David Andrew Cassese

Ryan Levine is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America Advisors, Channing Realty Advisors, and Toole Katz & Roemersma. Outside of advisory services, he is a licensed notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Tyler Koepf is a financial advisor at M. Thomas Capital Management with six years of industry experience. He holds a Series 66 designation and has worked at firms including Koepf Financial Group L.L.C. and Eagle Strategies LLC. Outside of his advisory work, Koepf volunteers on the investment committee for the Foundation for Geauga Parks, providing input on fund allocation. M. Thomas Capital Management is a single-advisor independent firm offering portfolio management, financial planning, and project-based financial analysis to individuals and business entities. The firm’s investment approach emphasizes modern portfolio theory and long-term trading, using index funds, mutual funds, ETFs, fixed income, and select alternative vehicles aligned with documented risk tolerances and investment policy statements.

Todd Pouliot is a financial advisor at Gateway Financial with 22 years of industry experience. He has held positions at Gateway Financial since 2019 and previously worked at Sigma Financial Corporation for 12 years. Pouliot holds Series 63 and Series 65 designations. Gateway Financial serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and other businesses. The firm utilizes passive investment management and asset-allocation models based on modern portfolio theory, alongside fundamental and technical analyses, and offers portfolio management, financial planning, employee benefit plan services, and educational programming.

Ryan Kitson is the sole advisor at WRK Investments, LLC, based in Solon, Ohio, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has operated WRK Investments since 2011. WRK Investments provides discretionary investment management services to individuals, high net worth clients, families, trusts, estates, and small businesses. The firm’s investment approach combines proprietary fundamental and cyclical research focused on mid, large, and mega-cap equities, utilizing long-term holdings alongside occasional short positions, margin, options, and tactical strategies.

James Blue is a CFA® charterholder with 23 years of industry experience. He has been with Private Harbour Investment Management & Counsel LLC since 2008, serving as the firm's sole advisor. Private Harbour Investment Management & Counsel is an independent, SEC-registered advisory firm that provides investment management and related counsel to individuals, trusts, estates, and institutional clients. The firm employs a valuation-focused investment approach complemented by technical analysis for timing, offering tailored portfolios and strategies that include core equity, balanced, and income-generation options.

Jordan Rodriguez is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Chagrin Valley Legacy Advisors, LLC. Prior to this role, he worked at Cambridge Investment Research Advisors and Wells Fargo Clearing. Rodriguez is involved in several outside activities, including serving as treasurer for Recovery Resources, a nonprofit organization, and hosting a podcast focused on marketing through his venture Price Discovery. Chagrin Valley Legacy Advisors provides discretionary investment management primarily to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm combines fundamental and technical analysis with an emphasis on value, quality, and risk management, while also offering business consulting and educational seminars.