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.

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.

Bradford Lohiser is a CFP® professional with 26 years of industry experience. He has been with Bullington Capital Management, LLC since 2009 and also serves as president and Investment Adviser Representative of Lohiser Investment Management, Inc. Prior to Bullington, he was associated with Zenith Investments. Bullington Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a suitability-driven process, using fundamental and technical analysis along with a mix of long- and short-term trading strategies.

Edmund Burke is a financial advisor at Valiance Group with 11 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is an independent, state-registered investment adviser that provides portfolio management and ERISA-compliant retirement plan consulting to individuals, families, and businesses. The firm develops customized portfolios and participant education materials, using an analytics module and third-party sub-managers to manage allocations primarily on a non-discretionary basis.

Bruce Herrick is the sole advisor at Herrick Portfolio Management Co. He holds Series 63 and Series 65 designations and has 52 years of industry experience. He has led Herrick Portfolio Management Co. since 2008. Herrick Portfolio Management Co. offers financial planning, consulting, and discretionary investment management to individuals and various institutional clients, including pension plans and charitable organizations. The firm employs a technical, chart-driven investment approach with daily monitoring and tailors services to client objectives and risk tolerances.

Marc Mc Lean is a CFP® professional with 15 years of industry experience. He is the president of McLean Financial Planning and Investment Management and McLean Strategic Investments, and he also develops and licenses software technology through ESD Technologies. His career includes over a decade at McLean Financial Planning and Investment Management and ongoing work at ESD Technologies since 1997. McLean Financial Planning and Investment Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering customized financial planning and investment management. The firm uses both fundamental and technical analysis with a focus on U.S. securities and manages accounts primarily on a discretionary basis, including options strategies and in-house asset management.

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 Miller is a financial advisor at Michael G. Miller & Associates, L.L.C. in Willoughby, Ohio, with 45 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes long tenures at Signator Investors, Inc., Royal Alliance Associates, Inc., and OSAIC Wealth, Inc. Michael G. Miller & Associates, LLC provides investment advisory and financial planning services to individuals and entities such as pension and profit-sharing plans, trusts, and estates. The firm emphasizes a planning-centered process with tailored recommendations and ongoing review, relying on technical analysis and third-party research rather than discretionary asset management.

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.

John Forbes is a Series 65-licensed advisor with 24 years of experience, currently serving at DFFA, LLC since 2012. He is also a partner at HW&Co., a CPA firm, where he works outside the investment advisory business. DFFA, LLC acts as a co-advisor alongside a separate SEC-registered investment adviser, providing wealth management support, financial planning, trust-focused services, and retirement plan consulting. The firm emphasizes coordination of investment and planning services, including account aggregation, household allocation, and oversight of independent managers, with a notable focus on ERISA-aware retirement plan consulting and integration with affiliated accounting and legal professionals.

Kurt Schoeppler is a CFA® charterholder and the sole advisor at International Management Advisors Ltd., where he has worked since 2006. He has 10 years of industry experience. International Management Advisors Ltd. provides discretionary investment management along with personalized financial planning and a range of accounting services, including tax planning and preparation. The firm serves a small client base primarily composed of sports and entertainment professionals, managing approximately $103 million in assets with a generally passive investment approach tailored to individual objectives and risk tolerances.

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.

Michelle Hauser is a financial advisor at Sapphire Wealth with Series 66 registration and over a decade of industry experience. She previously worked at Olympus Wealth Partners, Inc. and LPL Financial. Sapphire Wealth is an SEC-registered investment adviser that provides ongoing portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, utilizing diverse investment strategies across multiple asset classes.

Scott Marn is a financial advisor with TimeWealth Advisors Inc. in Mentor, Ohio, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 14 years at Benjamin F Edwards and more recent roles at LPL Financial and TWAdvisors. Outside of his advisory work, Marn serves on the Mentor City Council. TimeWealth Advisors, Inc. serves individual and high-net-worth clients with discretionary portfolio management focused on fundamental analysis and long-term trading. The firm uses model allocations combined with personalized recommendations and operates under discretionary trading authority, requiring clients to use LPL Financial as custodian.

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.

Anna Rathbun is a CFA charterholder and the sole advisor at Grenadilla Advisory LLC, with 10 years of industry experience. She previously worked at CBIZ Investment Advisory Services, Clearstead Advisors, and CBIZ Financial Solutions Inc. Grenadilla Advisory LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, using a range of investment strategies tailored to client objectives. The firm offers both asset-based and fixed-fee planning arrangements and incorporates artificial intelligence and machine-learning tools in its processes.

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.

Brian Moore is the sole advisor and managing member of Moore Money Solutions. He holds a Series 65 designation and has prior work experience including a 25-year career in the United States Navy and a role as a subcontract program manager at BAE Systems Inc. Moore Money Solutions provides financial planning and investment consultation services to individuals and businesses, employing a primarily passive, Modern Portfolio Theory-based approach without directly managing client assets. The firm operates on a fee-only basis and offers services through hourly planning or subscription retainers.

Carol Clark is a CFA® charterholder with 12 years of industry experience. She has served as the principal advisor at Oncenter Financial Advisors LLC since 2013 and previously worked at BioEnterprise from 2005 to 2016. Outside of her advisory role, she manages seasonal rental properties in New Hampshire. Oncenter Financial Advisors LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm emphasizes long-term investment strategies using index-based ETFs and fundamental analysis, and offers specialized consulting for pension and profit-sharing plans, including ERISA oversight and participant education.

Michael Kostelnik is a financial advisor with Family Life Financial Planning in Mentor, OH, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. He previously worked at Cetera Advisor Networks and Vantage Financial before joining his current firm in 2016. Kostelnik serves as a volunteer board member for Big Brothers Big Sisters of North East Ohio. Family Life Financial Planning primarily serves individual clients and also provides retirement plan consulting and institutional portfolio management. The firm offers investment advisory services using both third-party managers and tailored portfolios, guided by client investment policy statements, and conducts educational seminars and public speaking engagements.