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.

Andrew Leeman is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 7, Series 63, and Series 66 exam licenses and has eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Dynamic Wealth Advisors. Outside of finance, he owns rental properties and Miller Muscle, LLC, an online strength and nutrition coaching business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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.

Robert Burns is the principal of Burns Financial Advisors, Inc. in Independence, Ohio, with 42 years of experience in the financial industry. He has been with Burns Financial Advisors since 1988 and has also been associated with Burns Financial Centre, Inc. since 2005. Outside of advisory services, he is involved in seasonal tax preparation work. Burns Financial Advisors, Inc. is an independent firm managing approximately $9.4 million for about 98 clients, including individuals, trusts, estates, and some charitable organizations. The firm offers customized portfolio management and financial consulting, utilizing various securities and employing technical, fundamental, and cyclical analysis supplemented by external research.

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.

Todd Pouliot is a financial advisor at Gateway Financial with 22 years of industry experience. He has held positions at Gateway Financial since 2019 and previously worked at Sigma Financial Corporation for 12 years. Pouliot holds Series 63 and Series 65 designations. Gateway Financial serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and other businesses. The firm utilizes passive investment management and asset-allocation models based on modern portfolio theory, alongside fundamental and technical analyses, and offers portfolio management, financial planning, employee benefit plan services, and educational programming.

Carl Paskert is the sole advisor at Intelligent Capital Management LLC in Parma, OH, holding a Series 63 license with 17 years of industry experience. He previously owned an insurance agency and holds current licenses for Ohio property and casualty as well as life and health insurance, though he is not actively practicing in those fields. Intelligent Capital Management provides discretionary investment management to individuals, corporate accounts, retirement accounts, trusts, and high-net-worth clients. The firm employs a long-term, tax-conscious, low-turnover approach using diversified model portfolios of ETFs and no-load mutual funds, with allocations tailored to client risk tolerance across various asset classes.

Ryan Kitson is the sole advisor at WRK Investments, LLC, based in Solon, Ohio, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has operated WRK Investments since 2011. WRK Investments provides discretionary investment management services to individuals, high net worth clients, families, trusts, estates, and small businesses. The firm’s investment approach combines proprietary fundamental and cyclical research focused on mid, large, and mega-cap equities, utilizing long-term holdings alongside occasional short positions, margin, options, and tactical strategies.

Martin Jaras is the principal of Jaras Financial Services, Inc. in Brecksville, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities including investment advisory, insurance sales, and business consulting. Outside of financial services, he operates Dirt Wranglers, LLC, a small local equipment business. Jaras Financial Services primarily serves individual investors along with retirement plans, corporate entities, and charitable organizations. The firm offers asset management, financial planning, and retirement-plan administration, managing portfolios on both discretionary and non-discretionary bases using fundamental and technical analysis.

James Blue is a CFA® charterholder with 23 years of industry experience. He has been with Private Harbour Investment Management & Counsel LLC since 2008, serving as the firm's sole advisor. Private Harbour Investment Management & Counsel is an independent, SEC-registered advisory firm that provides investment management and related counsel to individuals, trusts, estates, and institutional clients. The firm employs a valuation-focused investment approach complemented by technical analysis for timing, offering tailored portfolios and strategies that include core equity, balanced, and income-generation options.

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.

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

Ronald Rich is the sole advisor at Ronald J. Rich Financial Advising in Lakewood, OH, holding a Series 65 designation and with 20 years of industry experience. He has operated his independent firm since 2004. Outside of financial advising, he serves as managing member of RJR Product Development Ltd., which focuses on hardware product development unrelated to investments. Ronald J. Rich Financial Advising provides investment supervisory services and financial planning for individuals, trusts, and pension plans, managing approximately $8.69 million in discretionary client assets. The firm uses fundamental analysis and long-term asset allocation tailored to client risk tolerance, while also offering flexibility for short-term trades and more complex strategies when appropriate. It is noted for accepting pension plan clients and providing pension-plan advisory services.

Frank Zak is the sole advisor at Zak Advisory, LLC in Rocky River, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, having led Zak Advisory since 2011. Zak Advisory, LLC provides discretionary investment management services to individuals, estates, trusts, pensions, IRAs, corporations, and other business entities. The firm focuses on two investment approaches—Aggressive Balanced Income and Aggressive Growth—emphasizing individual security selection and allowing for concentrated positions and lower-rated fixed income within client portfolios.

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.

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.

Thomas Behlke is a CFP® professional with 41 years of industry experience, currently operating as the sole advisor at Behlke Financial in Independence, Ohio. He has worked at FSC Securities Corporation for 18 years and joined Osaic in 2023. In addition to his advisory role, he owns a sole proprietorship that reviews fixed insurance policies for clients. Behlke Financial provides wealth management and financial planning services primarily to individuals and families, including trusts, estates, and retirement accounts, as well as corporations and business-sponsored plans. The firm manages approximately $29 million in both discretionary and non-discretionary accounts, offering advisor-managed portfolios and written financial plans through a wealth management platform utilizing Osaic Wealth, Inc. for execution and custodial services.

Thomas Craft Jr. is a financial advisor with Gateway Asset Management, LLC in Independence, OH, holding a Series 63 designation and 32 years of industry experience. He previously worked for Artista Financial Group for 24 years and has been involved with Gateway Financial Advisors and related firms since 2016. Outside of advisory services, he provides tax planning on a limited basis through Arista Financial Group. Gateway Asset Management offers comprehensive financial planning, consulting, and discretionary portfolio management to individuals, high net worth clients, business entities, and charitable organizations. The firm uses tactical asset allocation and proprietary model portfolios while overseeing approximately $70.6 million in client assets, often incorporating third-party sub-advisers for portions of those assets.

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.

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.