Anthony Zabiegala is a financial advisor at Strategic Wealth Partners, Ltd. in Independence, OH, holding a Series 65 designation with 16 years of industry experience. He has been with Strategic Wealth Partners since 2010 and also worked at SWP Investment Management LLC beginning in 2024. Strategic Wealth Partners, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion with 19 advisors and employs a mix of fundamental, technical, and charting analysis to construct diversified portfolios across various public and private investment types.

Margaret Maxel is a financial advisor at Vantage Financial Group, Inc. in Cleveland, OH, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Financial Management Strategies. Outside of financial services, she is a viola player who performs as a soloist or with ensembles upon request and serves as executive director of BNI Northeast Ohio, where she helps start and maintain professional networking chapters. Vantage Financial Group, Inc. is an SEC-registered advisory firm that serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers portfolio management, financial planning, and consulting, using tailored investment programs that incorporate fundamental analysis and a variety of asset types, supporting approximately $867 million in client assets through a team of six advisors.

Chris Hemmelgarn is a financial advisor at Shaker Investments with 13 years of industry experience. He holds a Series 63 designation and has worked at Shaker Investments since 2017, following five years at Barclays Capital Inc. Shaker Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate accounts. The firm emphasizes fundamental, research-driven equity investing and offers sub-advisor services, model portfolio recommendations, and manages pooled vehicles alongside separately managed accounts.

James Thomas is a financial advisor with Independence Capital Co., Inc. and has 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Independence Capital since 2013 and The Huntington Investment Company since 2010. Outside of his advisory work, he is an insurance agent focusing on fixed life and annuity sales and officiates high school volleyball matches. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across 300 client relationships. The firm employs a fundamental analysis and long-term trading approach, tailoring portfolios to client objectives and risk tolerances while offering a broad range of securities and advisory services.

Carter Mc Abier is a financial advisor at Fairway Wealth Management LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Cerity Partners, Parker Hannifin, and The Ohio State University Golf Club. Fairway Wealth Management primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated financial and investment planning with a focus on tax-aware asset allocation and manages a substantial portion of assets on a non-discretionary basis.

Timothy Baker is a financial advisor at Cornerstone Asset Management Services, Inc. with 13 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses and has worked previously at Chelsea Insurance Group and Royal Fund Management, LLC. Baker is also an independent licensed insurance agent offering annuities and life insurance when suitable for clients’ financial goals. Cornerstone Asset Management Services primarily serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, providing discretionary portfolio management through its Alpha/Beta Solutions platform, sub‑advisory services, and retirement plan consulting. The firm uses a proprietary investment process combining fundamental and technical analysis to guide model portfolios and offers comprehensive performance reporting tools to its clients.

Kathleen Mueller is a financial advisor at Prasad Wealth Partners with nine years of industry experience. She holds a Series 66 designation and has previously worked at JK Investment Group, Baird, and UBS Financial Services. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, trusts, family offices, private foundations, qualified retirement plans, and institutional plan sponsors. The firm uses a customized approach with a focus on fundamental analysis and a long-term orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, and structured products.

Dylan Casler is a financial advisor at McDonald Partners LLC in Cleveland, OH with one year of industry experience. He holds a Series 65 designation and previously worked at MAI Capital Management LLC and Lineweaver Wealth Advisors, LLC. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses a customized approach combining fundamental, technical, and cyclical analysis across multiple platforms and offers both discretionary and non-discretionary portfolio management options.

Brian Eberhardt is a financial advisor at Fidato Wealth LLC, holding a Series 65 credential with 10 years of industry experience. He has been with Fidato Wealth since 2015, working within a team of six advisors based in Middleburg Heights, Ohio. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by providing asset management, comprehensive financial planning, retirement plan consulting, and selection and oversight of third-party money managers and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios including individual stocks, bonds, ETFs, and mutual funds.

Robert Billstein is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 43 years of industry experience. His work history includes roles at Walnut Street Securities Inc, First Southeastern Securities Group, and managing a sole proprietorship since 1994. He also serves as a trustee for certain family accounts on a volunteer basis. Independence Capital Company, Inc. serves individuals, corporations, and other entities with investment advisory and financial planning services, managing approximately $118.7 million across about 300 client relationships. The firm combines fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances while utilizing a wide range of securities and third-party managers.

Brenton Luce is a financial advisor with Woodland Wealth Partners, holding a Series 65 designation and 10 years of industry experience. He worked at Carnegie Investment Counsel for 11 years before joining Woodland Wealth Partners in 2026. Outside of his advisory role, Luce serves as CEO of Woodland Green, LLC, an investment vehicle focused on Private Equity and Real Estate Funds. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm provides portfolio management and financial planning with a discretionary, model-driven approach complemented by customized strategies when needed, managing approximately $711.9 million in assets.

James Lineweaver is a CFP® professional with 32 years of experience in financial advising. He is the principal of Lineweaver Wealth Advisors and has previously worked at Triad Advisors, LLC. Outside of his advisory role, he also serves as president of LFG Tax Services, LLC, which provides tax preparation services. Lineweaver Wealth Advisors is an SEC-registered firm that offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm manages approximately $908 million in assets and employs a range of investment methods, supplementing its advisory services with educational programs.

Kayla Stowe is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Lakeridge Wealth Management LLC and has previously worked at CETERA Advisor Networks LLC and Neece, Malec, Seifert & Vitaz, Inc. She serves as a board member of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education meeting topics. Lakeridge Wealth Management LLC is a multi-advisor SEC-registered firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, focusing on fundamentally driven portfolios with ETFs and mutual funds alongside other investment vehicles.

Marissa Beyer is a CFP® professional with 12 years of industry experience, currently serving at Fidato Wealth LLC since 2020. Prior to that, she worked at True Wealth Design, LLC from 2015 to 2020. Outside of financial advising, she consults on cleaning products for Norwex, primarily assisting friends and family. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with quarterly reviews and rebalancing.

Grace Arnold is a CFA® charterholder with 10 years of industry experience. She currently works at Greenup Wealth, where she has been since 2024, and previously spent seven years at American Century Investment Services, Inc. Outside of finance, she co-constructed a syndicated crossword puzzle published through Andrews McMeel Universal. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and business entities, employing a variety of analysis methods and investment strategies tailored to both discretionary and non-discretionary accounts.

Jeffrey Mucciarone is a financial advisor at Peak Wealth Solutions with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Cambridge Investment Research, LPL Financial, and American Portfolios Financial Services. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, primarily focusing on clients near or in retirement. The firm employs a multi-model, global asset allocation approach and offers both individual account management and plan-level consulting, managing approximately $982 million in client assets.

Robert Lambert is a CFA® charterholder with Series 63 registration and three years of industry experience. He is currently with Strategic Wealth Partners, Ltd. and has worked at SWP Investment Management LLC since 2024. Prior to his advisory career, he was employed at Ohio University from 2014 to 2018. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serving individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement consulting, and outsourced CIO services, using a mix of fundamental, technical, and charting analysis to build diversified portfolios across various asset classes.

Lindsey Cutright is a CFP® professional with over 22 years of experience, currently serving at North Point Portfolio Managers Corporation since 2025. Prior to joining North Point, Lindsey worked at PNC Bank from 2003 to 2025. North Point Portfolio Managers Corporation provides separately managed portfolio services to a diverse client base including individuals, pension and profit-sharing plans, endowments, and corporations. The firm integrates quantitative CFROI analysis with fundamental research, focusing on low turnover and portfolios aligned with clients’ objectives and risk tolerances.

Mark Weiskind is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He has been with Fairway Wealth Management LLC since 2002, currently serving in a multi-team firm based in Independence, Ohio. Fairway Wealth Management primarily advises high-net-worth individuals and families, providing integrated wealth management, family office, and estate planning services. The firm emphasizes coordinated, tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and offering specialized advice for held-away retirement and plan accounts.

Brian Hider is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has worked at Tempo Wealth since 2026 and previously was with Landing Point Financial Group from 2022 to 2025. Tempo Wealth is a team of four professionals serving primarily high-net-worth individuals and related entities. The firm employs a range of analytical methods to construct diversified, strategic asset allocation portfolios and provides ongoing portfolio management, financial planning, and pension consulting services.