EGI Financial, Inc.

Brian Weinreich is a financial advisor with EGI Financial, Inc. in Akron, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with EGI Financial and American Heritage Securities since 2009. EGI Financial, Inc. provides discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk management.

Edgar Ingraham is a financial advisor at EGI Financial, Inc. in Akron, Ohio, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with American Heritage Securities, Inc. since 1992. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning, using a Money Management Philosophy that emphasizes quality, growth, value, diversification, and a long-term outlook.

Robert Berry is a financial advisor at EGI Financial, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at American Heritage Securities Inc. and Stifel, Nicolaus & Company, Incorporated. Berry is involved with the Acacia Park Cemetery Endowment Fund. EGI Financial, Inc. provides discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning to individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a Money Management Philosophy that emphasizes quality, growth, value, diversification, and a long-term investment horizon.

Tyler Krummel is a financial advisor at EGI Financial, Inc. in Akron, Ohio, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with EGI Financial and American Heritage Securities since 2015. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk management.

Kenneth Reeves is a CFP® professional with 38 years of industry experience, currently serving at EGI Financial, Inc. He previously worked at American Heritage Securities and Stifel Nicolaus & Co. Inc. Outside of his advisory role, he is co-owner of Mountain Creek Tree Farm and serves as chairman of the board for the Charles R Elmer Scholarship Foundation. EGI Financial, Inc. provides discretionary and non-discretionary money management, retirement plan advisory services, and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a Money Management Philosophy that combines fundamental, technical, and intangible analysis with a proprietary asset allocation model emphasizing quality, growth, value, diversification, and a long-term investment horizon.

Diane Spencer is a financial advisor at EGI Financial, Inc. with 49 years of industry experience. She holds a Series 63 designation and has worked at American Heritage Securities Inc. since 2018, following a nine-year tenure at Stifel, Nicolaus & Company, Incorporated. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary money management and retirement plan advisory services, employing a Money Management Philosophy that integrates fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on quality, growth, value, diversification, and long-term investment horizons.

Michael Prescott is a financial advisor at EGI Financial, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at American Heritage Securities since 2002. Outside of finance, he has been involved in his family barbershop business, Prescott Bros. Haircutting, for over three decades and continues to work there on Saturdays, planning to phase this out within the next year. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, combining fundamental, technical, and intangible analysis with a proprietary asset allocation model.

Sara Gibbs is a financial advisor with EGI Financial, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at EGI Financial since 2019 and previously spent 13 years with Prospera Financial. Sara serves as a trustee for the Kurger Trust. EGI Financial, Inc. is a state-registered investment adviser that provides money management, retirement plan advisory services, and financial planning to individuals, high-net-worth clients, businesses, trusts, estates, and charitable organizations. The firm employs a Money Management Philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk management.

Brian Vincelette is a financial advisor with EGI Financial, Inc. in Akron, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at EGI Financial since 2014 and has concurrent roles at American Heritage Securities Inc, Bank of America, NA, and Merrill Lynch dating back to 2008. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning, employing a Money Management Philosophy that combines fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on long-term holdings.