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.

Brian Jaros is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Ville Wealth Management in Avon Lake, OH. His prior experience includes roles at Huntington Private Bank and Key Private Bank, spanning from 2015 to 2024. Ville Wealth Management provides wealth management, financial planning, and estate-planning coordination to individuals and high-net-worth clients on a fee-only basis. The firm’s investment approach combines strategic asset allocation with a mix of passive and active funds, incorporates ESG criteria, and emphasizes selecting and monitoring outside managers and third-party model portfolios.

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.

To whom much is given, much will be expected. Liz Griffiths applies this philosophy to her life and her life's work as a holistic and certified advisor. Liz has been given much - a good family, true friendships and many trials and tribulations throughout her life - yes, you heard it right, trials and tribulations. From them springs Liz's desire to help others prepare for theirs. She combines her natural leadership and organizational abilities with her significant experience in problem solving to work alongside her clients. Liz helps them to understand, organize and manage their personal and financial lives and legacies - the greatest gift they can give themselves and their families. Liz an Italian, German and Irish gal, loves to entertain family and friends at home with her husband Michael. They love her cooking and baking - especially her meatballs and apple pies and they always go home with a take- home package of their favorite meal goodies. In keeping with her philosophy, To those who have been given much, much is expected, Liz has a take home gift for you . . . her mom’s famous chocolate chip cookie recipe. Just call or email her for a copy!

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.

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.

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.

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.

William Ferber is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at firms including True Wealth Design, Strategic Investment Solutions, Purshe, Kaplan, Sterling Investments, Stratos Wealth Partners, and LPL Financial. Ferber also works as an insurance agent, integrating insurance products into his practice. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process focused on fundamental analysis and long-term investment strategies, utilizing third-party research and external managers while conducting regular account reviews.

Casey Davis is a financial advisor at Landing Point Financial Group with two years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2021. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm applies a client-tailored process using fundamental analysis and a long-term investment orientation, supported by third-party research and external managers.

Garrett Bourbina is a financial advisor at Landing Point Financial Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Mount Vernon Nazarene University. Outside of his advisory role, he serves as a volunteer member of the finance committee for Cornerstone, a nonprofit organization in Elyria, Ohio. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored approach that includes fundamental analysis and a generally long-term investment orientation, utilizing third-party research and external managers as part of its portfolio management.

Joey Flinner is a Certified Financial Planner® with 28 years of industry experience. He has been with Landing Point Financial Group since 2021, following a 24-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory work, he serves on the advisory committee for Providence Church, providing oversight on foundation fund risk tolerance and contribution recommendations. Landing Point Financial Group offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process that incorporates fundamental analysis and a long-term investment orientation, supplemented by third-party research and external managers.

Susan Vasu is a financial advisor at Landing Point Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Landing Point in 2021. Outside of her advisory role, she is involved in fiduciary activities such as serving as an attorney-in-fact, trustee, or personal representative. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process focused on fundamental analysis and a generally long-term investment orientation, utilizing third-party research and external managers as part of its approach.

Gregory Szabo is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Elyria, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Berthel Fisher since 2003 and previously operated his own advisory business for over 30 years. Additionally, he has engaged in the sale of fixed insurance products. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms, with a broad range of investment options and portfolio management approaches.

Nathaniel Fockler is a financial advisor at W.A. Smith Financial Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Citizens Bank. Outside of his advisory role, Nathaniel serves on the Young Professionals Board of Junior Achievement Cleveland and volunteers in local classrooms. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and qualified retirement plan oversight. The firm employs a macro-driven investment approach, utilizing both active and passive strategies, sub-advisors, and alternative vehicles tailored to client needs.

Zachary Bush is a financial advisor at W.A. Smith Financial Group with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Securities, TD Ameritrade, and PNC Bank. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, providing portfolio management, financial and tax-planning services, and retirement plan oversight. The firm uses a top-down, macro-driven investment approach with both active and passive strategies and employs sub-advisors and customized model portfolios for its clients.

Jeri Siss is a financial advisor at Ausdal Financial Partners, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Primerica and SA Stone Investment Advisors. Outside of finance, she is an independent fitness instructor, a life coach and business consultant, a corporate trainer and speaker, and serves on the board of the Amherst Historical Society. Ausdal Financial Partners manages over $2 billion in client assets and serves individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and brokerage services with a focus on combining investment advisory, brokerage, and insurance activities.