Geoffrey Galbraith

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.

Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Reinhart Asset Management since 2004 and concurrently works in logistics support at Kohl's Corporation. Reinhart Asset Management is a state-registered, single-advisor firm providing discretionary investment management and consulting services to individuals and various entities. The firm employs a documented Hybrid Analytical Process integrating multiple analysis methods to manage ETF-oriented portfolios, including complex strategies such as leveraged and inverse ETFs through its SPECTRUM program.

Kelsey Burke is a financial advisor at Apricity Financial Planning in Toledo, OH, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nine years. Burke hosts a podcast and is involved in nonfinancial teaching outside of her advisory work. Apricity Financial Planning serves individual and high-net-worth clients as well as small businesses, offering financial planning, discretionary investment management, and advice on retirement, tax, estate planning, and employee benefits. The firm emphasizes asset allocation and Modern Portfolio Theory, typically using passive investment strategies with mutual funds and ETFs, and provides educational seminars and workshops as a formal service.

Geoffrey Kujawa is a financial advisor at Thunderbird Financial Coaching with 10 years of industry experience. He holds a Series 65 designation and has worked since 2011 as a buyer for a grocery store chain, LM Acquisition, Inc. Thunderbird Financial Coaching provides fee-based financial coaching, planning, portfolio analysis, and retirement-plan advice primarily for public servants, private-sector employees, business owners, and professionals. The firm employs a passive, asset-class diversification approach and combines investor education with various fee arrangements, using third-party managers for asset management.

David Macino is the sole advisor at Macino Financial, LLC in Holland, Ohio, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at Virtue Capital Management, LLC from 2015 to 2018 and has been with Macino Financial Services since 2013. In addition to his advisory role, he manages an independent insurance business focused on life, health, and fixed annuities. Macino Financial provides individualized investment management and financial planning services primarily to individual clients. The firm emphasizes asset allocation and tailored investment policy statements, offering discretionary portfolio management and recommendations of third-party managers, and utilizes the Betterment for Advisors platform for execution and custody. The advisor regularly conducts retirement-planning educational seminars and serves a client base aligned with individual investors rather than large high-net-worth portfolios.

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.