James Richard II

David Winner is the sole advisor at Winner Wealth Management in Wooster, OH, holding a Series 66 designation with 21 years of industry experience. He founded Winner Wealth Management in 2010 after working at Creative Financial Designs, Inc. and CFD Investments, Inc. from 2005 to 2016. In addition to his advisory work, he owns and operates a tax consulting service focused on tax advice, planning, and preparation. Winner Wealth Management is an independent firm serving individuals, trusts, estates, endowments, foundations, and business entities with discretionary portfolio management. The firm emphasizes client-customized investment strategies centered on fundamental security analysis, focusing on individual bonds and equities to achieve tax efficiency and long-term holdings, while also providing targeted financial accounting and consulting services.

Jason Burkholder is a CFP® and CFA® with 16 years of industry experience. He has been the sole advisor at New Legacy Financial Group, LLC since 2009. New Legacy Financial Group, LLC is a fee-only independent investment adviser serving individuals, families, trusts, estates, small businesses, and pension and profit-sharing plans. The firm offers a structured retainer-based financial life coaching model, ongoing investment management, and retirement plan consulting, typically providing non-discretionary investment recommendations using a blend of passive and active funds with a holistic, tax-aware planning approach.

David Paul Jr. is a financial advisor with Fusion Planning LLC in Wooster, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Stirlingshire Investments, Golden Reserve RIA, and U.S. Bancorp Investments. Outside of advising, he serves as president of a consulting business. Fusion Planning LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, focusing on asset allocation and selection within a limited range of investment types.

Stefan Garcia is a CFP® professional with 24 years of experience in the financial industry. He is affiliated with Lifetime Financial Advisors LLC and has worked with THE O.N. Equity Sales Company and Ohio National Life Insurance since 2001. Outside of his advisory work, he serves as treasurer for Friends of Vulture Knob, a nonprofit supporting mountain bike trail maintenance. Lifetime Financial Advisors LLC provides personalized investment advisory and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a value-oriented, non-discretionary investment approach supported by both third-party research and in-house fundamental analysis, with a particular focus on company-sponsored plans and participant education.

Gretchen Carr is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Apollo Wealth Management. She has previously worked with AE Wealth Management, LLC and Apollo Investment Advisors. Outside of her advisory role, she is involved with Star Strategies, LLC, where she focuses on insurance sales and services. Apollo Wealth Management provides portfolio management and related advisory services primarily for pooled and institutional accounts, while also offering financial planning and estate-document assistance. The firm employs a combination of quantitative, fundamental, technical, and cyclical analysis within its investment approach and integrates both long- and short-term trading strategies across various asset classes.

Bradley Fike is a financial advisor with Fike Advisors, LLC in Wooster, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been involved with Fike Advisors since 2010 and also works with Essential Financial Planning, Inc. since 2014. Outside of his advisory roles, he owns and operates Bradley Fike Insurance Agency and serves as a director on the board of Mission Possible A to Z, a nonprofit organization. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, also referring clients to third-party money managers when appropriate.