Michael Vitantonio is a financial advisor at Volition Financial Network, LLC in Cleveland, OH, holding a Series 65 designation with eight years of industry experience. Prior to joining Volition in 2019, he worked at Capital Financial Services, Inc. and Thomas Roulston Investment Partners, LLC. Outside of his advisory role, he provides bookkeeping services for small family businesses using QuickBooks. Volition Financial Network offers discretionary portfolio management and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs model-driven asset allocation combined with fundamental and technical analysis, utilizing various strategies including long- and short-term holdings, trading, margin, short sales, and option writing.

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.

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.

Rosie George is a financial advisor at Strait Direction Wealth Management with nine years of industry experience. She previously worked at Edward Jones for five years before founding her current independent firm in 2021. In addition to her advisory role, she owns Mitchell Financial Services, a tax services business. Strait Direction Wealth Management provides personalized financial planning and discretionary investment management to individuals, small businesses, trusts, estates, and charitable organizations. The firm employs a largely passive, buy-and-hold investment approach using no-load mutual funds and ETFs, with portfolios managed according to written investment policy statements and tailored to clients’ risk tolerance and objectives.

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.

Jeremy Pardue is a financial advisor at Atlas Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Avantax Investment Services. In addition to his advisory role, Pardue is an independent insurance producer for various insurance companies. Atlas Wealth Management provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an active, tactical allocation approach using a broad range of instruments and offers both discretionary and non-discretionary portfolio management along with standalone planning engagements.

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.

Kenneth Butze is a CFP® with 28 years of industry experience and serves as the president of Integrity First Planners, Inc. He has worked at Osaic Wealth, Inc. and Triad Advisors, Inc. and has been with Integrity First Planners since 2013. In addition to financial planning, he is a licensed insurance agent involved in selling insurance products. Integrity First Planners provides financial planning and discretionary investment management to individuals, business entities, and retirement plan participants. The firm offers retirement-plan consulting and participant-level management for various employer-sponsored plans, using fundamental and technical analysis to tailor portfolios and financial plans to client objectives.

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.

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.

Megan Abbott is a financial advisor at Trajectory Financial Planning with five years of industry experience. She holds a Series 65 credential and has worked in various roles including paraplanning and tax preparation. Abbott is president of Trajectory Tax, LLC, a tax preparation and planning business, and provides paraplanning services to other firms. Trajectory Financial Planning offers fee-only financial planning services to individuals and high-net-worth clients, focusing on comprehensive plans that include retirement, tax, estate, cash-flow, and business planning. The firm emphasizes asset allocation and a combination of passive and active funds, working on fixed or hourly fees and routinely recommending third-party professionals as part of its client engagements.

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.

Richard Goodwin is a financial advisor at Bliss Financial Consulting with a Series 65 designation and one year of industry experience. He previously worked as a financial analyst and trader and spent 13 years at US Bank. Outside of advising, he manages a residential rental property and occasionally provides financial analyst services to small businesses. Bliss Financial Consulting offers financial planning and consulting to individuals, high-net-worth clients, and charitable organizations. The firm delivers tailored, written financial plans focused on long-term investing without managing client assets or charging fees based on assets under management.

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.

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.

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.

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.