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.

Martin Burke is a financial advisor at Van Cleef Asset Management Inc with 18 years of industry experience. He holds the Series 66 designation and has worked at Van Cleef Asset Management since 2008, alongside prior roles at Natcity Investments, Inc. and National City Corporation dating back to 2001. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious, charitable, and select institutional clients. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, managing roughly $1.09 billion across about 215 client relationships.

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.

Logan Bratsch is an advisor at Lineweaver Wealth Advisors with Series 65 and Series 63 credentials. He has been working in the financial industry since 2024 and joined Lineweaver Wealth Advisors in 2025. Prior to his financial career, he held positions with PGA Tour Live and at various golf clubs and educational institutions. Lineweaver Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages over $1 billion in discretionary assets and focuses on tailored portfolio construction, ongoing monitoring, and rebalancing using a variety of investment methodologies.

Robert Holub is a financial advisor with Capital Advisors, Ltd., LLC in Brecksville, OH, holding the CFP®, CFA®, and Series 66 designations. He has 22 years of industry experience and has been affiliated with Capital Advisors Ltd. since 2002, Capital Analysts Incorporated since 2008, and Lincoln Investment since 2012. Holub also serves as Chief Investment Strategist at Capital Advisors, supporting the firm’s financial planning activities. 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 discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and publicly traded REITs.

Chad Roope is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Lineweaver Wealth Advisors and Kohmann Bosshard Financial Services LLC, where he also serves as a consultant. His prior roles include positions at Sequoia Financial Advisors, Stratos Wealth Partners, and Fundamentum. Lineweaver Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages over $1 billion in discretionary assets through a team-based approach, utilizing tailored asset allocations, modern portfolio theory, and both fundamental and technical analysis.

Mitchell Stein is a financial advisor at Arena Private Wealth with 20 years of industry experience and holds the Series 66 credential. He has previously worked at Mutual Securities, Inc. and Fifth Third Securities, Inc., among other firms. Stein serves on the Board of Trustees at University School and is involved in fundraising and leadership roles at Cleveland Clinic Children's Hospital and Saint Martin De Porres High School. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering customized strategies including covered-call approaches for concentrated equity positions. The firm employs a mix of fundamental, technical, and modern portfolio techniques and sponsors pooled investment vehicles and private funds.

Timothy Farley is a financial advisor at Tempo Wealth with 16 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Tempo Wealth in 2025, he worked at Cleveland Wealth, LLC for six years and MassMutual Financial Group for nine years. Outside of his advisory role, he is also licensed as an insurance agent, involved in the sale of life, disability, long-term care insurance, and fixed annuities. Tempo Wealth is a team of four professionals serving primarily high-net-worth individuals and related entities. The firm offers portfolio management, comprehensive financial planning, advisor selection, and pension consulting, employing a range of analytical methods to build diversified, strategic asset allocation portfolios.

William Hope is a financial advisor with Redwood Financial Network in Solon, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Redwood Financial Network since 2017 and previously held roles at LPL Financial, Century Securities Associates, and PNC Bank. Redwood Financial Network is a team-based SEC-registered advisory firm managing approximately $226 million in assets for individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, utilizing a customized, long-term investment approach with multiple platform options and a licensed insurance agency component.

James Artale is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, and Stratos Wealth Partners. Outside of his advisory career, he has been involved with the Kenston Baseball Association for nine years. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Neil Waxman is a financial advisor with Capital Advisors, Ltd., LLC, holding CFP® and Series 63 designations and bringing 42 years of industry experience. He has been associated with Capital Advisors since 2010 and also maintains roles with Lincoln Investment and in life settlements. Waxman serves on multiple nonprofit boards, including the Jewish Federation of Cleveland and University School, and participates in philanthropic and community organizations. Capital Advisors manages over $1.2 billion in discretionary assets, serving individuals, businesses, trusts, and nonprofit entities with investment management, financial planning, and ERISA trustee-directed plan services. The firm employs a disciplined approach using mutual funds, ETFs, equities, fixed income, and REITs, with an emphasis on cash management and does not exercise discretionary authority over cryptocurrency investments.

Thomas Genco is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH. He holds the CFP® designation and has 28 years of industry experience. Genco has worked at Beacon since 2015 and has also been associated with Lincoln Investment since 2012. He is involved in the sales and service of life insurance products and works as an independent CPA contractor in tax compliance and preparation. 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 utilizes a range of portfolio management strategies, including both discretionary and non-discretionary approaches, supported by model portfolios and various analytical methods.

Gregory Randall is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding a Series 63 designation and 35 years of industry experience. He has worked with several firms, including Lincoln Investment Planning Inc. and Capital Analysts Incorporated. Randall is the owner of Beacon Financial Partners and serves as board president of the nonprofit Power of Joy. 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 offers a range of portfolio management strategies using various analytical methods and third-party platforms across multiple office locations.

Anthony Gargano is a financial advisor at Journey Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has previously worked at FSM Wealth Advisors, CBIZ Investment Advisory Services LLC, and Sequoia Financial Advisors, LLC. Journey Wealth Management is a fee-only, SEC-registered adviser serving individuals—including high-net-worth clients—as well as trusts and estates. The firm provides financial planning, investment management, and consulting, emphasizing strategic asset allocation and coordinated tax and operational services under a fiduciary standard.

Lawrence Tidmore is a financial advisor at Horter Investment Management, LLC with 10 years of industry experience. He also serves as Vice President of Tidmore Financial, where he has been involved in retirement planning since 1999. In addition to his advisory work, Tidmore provides free adult financial education through live and virtual classes. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes a combination of multi-manager portfolios, third-party money manager access, and alternative investment options guided by an Investment Committee.

Dan Kopcak is a financial advisor at Redwood Financial Network with nine years of industry experience. He holds a Series 66 designation and has worked at Redwood Financial Network and LPL Financial since 2017. Prior to that, he was employed at W&S Brokerage Service and Western and Southern Life from 2015 to 2017. Redwood Financial Network is a team-based SEC-registered advisory firm with eight advisors managing approximately $226 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with a customized, long-term investment approach.

Geoffrey Novack is a financial advisor with Financial Management Strategies, Inc. He holds a Series 63 designation and has 38 years of industry experience. His prior work includes positions at Plancorp, Inc. and Cetera Wealth Services, LLC. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, retirement-plan advisory services, and financial planning, utilizing a mix of analytical methods and model portfolios tailored to various risk profiles.

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 with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and having 23 years of industry experience. Her career includes roles at Cetera, PNC Investments, and Vantage Financial Group. She serves as a board member for a homeowners association, overseeing budgets and compliance matters. Vantage Financial Group is an SEC-registered advisory firm managing approximately $867 million in client assets across six advisors. The firm serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, offering portfolio management, financial planning, consulting, and retirement plan services tailored to client objectives.

Mark Ciulla is a financial advisor with Capital Advisors, Ltd., LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved in life settlements since 2011. Ciulla has served as owner and managing director of Capital Advisors, Ltd., LLC since 2010. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, employing a portfolio approach that integrates mutual funds, ETFs, equities, fixed income, and REITs with ongoing monitoring and rebalancing.