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.

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.

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.

Sean Turner is the sole advisor at Masdevallia LLC in Youngstown, OH, holding a Series 65 designation with eight years of industry experience. He has worked at Masdevallia LLC since 2017 and concurrently holds a full-time position at Comcast. Masdevallia LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, tailoring investment policy statements to client goals and risk tolerance. The firm integrates registered insurance services with investment advisory work, employs a mix of index funds and various investment strategies including options, and provides regular reporting and disclosures to clients.

James Earl is the principal of Jim Earl Financial, an independent advisory firm based in Warren, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His career includes longstanding roles at James R. Earl Financial Services and Asset Management & Benefit Agency. Outside of advisory work, he is involved in insurance sales and provides college planning assistance through a service called College Funding Solutions. Jim Earl Financial serves individual investors and employee groups, offering discretionary portfolio management, financial planning, insurance product sales, and college planning services. The firm employs fee-based mutual fund platforms and follows a documented investment process with quarterly reviews and custodial reporting.

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.

David Gollner is a financial advisor at Legacy Advisory Group, Inc. with 43 years of industry experience. He holds a Series 63 designation and has been associated with Legacy Financial Strategies, Inc. since 2004. Outside of his advisory role, he serves as president of Legacy Educational Institute, Inc., a 501(c)(3) nonprofit that hosts a weekly Christian radio program. Legacy Advisory Group provides investment management and consulting services to pooled investment vehicles, institutional mandates, and individual clients. The firm combines traditional and alternative asset allocations with ongoing monitoring, due diligence on sub-advisors, and offers both discretionary and non-discretionary portfolio management.

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.

Andrew Pursel is a CFP® and ChFC® with six years of industry experience. He is currently an advisor at Matune Basile Advisors, where he has worked since 2017 with a brief period at DiNuzzo Index Advisors and IPEG, Inc. Pursel has also held roles at Robert Morris University and Avalon Gold and Country Club. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, tailored investment approach that combines multiple analytic methods and may include options and derivatives in client portfolios.

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.

George Mowrey is a CFP®-designated financial advisor with 36 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2007, where he serves as one of two advisors. Outside of his advisory work, he owns a rental property business that he manages during non-securities trading hours. G. Earl Mowrey & Co., L.L.C. provides fee-only financial planning and portfolio management services to individual clients, including both high-net-worth and non-HNW households. The firm employs a non-discretionary management approach with globally diversified portfolios primarily composed of mutual funds and ETFs, serving approximately 141 clients and managing around $43 million in assets.

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.

Christopher Copploe is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with G. Earl Mowrey & Co., L.L.C. since 2013. G. Earl Mowrey & Co., LLC provides fee-only financial planning and portfolio management to individual clients, including both high-net-worth and non-HNW households. The firm builds globally diversified portfolios using mutual funds and ETFs, primarily managing assets on a non-discretionary basis with an emphasis on risk metrics and rebalancing.

John Matune is a CFP® professional with 12 years of industry experience. He has been with Matune Basile Advisors since 2013. Outside of his advisory work, he serves as a board member of Buhl Farm Trust and is a director and secretary of the Strimbu Memorial Foundation. Matune Basile Advisors offers discretionary investment management, financial planning, and retirement plan advisory services tailored to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach incorporating fundamental, technical, cyclical, and charting analyses, and may employ derivatives in client accounts when appropriate.

Nicholas Bianco is a financial advisor at Alcyon Wealth Partners with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to his financial services career, he held roles at Golf Headquarters, The Brilex Group of Companies, and Youngstown State University. Alcyon Wealth Partners provides wealth management and family-office-style services to high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and a focused niche of professional athletes. The firm builds customized portfolios using low-cost mutual funds, ETFs, individual securities, and alternative investments within a long-term investment framework and offers comprehensive financial planning, discretionary portfolio management, and family governance support.