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 with 11 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is an independent, state-registered investment adviser that provides portfolio management and ERISA-compliant retirement plan consulting to individuals, families, and businesses. The firm develops customized portfolios and participant education materials, using an analytics module and third-party sub-managers to manage allocations primarily on a non-discretionary basis.

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 current independent firm in 2021. In addition to her advisory role, she owns Mitchell Financial Services, a tax services business. Strait Direction Wealth Management provides personalized financial planning and discretionary investment management to individuals, small businesses, trusts, estates, and charitable organizations. The firm employs a largely passive, buy-and-hold investment approach using no-load mutual funds and ETFs, with portfolios managed according to written investment policy statements and tailored to clients’ risk tolerance and objectives.

Jeremy Pardue is a financial advisor at Atlas Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Avantax Investment Services. In addition to his advisory role, Pardue is an independent insurance producer for various insurance companies. Atlas Wealth Management provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an active, tactical allocation approach using a broad range of instruments and offers both discretionary and non-discretionary portfolio management along with standalone planning engagements.

Bruce Herrick is the sole advisor at Herrick Portfolio Management Co. He holds Series 63 and Series 65 designations and has 52 years of industry experience. He has led Herrick Portfolio Management Co. since 2008. Herrick Portfolio Management Co. offers financial planning, consulting, and discretionary investment management to individuals and various institutional clients, including pension plans and charitable organizations. The firm employs a technical, chart-driven investment approach with daily monitoring and tailors services to client objectives and risk tolerances.

Marc Mc Lean is a CFP® professional with 15 years of industry experience. He is the president of McLean Financial Planning and Investment Management and McLean Strategic Investments, and he also develops and licenses software technology through ESD Technologies. His career includes over a decade at McLean Financial Planning and Investment Management and ongoing work at ESD Technologies since 1997. McLean Financial Planning and Investment Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering customized financial planning and investment management. The firm uses both fundamental and technical analysis with a focus on U.S. securities and manages accounts primarily on a discretionary basis, including options strategies and in-house asset management.

Kenneth Butze is a CFP® with 28 years of industry experience and serves as the president of Integrity First Planners, Inc. He has worked at Osaic Wealth, Inc. and Triad Advisors, Inc. and has been with Integrity First Planners since 2013. In addition to financial planning, he is a licensed insurance agent involved in selling insurance products. Integrity First Planners provides financial planning and discretionary investment management to individuals, business entities, and retirement plan participants. The firm offers retirement-plan consulting and participant-level management for various employer-sponsored plans, using fundamental and technical analysis to tailor portfolios and financial plans to client objectives.

Michael Miller is a financial advisor at Michael G. Miller & Associates, L.L.C. in Willoughby, Ohio, with 45 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes long tenures at Signator Investors, Inc., Royal Alliance Associates, Inc., and OSAIC Wealth, Inc. Michael G. Miller & Associates, LLC provides investment advisory and financial planning services to individuals and entities such as pension and profit-sharing plans, trusts, and estates. The firm emphasizes a planning-centered process with tailored recommendations and ongoing review, relying on technical analysis and third-party research rather than discretionary asset management.

Megan Abbott is a financial advisor at Trajectory Financial Planning with five years of industry experience. She holds a Series 65 credential and has worked in various roles including paraplanning and tax preparation. Abbott is president of Trajectory Tax, LLC, a tax preparation and planning business, and provides paraplanning services to other firms. Trajectory Financial Planning offers fee-only financial planning services to individuals and high-net-worth clients, focusing on comprehensive plans that include retirement, tax, estate, cash-flow, and business planning. The firm emphasizes asset allocation and a combination of passive and active funds, working on fixed or hourly fees and routinely recommending third-party professionals as part of its client engagements.

John Forbes is a Series 65-licensed advisor with 24 years of experience, currently serving at DFFA, LLC since 2012. He is also a partner at HW&Co., a CPA firm, where he works outside the investment advisory business. DFFA, LLC acts as a co-advisor alongside a separate SEC-registered investment adviser, providing wealth management support, financial planning, trust-focused services, and retirement plan consulting. The firm emphasizes coordination of investment and planning services, including account aggregation, household allocation, and oversight of independent managers, with a notable focus on ERISA-aware retirement plan consulting and integration with affiliated accounting and legal professionals.

Richard Goodwin is a financial advisor at Bliss Financial Consulting with a Series 65 designation and one year of industry experience. He previously worked as a financial analyst and trader and spent 13 years at US Bank. Outside of advising, he manages a residential rental property and occasionally provides financial analyst services to small businesses. Bliss Financial Consulting offers financial planning and consulting to individuals, high-net-worth clients, and charitable organizations. The firm delivers tailored, written financial plans focused on long-term investing without managing client assets or charging fees based on assets under management.

Kurt Schoeppler is a CFA® charterholder and the sole advisor at International Management Advisors Ltd., where he has worked since 2006. He has 10 years of industry experience. International Management Advisors Ltd. provides discretionary investment management along with personalized financial planning and a range of accounting services, including tax planning and preparation. The firm serves a small client base primarily composed of sports and entertainment professionals, managing approximately $103 million in assets with a generally passive investment approach tailored to individual objectives and risk tolerances.

Michelle Hauser is a financial advisor at Sapphire Wealth with Series 66 registration and over a decade of industry experience. She previously worked at Olympus Wealth Partners, Inc. and LPL Financial. Sapphire Wealth is an SEC-registered investment adviser that provides ongoing portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, utilizing diverse investment strategies across multiple asset classes.

Scott Marn is a financial advisor with TimeWealth Advisors Inc. in Mentor, Ohio, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 14 years at Benjamin F Edwards and more recent roles at LPL Financial and TWAdvisors. Outside of his advisory work, Marn serves on the Mentor City Council. TimeWealth Advisors, Inc. serves individual and high-net-worth clients with discretionary portfolio management focused on fundamental analysis and long-term trading. The firm uses model allocations combined with personalized recommendations and operates under discretionary trading authority, requiring clients to use LPL Financial as custodian.

Anna Rathbun is a CFA charterholder and the sole advisor at Grenadilla Advisory LLC, with 10 years of industry experience. She previously worked at CBIZ Investment Advisory Services, Clearstead Advisors, and CBIZ Financial Solutions Inc. Grenadilla Advisory LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, using a range of investment strategies tailored to client objectives. The firm offers both asset-based and fixed-fee planning arrangements and incorporates artificial intelligence and machine-learning tools in its processes.

Michael Kostelnik is a financial advisor with Family Life Financial Planning in Mentor, OH, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Cetera Advisor Networks and Vantage Financial before joining his current firm in 2016. Kostelnik serves as a volunteer board member for Big Brothers Big Sisters of North East Ohio. Family Life Financial Planning primarily serves individual clients and also provides retirement plan consulting and institutional portfolio management. The firm offers investment advisory services using both third-party managers and tailored portfolios, guided by client investment policy statements, and conducts educational seminars and public speaking engagements.

Joseph Koster is a financial advisor at Sorfis Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Boyles Asset Management, LLC for five years before joining Sorfis in 2019. Outside of his advisory role, he is the editor of the Value Investing World Newsletter, compiling links and editing content. Sorfis Investments provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis, offering clients either a Diversified Strategy focused on ETFs, equities, and fixed income, or an Absolute Return Strategy that aims to outperform the S&P 500 with lower risk through valuation-based allocations.

Carrie Rosko is a financial advisor at Cornerstone Family Office, LLC with 22 years of industry experience. She holds the PFS™ designation and Series 65 license and has been with Cornerstone Family Office since 2001. Cornerstone Family Office serves high-net-worth individuals and related entities by providing comprehensive family office services including financial and estate planning, tax preparation and planning, and administrative support. The firm does not manage assets directly but develops tailored financial plans and assists clients in selecting third-party investment managers while focusing significantly on income, estate, and gift tax work.

Michael Purtill is a CFP® with 15 years of industry experience and has been with Purtill Financial LLC since 2008. He is based in Highland Heights, OH, and holds a Series 65 license. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm focuses on non-discretionary portfolio advice and retirement-plan advisement, utilizing fundamental, technical, and cyclical analysis methods to develop individualized investment policies.