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.

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

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.

Samuel Fries is a CFP® professional with six years of experience currently serving as the sole advisor at SSB Managed Wealth, LLC. He has worked at SSB Managed Wealth since 2019 and concurrently holds a tax manager position at SSB CPAs, a CPA firm where he provides tax planning and business consulting. Prior to that, he spent nine years at Payne Nickles & Co. SSB Managed Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and corporations, including retirement plan consulting for employer-sponsored plans. The firm customizes advice based on client objectives and risk tolerance, employs various investment strategies, and integrates portfolio oversight with tax considerations, supported by an affiliation with SSB CPAs for coordinated tax and business advice.

Jackie Dierickx is a financial advisor at Total Financial Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to entering the financial industry, she worked in education and corporate roles from 2015 to 2023. Total Financial Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement-plan advisory services, and insurance consulting, with a focus on customized, tax-conscious portfolios and integrated tax, accounting, and insurance advice.

Stephen Daprile is a CFP® with seven years of industry experience, currently serving as an advisor at Gem-Young Wealth Advisors, LLC. He has been with the firm since 2019 and holds a Series 65 license. Gem-Young Wealth Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm incorporates fundamental analysis, long- and short-term trading, and includes insurance products alongside traditional investment vehicles in its offerings.

Howard Myers is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Adviser Alliance since 2018 and previously spent five years with Cetera Advisors LLC. Myers is also the sole proprietor of Myers Financial, where he sells fixed insurance and annuity products. Adviser Alliance, LLC provides investment management primarily to individual clients and certain entities through a team of six independent contractor advisors. The firm offers diversified, discretionary portfolio management and utilizes third-party platforms such as Envestnet for account administration and billing.

Leo Daprile is a financial advisor with Gem-Young Wealth Advisors, LLC, holding the ChFC® designation and Series 63 license, with 41 years of industry experience. He previously worked at Investacorp, Inc. for 25 years and has been involved with GEM-Young Insurance Agency, Inc. since 1985. Outside of advisory work, he is a co-owner of 3D Leasing, LLC. Gem-Young Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm incorporates insurance products alongside traditional investments and uses fundamental analysis combined with both long- and short-term trading strategies.

Kelly Vinopal is a financial advisor at Gem-Young Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Commonwealth Financial Network and Bucholtz & Germo. Prior to her advisory career, she was associated with the Youngstown Columbiana Association of Realtors. Gem-Young Wealth Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm integrates insurance products with traditional investments and employs fundamental analysis alongside both long- and short-term trading strategies.

Christopher Mediate is a financial advisor with Mediate Financial Investment Advisory Services, LLC in Canfield, Ohio. He holds Series 63 and Series 65 designations and has 17 years of industry experience. Mediate also owns Mediate Financial Services, Inc., where he is involved in insurance sales and tax planning. Mediate Financial Investment Advisory Services, LLC provides individualized financial planning and discretionary portfolio management to individuals, retirement plans, and business entities. The firm manages approximately $67 million using a proprietary investment approach that combines asset allocation with cyclical sector rotation through model portfolios.

Christopher Mediate is a financial advisor at Mediate Financial Investment Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked in financial services since 2013, including roles in client relations and insurance sales. Mediate Financial Investment Advisory Services, LLC provides individualized financial planning and discretionary portfolio management to individuals, retirement plans, and business entities. The firm manages approximately $67 million across several hundred clients, using proprietary model portfolios that integrate asset allocation with cyclical sector rotation.

David Cervone is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Adviser Alliance since 2017 and previously worked at Summit Wealth Partners LLC. Adviser Alliance, LLC provides investment management primarily to individual clients and certain entities through a team of independent contractor investment adviser representatives. The firm typically implements diversified portfolios on a discretionary basis and uses a structured onboarding process to assess clients' finances, goals, and risk tolerance.

Joseph De Pascale is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He is the principal of Total Financial Management, LLC, an independent, single-advisor registered investment adviser based in Poland, Ohio. Prior to founding Total Financial Management in 2017, he worked at Farmers Trust Company from 2011 to 2017 and has been involved with CMFS & Associates, LLC, an Ohio-based public accounting firm he owns, since 1993. Total Financial Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with customized portfolio management and comprehensive financial planning. The firm emphasizes a long-term, tax-conscious investment approach and offers integrated tax, accounting, and insurance advice through its affiliations with a public accounting practice and a third-party insurance consulting platform.

John Ryan is a financial advisor at Mediate Financial Investment Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Mediate Financial since 2019. In addition to his advisory role, he is a licensed insurance agent involved in life and health insurance sales. Mediate Financial Investment Advisory Services, LLC provides individualized financial planning and discretionary portfolio management to individuals, retirement plans, and business entities. The firm employs a proprietary investment approach combining asset allocation with cyclical sector rotation and manages approximately $67 million across several hundred client relationships.

Addison Fluent III is a CFP® and Series 66-registered advisor with 20 years of industry experience. He has been with Iron Gate Wealth Advisors, LLC since 2011 and also has a long tenure at Premier Wealth Management, LLC. Iron Gate Wealth Advisors primarily serves individual clients, businesses, charities, and small pension plans, offering financial planning and discretionary portfolio management. The firm employs a conservative, low-turnover investment approach focused on fundamental analysis and tailors strategies to clients’ goals and risk tolerance.

Paul Kiefer is a CFP® professional with over 52 years of experience in the financial services industry. He is currently with Capital A Wealth Management in Canfield, OH, and has held prior roles at Madison Avenue Securities, Sa Stone Investment Advisors, and managed his own firm, Kiefer Financial Services. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, and fixed income, supported by third-party model managers and platform services.