Shawn Armstrong is the sole advisor at Structured Investment Advisors, LLC in Sandusky, OH, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Outside of his advisory role, Armstrong is a partner and lessor involved in building upkeep and related management duties. Structured Investment Advisors, LLC manages approximately $90.8 million across more than 300 client relationships, offering discretionary portfolio management, model-portfolio and asset-allocation services, as well as portfolio and pension consulting. The firm serves individuals, trusts, charitable organizations, corporations, and pension/profit-sharing plans using a structured investment process that includes fundamental analysis, model portfolios, and documented investment policies.

Joseph Hoffman is the sole advisor at Hoffman Investment Services, LLC in Marblehead, Ohio, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked at Hoffman Investment Services since 2013 and previously at Purshe Kaplan Sterling Investments. Hoffman Investment Services provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, corporate clients, and employer retirement plans. The firm uses technical analysis to guide investment decisions and offers model portfolios while managing accounts on a discretionary basis aligned with client objectives.

Gregory Bricker is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. He is the principal of Bricker Financial and has previously worked at DiNuzzo Index Advisors, Inc. Outside of financial advising, he owns an accounting and tax preparation firm, Sunny Weather, LLC, and serves as the mayor of East Liverpool, Ohio. He is also president of a local food service business. Bricker Financial provides advisory and planning services primarily to institutional and pooled clients, including pension and profit-sharing plans, businesses, trusts, estates, and charitable organizations. The firm utilizes a long-term asset allocation approach with the Orion Portfolio Solutions platform to manage portfolios through selected third-party managers or direct management with limited discretion, and it also offers financial planning support and educational seminars.

James Ruthsatz is the principal of James Ruthsatz Pinnacle Advisors LLC and holds a Series 63 designation with 20 years of industry experience. He is also actively involved full time as a CPA with James L. Ruthsatz, Inc., a separate certified public accounting firm he has operated since 1990. He has led his advisory firm since 2004. James Ruthsatz Pinnacle Advisors provides advisory services primarily to retirement plan sponsors, trustees, and high-net-worth clients through co-advisory wealth and trust programs. The firm focuses on manager selection, monitoring, performance reporting, and coordination with other professional advisors, leveraging its formal affiliation with an accounting practice to offer integrated tax, bookkeeping, and trustee administration services alongside investment management.

Andrew Brewer is a financial advisor with Great Lakes Benefits and Wealth Management in Sandusky, OH. He holds a Series 65 credential and has two years of industry experience, including prior roles at Northwestern Mutual and Pepperidge Farms. Outside of advisory work, Brewer has worked as a part-time bartender. Great Lakes Benefits and Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, incorporating investment supervisory services, tax preparation, and insurance products. The firm uses fundamental analysis with a long-term approach and emphasizes client education through workshops and a monthly newsletter.

Eliot Parker is a financial advisor at Parkmont Wealth Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Parkmont since 2017. Prior to that, he was with Horter Investment Management, LLC, and he also serves as president of Retirement Solutions Plus, a financial planning firm focused on marketing health fixed annuities to seniors. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and employing both long-term and short-term trading strategies. The firm constructs portfolios from a broad range of investment vehicles and offers discretionary management tailored to client goals, tax considerations, and risk tolerance.

Wayne Maslyk is a CFP® with 24 years of industry experience and has been with Great Lakes Benefits and Wealth Management since 2004. He is also a principal of Great Lakes Benefits, Inc., an employee benefits firm specializing in group health and fixed insurance products. Great Lakes Benefits and Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a long-term investment approach using fundamental analysis and offers additional services such as tax preparation and educational workshops.

Charles Corthell is a financial advisor at Parkmont Wealth Advisors LLC with a Series 65 designation. He has experience working at Retirement Solutions Plus LLC, PNC Bank, TW3 Lawn & Snow, and Fremont Ross City Schools. Corthell has no prior industry experience as a financial advisor. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and a mix of investment vehicles. The firm offers discretionary management with a focus on individualized Investment Policy Statements and utilizes Schwab Institutional for custody and trading services.

Anthony Messina is a financial advisor at Parkmont Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Sandusky County DJFS and Allstate Risk Management Business Center. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a mix of analytical methods and employing both long- and short-term trading strategies. The firm builds portfolios from a variety of asset classes and uses Schwab Institutional for custody and technology services.

Robert Parker is a financial advisor with Parkmont Wealth Advisors LLC in Fremont, Ohio, holding a Series 63 designation and 22 years of industry experience. Prior to joining Parkmont in 2018, he worked at Horter Investment Management, LLC and Sigma Financial Corporation. Outside of his advisory role, Parker owns and operates Parker Investment & Insurance Services, an insurance and investment business he has managed since 1985. Parkmont Wealth Advisors provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of analytical methods and both long- and short-term trading strategies to build diversified portfolios. The firm emphasizes individualized investment policy statements and utilizes Schwab Institutional for custody and technology support.

Brandon Schaefer is a financial advisor with W.A. Smith Financial Group in Sandusky, OH, holding a Series 66 designation and two years of industry experience. Prior to joining W.A. Smith Financial, he worked at Thrivent Financial and Thrivent Investment Management Inc. Brandon’s background includes experience in mortgage lending and loan services. W.A. Smith Financial Group provides discretionary and non-discretionary portfolio management, financial planning, tax planning, and retirement-plan oversight for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a top-down investment approach combining active and passive strategies, guided by an internal Investment Committee, and utilizes fundamental, technical, and cyclical analysis to tailor portfolios.

William Lauer is a financial advisor at W.A. Smith Financial Group with nine years of industry experience. He has been with W.A. Smith Financial Group since 2013 and is also associated with Great Lakes Retirement, Inc. since 2016. He holds a Series 65 designation. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and retirement plan oversight. The firm uses a top-down, macro-driven investment process with both active and passive strategies, incorporating sub-advisors and alternative investment vehicles for suitable clients.

Andrew Toccaceli is a financial advisor at W.A. Smith Financial Group with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Lakes Retirement, Inc. since 2013, concurrently with his tenure at W.A. Smith Financial Group beginning in 2010. W.A. Smith Financial Group advises individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a macro-driven, top-down investment approach overseen by an investment committee and offers a range of services including portfolio management, financial planning, tax planning, and qualified retirement plan oversight.

Logan Bolin is a financial advisor at W.A. Smith Financial Group with Series 66 credentials and one year of industry experience. His prior roles include positions at Fidelity Investments, Rea & Associates, Inc., and Northwestern Mutual. He also has experience working at Ashland University. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach combines a top-down macroeconomic framework with active and passive strategies, focusing on long-term management while maintaining flexibility for shorter-term adjustments.

William Smith is a financial advisor with W.A. Smith Financial Group in Sandusky, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with W.A. Smith Financial since 2011 and is also associated with Great Lakes Retirement, Inc. Outside of advisory work, he owns and operates several non-investment-related businesses, including an employee benefits firm, a marketing company, and a consulting business serving financial firms and individuals. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and qualified retirement plan oversight. The firm employs a macro-driven, committee-based investment process using both active and passive strategies and incorporates third-party managers and alternative vehicles for suitable clients.

Jacob Kinsley is a financial advisor with W.A. Smith Financial Group in Sandusky, Ohio, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at PNC Investments, Edward Jones, The Huntington Investment Company, LPL Financial, and FirstMerit Bank. W.A. Smith Financial Group advises individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and qualified retirement plan oversight. The firm employs a top-down, macro-driven investment process with both active and passive strategies, utilizing sub-advisors and customized model portfolios.

Jarrett Lang is a financial advisor with W.A. Smith Financial Group in Sandusky, Ohio, holding a Series 65 designation and 12 years of industry experience. He has been with W.A. Smith Financial Group since 2012 and is also associated with Great Lakes Retirement, Inc. since 2013. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and retirement plan oversight. The firm uses a top-down, macro-driven investment process with both active and passive strategies and employs an investment committee for manager selection.

Karen Morris is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her prior roles include positions at PNC Investments and Wunderlich Securities, Inc. Outside of her advisory work, she serves as Treasurer for the Campbell Christian Community Center and the Polar Bear Swim Club and is involved with tax accounting businesses she owns or will own. B. Riley Wealth Advisors provides investment advice and portfolio management services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple programs, including advisor-managed portfolios and third-party managed strategies, and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Stephanie Fratoe is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Kestra in 2021. Outside of her advisory role, she serves as treasurer for a homeowners association and is a licensed notary. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services while supporting advisor autonomy with supervisory oversight and access to various in-house and third-party solutions.

Tyler Cammalleri is a Series 66-registered advisor with 11 years of industry experience, currently serving at Signature Equity Partners, LLC since 2023. He previously worked at OSAIC and SII / Signature Financial Group. Outside of his advisory role, he owns and manages two convenience store businesses in Sandusky, Ohio. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of independent advisory affiliates, utilizing various model portfolio solutions and both discretionary and non-discretionary services.