Adam Schaffer is a financial advisor with A Schaffer Advisor Services in Norwalk, Ohio, holding a Series 65 designation and eight years of industry experience. He previously worked for Buckingham Capital Management, Inc. for 11 years before founding his current firm in 2021. A Schaffer Advisor Services provides discretionary portfolio management and advice-only engagements to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term, passive investment approach focused on strategic asset allocation using market-tracking ETFs, with customized investment policies and periodic portfolio reviews.

Andrew Brewer is a Series 65-licensed financial advisor with Great Lakes Benefits and Wealth Management in Sandusky, Ohio. He has two years of industry experience, including prior roles at Northwestern Mutual and Pepperidge Farms. Outside of advisory work, he has worked part-time as a bartender and holds insurance agency licenses with Sentinel Security Life and Delaware Life. Great Lakes Benefits and Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm emphasizes fundamental analysis and a long-term trading approach, incorporating a range of investment products and offering additional services such as tax preparation and educational workshops.

Wayne Maslyk is a CFP® with 24 years of industry experience and has been with Great Lakes Benefits and Wealth Management since 2004. He is also a principal of Great Lakes Benefits, Inc., an employee benefits firm specializing in group health and fixed insurance products. Great Lakes Benefits and Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a long-term investment approach using fundamental analysis and offers additional services such as tax preparation and educational workshops.

William Murray is a Series 66-licensed advisor with Firelands Wealth Management, LLC in Huron, Ohio, where he has worked since 2015. He has 14 years of industry experience. Outside of his advisory role, he owns a catering business and provides legal services as a licensed attorney. Firelands Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of analytical methods and model portfolios tailored to client objectives and risk tolerance, and it integrates investment management with broader wealth-planning services.

Jeremy Pifer is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Firelands Wealth Management, LLC since 2019. He previously worked at On Investment Management CO, THE O.N. Equity Sales Company, and Ohio National Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in selling life insurance. Firelands Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm combines analytical investment approaches with broader wealth-planning considerations and utilizes AI tools to support its services.

Brandon Schaefer is a financial advisor at W.A. Smith Financial Group with two years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. before joining his current firm. W.A. Smith Financial Group advises individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and qualified retirement plan oversight. The firm employs a top-down, macro-driven investment process using both active and passive strategies, and utilizes sub-advisors, third-party managers, and alternative investment vehicles when appropriate.

William Lauer is a financial advisor at W.A. Smith Financial Group with nine years of industry experience. He has been with W.A. Smith Financial Group since 2013 and is also associated with Great Lakes Retirement, Inc. since 2016. He holds a Series 65 designation. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and retirement plan oversight. The firm uses a top-down, macro-driven investment process with both active and passive strategies, incorporating sub-advisors and alternative investment vehicles for suitable clients.

Andrew Toccaceli is a financial advisor at W.A. Smith Financial Group with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Lakes Retirement, Inc. since 2013, concurrently with his tenure at W.A. Smith Financial Group beginning in 2010. W.A. Smith Financial Group advises individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a macro-driven, top-down investment approach overseen by an investment committee and offers a range of services including portfolio management, financial planning, tax planning, and qualified retirement plan oversight.

Logan Bolin is a financial advisor at W.A. Smith Financial Group in Sandusky, OH, holding a Series 66 designation. He joined the firm in 2024 and has prior experience with Fidelity Investments, Rea & Associates, Inc., and Northwestern Mutual. Bolin's background also includes roles in education at Ashland University and Midview High School. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan oversight. The firm employs a top-down, macro-driven investment approach using both active and passive strategies, and utilizes sub-advisors and alternative investment vehicles for suitable clients.

William Smith is a financial advisor with W.A. Smith Financial Group in Sandusky, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with W.A. Smith Financial since 2011 and is also associated with Great Lakes Retirement, Inc. Outside of advisory work, he owns and operates several non-investment-related businesses, including an employee benefits firm, a marketing company, and a consulting business serving financial firms and individuals. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and qualified retirement plan oversight. The firm employs a macro-driven, committee-based investment process using both active and passive strategies and incorporates third-party managers and alternative vehicles for suitable clients.