Nicholas Robert Baase

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.

Michael Vitantonio is a financial advisor at Volition Financial Network, LLC in Cleveland, OH, holding a Series 65 designation with eight years of industry experience. He worked at Capital Financial Services, Inc. from 2017 to 2019 before joining Volition Financial Network in 2019. Outside of his advisory role, he provides bookkeeping services for small family businesses using QuickBooks. Volition Financial Network, LLC offers discretionary portfolio management and investment consulting to individuals, trusts, estates, pension, and charitable clients. The firm employs a combination of fundamental and technical analysis, including third-party models, and regularly monitors and rebalances accounts according to model allocations.

Jordan Rodriguez is a CFP®-credentialed financial advisor with nine years of industry experience. He is the sole advisor at Chagrin Valley Legacy Advisors, LLC, an independent firm based in Beachwood, Ohio. His prior experience includes roles at Cambridge Investment Research, Inc. and Wells Fargo Clearing. Outside of his advisory work, he serves as treasurer and board member of Recovery Resources, a nonprofit organization, and is involved in various other business and board roles including consulting, podcast hosting, and marketing. Chagrin Valley Legacy Advisors provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm combines fundamental and technical analysis to emphasize value, quality, and risk management, offering a long-term investment approach with flexibility for tactical trades, and also delivers business consulting and educational seminars.

Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Edmund Burke is a financial advisor at Valiance Group LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is a state-registered investment adviser serving individuals, families, and businesses, offering portfolio management and ERISA-compliant retirement plan consulting. The firm develops customized portfolios using an analytics module and collaborates with third-party service providers and sub-managers to implement and monitor investment strategies.

Rosie George is a financial advisor at Strait Direction Wealth Management with nine years of industry experience. She previously worked at Edward Jones for five years before founding her independent practice in 2021. In addition to advisory services, she owns a tax-preparation business, Mitchell Financial Services. Strait Direction Wealth Management provides personalized financial planning and discretionary investment management primarily to middle- and high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a passive buy-and-hold investment approach using diversified portfolios of no-load mutual funds and ETFs, managing accounts on a discretionary basis while allowing client-imposed restrictions.