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 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Sigma Financial Corporation for 12 years before joining Gateway Financial in 2019. Gateway Financial is an independent advisory firm serving individual clients, retirement plans, and corporate clients. The firm employs a largely passive, asset-class-driven investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analyses, and offers a range of services including continuous investment management, financial planning, employee benefit plan consulting, and held-away account monitoring.

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.

Kenneth Patsey is a financial advisor at Wisdom Investment Strategies, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at Wisdom Investment Strategies since 2016. Outside of his advisory role, Mr. Patsey serves as an Executive Director of Manufacturing Works, a nonprofit organization supporting manufacturing companies in Northeast Ohio. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, and nonprofit organizations. The firm employs a proprietary equity selection process that combines fundamental and technical analysis, with an emphasis on risk mitigation through options and a performance-based fee structure for qualified clients.

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® with eight years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has prior experience at Wells Fargo Clearing and is a partner at Chagrin Valley Business Strategies, a consulting and coaching firm. Rodriguez also serves as treasurer and board member for Recovery Resources, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent Financial Professionals using various account platforms and third-party strategists.

Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

Matthew Taub is a financial advisor and owner of Taub Investment Planning Services LLC in Beachwood, Ohio, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual, Mutual of America, Physicians Financial Services, and MDRN Capital. Taub also maintains a legal affiliation, serving as an attorney and associate on general liability matters with a law firm. Taub Investment Planning Services LLC is a single-advisor independent registered investment adviser serving individuals, businesses, retirement plans, trusts, and other entities, with a focus on physicians, dentists, and veterinarians. The firm provides investment management through SEI Private Trust Co.’s Wealth Management Program, primarily on a non-discretionary basis, and offers financial planning and consulting that includes tax, estate, and specialized investment topics.

Barbara Camaglia is a CFP® professional with 22 years of industry experience. She has been with Legacy Financial Advisors, LLC since 2004 and also provides supervisory, accounting, and financial services as a controller or assistant controller for Industrial Chemical Corporation and its subsidiary. Legacy Financial Advisors serves individuals, couples, families, trusts, and small businesses, specializing in professionals, business owners, and managers. The firm offers fee-only hourly financial planning and investment advisory services, focusing on portfolio design based on a financial plan and generally favoring passive allocations with ETFs and index funds.

Taylor Shockey is a financial advisor at Strategic International with 11 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. from 2016 to 2017 before joining Strategic International in 2017. Strategic International offers automated, discretionary portfolio management through an online platform serving individual and institutional clients, including a significant non-U.S. client base. The firm employs a quantitative investment approach based on Modern Portfolio Theory and behavioral economics, utilizing algorithmic processes and broker API integration for portfolio construction and trade execution.

Michael Whalen is a financial advisor at Sabre Asset Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services and Oleinik Financial. Outside of advisory roles, he is associated with Oleinik Financial in a support capacity. Sabre Asset Management provides discretionary investment management to individuals, trusts, retirement and pension plans, and corporations. The firm’s approach emphasizes fundamental analysis and long-term investment strategies tailored to client risk tolerance and time horizons, utilizing a range of securities including equities, mutual funds, ETFs, debt instruments, and options.

Joseph Thomas is a financial advisor at Thomas & Company LLC in Beachwood, OH, holding a Series 65 designation with 22 years of industry experience. He has led Thomas & Company LLC since 2011. Thomas & Company LLC is an independent investment adviser providing discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses fundamental analysis to tailor portfolios with primarily long-term holdings, actively monitors accounts, and manages approximately $81.3 million in assets across about 21 clients.

George Coyle is a financial advisor at Triangulated Capital Management, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at John A. Levin & Co. since 2001. Outside of his advisory role, he owns and edits Triangulated Research, LLC, a publisher of investment newsletters. Triangulated Capital Management primarily serves individual clients, offering discretionary portfolio management, retirement account planning, and consulting through custom research projects. The firm combines quantitative and qualitative analysis with a focus on liquid public markets and futures strategies, and it is registered as a Commodity Trading Advisor (CTA), allowing for futures-based implementations.

Andrew Tisler is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Epic Financial, LLC in Hudson, Ohio. He has been with Epic Financial since its founding in 2013. Epic Financial provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients. The firm follows an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, focusing on asset allocation, mutual funds, ETFs, and a long-term strategy with emphasis on smaller/value equities and high-quality fixed income.

Hua Wei is a CFA® charterholder and the sole advisor at Spring Ocean Capital LLC with nine years of industry experience. He has worked at Spring Ocean Capital since 2016 and also spent time at Case Western University in 2017. Outside of investment advising, he occasionally provides consulting services related to computer programming and financial modeling. Spring Ocean Capital is an independent, fee-only investment adviser managing approximately $2.9 million on a discretionary basis for a small client base that includes individuals, families, businesses, and institutions. The firm uses a combination of fundamental stock valuation and a proprietary quantitative portfolio-optimization model to construct portfolios primarily focused on U.S. and Canadian equities and fixed income, incorporating ETFs, mutual funds, derivatives, and short positions when appropriate.

Steven Muir is a CFA® charterholder with five years of experience at NEO Investment Counsel, LLC, where he has worked since 2020. Prior to that, he spent 18 years at BNY Mellon Wealth Management. Based in Cleveland, OH, he holds Series 63 and Series 65 licenses. NEO Investment Counsel provides portfolio management and prepares customized Investment Policy Statements for individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term trading approach combining fundamental and technical analysis, focusing on large-cap equities, mutual funds, ETFs, and fixed income to build diversified portfolios.

Steven La Chance is the principal of LaChance Wealth Partners in Shaker Heights, Ohio, with one year of experience in financial advising. He holds Series 65 and Series 66 licenses and previously worked in management consultancy as president of Discernr Inc. alongside his advisory role. Prior to founding LaChance Wealth Partners, he held positions at firms including HD Vest Investment Services and The SearchLite. LaChance Wealth Partners is a fee-only registered investment adviser serving individuals and high-net-worth clients with wealth management and financial planning. The firm uses a combination of passive and active investment strategies, offers ESG options, and coordinates with third-party Outside Managers through the Altruist platform.

James Crew is the sole advisor at Nirvana Analytics, LLC, an independent firm based in Pepper Pike, OH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at Paradigm Institutional Investments from 2021 to 2022. Nirvana Analytics provides discretionary investment management to a range of clients, including individuals, estates, trusts, pensions, corporations, and public-sector entities. The firm focuses on large-cap equities, fixed income, mutual funds, and option-based trading strategies such as credit spreads and covered-call writing, managing accounts on a discretionary basis with in-house research and regular reviews.

Kathleen Browning Ceicys is the sole advisor at Wilson & Browning, Inc., an independent firm based in Pepper Pike, OH. She holds a Series 63 designation and has 26 years of industry experience. She has been with Wilson & Browning, Inc. since 1992 and with Mutual Service Corporation since 2003. She is the 100% owner of Wilson & Browning, Inc., where she also offers life and health insurance. Wilson & Browning provides discretionary investment management and voluntary financial planning to a small client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, targets a 12–18 month investment horizon, and maintains formal referral and solicitation relationships with independent third-party advisors.

Carmen Ilacqua is the sole advisor at C.N.M. Management, LLC, an independent firm based in Mayfield Village, OH. He holds a Series 63 designation and has 26 years of industry experience, having worked at C.N.M. Management since 1996. C.N.M. Management provides discretionary investment management specializing in customized portfolio management for high-net-worth individuals and families. The firm employs a strategy focused on capital appreciation through long positions in global equities combined with short sales of small-capitalization equities, utilizing fundamental, technical, and macroeconomic analysis.