David Branham

Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Marc Mc Lean is a CFP® professional with 15 years of industry experience. He is the president of McLean Financial Planning and Investment Management and McLean Strategic Investments, and he also develops and licenses software technology through ESD Technologies. His career includes over a decade at McLean Financial Planning and Investment Management and ongoing work at ESD Technologies since 1997. McLean Financial Planning and Investment Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering customized financial planning and investment management. The firm uses both fundamental and technical analysis with a focus on U.S. securities and manages accounts primarily on a discretionary basis, including options strategies and in-house asset management.

Joseph Koster is a financial advisor at Sorfis Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Boyles Asset Management, LLC for five years before joining Sorfis in 2019. Outside of his advisory role, he is the editor of the Value Investing World Newsletter, compiling links and editing content. Sorfis Investments provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis, offering clients either a Diversified Strategy focused on ETFs, equities, and fixed income, or an Absolute Return Strategy that aims to outperform the S&P 500 with lower risk through valuation-based allocations.

Les Frate is a financial advisor with Stifel Independent Advisors, LLC in Mentor, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Independent Advisors since 2004. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary modeling to tailor asset allocation recommendations and maintains both brokerage and fiduciary relationships depending on client needs.

Ryan Olds is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Dynamic since 2020. His prior roles include positions at Commonwealth Financial Network and Securities America Advisors. He is also involved in fixed insurance sales. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to other advisers through technology, research, and operational services.

Matthew Frate is a Series 66-licensed advisor at Stifel Independent Advisors, LLC with three years of industry experience. Prior to joining Stifel Independent Advisors in 2022, he held various roles including positions in the hospitality sector and at Miami University. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and public entities, offering brokerage and investment advisory services. The firm combines proprietary modeling and collaborative planning to tailor asset allocation recommendations, with services delivered on either a brokerage or fiduciary basis depending on client agreements.