David Lesjak is a financial advisor at Lesjak Planning, LLC in Westlake, Ohio, with 27 years of industry experience. He holds a Series 63 designation and has a longstanding career, including over three decades as a Limited Partner at United Planners' Financial Services of America and 45 years with Lesjak Planning Corp. Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk profiles and objectives, offering both discretionary and non-discretionary management with regular reviews.

Marnie Randel is a CFP® professional with 11 years of industry experience, currently serving at Paradigm Wealth Management, LLC since 2014. She is based in Westlake, OH and is part of a six-advisor team. Paradigm Wealth Management advises individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management services. The firm employs a range of investment approaches tailored to client objectives and uses third-party model portfolios and money managers, while also offering no-fee educational seminars for plan participants.

Andrew Smith is a Series 65-credentialed financial advisor with Rockport Wealth Advisors and has been with the firm since 2026. He is also the owner, CEO, and President of American Asset Management Corporation, a certified public accounting firm he founded in 2009. Smith has 17 years of experience in accounting and financial services. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm combines in-house portfolio management with third-party sub-advisory and digital platform services, emphasizing individualized portfolios and active risk management strategies.

David Toetz is a financial advisor with Independence Capital Co., Inc. in Parma, Ohio, holding a Series 63 designation and over 41 years of industry experience. He has practiced law since 2003 and serves on the board of directors for PSE Credit Union. In addition to his advisory work, he has roles as an attorney and public defender. 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 with an 18-person advisory team. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances, and offers a broad range of securities and third-party manager introductions.

Michael Lesjak is a financial advisor with Lesjak Planning, LLC, holding a Series 63 designation and 27 years of industry experience. He has been involved with United Planners' Financial Services of America A Limited Partner since 1989 and with Lesjak Planning Corp since 1987. Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk profiles and objectives, offering both discretionary and non-discretionary management with regular portfolio reviews.

Andrew Outcalt is a CFP® and holds a Series 66 license, with five years of industry experience. He currently works at Fidato Wealth LLC, where he has been since 2026, following prior roles at Cary Stamp & Company, Commonwealth Financial Network, JPMorgan Chase Bank, J.P. Morgan Securities, and UBS. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by offering asset management, comprehensive financial planning, retirement plan consulting, and third-party money manager selection and oversight. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios that include stocks, bonds, ETFs, and mutual funds, conducting regular reviews and rebalancing as needed.

Vaughn Kellerman is a CFP® certificant with 10 years of industry experience. He is currently with Gannett Wealth Advisors and has previously worked at Sound Advisory, LLC, HCM Wealth Advisors, Kestra Financial, Inc., and Fidelity Brokerage Services LLC, among others. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm combines passive and active strategies, offers discretionary portfolio management, and provides unique services including trust-affiliated custody and crypto-related planning.

Mark Suhay is a financial advisor with Cornerstone Asset Management Services, Inc. He holds 43 years of industry experience and has worked with Cornerstone since 2007. Prior to this, he was associated with J.W. Cole Financial, Inc. and Daley & Company. Outside of advisory work, Suhay serves as Vice President of Operations for Impact Sports Ohio, a travel baseball organization, where he is also a board member and assistant coach. Cornerstone Asset Management Services, Inc. provides 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 model-driven investment approach that combines fundamental and technical analysis, offering a variety of delivery options including model portfolios, separately managed accounts, sub-advisory services, and consulting.

Michael Doherty is a financial advisor at Prasad Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked previously at Regal Investment Advisors, Regulus Financial Group, Elixir Solutions, Marcus & Millichap, and The Allstate Corp. Outside of finance, he participates as a panelist in Nielsen TV Ratings, allowing a meter to be installed in his home for marketing research purposes. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm focuses on personalized financial planning and employs a primarily fundamental, long-term investment approach while maintaining flexibility for shorter-term trades as needed.

Theresa Schmotzer is a financial advisor at Vantage Financial Group, Inc. in Cleveland, OH, with 24 years of industry experience. She holds the Series 66 designation and has previously worked at firms including PNC Wealth Management and Cetera. Outside of her advisory role, she serves as a board member for a local homeowners association. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets through tailored investment programs that include fundamental analysis and a variety of asset classes, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and consulting services.

Richard Eicheldinger is a CFP® with 11 years of industry experience, currently serving at Strategic Wealth Partners, Ltd. since 2024. His prior roles include positions at Facet Wealth, Affinity Wealth LLC, and True Wealth Design. 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 plan consulting, and outsourced chief investment officer services, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios.

Marco Ciccariello is a financial advisor with Tempo Wealth, holding a Series 66 designation and one year of industry experience. His prior roles include positions at MassMutual Life Insurance Company, MML Investors Services, LLC, and various educational and community organizations. Tempo Wealth provides investment advisory services to high-net-worth individuals, trusts, associations, and businesses, emphasizing alternatives and digital assets for accredited or sophisticated clients. The firm applies a structured investment process combining fundamental, technical, cyclical, and economic analysis, along with ongoing portfolio monitoring and comprehensive financial planning.

Ashley Arsena is a CFP® and Series 65-licensed advisor at Cleveland Wealth, LLC with eight years of industry experience. She previously worked at Shaker Investments LLC for eleven years before joining Cleveland Wealth in 2026. Cleveland Wealth, LLC provides portfolio management, comprehensive financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm uses written investment policy statements and modern portfolio theory, managing over $500 million in assets mostly on a non-discretionary basis, and maintains a relatively small advisory team.

Christopher Newcomb is a financial advisor at Fourth Dimension Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Fourth Dimension Wealth in 2025, he worked at Huntington Bank for nine years. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm’s investment approach is individualized, incorporating multiple analysis techniques and ongoing client communication, including detailed quarterly reports and educational workshops.

Christine Bules is a ChFC® professional with 36 years of experience in the financial industry. She has been with Cornerstone Asset Management Services, Inc. since 2005 and has also worked with J.W. Cole Financial, Inc. and Professional Asset Management, Inc. She maintains an active role as a fixed insurance agent outside of her advisory work. Cornerstone Asset Management Services primarily serves individual clients across various net worth levels, offering discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, sub-advisory services, and investment consulting. The firm employs a proprietary investment process combining fundamental and technical analysis, and it provides clients with detailed performance reporting, including quarterly updates and a web-based tool.

Tiffany Boval is a financial advisor at Prasad Wealth Partners with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Regal Investment Advisors, Regulus Advisors, Securities America, Arbor Point Advisors, and Key Investment Services. Outside of her advisory role, she serves as the secretary of the Sunshine Committee, a cheer squad for gymnastics. Prasad Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm employs a fundamental analysis approach with a long-term orientation, offering a variety of investment vehicles including mutual funds, ETFs, equities, corporate bonds, REITs, private funds, and structured products.

Matthew Schiller is a financial advisor at Prasad Wealth Partners with 13 years of industry experience and a Series 66 designation. He has worked previously at Regal Investment Advisors, Arbor Point Advisors, and Securities America. Schiller is also an independent insurance agent, selling various life insurance and annuity products. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term investment orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives where appropriate.

Kimberly Wirtz is a CFP® with nine years of industry experience, currently serving at John E. Sestina and Company. She has been affiliated with the firm and its related entity MTBW, LLC since 2005. Outside of her advisory role, she coaches junior varsity girls' golf for the Strongsville City School District. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment process grounded in modern portfolio theory.

Burton Cipra is a financial advisor at Fourth Dimension Wealth, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial, LLC since 2007 before joining Fourth Dimension Wealth in 2026. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm takes an individualized investment approach, actively managing portfolios based on client goals and risk tolerance, and emphasizes ongoing client communication and education through detailed reports and workshops.

Douglas Magers is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Fourth Dimension Wealth since 2020 and has prior experience with LPL Financial LLC and Stratos Wealth Partners, LTD. In addition to his advisory role, Magers is involved in non-investment businesses including retail furniture and electronics, as well as a yacht charter company. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party and model advisory programs. The firm tailors asset allocations to client objectives using a mix of analytical methods and actively manages diverse portfolios, offering detailed quarterly performance reports and educational outreach.