Brian Jaros, CFP®, MBA, is the founder and CEO of Ville Wealth Management, a fee-only, fiduciary registered investment advisory firm based in Avon Lake, Ohio. Brian has spent more than 30 years in financial services — beginning his career at Society Bank and KeyBank in 1992, earning his MBA from Cleveland State University, and achieving his CFP® designation in 2002. He then spent two decades building two of the leading financial planning teams at regional private banks, serving as Director of Financial Planning at both Key Private Bank and Huntington Private Bank. During that time he personally guided hundreds of clients through the complexities of retirement planning, investment management, estate planning, and tax-efficient wealth transfer. In 2025 Brian founded Ville Wealth Management to return to what he does best — sitting across from clients, understanding their goals, and building plans that are actually implemented. The firm is named after the "Ville," the close-knit small town in southeastern Ohio where Brian grew up, a community built on hard work, trust, and people looking out for one another. Ville Wealth Management specializes exclusively in pre-retirees aged 50 to 65 with $250,000 or more in investable assets. Brian helps clients navigate the critical financial decisions of the pre-retirement decade — Social Security timing, Medicare enrollment, Roth conversion strategies, tax-efficient withdrawal planning, investment management, and estate planning. As a fee-only advisor, Brian charges 1% or less on assets under management with no commissions and no conflicts of interest. "A financial plan unimplemented has no value."

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.

Andrew Hardy is the sole advisor at Scalar Wealth LLC, an independent registered investment adviser. He holds a Series 66 designation and has five years of industry experience. Hardy also works as a real estate sales agent with Key Realty, LTD. Scalar Wealth LLC provides discretionary portfolio management, asset allocation, and financial planning services. The firm employs tailored, discretionary strategies using various analytical approaches and maintains a broadly permissive investable universe, including digital assets and derivatives.

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.

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!

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.

Joshua Szafranski is a financial advisor at Edgewater Pro Sports Financial with a Series 65 designation and experience dating to 2019. His prior roles include positions at AML RightSource and Edgewater Investment Group, as well as work with Cleveland State University and the YMCA of Greater Cleveland. Edgewater Pro Sports Financial serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $180 million on a discretionary basis for about 452 clients. The firm uses a five-phase Life Planning process and employs a range of investment strategies including fundamental analysis and trading approaches.

David Szafranski is a financial advisor with Edgewater Pro Sports Financial in Avon, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at firms including Raymond James Financial and LPL Financial, and has been involved with Edgewater Pro Sports Financial since 2005. Outside of advisory work, he contributes to radio programs and moderates a financial podcast focused on government policy and financial planning. Edgewater Pro Sports Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $225 million across about 741 client relationships with two advisors. The firm employs a structured Life Planning process and emphasizes fundamental investment analysis, long- and short-term strategies, and ongoing implementation oversight.

John Vrablic is a financial advisor with T.I.P.S. 4 Reps in Avon, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held positions at Donum, LLC and NewEdge Advisors and has been associated with Integrated Retirement Investment Solutions, LLC since 2018. In addition to advisory work, he is a part-owner of a pension administration company and serves as president of T.I.P.S. 4 Reps Inc., a non-advisory professional referral business. Integrated Retirement Investment Solutions, LLC provides advisory services to individuals, high-net-worth clients, businesses, and retirement plans, focusing on customized investment management and retirement plan advisory. The firm operates primarily on a non-discretionary basis, emphasizes individualized planning and oversight, and utilizes professional referral arrangements alongside affiliated insurance and succession-planning services.

David Coletto is a financial advisor with W.A. Smith Financial Group, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Great Lakes Retirement, LPL Financial, and Cetera Advisor Networks. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a combination of top-down macroeconomic analysis and manager due diligence to create tailored investment portfolios using both active and passive strategies.

William Ferber is a financial advisor at Landing Point Financial Group with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including True Wealth Design, Strategic Investment Solutions, Purshe, Kaplan, Sterling Investments, Stratos Wealth Partners, and LPL Financial. Ferber also works as an insurance agent, integrating insurance products into his practice. Landing Point Financial Group is a team of six advisors providing personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies while retaining flexibility for shorter-term trades, with portfolios commonly including mutual funds, ETFs, and other instruments.

Casey Davis is a financial advisor at Landing Point Financial Group with two years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2021. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm applies a client-tailored process using fundamental analysis and a long-term investment orientation, supported by third-party research and external managers.

Garrett Bourbina is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Landing Point in 2021. He serves as a volunteer member of the finance committee for Cornerstone in Elyria, OH. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process, primarily using fundamental analysis and long-term strategies, with portfolios that may include mutual funds, ETFs, individual equities, bonds, and other investment vehicles.

Brian Morgan is a financial advisor with Landing Point Financial Group in Elyria, Ohio, holding 25 years of industry experience. He has been with Landing Point Financial Group since 2025 and concurrently associated with APEX Investment Management, LLC since 2000. Landing Point Financial Group offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process that incorporates fundamental analysis and a long-term investment orientation, utilizing third-party research and external managers as part of its portfolio management approach.

Joey Flinner is a CFP® professional with 29 years of experience in financial services. He has worked at Landing Point Financial Group since 2021 and previously spent 24 years at Ameriprise Financial Services, Inc. Flinner is involved in community activities, serving on the advisory committee for Providence Church’s foundation funds. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies, utilizing a range of investment vehicles while conducting regular portfolio reviews.

Raymond Bolin is an investment advisor with Southland Equity Partners, LLC, holding 24 years of industry experience. He previously worked at FSC Securities Corporation for 20 years before joining Southland Equity Partners in 2021. Outside of his advisory role, Bolin is involved in mortgage lending and life insurance through American Premier Financial Services and is an owner of Madison & Logan, Ltd. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, portfolio manager selection, and retirement plan consulting. The firm manages approximately $891 million in discretionary assets and employs a combination of fundamental and technical analysis to create customized portfolios.

Susan Vasu is a financial advisor at Landing Point Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Landing Point in 2021. Outside of her advisory role, she is involved in fiduciary activities such as serving as an attorney-in-fact, trustee, or personal representative. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process focused on fundamental analysis and a generally long-term investment orientation, utilizing third-party research and external managers as part of its approach.

Nathaniel Fockler is a financial advisor with W.A. Smith Financial Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Great Lakes Retirement, UBS Financial Services, Citizens Securities, and Citizens Bank. Nathaniel serves as a Young Professionals Board member and volunteer for Junior Achievement Cleveland. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a top-down investment approach guided by an internal committee, blending active and passive strategies tailored to client objectives.