Jeffrey Tock is a financial advisor at Argo Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009 alongside his current role at Argo Wealth Management. In addition to his advisory work, he is involved in insurance sales of fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individual investors, high-net-worth clients, business entities, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerance, using fundamental analysis across various asset classes, and manages accounts on a discretionary basis with ongoing monitoring and quarterly reviews.

Carl Paskert is a financial advisor with Intelligent Capital Management LLC in Parma, Ohio, holding a Series 63 designation and 16 years of industry experience. He maintains Ohio property and casualty, life, and health insurance licenses but is not currently active as an agent. Intelligent Capital Management LLC provides discretionary investment management services to individuals, retirement accounts, corporations, trusts, and high-net-worth clients using model portfolios primarily composed of broadly diversified ETFs and no-load mutual funds. The firm’s approach focuses on long-term, tax-efficient positioning with tailored equity-to-fixed-income allocations and diversified exposures across multiple asset classes.

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

Ronald Rich is the sole advisor at Ronald J. Rich Financial Advising in Lakewood, OH, holding a Series 65 designation with 19 years of industry experience. He has led his independent firm since 2004. Outside of financial advising, he is the managing member of RJR Product Development Ltd., a business focused on developing hardware products. His firm provides investment supervisory services and financial planning for individuals, trusts, and pension plans, managing approximately $8.69 million in discretionary assets. The firm emphasizes fundamental analysis and long-term asset allocation tailored to client risk tolerance, while also offering pension-plan advisory services, which is relatively uncommon among similar-sized advisors.

Frank Zak is the sole advisor at Zak Advisory, LLC in Rocky River, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, having led Zak Advisory since 2011. Zak Advisory, LLC provides discretionary investment management services to individuals, estates, trusts, pensions, IRAs, corporations, and other business entities. The firm focuses on two investment approaches—Aggressive Balanced Income and Aggressive Growth—emphasizing individual security selection and allowing for concentrated positions and lower-rated fixed income within client portfolios.

Anthony Budak is the principal advisor at Budak Financial Group, LLC, an independent firm based in Olmsted Falls, OH. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 2007, he has been affiliated with Budak Financial Group, Karl & Smith, LLC, and Anthony J. Smith Agency. Budak Financial Group provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis, offering both discretionary and non-discretionary portfolio management tailored through risk tolerance assessments and using a variety of analytical strategies ranging from long-term buy-and-hold to shorter-term trading techniques.

Joseph Frankenfield is a financial advisor at Saga Partners LLC with 10 years of industry experience. He previously worked at Nowacki Asset Management LLC and KeyBanc Capital Markets Inc. He holds a Series 63 designation. Saga Partners LLC is an independent registered investment adviser that focuses on equity-based investment management for individual and high-net-worth clients. The firm emphasizes long-term capital growth through concentrated, fundamentally researched portfolios and manages both discretionary and non-discretionary accounts tailored to client objectives and risk tolerances.

John Bair is a financial advisor at Ascend Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascend Wealth Advisors since 2013. Ascend Wealth Advisors provides discretionary portfolio management for individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm manages accounts through individually selected securities using fundamental analysis and a buy-and-hold approach, offering tailored account features uncommon among independent advisors.

Thomas Fayen is a financial advisor with ConservativeMoney LLC in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with ConservativeMoney since 1992 and also worked at Capital Financial Services, Inc. since 2015. Fayen holds the National Social Security Advisor Certificate and has engaged in outreach related to Social Security benefits. ConservativeMoney LLC provides investment management and retirement-planning consulting to a diverse client base including individual investors, IRAs, trusts, nonprofit organizations, and qualified pension and profit-sharing plans. The firm employs an active tactical asset-allocation strategy based on technical, cyclical, and seasonal analysis, managing a single Model Portfolio across accounts with limited trading discretion for non-ERISA clients and advisory services for ERISA plans.

Steven Rzucidlo is the sole advisor at SR Financial Services, Inc. in Seven Hills, OH, holding a Series 65 designation with 25 years of industry experience. He has been with SR Financial Services since 1991. The firm serves individual clients by providing investment management, financial planning, tax return preparation, income tax consulting, insurance analyses, and estate-planning guidance. SR Financial Services manages approximately $82 million in discretionary assets, combining investment advisory services with tax preparation and consulting, a practice led by Rzucidlo who is also a practicing CPA.

Paul Offill is a financial advisor with Princeton Center Planning and Investments, LLC, holding a Series 65 designation and 13 years of industry experience. He has been associated with Offill Financial Group since 1993. Princeton Center Planning and Investments, LLC is an independent, single-adviser firm managing approximately $31 million in client assets for around 323 clients. The firm provides portfolio management and financial planning services primarily to individuals, as well as to charitable organizations, pension/profit-sharing plans, and other institutional clients.

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.

Logan Burton is a financial advisor at Everlution Capital LLC with a Series 66 credential. Based in Medina, Ohio, he is associated with a newly registered advisory firm. Everlution Capital LLC provides discretionary asset management and comprehensive financial planning for individual and high-net-worth clients. The firm employs a fixed-fee billing model and customizes portfolios using fundamental, technical, and cyclical analysis, including option strategies, under discretionary authority.

James Wynne is the principal advisor at James A Wynne LLC, an independent firm based in Hinckley, Ohio. He holds a Series 66 designation and has 26 years of industry experience. Prior to founding his firm in 2022, he worked at Summit Wealth Management LLC, Weidrick Livesay & Company, EGI Financial Inc, and American Heritage Securities Inc. In addition to his advisory role, Wynne provides seasonal tax preparation services through Hinckley Tax Service and is a licensed CPA, although he does not offer CPA services to his advisory clients. James A Wynne LLC provides investment advisory and financial planning services to individual clients, including high-net-worth individuals. The firm employs a combination of fundamental, cyclical, and technical analysis alongside modern portfolio theory, offering both long- and short-term trading approaches and options strategies. Its services include ongoing portfolio management and one-time financial plans, with a distinctive feature being its integration of tax-preparation services as part of coordinated financial planning.

William Barack is a Series 65-credentialed financial advisor with 19 years of industry experience. He has been the principal of Lindisfarne Investments, LLC since 2009 and also operates Barack Capital Management, LLC. Lindisfarne Investments is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages client portfolios using a risk-tolerance questionnaire and invests primarily in no-load or low-load mutual funds and ETFs, combining equities, fixed income, and option strategies as appropriate.

Russel Walcher is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He is the president of SKA Financial Services, Inc., an independent advisory firm he has led since 1999. In addition to his advisory role, Walcher serves as vice president of Strang, Klubnik & Associates, an accounting firm. SKA Financial Services provides investment advisory and financial planning services to individuals, closely held businesses, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $159 million for about 217 clients, offering customized account management that includes both discretionary and non-discretionary strategies using fundamental and technical analysis.

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.

John Jurcago is a financial advisor at Prestige Wealth Management LLC in Strongsville, OH, holding the PFS™ designation with 10 years of industry experience. He has operated Prestige Wealth Management since 2015 and owns an accounting firm, John J Jurcago CPA LLC, through which he occasionally offers accounting services to clients. Prestige Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing a variety of analytical approaches and investment strategies. The firm generally seeks discretionary authority to manage client portfolios and incorporates tax and life insurance considerations into its financial planning.

Mark Skvoretz is a PFS™ credentialed advisor with 17 years of experience at WS Wealth Management, LLC and over 29 years as a partner at Wasacz & Skvoretz, a certified public accounting firm. He is responsible for all client services at the CPA firm, including tax preparation and planning. WS Wealth Management, LLC is an Ohio-registered co-advisor providing retirement plan consulting, trust and wealth advisory services through a formal relationship with an SEC-registered investment adviser. The firm focuses on investment policy development, fiduciary retirement plan consulting, manager selection, and ongoing performance reporting, operating as a small, single-advisor entity that coordinates client service with third-party managers.