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.

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.

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.

Luke Washburn is a financial advisor at Washburn Asset Management LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Washburn also served in the United States Army Reserve for over 20 years. Outside of advising, he performs intermittent freelance work as a trumpet player. Washburn Asset Management LLC is an independent, single-adviser firm that provides comprehensive financial planning and portfolio management to individuals and high-net-worth clients. The firm employs an active management approach focusing on selected individual equities complemented by mutual funds, ETFs, and option strategies to manage risk, and offers periodic educational workshops on personal finance and investing.

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.

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.

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.

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.

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!

John Southworth is a CFA® charterholder and the sole advisor at Southworth Investment Management, LLC, with 16 years of industry experience. He has led his independent firm since 2012 in Westlake, Ohio. Southworth Investment Management serves a small group of high-net-worth individuals, managing approximately $31.9 million across eight client relationships. The firm employs fundamental analysis and both long- and short-term trading strategies, offering personalized Investment Policy Statements and portfolio monitoring with a focus on mostly non-discretionary asset management.

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.

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.

Calla Cornett is a CFP® professional with eight years of industry experience. She has worked at WealthTrust Fairport, LLC, HighTower Advisors LLC, and Spero-Smith Investment Advisors before joining Capital City Wealth Management, Inc. in 2025. Capital City Wealth Management, Inc. serves individual and high-net-worth clients by providing discretionary investment management and comprehensive financial planning within a wrap fee program. The firm emphasizes diversified, risk-based portfolios and employs strategic, tactical, and dynamic asset allocation approaches, with ongoing client education and support.

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.