Jeffrey Thomas is a financial advisor at Alpha Asset Management in Akron, Ohio, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked at Alpha Asset Management since 1996 and American Heritage Securities Inc since 2013. Thomas is also president of JCT Investment Counsel, a fee-based investment management firm. Alpha Asset Management is a fee-based registered investment advisor serving primarily individual clients and a limited number of institutions. The firm employs a discretionary portfolio management approach focused on large-cap equities, investment-grade bonds, and investment-company securities, combining top-down secular-cycle analysis with bottom-up security selection.

Peter Laakso is a financial advisor at Priority Investment Management LLC in Akron, OH, holding a Series 65 credential with 11 years of industry experience. He previously worked for Meridian Capital Management Group, Inc. for 10 years and was self-employed for six years. Priority Investment Management LLC offers discretionary asset management and portfolio management services to individuals, corporations, and business entities. The firm employs multiple analytical methods and generally pursues long-term purchase strategies with periodic rebalancing and tax-loss harvesting during quarterly reviews.

James Mundell is the sole advisor at Mundell Asset Management LLC in Canal Fulton, OH, with 16 years of industry experience. He holds a Series 63 designation and has been involved in the financial services field since 2003, including roles at Winebrenner Capital Partners, LLC and ownership of Mundell Agency, which provides insurance services. He also serves as managing member of Mundell Estate Planning, LLC, offering estate planning services. Mundell Asset Management LLC provides personalized financial planning and consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm refers clients to third-party money managers and acts as a liaison, delivering tailored financial plans and ongoing consultations without accepting discretionary trading authority.

Bret Rodgers is the sole advisor at Rodgers Capital Management, LLC in Canton, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Rodgers Capital Management and NDSI since 2012. Outside of his advisory work, he is employed at NDSI as a disability aid, assisting handicapped individuals with daily activities. Rodgers Capital Management is a state-registered investment adviser offering discretionary portfolio management for pooled and employer-sponsored retirement plans, as well as individual and charitable clients. The firm employs a statistical investment process focusing on volatility correlations across various asset classes and manages portfolios with Conservative, Moderate, and Aggressive strategies using ETFs, options, and individual securities.

Ryan Armstrong is a financial advisor with Nickelplate Financial LLC in Canton, Ohio, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Nickelplate Financial since 2016 and also holds roles at Premier Bank & Trust and Cambridge Investment Research. Outside of finance, Armstrong owns and operates TrashTiger Junk Removal, a local junk removal and dumpster rental business. Nickelplate Financial provides portfolio management services to individual and high-net-worth clients, as well as retirement plan sponsors through a 3(21) adviser program. The firm’s investment approach is based on modern portfolio theory and long-term trading, focusing on aligning portfolios with clients’ risk tolerance and time horizon through regular reviews.

Jude Kee is a financial advisor at Kee Huchok Wealth Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been affiliated with Kee Huchok & Co, Inc. since 1989. Kee Huchok Wealth Management serves institutional and private clients through a co-advisory model that integrates financial planning, trust wealth management, and retirement plan consulting. The firm focuses on client coordination and the selection and monitoring of independent managers, working alongside Pinnacle Advisors for portfolio implementation and asset management.

Robert Everett is a financial advisor at FSC Advisors LLC in North Canton, OH, holding a Series 65 designation with 11 years of industry experience. He has worked at Wall Street Financial Group since 2002 and Financial Security Center Inc since 1997. Everett also operates an affiliated tax and insurance business and is an enrolled agent licensed to provide tax preparation and insurance products. FSC Advisors LLC serves individuals, families, trusts, and select institutional clients with asset management and financial planning services. The firm uses written investment policy statements to implement client strategies, offering model portfolios or fully customized allocations with discretionary authority.

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Patrick Sullivan is the principal of Sullivan Pinnacle Advisors, Ltd. in Akron, OH, with 23 years of experience in the financial industry. He has been the owner of Sullivan Company, a CPA firm, since 1984, where he devotes part of his time to investment advisory work. Sullivan holds a Series 63 designation. Sullivan Pinnacle Advisors operates through a co-advisory relationship with an SEC-registered investment adviser, offering wealth management, financial planning, trust wealth management, and retirement plan consulting services. The firm combines financial planning with investment advisory and fiduciary services, emphasizing retirement plan consulting and independent manager selection without taking custody of client assets.

David Pelland is a financial advisor with ValMark Advisers, Inc. in Fairlawn, OH, holding a Series 66 designation and 25 years of industry experience. He has worked with Bear / Pelland Associates since 2005, Alda Advisors, Inc. since 2002, and Valmark Securities, Inc. since 2000. Outside of his advisory roles, he is involved in horse boarding and party rentals through The Stables at Rose of Sharon LLC and serves as an assistant men's varsity soccer coach at Walsh Jesuit High School. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and specialized annuity and ETF product offerings.

Garrett Boone is a financial advisor at Fortifi Capital, LLC in Akron, Ohio, with 17 years of industry experience. He holds a Series 66 designation and has led Fortifi Capital since 2016. Outside of his advisory role, he owns and operates gbtechlab LLC, a full stack software engineering business, working primarily on contract and freelance projects. Fortifi Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, small businesses, and corporate clients. The firm uses a quantitative, ETF-based approach that includes tactical adjustments with derivatives and options, and it is notable for serving corporate accounts and developing proprietary software to support its investment process.

Jonathan Torrens is a CFP® professional with 26 years of industry experience and has led TCM Wealth Advisors since 2004. He holds Series 63 and Series 65 licenses and also serves as president of Clear View Associates, LLC, an employee leasing business managing payroll and benefits for his firm. TCM Wealth Advisors offers fee-only investment advisory and wealth planning services to individuals and high-net-worth clients, including physicians, business owners, and executives. The firm employs a global, multi-asset investment approach that incorporates both traditional and alternative asset classes, actively manages portfolios, and emphasizes fiduciary responsibility without accepting commissions.

Michael George is a Series 65-licensed financial advisor with George Financial Services in Canton, OH, where he has worked since 2022. He has four years of industry experience, including prior roles at Parkland Securities and Access Financial Group. Outside of finance, he provides DJ services through his business, Headtrauma Entertainment. George Financial Services advises individual investors and pension or employee benefit plans, offering portfolio management, financial planning, pension consulting, and digital-asset consulting. The firm employs a core–satellite investment approach and manages approximately $16.2 million in assets across 135 client relationships.

Michael Mc Gill is the sole advisor at Summit Investments and Financial Planning in Uniontown, OH. He holds the CFA® designation and has five years of industry experience. His prior roles include positions at Ameriprise Financial, First National Bank of Pennsylvania, Huntington Bancshares, and Firstmerit. Summit Investments and Financial Planning is a state-registered, single-advisor firm that provides discretionary investment management and financial planning to individuals, businesses, and trust accounts. The firm employs a blend of fundamental, macro, and cyclical analysis and uses both passive and active strategies to manage client portfolios.

Todd Lensman is the sole advisor at FO Investments, LLC in Canton, Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been president and owner of FOFM, LLC, a financial advisory firm, since 1998 and operates Lensman & Associates, Ltd., a law firm, since 2003. He also serves as a director of RP&C International, Inc., a holding company. FO Investments, LLC provides investment supervisory services and portfolio management primarily to high-net-worth individuals, as well as corporate and institutional clients. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses to tailor investment strategies, managing accounts on a discretionary or non-discretionary basis with continuous monitoring and regular reporting.

Richard Mohr is a CFP®, PFS™, and Series 65-licensed financial advisor with 23 years of industry experience. He has been the sole advisor at Buckeye Financial Solutions, Inc. in Canton, OH since 2004. Buckeye Financial Solutions serves individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm uses a core-and-satellite approach focused on passively managed index funds and ETFs, incorporating active managers selectively, and manages accounts on both discretionary and non-discretionary bases.

Daniel Johnson is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been the principal advisor at Forward Thinking Wealth Management since 2016. Forward Thinking Wealth Management provides individualized portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm builds customized investment policies using fundamental analysis and offers ongoing planning support, while also facilitating access to third-party money managers when appropriate.

Giancarlo Variola is a CFA® charterholder and founder of Chiarezza Capital Management, LLC, where he has provided investment management services since 2013. He has 12 years of industry experience and operates as the sole advisor at his independent firm based in North Canton, Ohio. Chiarezza Capital Management offers customized separate-account investment management to individuals, pension and profit-sharing plans, foundations, endowments, businesses, and trusts. The firm focuses on fundamental analysis to build concentrated equity portfolios primarily invested in U.S.-listed stocks, with additional allocations to ETFs, foreign equities, options, and U.S. government securities.

Daniel Belden is a financial advisor with Belden Financial, LLC in Canton, Ohio. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Belden Financial provides portfolio management and investment advisory services primarily to individual clients and investment companies. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis to manage client portfolios, typically with discretionary trading authority.

Anthony Deem is the principal of Deem Asset Management, an independent advisory firm, with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including KeyBanc Capital Markets, Longbow Securities, and Diebold Nixdorf. Outside of his advisory work, he operates a residential rental business as the president of A2 Properties, LLC. Deem Asset Management provides fee-based portfolio management and hourly asset management consulting to a diverse client base that includes individual investors, pension and profit-sharing plans, foundations, charities, corporations, and other institutional accounts. The firm employs a proprietary AI-assisted equity research system and offers an AI consulting and development service alongside traditional financial planning and real estate investment analysis.