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.

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® certificant with 16 years of industry experience. He is the president of McLean Financial Planning and Investment Management, where he has worked since 2014, and also leads McLean Strategic Investments and ESD Technologies, a software development company. McLean Financial Planning and Investment Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities, providing financial planning and investment management with a focus on U.S. securities. The firm uses both fundamental and technical analysis with a long-term trading approach and manages accounts primarily on a discretionary basis while accommodating client restrictions.

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.

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.

Megan Abbott is a financial advisor with Trajectory Financial Planning in University Heights, OH. She holds a Series 65 designation and has five years of industry experience. Abbott is also president of Trajectory Tax, LLC, which provides tax preparation and planning services. She has held roles at Delegated Planning, LLC and DC Capital Management, primarily providing paraplanning services. Trajectory Financial Planning serves individual and high-net-worth clients by offering fee-only financial planning through ongoing and project-based engagements. The firm produces written financial plans and recommendations without managing client portfolios or custody of assets, tailoring services across areas such as business planning, retirement, tax, and investment analysis.

John Forbes is a financial advisor at DFFA, LLC with 25 years of industry experience. He holds a Series 65 designation and has served as a partner at HW&Co., a non-investment related CPA firm, for over a decade. Forbes was also a principal at Deimling Forbes Financial Advisors, Inc. from 2001 to 2016. DFFA, LLC operates as a co-adviser alongside an SEC-registered investment adviser, providing services to retirement plan sponsors, trusts, and high-net-worth households. The firm focuses on financial planning, fiduciary retirement plan consulting, trustee support, and independent manager selection, while asset management and trading are delegated to its co-adviser and third-party managers.

Kurt Schoeppler is a CFA® charterholder and the sole advisor at International Management Advisors Ltd., where he has worked since 2006. He has 10 years of industry experience. International Management Advisors Ltd. provides discretionary investment management along with personalized financial planning and a range of accounting services, including tax planning and preparation. The firm serves a small client base primarily composed of sports and entertainment professionals, managing approximately $103 million in assets with a generally passive investment approach tailored to individual objectives and risk tolerances.

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.

Scott Marn is a CFP® professional with 33 years of experience in the financial services industry. He is the principal of TimeWealth Advisors Inc., an independent investment advisory firm, and previously worked at Benjamin F Edwards and LPL Financial. Marn also serves on the Mentor City Council. TimeWealth Advisors Inc. provides discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients. The firm emphasizes fundamental analysis and a long-term trading strategy, offering a range of investment options including mutual funds, fixed income, real estate funds, ETFs, annuities, and non-U.S. securities.

Anna Rathbun is a CFA charterholder and the sole advisor at Grenadilla Advisory LLC, with 10 years of industry experience. She previously worked at CBIZ Investment Advisory Services, Clearstead Advisors, and CBIZ Financial Solutions Inc. Grenadilla Advisory LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, using a range of investment strategies tailored to client objectives. The firm offers both asset-based and fixed-fee planning arrangements and incorporates artificial intelligence and machine-learning tools in its processes.

Michael Kostelnik is a financial advisor with Family Life Financial Planning in Mentor, Ohio. He holds Series 65 and Series 66 credentials and has 20 years of industry experience. Prior to founding Family Life Financial Planning in 2016, he held roles at Cetera Wealth Services, Walnut Street Securities, and Morgan Stanley. He serves as a volunteer board member for Big Brothers Big Sisters of North East Ohio. Family Life Financial Planning serves individual households as well as pension and retirement plans, charitable organizations, and small businesses. The firm emphasizes individualized investment plans based on clients’ goals and risk tolerances, offering both in-house portfolio management and selected outside managers, along with comprehensive financial planning and retirement plan consulting.

Terrence Mchugh is the principal of The McHugh Group, LLC, with 25 years of industry experience. He has operated The McHugh Group since 2002 and has been in the advisory business through Terrence P. McHugh, LLC since 1999. In addition to his role as a financial advisor, he is also a licensed attorney. The McHugh Group, LLC provides portfolio management and advisory services primarily to individuals and high-net-worth clients. The firm uses a Modern Portfolio Theory-based investment process focused on long-term capital appreciation and tax minimization, managing accounts typically on a discretionary basis with individualized Investment Policy Statements.

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.

Gary Friedman is a Series 65-licensed financial advisor with 29 years of industry experience. He has worked at Bison Wealth Management, LLC since 2026 and previously spent 18 years at Summit Capital, Inc. He also operates under his own name, Gary E. Friedman, since 2000. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning services to individual and high net worth clients. The firm employs a primarily long-term investment approach with portfolios constructed from ETFs, individual equities, bonds, and low-cost mutual funds, incorporating fundamental, technical, and quantitative analysis.

Carrie Rosko is a financial advisor at Cornerstone Family Office, LLC with 22 years of industry experience. She holds the PFS™ designation and Series 65 license and has been with Cornerstone Family Office since 2001. Cornerstone Family Office serves high-net-worth individuals and related entities by providing comprehensive family office services including financial and estate planning, tax preparation and planning, and administrative support. The firm does not manage assets directly but develops tailored financial plans and assists clients in selecting third-party investment managers while focusing significantly on income, estate, and gift tax work.