George Randall is an advisor at Financial Management Strategies, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes roles at Cetera Wealth Services, LLC, and his own accounting and tax consulting firm, George J. Randall CPA Inc., which he has operated since 1986. He is involved in multiple financial-related activities, including insurance sales and serving as a financial professional at Vision Wealth Management LLC. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a range of analytical methods and portfolio management strategies, offering both discretionary and non-discretionary management alongside financial planning and retirement consulting.

Antonio Cibella is a financial advisor with Financial Management Strategies, Inc., holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Cetera and Vision Wealth Management. He also hosts a YouTube channel where he posts videos providing financial insights and education. 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 maintaining a focus on ongoing monitoring and periodic rebalancing.

Dina Powers is a financial advisor with Fairway Wealth Management LLC in Independence, OH, holding five years of industry experience. She has been with Fairway Wealth Management and its predecessor entity since 2016. Fairway Wealth Management primarily serves high-net-worth individuals and families, providing integrated wealth management and family office services along with advisory work for companies and retirement plans. The firm emphasizes a client-specific investment approach that integrates financial, investment, and estate planning, with a focus on tax-aware positioning and behavioral discipline.

Ronald Bates is a CFP® and PFS™ with 15 years of experience in the financial advisory industry. He has been with St. Clair Advisors, LLC since 2012. St. Clair Advisors is an independent, practitioner-owned multi-family office serving high-net-worth families, business owners, and corporate executives. The firm employs an open-architecture investment approach combining active and passive strategies, with a focus on diversification across traditional and alternative asset classes, and integrates tax and family office services as part of its wealth management offerings.

William Henry is a Series 65-licensed advisor with First Fiduciary Investment Counsel Inc in Cleveland, OH, where he has worked since 2008. He has 9 years of industry experience and has held roles at Dan Marchetta Realty and North Ridge Development LTD. First Fiduciary Investment Counsel provides discretionary investment management and wealth planning services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutional clients. The firm emphasizes dividend-oriented, large-cap equity investing based on fundamental analysis and third-party research, managing diversified portfolios typically containing 30–40 stocks with sector and security limits.

Barbara Myers is a financial advisor at Winslow Asset Management Inc with 26 years of industry experience. She has been with Winslow since 1999 and holds a Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $582 million in discretionary assets.

Joseph Query is a CFP® with 19 years of industry experience, currently serving as an advisor at Independence Wealth Advisors, LLC since 2018. Prior to joining Independence Wealth Advisors, he worked at Strategic Wealth Partners from 2016 to 2018. He holds a Series 66 license and is based in Independence, Ohio. Independence Wealth Advisors, LLC serves individual and high-net-worth clients as well as pension and employee benefit plans, providing discretionary portfolio management, pension consulting, and financial planning. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of analytical approaches and strategies, with a focus on managing accounts primarily on a discretionary basis.

Edmund Malone is a financial advisor at Cornerstone Wealth Management in Westlake, OH, holding a Series 65 designation with three years of industry experience. He has been with Cornerstone Wealth Management since 2022 and previously worked at Bryant & Stratton College for ten years. Cornerstone Wealth Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm combines fundamental and technical analysis to construct diversified portfolios and employs more active strategies, including option writing and margin use, while integrating comprehensive financial planning into its advisory services.

Solomon Childs is a Series 66-licensed financial advisor with 25 years of industry experience. He is affiliated with Vantage Financial Group, Inc. and has worked with the firm since 2008. Childs has also been associated with Cetera and Cetera Wealth Services, LLC since 2013. In addition to his advisory role, he operates as an independent insurance agent focusing on fixed annuities and life, accident, health, and long-term care insurance. Vantage Financial Group, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management and comprehensive financial planning, employing fundamental analysis and both long- and short-term strategies tailored to client objectives.

Margaret Ulrich is a Certified Financial Planner (CFP®) with 35 years of industry experience, currently serving at Independence Capital Co., Inc. since 2003. She holds a Series 63 license and works in Parma, Ohio. In addition to her advisory role, she is also involved in life, health, and Medicare supplemental insurance sales. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and other entities. The firm manages approximately $118.7 million across 300 client relationships, employing a fundamental analysis approach and long-term trading orientation tailored to client objectives and risk tolerances.

Amy White is a financial advisor at Journey Wealth Management in Cleveland, OH, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Signal Tree Financial Partners LLC, Sequoia Financial Group LLC, and Valmark Securities, Inc. In addition to her advisory work, Amy serves as a Notary Public for the State of Ohio. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individual and high-net-worth clients. The firm offers customized, discretionary investment programs alongside family-office style services such as bill pay and tax coordination, operating on a fee-only basis with a focus on individualized strategies.

Christopher Kichurchak is a financial advisor at Independence Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AlphaStar Capital Management, LLC and Strategic Wealth Partners, Ltd. Outside of his advisory role, he is the owner of United Brokerage Group, Ltd., a fixed insurance product marketing business. Independence Wealth Advisors, LLC serves individual and high-net-worth clients, as well as pension and employee benefit plans, providing discretionary portfolio management, pension consulting, and financial planning. The firm customizes portfolios based on client goals and risk tolerance and employs various analytical strategies, including fundamental, quantitative, and technical approaches.

Karl Randall is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Beacon Financial Advisory since 2020 and has also been associated with Beacon Financial Partners, Lincoln Investment, TD Ameritrade Institutional, and Oracle. Randall is registered as an investment adviser representative and is licensed to solicit insurance products through Lincoln Investment. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets and uses a variety of analytical methods and strategies, offering both discretionary and non-discretionary portfolio management across multiple office locations.

Jacob Baucco is a financial advisor at Capital Advisors, Ltd., LLC in Cleveland, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Capital Advisors and Lincoln Investment in 2023, he worked at the University of Dayton and has experience in several other roles including in construction and hospitality. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, financial planning, and consulting, utilizing a range of investment vehicles with ongoing portfolio monitoring and rebalancing.

Thomas Dlugopolsky is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Independence Capital since 2018 and has been involved with MML Investors Services and MassMutual since 2016. Outside of his advisory role, he serves as a compensated board member for the Delta Sigma Phi Delta Omega Alumni Control Board and participates in the North Coast Men's Chorus. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and utilizes a broad range of securities. Its advisory team of 18 professionals offers discretionary and non-discretionary portfolio management, customized investment policy statements, and access to third-party managers and ERISA account advice.

Andrew Ulrich is a CFP® and Series 66-licensed advisor with Fourth Dimension Wealth, LLC, based in Middleburg Heights, Ohio. He has three years of industry experience, including roles at LPL Financial and Hyland Software. Outside of advising, he provides administrative support to Fourth Dimension Wealth, focusing full-time on this activity. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm employs a range of analytical methods to tailor asset allocations and provides detailed quarterly performance reports alongside educational outreach initiatives.

David Olson is a ChFC® credentialed financial advisor with over 33 years of industry experience. He currently serves at Journey Wealth Management and has held roles at Beacon Financial Advisory LLC, Lincoln Investment, Sanders Morris Harris Inc., and Total Health Care Plan, Inc. Olson is involved in nonprofit work as treasurer and finance committee member of the International Burn Foundation and serves as chairman of the Endowment Committee for Forest Hill Church. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm combines discretionary investment management with family-office style services such as bill payment and tax coordination, emphasizing customized strategies and strategic asset allocation.

Daniel Obrien is a CFP® with 16 years of industry experience, currently serving as an advisor at Capital Advisors, Ltd., LLC. He has been with Capital Advisors and Capital Analysts since 2011 and has worked at Lincoln Investment since 2012. Obrien also holds a managerial role in wealth management and portfolio analysis within Capital Advisors. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment management, financial planning, and consulting, employing a range of investment vehicles and maintaining a defensive cash strategy.

William Mawby is a financial advisor with Financial Management Strategies, Inc. He holds the Series 63 designation and has 29 years of industry experience. Mawby has worked at several firms including Cetera and Integrated Plan Partners. He is a founding partner of Pillar Financial Group LLC and is involved with multiple financial services businesses. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a variety of analytical methods and investment strategies aligned with written investment policy statements.

Zachary Abrams is a CFP® with 19 years of industry experience, currently affiliated with Capital Advisors, Ltd., LLC. He has worked at Lincoln Investment since 2012 and has been with Capital Advisors Ltd. since 2005. Abrams serves on the board of the Jewish Federation of Cleveland and chairs its committee advising on retirement plan allocations. He is also the founder of Strai, a chatbot platform focused on short-term rental owners. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides a range of investment management and financial planning services, employing a diversified approach that includes mutual funds, ETFs, equities, fixed income, and REITs, with ongoing portfolio monitoring and rebalancing.