Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

George Coyle is a financial advisor at Triangulated Capital Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at John A. Levin & Co. since 2001. In addition to his advisory role, he is the owner and editor of Triangulated Research, LLC, a publisher of financial newsletters. Triangulated Capital Management primarily serves individual clients, offering discretionary portfolio management, retirement account planning, and consulting through bespoke research projects. The firm employs a blend of quantitative and qualitative analysis, combining modern portfolio theory, thematic equity research, and discretionary trading, with a focus on liquid public markets and futures strategies.

Andrew Tisler is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Epic Financial, LLC in Hudson, Ohio. He has been with Epic Financial since its founding in 2013. Epic Financial provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients. The firm follows an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, focusing on asset allocation, mutual funds, ETFs, and a long-term strategy with emphasis on smaller/value equities and high-quality fixed income.

Blase Restifo is the sole advisor at Great Lakes Financial Companies Inc. in Twinsburg, Ohio, holding a Series 66 designation with 40 years of industry experience. He has been with Westminster Financial Securities, Inc. since 1997. Outside of his advisory role, he owns and operates the Restifo Insurance Agency. Great Lakes Financial Companies, Inc. provides discretionary investment management primarily for individual clients, managing diversified portfolios of mutual funds and exchange-traded funds, with individualized portfolio management based on a consultative intake process.

Huaiyu Chen is a CFP® professional with 10 years of industry experience and has been the sole advisor at MEV Value LLC since 2015. He also has a long-standing role at Youngstown State University, where he has worked since 2003. MEV Value LLC is a small independent advisory firm serving primarily individual clients with discretionary and non-discretionary portfolio management and financial planning. The firm uses an asset-allocation process that balances active and passive management and employs detailed compliance and trading policies uncommon for a single-advisor practice.

Frank Cihlar is the sole advisor at CCM Investment Counsel, an independent firm based in Stow, Ohio. He holds 26 years of industry experience and has been with CCM Investment Counsel, including its predecessor firm CCM Management & Research, Inc., since 1997. CCM Investment Counsel provides discretionary portfolio management and investment advice to individuals, families, trusts, pension or profit-sharing plans, and non-profit organizations. The firm uses fundamental analysis and a structured process to create written investment guidelines that align with clients’ objectives, focusing on value investing, diversification, asset allocation, and tax-efficient management.

William Mccarthy is a financial advisor with Partners Investment Services, Inc. in Hudson, Ohio, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Partners Investment Services since 1999 and also serves as president and CEO of Partners Insurance Agency, an insurance marketing company, since 2006. Partners Investment Services serves older adults and families of seniors, focusing on estate protection and long-term care planning, including Medicaid planning. The firm’s preservation-oriented investment approach emphasizes fixed and fixed-indexed annuities and money-market vehicles, with recommendations made on a non-discretionary basis and tailored to clients’ needs rather than continuous asset management.

Giuseppe Vitale is a CFP® and PFS™ credentialed financial advisor with 11 years of industry experience. He has worked at Hudson Financial Advisors Inc. since 2020 and previously held roles at Capital Analysts, Beacon Financial Advisory LLC, Beacon Financial Partners, and Lincoln Investment. Outside of his advisory work, Vitale serves on the boards of directors for the DDC Clinic, Center for Special Needs Children, and Northern Ohio Charitable Gift Planners. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm integrates advisory services with insurance consulting and business planning, employing a multi-step, plan-oriented process that includes tax mitigation and wealth transfer strategies.

Donald Tharp is a CFP® professional with 26 years of experience in the financial industry. He has been with Hudson Financial Advisors, Inc. since 1996. Tharp is also a licensed independent insurance producer and earns commissions from the sale of insurance products. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines advisory services with insurance consulting and business-planning, employing a multi-step, plan-oriented process that includes tax mitigation and wealth transfer strategies.

Steven Mccann is a CFP® professional with 20 years of experience in financial advising. He has been with Hudson Financial Advisors Inc since 2010. In addition to his advisory role, he is a licensed independent insurance producer and earns commissions from the sale of insurance products. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines advisory services with insurance consulting and business-planning, employing a multi-step, plan-oriented process that incorporates tax mitigation, wealth transfer, and wealth protection strategies.

Wellborn Jack is a financial advisor at Acme Jack Wealth Management in Hudson, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Stratos Wealth Advisors and Wells Fargo Clearing. He is the owner of Acme Jack Investments, LLC, a business entity for tax purposes. Acme Jack Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a combination of technical and fundamental analysis with top-down and bottom-up approaches, offering tailored long- and short-term strategies across a broad range of investment instruments, including alternative investments.

Eric Nye is the principal of Nye Wealth Management LLC in Hudson, Ohio, with 15 years of experience as a financial advisor. He holds the CFP® and ChFC® designations and has a background that includes founding Nye Financial Group, Inc., and serving as president and CEO of Ean Agency, LLC, a fixed insurance business. Nye devotes significant time to his insurance agency, which operates separately from his advisory services. Nye Wealth Management LLC provides wealth management and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management alongside planning consultations. The firm’s investment approach emphasizes long-term fundamental analysis with ongoing monitoring and the use of third-party managed models through a sub-adviser arrangement.

I maintain my membership with the XY Planning Network because it reflects how I believe financial advice should be delivered: advice‑only, fiduciary, and fully aligned with the client’s best interests. XYPN’s standards reinforce my commitment to transparency, ongoing education, and providing planning‑driven guidance without commissions or product sales influencing recommendations. I’m Gage Paul, CFP®, and Co‑founder of Western Reserve Capital Management, LLC, a fee‑only financial planning firm serving established families and professionals across Northeast Ohio, with offices in Hudson, New Philadelphia, and Akron. We started this firm because we believed there was a better way to deliver financial advice, one built on trust, clarity, and long‑term thinking rather than sales-driven solutions. That belief continues to guide how we work with clients today. My approach begins with a comprehensive, project‑based financial plan, typically ranging from $2,500 to $4,000, designed to provide clear, actionable guidance without pressure to commit to an ongoing relationship. For clients who want continued support, accountability, and portfolio management, we also offer ongoing wealth management services on an assets‑under‑management (AUM) basis. Whether you’re navigating a major life transition, trying to optimize your tax strategy, planning for retirement, or simply looking for a second opinion from someone who isn’t trying to sell you something, we’d be glad to help. What you can expect when working with us: honest conversations, personalized strategies, and advice built around your life and goals, not products.

James Sexton III is a CFP® with 29 years of industry experience. He is currently with Western Reserve Capital Management, LLC and has previously worked at Fsc Securities Corporation and Southland Equity Partners. Western Reserve Capital Management serves individuals, charitable organizations, and businesses with discretionary investment management and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and emphasizes written financial planning without commission-based compensation.

Robert Swindaman is a CFP® with 12 years of experience in financial advising. He is currently with EmVision Capital Advisors, LLC and has previously worked at firms including Commonwealth Financial Network and Gerber, LLC. Outside of his advisory role, he owns Fernweh, LLC, a business consulting firm. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management and comprehensive wealth-planning services. The firm’s investment approach involves customized asset-allocation models across multiple asset classes, supported by an investment committee and coordinated planning across tax, estate, philanthropy, and education areas.

David Demming Jr. is a CFP® and holds a Series 66 license, with 22 years of experience in the financial industry. He has been with Demming Financial Services Corp. since 2002, where he is part of a five-advisor team based in Aurora, Ohio. Demming Financial Services Corporation serves individual and high-net-worth clients, as well as pension, trust, and corporate accounts, offering financial planning, consulting, and portfolio management. The firm manages approximately $766 million in assets using a fundamental analysis approach and client-specific Investment Policy Statements, with investments allocated across independent managers, mutual funds, ETFs, individual securities, and private placements for qualified investors.

James Zidd is a financial advisor at EmVision Capital Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Tavco Financial Advisory, The Tavenner Company, and W H Colson Securities. He is also the owner of Zidd Financial Services, LLC, a private entity facilitating securities, advisory, and insurance business. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, offering discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment approach includes customized asset-allocation models across various asset classes, ongoing reporting, and coordination of comprehensive planning tasks.

Jared Hoffman is a financial advisor at Broadleaf Partners, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Valmark Financial Group and Ohio State University. Broadleaf Partners serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis to manage individualized portfolios and model strategies tailored to client objectives.

Patrick Justice is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He has worked at Ellsworth Advisors, LLC since 2020 and previously spent 10 years at Demming Financial Services Corp. His outside business activities include part ownership of a single-family rental property. Ellsworth Advisors, LLC serves individual clients, corporations, trusts, and retirement plans with tailored investment advisory and financial planning services, employing a mix of analytic approaches and offering access to private funds and alternative investments.

Johnathon Opet is a CFP® with eight years of industry experience. He is affiliated with EmVision Capital Advisors, LLC and has previously worked at Commonwealth Financial Network, Stratos Wealth Partners, LPL Financial LLC, and Demming Financial Services Corp. Outside of his advisory role, he is a co-owner of M&D Financial Enterprises, Inc., a private entity related to securities, advisory, and insurance business. EmVision Capital Advisors serves high-net-worth individuals, families, trusts, and related entities, offering discretionary investment management and comprehensive financial advisory services. The firm employs a customized investment approach with an emphasis on strategic asset allocation and family office services, supported by an investment committee and a formal underwriting process.