Jon Heischman is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 22 years of industry experience. He has operated Heischman Insurance since 2003, working as an insurance agent specializing in fixed life, health, annuity, disability, and long-term care insurance. Outside of advisory work, he is involved in real estate house flipping on a commission basis. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis with a long-term trading approach, tailoring portfolios to clients’ objectives and risk tolerances while offering a range of investment options and coordinating with third-party money managers as needed.

Thomas Moran is a financial advisor at Independence Capital Co., Inc. in Parma, OH, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at OneAmerica Securities and American United Life from 2014 to 2019. Outside of advisory work, Moran is involved in real estate sales and owns multiple insurance and benefits-related businesses, including Innovatus Group Benefit LLC and Tom Moran and Associates, Inc. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term investment approach, tailoring portfolios based on clients’ objectives and risk tolerances, and offers a range of services including discretionary portfolio management and introductions to third-party money managers.

John Cush is a financial advisor with Independence Capital Co., Inc. and holds the Series 63 designation. He has 37 years of industry experience, including long tenures at Ohio National and THE O.N. Equity Sales Company. Cush is also the owner of Cush Financial Services, a business focused on fixed life, annuity, health, disability, and long-term care insurance. Independence Capital Co., Inc. manages approximately $118.7 million across 300 client relationships, offering investment advisory and financial planning services to individuals, corporations, and other entities. The firm employs fundamental analysis and a long-term trading approach, customizing portfolios based on clients’ objectives, time horizons, and risk tolerances, and uses a variety of securities and investment vehicles.

Margaret Ulrich is a Certified Financial Planner (CFP®) with 35 years of industry experience, currently serving at Independence Capital Co., Inc. since 2003. She holds a Series 63 license and works in Parma, Ohio. In addition to her advisory role, she is also involved in life, health, and Medicare supplemental insurance sales. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and other entities. The firm manages approximately $118.7 million across 300 client relationships, employing a fundamental analysis approach and long-term trading orientation tailored to client objectives and risk tolerances.

Thomas Dlugopolsky is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Independence Capital since 2018 and has been involved with MML Investors Services and MassMutual since 2016. Outside of his advisory role, he serves as a compensated board member for the Delta Sigma Phi Delta Omega Alumni Control Board and participates in the North Coast Men's Chorus. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and utilizes a broad range of securities. Its advisory team of 18 professionals offers discretionary and non-discretionary portfolio management, customized investment policy statements, and access to third-party managers and ERISA account advice.

James Thomas is a financial advisor with Independence Capital Co., Inc. and has 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Independence Capital since 2013 and The Huntington Investment Company since 2010. Outside of his advisory work, he is an insurance agent focusing on fixed life and annuity sales and officiates high school volleyball matches. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across 300 client relationships. The firm employs a fundamental analysis and long-term trading approach, tailoring portfolios to client objectives and risk tolerances while offering a broad range of securities and advisory services.

Robert Billstein is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 43 years of industry experience. His work history includes roles at Walnut Street Securities Inc, First Southeastern Securities Group, and managing a sole proprietorship since 1994. He also serves as a trustee for certain family accounts on a volunteer basis. Independence Capital Company, Inc. serves individuals, corporations, and other entities with investment advisory and financial planning services, managing approximately $118.7 million across about 300 client relationships. The firm combines fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances while utilizing a wide range of securities and third-party managers.

Michael Romanello is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 license and possessing 23 years of industry experience. He has worked at Independence Capital since 2019 and has concurrently held roles at THE O.N. Equity Sales Company, Ohio National Financial Services, and PRO Financial Network, which he owns. Outside of advising, Romanello is an author with a book available on Amazon and is involved in a cannabis production business as an owner and partner. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships and employs a long-term, fundamental analysis approach tailored to clients’ objectives and risk tolerances.

Christopher Nichols is a financial advisor at Independence Capital Co., Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independence Capital since 2019. Prior to that, he spent five years with American United Life and OneAmerica Securities. Nichols owns multiple businesses focused on insurance and group benefit sales. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances, and offers both advisory and broker-dealer services.

Sohrab Sadegi is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Independence Capital since 2005 and has over 32 years of experience at Bankers Life & Casualty. Outside of advising, he is involved in insurance sales and operates an online food delivery and shopping business. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships, employing fundamental analysis and a long-term investment approach tailored to client objectives and risk tolerances.

David Cush is a financial advisor with Independence Capital Co., Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at the ON Equity Sales Company and Wisconsin Financial Group. Outside of his advisory work, he creates woodworking educational videos. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities. The firm manages approximately $118.7 million across 300 client relationships, employing a fundamental, long-term investment approach tailored to client objectives and risk tolerances.

David Toetz is a financial advisor with Independence Capital Co., Inc. in Parma, Ohio, holding a Series 63 designation and over 41 years of industry experience. He has practiced law since 2003 and serves on the board of directors for PSE Credit Union. In addition to his advisory work, he has roles as an attorney and public defender. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships with an 18-person advisory team. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances, and offers a broad range of securities and third-party manager introductions.

Jonathan Cush is a Certified Financial Planner® at Independence Capital Co., Inc. with 22 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 15 years and has been affiliated with Ohio National Financial Services and the John C Cush Company since 1999. Outside of his advisory work, Cush is involved in horse breeding as a business activity. Independence Capital Company, Inc. serves individuals, including high-net-worth clients, corporations, and other entities, managing approximately $118.7 million across around 300 client relationships. The firm employs a long-term, fundamental analysis approach and offers a range of services including portfolio management, financial planning, and introductions to third-party money managers.

Anthony Spena Sr. is an advisor at Independence Capital Co., Inc. with 52 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Allstate Insurance Company and Key Investment Services, LLC. He also works as an insurance agent specializing in fixed life insurance, annuities, disability, health, and long-term care insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm uses fundamental analysis and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and offers both discretionary and non-discretionary portfolio management.

David Cassese is a financial advisor with Independence Capital Co., Inc. who holds CPA credentials and has 25 years of industry experience. He has worked at Legacy Financial Services, Inc. since 2004 and operates Cassese + Company, which he founded in 1992. Outside of advisory work, he owns IC Products LLC, a business specializing in ice cream technology and equipment, and provides accounting, tax preparation, and business consulting services. Independence Capital Company, Inc. serves individual and institutional clients with investment advisory and financial planning services, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances while offering a broad range of investment products and third-party manager solutions.

Dennis Twarogowski is a financial advisor with Independence Capital Co., Inc. in Parma, Ohio, holding a Series 63 designation and having 44 years of industry experience. He has been with Independence Capital Co. since 2005. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships and employs a fundamental analysis approach with a long-term trading orientation, tailoring portfolios to client objectives and risk tolerances.

Stephen Franko is a financial advisor at Independence Capital Co., Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked at Essex National Securities, Inc. and First Knox National Bank since 1997. Additionally, he is active as a licensed insurance agent offering fixed life, annuity, long-term care, disability, and health insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm employs a long-term trading approach based on fundamental analysis, tailoring portfolios to clients’ objectives and risk tolerances, and offers a broad range of securities and access to third-party money managers.

Shu Hsin Hsieh is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding the CFP® designation and Series 63 and 65 licenses, with 11 years of industry experience. Prior to joining Independence Capital, Hsieh held roles at firms including TransGlobal Advisory LLC and Transamerica Financial Advisors, and spent 24 years at Pfizer Inc. Outside of advisory work, Hsieh serves as president of the Yaodong Liu Family Foundation, a family charitable organization. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm employs a long-term, fundamental analysis approach and offers both discretionary and non-discretionary portfolio management, incorporating a broad range of securities tailored to clients’ objectives and risk tolerances.

David Sabo is a financial advisor at Independence Capital Co., Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Independence Capital since 2011. He also has extensive experience with First Discount Brokerage and Great Lakes Mortgage. In addition to his advisory role, Sabo is a licensed insurance agent specializing in fixed, life, health, disability, long-term care, and annuity products. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships, using fundamental analysis and a long-term trading approach tailored to clients’ objectives and risk tolerances.