Douglas Shaffer is a financial advisor with Stirlingshire Investments in Toledo, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, Directions Credit Union, and Ameriprise Financial Services. Outside of his advisory work, he is involved in variable annuities sales with RetireOne and Highland Capital. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach, including quantitative, fundamental, technical, and modern portfolio theory, and offers a range of investment options through its Advyzon marketplace.

Steven Cochran Jr. is a financial professional at OSAIC with 16 years of industry experience. He holds a Series 7 and Series 66 designation and has been with Savage and Associates since 2010. Outside of his financial career, Cochran serves as a head coach and instructor for a youth hockey team, providing coaching and skating lessons. OSAIC is a large 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 assessments, asset allocation software, and portfolio optimization tools.

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.

Andreas Juarez is a financial advisor at Juarez, Andreas with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at JDA TSG, Amazon LLC, Stellantis, Ohio State University, and Lowe's. Outside of advising, he owns and operates a tax preparation business serving individual clients. His firm, Midwest Guidance LLC, is a state-registered investment adviser that serves individual and high-net-worth clients with a value-oriented investment approach. The firm manages accounts on a discretionary basis and emphasizes fundamental analysis while maintaining conflict controls and client-focused policies.

Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has managed his independent advisory firm since 2004 and has worked at Kohl's Corporation in logistics since 2016. Reinhart Asset Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm’s offerings include the SPECTRUM program, featuring three portfolio series that utilize ETFs, mutual funds, stocks, bonds, and cash equivalents, with investment decisions based on a Hybrid Analytical Process combining multiple analytic methods and incorporating tactical strategies.

Scott Osborn is a financial advisor at Patriot Wealth Planners LLC with seven years of industry experience. He holds a Series 65 designation and has worked in business consulting through Scott Osborn Consulting, LLC since 2020. Outside of finance, he is a manager at Whirlpool Corporation and serves as a commander in the Ohio Army National Guard, where he oversees training programs for enlisted soldiers. Patriot Wealth Planners provides financial planning and consulting services focused on third-party manager referrals for individuals, high net worth clients, trusts, and estates. The firm does not manage assets directly but helps clients select and work with third-party managers while delivering comprehensive financial plans and periodic reviews.

David Macino is the sole advisor at Macino Financial, LLC in Holland, Ohio, holding Series 63 and Series 65 designations with 15 years of industry experience. He founded Macino Financial Services and has worked there since 2013, including a period at Virtue Capital Management from 2015 to 2018. Macino also manages an independent insurance business specializing in life, health, and fixed annuities. Macino Financial provides individualized investment management and financial planning for individual clients, offering written financial plans, hourly consulting, and discretionary portfolio management. The firm emphasizes asset allocation, tailored investment policy statements, and quarterly reviews, using both direct portfolio implementation and recommended third-party managers via the Betterment for Advisors platform.

Derick Gant is the sole advisor at Gant Investment Advisors, Inc., an independent firm based in Toledo, OH. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Since founding his firm in 2009, he has also engaged in budget planning and debt reduction consulting, as well as the sale of insurance and annuity products through affiliated businesses. Gant Investment Advisors provides portfolio management and advisory services to individual clients, managing approximately $1.8 million across around 40 accounts. The firm employs a long-term, buy-and-hold strategy focused on low-cost index funds and short-duration fixed income, with portfolios rebalanced annually and managed primarily on a discretionary basis.

Abbey Ciancutti is a CFP®-credentialed financial advisor with five years of industry experience. She is the sole advisor at Shoreglass Financial Studio, an independent firm she joined in 2026. Her prior experience includes roles at Bollin Wealth Management, DeVerna & Co Financial, Ameritas Advisory Services, and Creative Financial Partners. Shoreglass Financial Studio is a fee-only registered investment adviser serving individuals and high-net-worth clients with investment management, comprehensive financial planning, and project-based planning engagements. The firm’s approach integrates portfolio management with each client’s broader financial plan, emphasizing long-term allocation, tax-aware decisions, and periodic rebalancing without imposing a minimum account size.

Brian Hughes is a CFP® professional with 14 years of experience in financial advising. He founded Hughes Financial Group, LLC in 2013 and has led the firm since its inception. Hughes Financial Group, LLC is an independent, fee-only firm providing personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs active asset management using proprietary strategies and a mix of mutual funds, ETFs, and other instruments, managing approximately $22.8 million for around 42 clients as of December 31, 2025.

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

David Hoobler is a financial advisor at The Bottom Line Wealth Management Ltd. with seven years of industry experience. He holds a Series 65 designation and has previously worked at Sunrift Capital Partners LLC. Hoobler is also involved as a licensed insurance agent with Capaverill II & Associates and Retirement Income Consultants. The Bottom Line Wealth Management Ltd. provides discretionary portfolio management and financial planning services primarily for individual clients. The firm employs model-based investment strategies, integrates emerging technologies in its operations, and maintains a material affiliation with insurance businesses.

Alan Lancz is the sole advisor at Alan B. Lancz & Associates, Inc., holding a Series 63 license with 45 years of industry experience. He has been with his current firm since 1985 and previously worked at International Assets Advisory, LLC and Crescent Securities Group, Inc. Lancz also serves as Director of Research for Lancz Global LLC, a subscription-based independent research firm, and provides strategic leadership for national track and trace companies. Alan B. Lancz & Associates, Inc. is an SEC-registered investment adviser managing discretionary portfolios for individuals, family offices, retirement plans, foundations, and pooled investment vehicles, with approximately $175 million in assets under management. The firm employs fundamental analysis and tailored portfolio construction, offering a broad range of investment tools and specialized services including ethical and faith-based guidelines. It is notable for managing private energy-sector partnerships and affiliated businesses such as private real estate LLCs, proprietary research, and an early-stage AI platform.

Steven Wise is a Series 65 licensed advisor with 12 years of industry experience. He is currently with Beacon Associates Wealth Management, LLC, where he has worked since 2022. Prior to this, he held roles at Simplicity Wealth and Virtue Capital Management, and he serves as Chapter Director and Financial Educator for the American Financial Education Alliance, focusing on Social Security and retirement planning workshops. Beacon Associates Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts and estates. The firm primarily delivers discretionary asset management through third-party managers, selecting and monitoring models based on client objectives while offering project-based and hourly planning engagements.

Frank Echelmeyer is a financial advisor at Camelot Portfolios, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Atlantis Wealth Advisors, Realta Equities, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a trustee for the endowment fund at Christ the King Parish in Toledo and is on the board of trustees for Baby University, an early childhood education resource for parents. Camelot Portfolios provides discretionary and non-discretionary asset management to individuals and other advisers, offering proprietary model strategies and custom accounts. The firm manages pooled and charitable vehicles, employing model-driven investment selection across a range of strategies that include income, hedged, and options-based approaches.

Gyeral Nice is a Series 65-licensed advisor with The Bottom Line Wealth Management Ltd. and has seven years of industry experience. He has worked at Retirement Income Consultants and Sunrift Capital Partners LLC, and he also serves as an insurance agent with Capaveril II & Associates. The Bottom Line Wealth Management Ltd. provides discretionary portfolio management and financial planning services primarily to individual clients, employing model-based strategies and incorporating fundamental and technical analysis, as well as third-party managers when appropriate. The firm serves mostly retail clients and maintains a material affiliation with insurance businesses through licensed agents.

Christine Krygielski is a financial advisor with Walen Financial Group, LLC in Toledo, Ohio, holding a Series 65 designation and nine years of industry experience. She has been with Walen Financial Group since 2015. Walen Financial Group serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses by providing financial coaching and securities-related advice alongside non-securities planning such as cash-flow and mortgage planning. The firm acts as a co-advisor, maintaining client relationships while a third-party adviser manages client assets using diversified, Modern Portfolio Theory-based strategies.

Quinten Wise is a financial advisor at Beacon Associates Wealth Management, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Simplicity Wealth and Williams International Co., LLC. In addition to his advisory role, Wise educates individuals on Social Security and retirement planning through workshops with the American Financial Education Alliance. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers, providing actively managed portfolios with quarterly reviews and no minimum account size.

Darren Munn is a CFA® charterholder with 23 years of industry experience and is a principal at Camelot Portfolios, LLC. He has worked at Atlantis Wealth Advisors and has managed his own firm, Munn Wealth Management, LLC, since 1998. Outside of his advisory roles, he serves on the boards of the Toledo Christian Schools Foundation and Effective Give, and is chairman of the One Voice Foundation, a nonprofit serving the greater Toledo Christian community. Camelot Portfolios provides discretionary and non-discretionary asset management primarily to individuals and other investment advisers, utilizing proprietary model strategies and custom accounts. The firm also manages pooled and charitable investment vehicles, offering model-driven investment approaches across a range of asset classes and strategies.

David Bensch is a CFP® with 12 years of industry experience and is currently an advisor at Fourth Dimension Financial Group. He has previously worked at Securian Financial Services and has been with Fourth Dimension Financial Group since 2012. Outside of his advisory work, he assists with operations at a family-owned hair salon in Perrysburg, OH. Fourth Dimension Financial Group serves individual and high-net-worth clients as well as company 401(k) plans, providing investment supervisory services, financial planning, and wealth management support. The firm coordinates portfolio implementation through third-party money managers and offers educational seminars and workshops.