Jonathan Hurm is a financial advisor at NextGen Wealth Defense LLC in Lorain, Ohio, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Equitable Advisors LLC for nine years before founding NextGen Wealth Defense in 2024. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. NextGen Wealth Defense LLC provides discretionary investment management, wealth management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis with Modern Portfolio Theory and utilizes unaffiliated Independent Managers for portfolio implementation and oversight.

Benjamin Zagorski is the sole advisor at Right Investment Team LLC in Avon, Ohio, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2015 and concurrently owns and operates Accounting Team Ltd, a tax preparation and accounting business. Right Investment Team LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $8 million across 24 accounts. The firm employs a variety of analytical methods and modern portfolio theory to construct portfolios, utilizing multiple trading strategies and asset classes while conducting quarterly reviews.

David Raney is a financial advisor at Legacy Finance Group LLC based in Columbia Station, OH. He holds a Series 65 designation and has prior work experience at Sealed Air Corporation and as the owner of Hometown Direct LLC, an apparel and decal business. Legacy Finance Group LLC provides portfolio management, financial planning, and consulting services to small businesses, individuals, and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach, offering discretionary portfolio management and specialized financial planning services.

Michael George is a PFS™ credentialed financial advisor at Athletes Financial Advisers, LLC with 12 years of industry experience. He has been with Athletes Financial Advisers since 2016 and also works with Probooks CPA, LLC. Outside of advising, he is involved in real estate rental activities in Hilton Head Island, SC. Athletes Financial Advisers, LLC is an independent registered investment adviser managing approximately $47.1 million for about 50 clients, including individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans. The firm uses a long-term, asset-allocation approach primarily focused on passively managed mutual funds and ETFs, integrating internal portfolio management with third-party solutions and digital wealth-management tools.

Joshua Melda is a CFP® professional with 25 years of experience in financial advising. He is the sole advisor at Cleveland Retirement Planning LLC and has previously worked at Trustpoint, LLC, Lincoln Financial Advisors Corporation, and Securities America. Outside of advising, Melda teaches classes on sales, leadership, and management through Sandler Training. Cleveland Retirement Planning LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers tailored portfolio management and retirement-plan consulting, managing discretionary assets of approximately $39 million as of the end of 2024.

Michael Coletta is a CFP® with nine years of industry experience and currently serves as the sole advisor at Coletta Capital, LLC. His prior experience includes roles at Kovalcik & Geraghty Wealth Partners LLP, Edward Jones, and Fidelity Brokerage Services LLC. He is also an independent insurance agent. Coletta Capital, LLC is an independent, single-advisor registered investment adviser providing discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across various asset classes and arranges custody and trade execution through Charles Schwab’s institutional platform.

Robert Pearce is a Certified Financial Planner® with eight years of industry experience. He is the sole advisor at Pennant Wealth Management LLC, where he has worked since 2024. Prior to this, he spent seven years at Mercuri Asset Management and twelve years at IMG Action Sports. Pennant Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a goals-based, asset-allocation strategy using a mix of passive and active investments and offers services including investment management, financial planning, retirement plan consulting, and educational seminars.

Roger Balser is the sole advisor at Balser Wealth Management, LLC, an independent firm based in Avon, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of experience in the financial industry, having led his firm since its founding in 2004. Balser Wealth Management provides fee-based investment advisory services to individual investors, company retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a combined fundamental and technical analysis approach, including the Dorsey Wright point-and-figure method, and offers portfolio management, pension consulting, advisory consulting for financial professionals, and educational seminars.

John Stamatis is a financial advisor with Whitestone Capital Management, Inc. in Avon, OH. He holds a Series 63 designation and has 26 years of industry experience. Stamatis has been with Whitestone Capital Management since 1991. Whitestone Capital Management provides discretionary investment advisory and portfolio construction services primarily for individuals, trusts, estates, charitable organizations, and other business entities. The firm focuses on fundamental analysis of common stocks, certificates of deposit, and U.S. government securities to develop portfolios tailored to each client's risk tolerance and investment horizon.

Brett Thomas is the sole advisor at Fractal Financial Design, LLC, an independent firm based in Litchfield, Ohio. He holds a Series 65 designation and has 12 years of industry experience. In addition to his advisory role, Thomas has worked at S.C. Thomas & Associates, CPA since 2002. Fractal Financial Design provides discretionary portfolio management and related advisory services to individuals, estates, trusts, and business entities, focusing on younger, currently employed high-net-worth clients. The firm combines investment advisory services with in-house accounting and tax preparation, employing individualized, active-trading strategies that utilize growth and income securities along with covered-call option strategies.

Brandon Steinhagen is a CFP® and ChFC® affiliated with Elios Financial Group, Inc. He has six years of industry experience, including prior roles at Dbk Financial Counsel, LLC and Townsend Group. Brandon is based in Westlake, Ohio. Elios Financial Group, Inc. provides financial planning, wealth management, and investment services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm emphasizes a plan-driven approach with diversified portfolios and offers both discretionary and non-discretionary management alongside hourly or fixed-fee planning.

James Elios is a financial advisor with Elios Financial Group, Inc. in Westlake, Ohio, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including roles at LPL Financial, LLC from 1998 to 2018 and Private Client Services since 2018. Elios is also the author of a self-published book available on Kindle Direct. Elios Financial Group, Inc. provides financial planning, wealth management, and investment services to individuals, families, trusts, charitable organizations, and business clients. The firm manages approximately $275 million across several hundred client relationships, offering plan-driven advice with an emphasis on asset allocation and a diversified mix of investment products, along with both discretionary and non-discretionary portfolio management.

Gregory Pinter is a CFP® and CFA® with 21 years of industry experience, currently serving as an advisor at JPS Financial, LLC since 2004. He holds a Series 63 license and is based in Westlake, Ohio. Outside of his advisory role, he is involved in the sale of various insurance products including group life, disability, and long-term care insurance through multiple carriers. JPS Financial, LLC provides investment advisory services to individuals such as high-net-worth clients, business owners, professionals, and retirees, as well as pension and profit-sharing plans. The firm employs a tailored investment approach combining fundamental analysis with both long- and short-term strategies, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

John Pinter is a ChFC®-designated financial advisor with 23 years of experience, currently serving at JPS Financial, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Westlake, Ohio. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, and fixed annuities, as well as servicing short- and long-term care disability policies. JPS Financial, LLC provides investment advisory services to individuals, including high-net-worth clients, business owners, professionals, corporate executives, and retirees, as well as pension and profit-sharing plans. The firm employs a tailored investment approach combining fundamental analysis and both long- and short-term strategies, offering discretionary and non-discretionary portfolio management alongside financial and pension consulting services.

Joshua Szafranski is a financial advisor at Edgewater Pro Sports Financial with a Series 65 designation and experience dating to 2019. His prior roles include positions at AML RightSource and Edgewater Investment Group, as well as work with Cleveland State University and the YMCA of Greater Cleveland. Edgewater Pro Sports Financial serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $180 million on a discretionary basis for about 452 clients. The firm uses a five-phase Life Planning process and employs a range of investment strategies including fundamental analysis and trading approaches.

Stephen Pinter is a financial advisor with JPS Financial, LLC, holding a Series 63 designation and 19 years of industry experience. He has been with JPS Financial since 2005. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, fixed annuities, and long-term care products through multiple insurance firms. JPS Financial, LLC provides investment advisory services to individuals, business owners, professionals, corporate executives, retirees, and pension plans. The firm offers customized portfolio management, financial planning, and pension consulting, employing fundamental analysis and a combination of long- and short-term investment approaches.

David Szafranski is a financial advisor at Edgewater Pro Sports Financial with over 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Chalice Capital Partners and Niagara International Capital Limited. Outside of advising, he contributes to radio and podcast programs focused on financial topics and government policy. Edgewater Pro Sports Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a structured Life Planning process and uses fundamental analysis combined with various investment strategies to manage approximately $180 million in discretionary assets.

John Vrablic is a financial advisor with T.I.P.S. 4 Reps, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His work history includes roles at Donum, LLC, NewEdge Advisors, and Integrated Retirement Investment Solutions, LLC. Outside of advising, he is president of T.I.P.S. 4 Reps Inc., a non-advisory professional referral services organization, and part owner of a pension administration company. T.I.P.S. 4 Reps provides investment advice and related services to individuals, businesses, and company retirement plans, focusing on non-discretionary advisory roles and fiduciary support. The firm integrates manager-based solutions with structured financial planning and maintains several affiliated businesses, including referral and pension administration services.

Keith Sechler is a CFP® professional with 26 years of industry experience. He has been with Keystone Financial Planning, Inc. since 1987, serving as one of its two advisors. Keystone Financial Planning serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, focusing on building dividend income through a combination of technical analysis and long-term investment strategies.

David Coletto is a financial advisor with W.A. Smith Financial Group, holding a Series 66 license and six years of industry experience. His prior work includes roles at Great Lakes Retirement, Inc., LPL Financial LLC, and Cetera Advisor Networks. W.A. Smith Financial Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities. The firm employs a top-down, macro-driven investment approach with both active and passive strategies, offering portfolio management, financial and tax planning, and qualified retirement plan oversight.