Ryan Levine is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America Advisors, Channing Realty Advisors, and Toole Katz & Roemersma. Outside of advisory services, he is a licensed notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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.

Michael Vitantonio is a financial advisor at Volition Financial Network, LLC in Cleveland, Ohio, holding a Series 65 credential with eight years of industry experience. He has worked at Volition Financial Network since 2019 and Capital Financial Services, Inc. since 2017. Outside of his advisory work, he provides bookkeeping services for small family businesses through Vitantonio & Associates, Inc. Volition Financial Network, LLC offers discretionary portfolio management and investment consulting to individuals, trusts, estates, pension, and charitable clients. The firm employs a combination of fundamental and technical analysis and utilizes both in-house and third-party model portfolio strategies.

Jordan Rodriguez is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Chagrin Valley Legacy Advisors, LLC. Prior to this role, he worked at Cambridge Investment Research Advisors and Wells Fargo Clearing. Rodriguez is involved in several outside activities, including serving as treasurer for Recovery Resources, a nonprofit organization, and hosting a podcast focused on marketing through his venture Price Discovery. Chagrin Valley Legacy Advisors provides discretionary investment management primarily to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm combines fundamental and technical analysis with an emphasis on value, quality, and risk management, while also offering business consulting and educational seminars.

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 LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is a state-registered investment adviser serving individuals, families, and businesses, offering portfolio management and ERISA-compliant retirement plan consulting. The firm develops customized portfolios using an analytics module and collaborates with third-party service providers and sub-managers to implement and monitor investment strategies.

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 independent practice in 2021. In addition to advisory services, she owns a tax-preparation business, Mitchell Financial Services. Strait Direction Wealth Management provides personalized financial planning and discretionary investment management primarily to middle- and high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a passive buy-and-hold investment approach using diversified portfolios of no-load mutual funds and ETFs, managing accounts on a discretionary basis while allowing client-imposed restrictions.

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. with 53 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2000 to 2008 before founding his current firm in 2008. Herrick Portfolio Management Co. serves individual investors and a small number of institutional clients, offering financial planning, consulting, and portfolio management services. The firm uses technical analysis, including point-and-figure charting, to guide discretionary portfolio management across various asset classes.

Marc Mc Lean is a CFP® professional with 16 years of industry experience. He serves as president of McLean Financial Planning and Investment Management, where he has worked for over a decade, and also leads ESD Technologies, Inc., a software development and licensing company. McLean Financial Planning and Investment Management provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm employs a mix of fundamental and technical analysis with a long-term trading orientation, primarily investing in U.S. securities and managing accounts on a discretionary basis.

Kenneth Butze Jr. is a CFP® professional with 28 years of industry experience. He is the owner and president of Integrity First Planners, Inc., where he has worked since 2013, following an 11-year tenure at Triad Advisors, Inc. In addition to his financial planning work, he is also licensed as an insurance agent and recommends insurance products as part of his practice. Integrity First Planners, Inc. provides personalized financial planning and discretionary investment management to individuals and business entities, including executives, retirees, and participants in employer-sponsored retirement plans. The firm offers ERISA plan consulting services and uses a combination of fundamental and technical analyses with long- and short-term strategies, including the use of derivatives and performance-based fee arrangements for qualified clients.

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 the sole advisor at Michael G. Miller & Associates LLC in Willoughby, Ohio, holding the ChFC® designation with 46 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc., with a longstanding history operating his own firm since 1986. Michael G. Miller & Associates LLC provides financial planning and investment advice to individuals, trusts, estates, and pension or profit-sharing plans through a consultative process without discretionary portfolio management. The firm combines advisory services with brokerage and insurance activities, emphasizing technical investment analysis and offering fees on an hourly or fixed retainer basis.

Douglas Wilde is a financial advisor with Great Lakes Retirement Planning, LLC in Cleveland, OH, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior roles include positions at Conscious Capital, Cirrus Research LLC, Wilde Capital Management, LLC, and UBS Financial Services. He is also a registered analyst with Cirrus Research, LLC, where he contributes to investment research and portfolio construction. Great Lakes Retirement Planning, LLC is an independent advisory firm managing approximately $5.3 million for about 66 clients. The firm provides discretionary portfolio management and financial planning for individuals, accredited investors, retirement accounts, trusts, and estates, employing a portfolio-level investment approach grounded in Modern Portfolio Theory with ETF-based allocations and tax-loss harvesting.

Seku Shabazz is a financial advisor with Great Lakes Retirement Planning, LLC in Cleveland, OH, holding a Series 66 credential and 14 years of industry experience. He has worked with multiple related entities in the Great Lakes family of companies and serves as managing member and owner of various affiliated firms involved in mortgage servicing and financing. In addition to his advisory role, he is a licensed insurance agent. Great Lakes Retirement Planning, LLC is an independent firm managing approximately $5.3 million across about 66 clients, providing discretionary portfolio management and financial planning for individuals, accredited investors, retirement accounts, trusts, and estates. The firm follows a Modern Portfolio Theory-based investment approach, employing ETF allocations, periodic rebalancing, and tax-loss harvesting, while also offering estate services and variable annuity asset monitoring.

Megan Abbott is a Series 65-licensed financial advisor with five years of industry experience. She is the principal of Trajectory Financial Planning, an independent firm she has led since 2022. Abbott also serves as president of Trajectory Tax, LLC, which provides tax preparation and planning services. Additionally, she offers paraplanning support to other advisory firms through Delegated Planning, LLC and DC Capital Management. Trajectory Financial Planning provides fee-only financial planning services to individual and high-net-worth clients through ongoing and project-based engagements. The firm delivers written financial plans and recommendations without managing client assets, tailoring services across areas such as retirement, estate, tax planning, and investment analysis.

Pamela Sandy is a CFP® professional with 29 years of experience in the financial services industry. She has been with Confiance, LLC since 2008, serving as the sole advisor at Confiance, Financial & Investment Advisors. The firm provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Portfolios are constructed using a range of securities and model allocations across growth and income strategies, with an operational relationship with Schwab/TD Ameritrade that supports institutional trading, research, and practice-management services.

Michael Whalen is the sole advisor at Sabre Asset Management LLC, an independent SEC-registered investment advisory firm. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Whalen has worked at Raymond James Financial and Oleinik Financial in various capacities since 2008. Sabre Asset Management provides discretionary investment management to individuals, trusts, retirement plans, corporations, and charitable organizations. The firm employs fundamental analysis to construct diversified, long-term portfolios and uses options strategies such as covered calls and protective puts to manage risk and enhance returns.

Joshua Levine is a CFP® professional with nine years of experience in financial advisory. He is the founder of Firefly Wealth Management in Cleveland, OH, and previously worked at Conquis Financial LLC and Ameriprise Financial Services. Firefly Wealth Management is an independent advisory firm that serves attorneys and their families by providing discretionary portfolio management and financial planning. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, tailoring plans that may include third-party advisers and private equity allocations.