Michelle Hauser is a financial advisor at Sapphire Wealth with nine years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and Olympus Wealth Partners. Hauser is currently the sole advisor at Sapphire Wealth, an independent firm based in Chesterland, Ohio. Sapphire Wealth provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of fundamental analysis, modern portfolio theory, and technical analysis. The firm offers discretionary portfolio management and advises across a broad range of instruments, including mutual funds, ETFs, REITs, private placements, and insurance products.

Jonathan Broadbent is a financial advisor with Plan Partners LLC in Newbury, OH, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at IFS Securities, Fintegra LLC, Merrill, Key Investment Services LLC, and KeyBanc Capital Markets Inc. He has been with Plan Partners since 2013. Plan Partners serves small institutional retirement-plan sponsors, charitable institutions, endowments, and individual retail clients. The firm provides fiduciary consulting under ERISA and UPMIFA, participant education, financial planning, and assistance in selecting outside money managers and TAMPs, typically offering non-discretionary advice and relying on model portfolios and third-party research tools.

Joseph Koster is a financial advisor at Sorfis Investments, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Boyles Asset Management, LLC for five years before joining Sorfis Investments in 2019. Outside of his advisory role, he serves as the editor of the Value Investing World newsletter. Sorfis Investments provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis across its Diversified and Absolute Return strategies, focusing on tax efficiency and risk-adjusted performance.

Gregory Taylor is a financial advisor at Turning Point Advisors, LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has been with Turning Point Advisors since 2018, following two years as a self-employed advisor. Turning Point Advisors provides portfolio management and subadvisory services to individuals, pension and profit sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis with model-driven asset allocation, incorporating leveraged and inverse mutual funds and ETFs in its strategies.

David Turben is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Turning Point Advisors, LLC since 2018. Prior to this, he worked at Huntington National Bank for five years. Outside of his advisory role, he owns Turben, LLC, a business related to his hobby of photography. Turning Point Advisors manages approximately $36 million for individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis with model-driven asset allocation, including the use of leveraged and inverse funds as part of its investment and hedging strategies.

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.

Jacob Smail is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Demming Financial Services Corp. since 2021. Prior to that, his work history includes positions at Saint Vincent College and Best Buy. Demming Financial Services Corp. serves individual and high-net-worth clients, as well as pension, trust, and corporate accounts, offering financial planning, consulting, and portfolio management services. The firm uses fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and risk management, managing approximately $766 million in assets.

Kevin Coholan is a CFP® with eight years of industry experience, currently serving as an advisor at Demming Financial Services Corp. since 2014. He works within a team of five advisors based in Aurora, Ohio. Demming Financial Services Corporation provides financial planning, consulting, and portfolio management services to individual, high-net-worth, pension, trust, and corporate clients. The firm manages approximately $766 million in assets, employing a fundamental analysis investment approach tailored to client-specific Investment Policy Statements with oversight through quarterly reviews.

Laura Mineo is a financial advisor with McDonald Partners LLC, holding 29 years of industry experience. She previously worked at Janney Montgomery Scott LLC and Thomas McDonald Partners LLC. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

David Demming is a Certified Financial Planner (CFP®) with 26 years of industry experience, affiliated with Demming Financial Services Corp. He has held roles at Coordinated Capital Securities, Inc. since 1987 and has been with Demming Financial Services Corp. since 1979. In addition to financial advising, he operates as an independent insurance agent and works in mortgage-related services introducing clients to mortgage brokers. Demming Financial Services Corporation serves individual, high-net-worth, pension, trust, and corporate clients by providing financial planning, consulting, and portfolio management services. The firm employs a client-specific investment approach based on fundamental analysis and Investment Policy Statements, managing approximately $766 million in assets on a discretionary basis.

David Cassese is a financial advisor with Independence Capital Co., Inc. who holds CPA credentials and has 25 years of industry experience. He has worked at Legacy Financial Services, Inc. since 2004 and operates Cassese + Company, which he founded in 1992. Outside of advisory work, he owns IC Products LLC, a business specializing in ice cream technology and equipment, and provides accounting, tax preparation, and business consulting services. Independence Capital Company, Inc. serves individual and institutional clients with investment advisory and financial planning services, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances while offering a broad range of investment products and third-party manager solutions.

Virginia O'Donnell is a financial advisor with Allegheny Investments and holds Series 63 and Series 65 licenses. She has 23 years of industry experience, all with Allegheny Investments since 2003. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm focuses on mutual-fund-based portfolios supported by proprietary research and an investment committee, emphasizing asset allocation and diversification.

Ryan Coulter is a financial advisor at Demming Financial Services Corp. with five years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Corporation and Custom Planning Solutions, LLC. Demming Financial Services Corporation serves individual and high-net-worth clients as well as pension, trust, and corporate accounts, providing financial planning, consulting, and portfolio management services. The firm emphasizes fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and risk management, managing approximately $766 million in assets.

John Malarik is a financial advisor at Simplicity Wealth with a Series 65 designation and three years of consulting experience. His prior roles include positions at The Siegfried Group and Preformed Line Products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers both advisory and technology services such as a managed account platform and back-office support for advisers.

Stuart Miller is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Cutter & Company Brokerage and Ameriprise Financial Services Inc. Outside of his advisory role, he co-owns Burton Professional Offices, a commercial building in Burton, Ohio. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through a variety of proprietary and third-party advisory platforms.

Jack Malarik is a financial advisor with Simplicity Wealth, holding 18 years of industry experience. He has worked at Simplicity Wealth since 2023 and previously spent eight years at Summit Wealth Partners, LLC. He is also the owner and president of Malarik Financial Services, Inc., a marketing firm offering financial planning and insurance services. Simplicity Wealth serves a diverse client base including individual investors, high-net-worth clients, retirement plans, corporate and institutional investors, and other financial firms. The firm’s approach involves a fund-of-funds strategy using ETFs, mutual funds, and individual securities, combined with a managed account platform and operational services for advisers.

Heather Pollack is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 33 years of industry experience. Her career includes roles at Beacon Financial Group, Inc. and a 20-year tenure with Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and partnerships with custodians like Schwab and Fidelity.

Cheryl Gazso is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds a Series 63 designation and has been with Fifth Third Securities since 2011, also working at Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by a platform that includes direct indexing and tax-overlay services.

Jason Rodgers is a CFA® charterholder with 26 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Beacon Financial Group, Lincoln Financial Advisors, Wellington Shields & Co. LLC, and Soleil Securities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a variety of advisory services through multiple program models, utilizing proprietary and third-party platforms, and offers access to alternative investments and affiliated capabilities.

Timothy Cohen is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Ameriprise, The Huntington National Bank, W&S Brokerage Services, and Western & Southern Life during his career. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that integrates third-party sub-managers and proprietary Private Bank models, offering a range of wrap-fee programs through the Envestnet MAS platform.