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.

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!

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.

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.

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.

Caleb Lopez is a financial advisor at University Wealth Advisors LLC in Canton, OH, holding a Series 65 designation with five years of industry experience. Prior to founding his current firm in 2021, he worked at AAN Wealth Advisors LLC and Affinity Advisory Network. In addition to advisory services, Mr. Lopez is a licensed insurance agent and allocates part of his time to insurance sales. University Wealth Advisors LLC provides discretionary investment supervisory, advisory, and consulting services primarily to individuals and small businesses, including employer-sponsored retirement plans. The firm employs fundamental analysis to build diversified, long-term portfolios and offers complementary financial planning, project consulting, and educational seminars.

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

Glen Strong is a financial advisor at Strong Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strong Investment Management since 2017. Prior to this, he was associated with Integrity Investments & Planning, LLC and Next Financial Group, Inc. Outside of his advisory role, Glen is an independent insurance agent specializing in fixed annuities, life and health, long-term care, and disability insurance. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and written investment policy statements to guide investment decisions and directs custody and trade execution through Charles Schwab Institutional.

Gerald Dombrowski is a financial advisor at Buttonwood Advisors, LLC with 16 years of industry experience. He holds the Series 65 designation and previously worked at TimkenSteel Corporation for nine years. Buttonwood Advisors, LLC provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-high-net-worth individual investors and smaller institutional relationships, employing a range of investment strategies and analytical methods tailored to clients’ goals and risk tolerance.

Charlene Dombrowski is a financial advisor at Buttonwood Advisors, LLC in Canton, Ohio, holding a Series 65 designation with 14 years of industry experience. She has been with Buttonwood Advisors since 2010. Buttonwood Advisors provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-high-net-worth individual investors and smaller institutional clients, using a range of investment strategies that include equities, ETFs, mutual funds, fixed income, and more complex instruments such as structured notes and cryptocurrency exposures.

Jolie Howell is a financial advisor at Strong Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Charles Schwab and Kent State University. Outside of finance, she has experience working at Wood's Tall Timber Resort. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and offers tailored planning with ongoing portfolio oversight.

Steven Carlson is a financial advisor at Strong Investment Management, LLC in Canton, OH, with 14 years of industry experience. His prior roles include positions at NEXT Financial Group and ValMark Advisers, Inc. He holds Series 63 and Series 66 licenses and also works as an independent insurance agent. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning services to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and written investment policy statements to guide its strategies, which include both long- and short-term holdings.

Jodi Powers is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding a Series 66 designation and 21 years of industry experience. She has been with Hunter Associates since 2011. Hunter Associates is an SEC-registered, multi-advisor investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and a manager-of-managers program.

Jacqueline Randall is a financial advisor with McDonald Partners LLC in Paris, Ohio, holding Series 63 and Series 65 designations and 32 years of industry experience. She has worked at McDonald Partners since 2013. In addition to her advisory role, Ms. Randall is a licensed insurance agent selling variable annuities, life, accident, and health insurance. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm operates as both a registered investment adviser and broker-dealer, combining advisory and private fund management activities.

Daniel Scarpitti is a financial advisor at Hunter Associates LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Hunter Associates since 2012. Outside of his advisory role, he works as an independent insurance agent, focusing on the sale of non-variable life, health, annuity, and disability income insurance products. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion, serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

John Scarpitti is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Hunter Associates since 2011. Outside of his advisory role, he is involved as an independent insurance agent selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates is a multi-advisor SEC-registered investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to build portfolios and offers discretionary and non-discretionary management, a manager-of-managers program, financial planning, and sponsors a private fund.

Robert Mcculloch III is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Hunter Associates LLC and Hunter Private Capital Advisors, LLC. In addition to his advisory work, he acts as an independent insurance agent, selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates LLC is an SEC-registered, multi-advisor firm managing approximately $1.2 billion in assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles, employing a range of portfolio management strategies including long- and short-term equity, option writing, and a manager-of-managers program.

Nathan Garofalo is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Hunter Associates in 2022, he worked at Libb Company, Premier Bank, Motto Mortgage, and Robertson Heating Supply. Outside of his advisory role, he works as a line cook at Mary’s Pizza on weekends. Hunter Associates is a multi-advisor SEC-registered firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to build portfolios and offers discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Timothy Valentine is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. He is currently with OneSeven and previously worked at Ameriprise Financial Services, Inc. and Balanced Wealth Group LLC. Outside of financial advising, he co-founded Dirty Outdoors LLC, a business focused on hunting apparel and guided hunts. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios with access to alternatives and private placements. The firm offers both discretionary and non-discretionary management, with a long-term investment focus combined with internal due diligence and multiple third-party implementation platforms.

Samantha Felger is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Salem, OH, and has five years of industry experience. She has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2021, and previously held roles at First Command Financial Planning and Mariner Finance. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.