advisor team.

Stanley Oda is a CFP® professional with 37 years of experience in the financial industry. He has been the principal of Oda and Company, Inc. since 1999 and has also been associated with LPL Financial LLC since 1998. Oda and Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm uses Modern Portfolio Theory to construct portfolios across five risk profiles and manages accounts primarily on a discretionary basis, incorporating fundamental and technical analysis as well as tactical asset allocation.

Gregory Stell is a financial advisor at Apollo Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Kosmin Wealth Management and AE Wealth Management. Outside of advisory roles, he serves as managing member of Wooster Financial Group, where he is involved in insurance sales, and he also advises clients on fixed indexed annuities and life insurance through Star Strategies. Apollo Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs a range of analytical approaches, including fundamental, technical, and quantitative analysis, and offers estate planning tools alongside advisory services.

Brent Casto is a CFP® professional with nine years of industry experience. He has worked at AdviceOne Advisory Services, LLC since 2018 and previously held roles at Securities Service Network, Inc. and Independence Financial. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios using equity and fixed-income sleeves based on proprietary asset-allocation models and conducts manager due diligence, including interviews with fund management teams.

Jason Zangmeister is a financial advisor at Aspire Growth Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Kestra Advisory Services. Outside of his advisory role, he serves as an endowment committee officer for Bethany English Lutheran Church and is a board member and treasurer of the 19510 Condo Association. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach with fundamental and technical analysis, continuous monitoring, and flexibility to adjust portfolios as needed.

Daniel Oaklief is a financial advisor at B.A. Schrock Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Equitable Advisors and AXA Advisors, LLC from 2016 to 2020. B.A. Schrock Wealth Management is an SEC-registered advisory firm managing approximately $281.6 million in assets through a five-advisor team. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, providing discretionary asset management, modular financial planning, and referrals to third-party money managers. Its investment approach combines value investing with strategic and tactical asset allocation, supported by fundamental, technical, and cyclical analysis.

Joseph Rodella is a Series 65-credentialed advisor at B.A. Schrock Wealth Management with three years of industry experience. He has worked at B.A. Schrock Financial Group and B.A. Schrock Wealth Management since 2022. Outside of financial services, he has experience at CoverMyMeds, Randstad, and Maxim Healthcare Services. B.A. Schrock Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary asset management and modular financial planning. The firm’s investment approach blends value investing with strategic and tactical asset allocation, utilizing fundamental, technical, and cyclical analysis.