Kristen Kuzma is a CFP® professional with 9 years of industry experience, currently serving at Fairway Wealth Management LLC. She has been with the Fairway organization in various capacities since 2007. Outside of her advisory role, Kristen operates a handmade jewelry business called Cleveland Accents, creating and selling pieces at craft shows and online. Fairway Wealth Management primarily advises high-net-worth individuals and families, focusing on integrated wealth management, family office, and estate planning services. The firm emphasizes a fiduciary approach with customized, tax-aware asset allocation and manages a substantial portion of assets on a non-discretionary basis.

Dennis Spontarelli is a financial advisor with EmVision Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Commonwealth Financial Network, LPL Financial, LLC, and Cantella & Co., Inc. He is also co-owner of D&K DDCT, a condominium rental business in Hilton Head Island, South Carolina. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm emphasizes customized asset-allocation models reviewed by an investment committee and offers scalable family-office operational services beyond typical asset management.

Bernard Garrah Jr. is a financial advisor at Tempo Wealth with over 30 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Cleveland Wealth, LLC, and Massmutual Life Insurance Company. Bernard is also a principal of CW Insurance, LLC, involved in individual life, traditional life, disability, long-term care, and fixed annuities insurance sales. Tempo Wealth serves individuals, high-net-worth clients, trusts, associations, and businesses by offering discretionary portfolio management, financial planning, pension consulting, and access to alternative investments. The firm employs a comprehensive investment process incorporating fundamental, technical, cyclical, and economic analyses, with particular emphasis on alternatives and digital assets for accredited or sophisticated clients.

Jay McClellan is a CFP® professional with 40 years of industry experience. He is currently with Cornerstone Asset Management Services, Inc., where he has worked since 2020. His prior experience includes roles at Aurora Securities Inc., Secure Asset Management, L.L.C., Concorde Investment Services, LLC, and Asset Management Systems Inc. McClellan is also president of Asset Management Systems, a business that provides income tax preparation, financial planning, and insurance services, and he owns the McClellan Agency, which focuses on fixed insurance and annuity sales. Cornerstone Asset Management Services, Inc. offers discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm uses a proprietary investment process combining fundamental and technical analysis and provides a range of services including model portfolios, separately managed accounts, sub-advisory management, and consulting.

Landon Jones is a financial advisor at Revisor Wealth Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Independence Capital Co., Inc. and PRUCO Securities, LLC. In addition to his advisory role, he works as a part-time college instructor teaching finance courses at Cleveland State University. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using a range of securities and alternative strategies, combining fundamental analysis with a primarily long-term orientation.

Janelle Woods is a CFP® professional with 21 years of industry experience. She has worked at Cookson Peirce Wealth Management since 2015 and previously at JFS Wealth Advisors. Woods also serves as an adjunct faculty member at Youngstown State University, where she teaches courses on Retirement Planning and Financial Plan Development. Cookson Peirce Wealth Management is a fee-only investment adviser that provides wealth management, financial planning, and discretionary portfolio management to private and institutional clients. The firm uses a quantitative, rules-based approach to equity selection and employs investment-grade fixed-income strategies, while also serving as a sub-advisor to a mutual fund and managing assets within multiple wrap fee programs.

Cade Tonozzi is a financial advisor at Ellsworth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Ellsworth Advisors, he was a student for ten years. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm uses a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, pension consulting, and family office support.

Jacob Merton is a CFP® with four years of industry experience, currently serving as a financial advisor at Sikich Financial. His prior experience includes roles at Northwestern Mutual and several retail companies. He is part of a 20-advisor team based in Richfield, Ohio. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities with integrated wealth management, combining financial planning and portfolio management guided by an asset-allocation framework based on modern portfolio theory.

Karen Bauman is a CFP® and CFA® with 10 years of industry experience. She currently works with GGM Financial LLC and previously spent seven years at J.P. Morgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. GGM Financial, LLC provides wealth management, asset management, financial planning, and retirement plan consulting services to individuals and families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary, goal-based investment programs tailored to client objectives and risk tolerance, using a variety of analytical methods and monitoring accounts with quarterly reviews and daily tolerance checks.

Charles Avarello is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has worked at Fairway Wealth Management since 2011 and currently serves as an advisor at Fairway Wealth Management LLC. Fairway Wealth Management primarily serves high-net-worth individuals and families, providing integrated wealth management and family office services. The firm’s investment approach focuses on customized asset allocation with third-party managers, tax-aware positioning, and cost control, managing approximately $3.0 billion in assets with a notable portion handled on a non-discretionary basis.

Alexander Hartzel is a financial advisor at Kohmann Bosshard Financial Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Kohmann Bosshard, he worked at Ernst & Young for three years and has experience in educational roles at Grove City College and Plumstead Christian School. Kohmann Bosshard Financial Services provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients through a team of four advisors, using a long-term, diversified investment approach focused on strategic asset allocation and low-cost funds.

Tyler Krummel is a financial advisor at EGI Financial, Inc. in Akron, Ohio, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with EGI Financial and American Heritage Securities since 2015. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk management.

Aaron Seil is a CFA® charterholder with eight years of industry experience. He is currently with True Wealth Design, LLC, where he has worked since 2021, following roles at Seil Wealth Management, LLC and Ruggaard & Associates, Inc. True Wealth Design, LLC offers wealth management, financial planning, investment advisory, and retirement plan consulting services to a diverse client base including individuals, families, trusts, and charitable organizations. The firm employs an asset-allocation framework informed by modern portfolio theory and integrates tax-aware investment techniques, while also providing tax, accounting, and limited insurance services through affiliated entities.

Ashley Kabalan is a financial advisor with Independence Wealth Advisors, LLC and holds a Series 65 designation. She has six years of industry experience, including five years with the Cleveland Metropolitan School District and three years at The Oak Barrel prior to her current role. Independence Wealth Advisors serves individual and high-net-worth clients, as well as pension and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm combines fundamental, quantitative, and technical investment methods, and provides clients access to performance and holdings monitoring through eMoney.

Alexander Novack is an investment advisory representative with Financial Management Strategies, Inc. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Financial Management Strategies in 2025, he worked at Cetera Wealth Services and Vision Wealth Management. He is also licensed to sell fixed insurance products. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, retirement-plan advisory, financial planning, and consulting, employing a variety of analytical methods and maintaining ongoing account monitoring and rebalancing.

Derek Spencer is a financial advisor with Ellsworth Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Paragon Financial Group LLC, LPL Financial LLC, and Stratos Wealth Partners, Ltd. Outside of his advisory work, he is involved with Synova Talent Solutions Inc. in a referral capacity. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm tailors portfolios using a range of analytic approaches and offers access to private funds and alternative investments alongside traditional portfolio management and pension consulting services.

Nathan Fischer is a CFA® charterholder with five years of industry experience. He is currently with SWP Investment Management LLC and has previously worked at Strategic Wealth Partners and Wesbanco. SWP Investment Management LLC provides customized portfolio management focused on exchange-traded funds and serves as the investment adviser for those ETFs. The firm’s clients are primarily investment companies and pooled-vehicle mandates, and its investment approach combines charting analysis with fundamental criteria to construct concentrated equity portfolios.

Victoria Ellinger is a financial advisor at Financial Management Strategies, Inc. with 15 years of industry experience. She holds a Series 66 designation and has worked at Cetera, Centrust Wealth Management, and Ameriprise Financial Services. She is also a part owner of Financial Management Strategies, Inc. and serves as Vice President of Centrust Wealth Management. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement consulting using a range of analytical methods and investment strategies, and conducts participant education workshops.

Melissa Reider is a financial advisor with Financial Management Strategies, Inc. She holds a Series 63 designation and has 42 years of industry experience. Her prior roles include positions at Cetera and Cetera Wealth Services, LLC, and she is also the owner of Your FinancialAdvisor Inc. Outside of her advisory work, she has worked part-time as a personal stylist at Nordstrom. Financial Management Strategies, Inc. serves individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of analytical methods and investment strategies to meet client objectives.

Brett Baskin is a CFP® with 11 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. His prior experience includes roles at Stratos Wealth Partners, LPL Financial, Ellsworth Private Wealth Management, Bank of America, and Merrill Lynch. He is also a licensed insurance agent and occasionally advises clients on insurance solutions. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers tailored portfolio management, pension consulting, and family office support, combining private fund access with traditional investment strategies.