John Siuda is the founder and wealth advisor at Afia Wealth Management, a fee-based fiduciary practice based in Westlake, Ohio, and affiliated with RFG Advisory as its supervising RIA. Afia Wealth Management serves pre-retirees, business owners, executives, and high earners, offering investment management, retirement planning, tax strategy, and estate planning within a single, coordinated approach. The practice places particular emphasis on business owners preparing for an exit, helping them navigate capital gains exposure, tax-efficient sale strategies, and the transition from operating a business to living on its proceeds. As a fiduciary, Siuda builds plans designed around each client's goals rather than around product sales.

Jeffrey Tock is a financial advisor at Argo Wealth Management with 40 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009. Tock is also involved in insurance sales, focusing on fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and business entities, offering portfolio construction and ongoing management across a range of securities. The firm emphasizes fundamental analysis and tailored asset allocation while serving retirement and ERISA-type accounts under a fiduciary standard.

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.

Andrew Hardy is a Series 66-registered advisor with Scalar Wealth LLC, an independent firm based in Avon Lake, Ohio. He has five years of industry experience and also works as a real estate sales agent with Key Realty, LTD. Hardy's background includes roles in real estate and financial services, with prior experience at firms such as Howard Hanna and Ithax Financial LLC. Scalar Wealth LLC provides discretionary portfolio management along with asset allocation and financial planning services. The firm employs tailored, discretionary strategies incorporating model portfolios and a variety of analytical methods, and offers both hourly and asset-based billing arrangements.

Ville Wealth Management LLC is a Fee-Only Registered Investment Advisory Firm dedicated to providing tailored financial planning and investment management services. Our proprietary discovery and implementation process empowers you to navigate your retirement journey with confidence, ensuring timely, proactive advice for informed decision-making. Financial Planning: Every client gets a personalized financial plan, updated yearly at no extra cost. While other firms typically charge between $2,000 and $5,000 for this service, we offer it as part of our standard package. Unlike many firms, we also include plan implementation as a key part of our process at Ville Wealth Management. Investment Management: While some firms charge 1.4% or higher in management fees and up to 0.60% in strategy fees, we keep our fees at 1% or less. Our minimum asset balance, including all accounts and household members is $250,000, compared to my previous firm’s $2m requirement. Estate Planning Services: We partner with EncorEstate Plans for basic estate planning services and utilize local attorneys for more complex estates. While most attorney fees for Wills and Trusts are between $2,000 and $4,000, our clients can access these services via EncorEstate Plans for less than a thousand dollars (price tied to EEPs fee schedule). Risk Management: We partner with top companies that focus on Health, Life, Disability, and Long-Term Care insurance. Since we don't earn commissions from insurance sales, we can prioritize finding the best options for your financial health. I grew up in a small town in southeastern Ohio, where West Virginia, Pennsylvania, and Ohio converge. We called this place the “Ville,” a close-knit community of hardworking people, enthusiastic sports fans, delicious pizza, and parents who wanted a better life for their children. If you are from a small town like the Ville and need help with: - Retirement & Social Security Planning - Withdrawal Strategies - Investment Planning - Reducing Taxes - Estate Planning - Risk Management I would be happy to assist you and your family!

James Gomez is affiliated with Aquium Legacy Partners and holds a Series 65 designation. He has experience at The Malrite Company since 2000 and began his role with Aquium Legacy Partners in 2026. Aquium Legacy Partners is a boutique multi-family office serving high-net-worth families and related entities, offering discretionary investment management, consolidated reporting, manager selection and oversight, wealth-planning coordination, and access to private markets and structured notes. The firm employs a tailored investment process focused on written policy statements, tax-aware portfolio construction, and ongoing monitoring, coordinating with clients’ attorneys and accountants while managing both family accounts and institutional entities.

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.

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™-designated financial advisor with 13 years of industry experience. He has served at Athletes Financial Advisers, LLC since 2016 and holds concurrent roles at ProMoney, LLC and Probooks CPA, LLC. Outside of advising, he has involvement in a real estate rental business in Hilton Head Island, SC. Athletes Financial Advisers provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and retirement plans. The firm uses a passive, asset-allocation approach based on Modern Portfolio Theory, emphasizing passively managed mutual funds and ETFs, and incorporates Monte Carlo analysis and third-party management for fixed income and trade processing.

Joshua Melda is a CFP® professional with 25 years of experience in the financial services industry. He is the principal advisor at Cleveland Retirement Planning LLC and has previously worked at Trustpoint, LLC and Lincoln Financial Advisors Corporation. Outside of advising, he teaches sales, leadership, and management classes through Sandler Training. Cleveland Retirement Planning LLC offers investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as pensions and profit-sharing plans. The firm constructs diversified portfolios using a variety of securities and provides pension consulting and 401(k) plan advisory services, utilizing both fundamental and technical analysis tailored to client risk profiles.

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.

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.

William Henzey is a CFP® professional with 36 years of industry experience. He is the sole advisor at Financial Guidance Investment Advisers, Inc. in Olmsted Falls, OH, where he has worked since 1999. In addition to his advisory role, he owns an accounting services business and is a licensed insurance agent involved in insurance product sales and services. Financial Guidance Investment Advisers, Inc. provides customized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a primarily long-term, fundamental analysis approach, focusing on low-cost, diversified mutual funds and offers non-discretionary portfolio management, ERISA plan support, and pension consulting.

Timothy Coyne is the sole advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Coyne Capital Management since 2010. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 in investable assets. The firm emphasizes asset-class diversification, utilizes both fundamental and technical analysis, and offers tailored Investment Policy Statements to align with clients’ goals and risk tolerance.