Matt Garasic

Cody Dye is a financial advisor at Dye Family Office in Canfield, Ohio, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked at several firms, including Iron Gate Wealth Advisors and CarNation Financial Services. In addition to his advisory role, Dye is employed full-time as an accountant at Hill, Barth, and King. Dye Family Office provides comprehensive financial planning and discretionary portfolio management primarily for high-net-worth individual clients. The firm employs a generally conservative, long-term investment approach tailored to each client’s financial situation, incorporating tax considerations through its principal’s affiliation with an accounting firm.

Scott Duko is the principal of Scott S. Duko, Registered Investment Advisor, Ltd. in Canfield, Ohio, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services, Inc. and his own firm since 2006. In addition to his advisory role, he is a licensed attorney and an independent insurance agent offering fixed annuities and equity-indexed products. His firm provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. It manages client portfolios using no-load or low-load mutual funds, ETFs, and individual securities, with an emphasis on ongoing financial planning and discretionary portfolio management.

Mark Kollar is a financial advisor at HDA Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc and Hovanic, Dunham & Associates. HDA Wealth Management serves individual and high-net-worth clients by providing portfolio management, pension and employee benefit plan consulting, and financial planning. The firm uses written Investment Policy Statements and a combination of model allocations and individualized guidance, employing both long-term strategies and options trading.

Jeffrey Zimmerman is a CFP® with 18 years of industry experience and has been the sole advisor at Zimmerman Capital Management since 1991. The firm is based in Salem, OH, and operates as an independent advisory practice. Zimmerman Capital Management provides personalized financial planning and discretionary investment management to individual clients, high-net-worth households, trusts and estates, and non-profit and institutional sponsors. The firm employs a strategic asset allocation approach using broadly diversified, low-cost mutual funds and ETFs, serving a mix of individual and institutional clients including charitable organizations and pension plans.

Donald Samuels is a CFP® with 50 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at SagePoint Financial, Inc. and Royal Alliance Associates, Inc. In addition to his advisory work, he owns Samuels Financial Service, Inc., where he provides life and annuity products as well as tax and accounting services for various client entities. OSAIC is an 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, asset allocation, and portfolio optimization.

Shane Conti is a financial advisor at Broker One with 11 years of industry experience. He holds a Series 65 designation and has been self-employed since 2004. Outside of financial advising, he is involved in general farm maintenance at Highpoint Farm during the summer months. Broker One provides personal financial consulting and discretionary investment management to individuals, families, trusts, estates, and family businesses. The firm employs a strategically diversified asset allocation approach and integrates both traditional and non-traditional research methods, managing assets primarily on a fee-only, discretionary basis.