Brian Hawkins

Logan Burton is a financial advisor at Everlution Capital LLC with a Series 66 credential. Based in Medina, Ohio, he is associated with a newly registered advisory firm. Everlution Capital LLC provides discretionary asset management and comprehensive financial planning for individual and high-net-worth clients. The firm employs a fixed-fee billing model and customizes portfolios using fundamental, technical, and cyclical analysis, including option strategies, under discretionary authority.

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.

Amanda Sharratt is a financial advisor at Your Wealth Financial Solutions, LLC with six years of industry experience. She holds a Series 65 designation and has 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 uses written Investment Policy Statements, fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term asset allocation and trading, while also offering estate-planning coordination and consulting services.

Brett Thomas is the sole advisor at Fractal Financial Design, LLC, an independent firm based in Litchfield, Ohio. He holds a Series 65 designation and has 12 years of industry experience. In addition to his advisory role, Thomas has worked at S.C. Thomas & Associates, CPA since 2002. Fractal Financial Design provides discretionary portfolio management and related advisory services to individuals, estates, trusts, and business entities, focusing on younger, currently employed high-net-worth clients. The firm combines investment advisory services with in-house accounting and tax preparation, employing individualized, active-trading strategies that utilize growth and income securities along with covered-call option strategies.

Daniel Mason is the sole advisor at First Mason Financial, LLC in Medina, Ohio, holding a Series 66 designation with 24 years of industry experience. He has been with First Mason Financial and affiliated with Triad Advisors, Inc. since 2007. Outside of advising, Mason is an agent for life insurance and fixed indexed annuities. First Mason Financial primarily serves individual clients, including both high-net-worth and non-high-net-worth households, and provides portfolio management and financial planning to a limited number of institutional clients. The firm manages approximately $155 million in assets across roughly 370 clients, focusing on registered investment companies and exchange-traded equity securities with a small allocation to U.S. government bonds.

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.