Shawn Armstrong is the sole advisor at Structured Investment Advisors, LLC in Sandusky, OH, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Outside of his advisory role, Armstrong is a partner and lessor involved in building upkeep and related management duties. Structured Investment Advisors, LLC manages approximately $90.8 million across more than 300 client relationships, offering discretionary portfolio management, model-portfolio and asset-allocation services, as well as portfolio and pension consulting. The firm serves individuals, trusts, charitable organizations, corporations, and pension/profit-sharing plans using a structured investment process that includes fundamental analysis, model portfolios, and documented investment policies.

Joseph Hoffman is the sole advisor at Hoffman Investment Services, LLC in Marblehead, Ohio, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked at Hoffman Investment Services since 2013 and previously at Purshe Kaplan Sterling Investments. Hoffman Investment Services provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, corporate clients, and employer retirement plans. The firm uses technical analysis to guide investment decisions and offers model portfolios while managing accounts on a discretionary basis aligned with client objectives.

Gregory Bricker is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. He is the principal of Bricker Financial Planning, LLC and previously worked at Dinuzzo Index Advisors, Inc. Outside of his advisory work, Bricker serves as the mayor of East Liverpool, Ohio, and operates an accounting and tax preparation firm, Sunny Weather, LLC. Bricker Financial Planning provides investment supervisory and financial planning services to pooled and institutional clients, including pension and profit-sharing plans, businesses, and charities. The firm employs asset-allocation models and third-party managers through the Orion Portfolio Solutions platform, focusing on longer-term allocation and periodic monitoring.

James Ruthsatz is the principal of James Ruthsatz Pinnacle Advisors LLC and holds a Series 63 designation with 20 years of industry experience. He is also actively involved full time as a CPA with James L. Ruthsatz, Inc., a separate certified public accounting firm he has operated since 1990. He has led his advisory firm since 2004. James Ruthsatz Pinnacle Advisors provides advisory services primarily to retirement plan sponsors, trustees, and high-net-worth clients through co-advisory wealth and trust programs. The firm focuses on manager selection, monitoring, performance reporting, and coordination with other professional advisors, leveraging its formal affiliation with an accounting practice to offer integrated tax, bookkeeping, and trustee administration services alongside investment management.

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.