Brian Tullio is a CFP® professional with five years of industry experience, currently serving as an advisor at Fairway Wealth Management LLC since 2020. Prior to joining Fairway, he worked at Cleveland Clinic Foundation from 2016 to 2020. 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, tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis.

Douglas Sockman is a financial advisor at Cleveland Wealth, LLC with 29 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 63 license. Mr. Sockman is also the owner of CW Insurance, LLC, where he is involved in life, LTC, DI, and fixed annuities sales. 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 most client relationships on a non-discretionary basis and requires designated custodians such as Schwab and Fidelity.

Peter Brunton is a CFA® charterholder and financial advisor with eight years of industry experience. He has been with Strategic Wealth Partners, Ltd. since 2017 and previously worked at Wealth Design Services from 2015 to 2017. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion with a team of 19 advisors, employing a diversified investment approach that incorporates fundamental, technical, and charting analysis across various asset types.

Blake Rudy is a financial advisor at Fairway Wealth Management LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Fairway Wealth Management, he held positions at Lakewood Country Club and Mirabel Golf Club, among other roles. Fairway Wealth Management primarily serves high-net-worth individuals and families, providing integrated wealth management and family office services. The firm emphasizes client-specific asset allocations, tax-aware positioning, and behavioral discipline, managing approximately $3.0 billion in assets with a notable portion handled on a non-discretionary basis.

James Kelly is a CFA® charterholder affiliated with North Point Portfolio Managers Corporation, where he has worked since 2021. He has six years of prior experience with Victory Capital Management. Kelly holds a Series 63 license and is based in Orange Village, Ohio. North Point Portfolio Managers Corporation provides separately managed, long-only equity and fixed-income portfolios for a range of clients including individuals, pension plans, nonprofits, and corporations. The firm uses a combination of quantitative screening with UBS HOLT Lens® CFROI metrics and fundamental analysis, applying a low-turnover strategy and tailoring asset allocation and tax considerations to individual client needs.

Sohrab Sadegi is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Independence Capital since 2005 and has over 32 years of experience at Bankers Life & Casualty. Outside of advising, he is involved in insurance sales and operates an online food delivery and shopping business. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships, employing fundamental analysis and a long-term investment approach tailored to client objectives and risk tolerances.

Steven Rivkin is a financial advisor at McDonald Partners LLC with 12 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2016. In addition to his advisory role, he provides accounting services through his CPA practice and serves as controller for the Rabbinical College of Telshe Inc. He is also involved with the Cleveland Kashruth Organization as a board member and serves as treasurer for the Jewish Voters Association. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management.

Gregory Gromek is a financial advisor at Peak Wealth Solutions with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Inc. and JR Hill and Associates. Gromek is also a registered representative and an insurance producer, providing fixed insurance and annuity products. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, focusing primarily on clients near or in retirement. The firm employs a multi-model, global asset allocation approach utilizing discretionary individual account management and plan-level consulting, with offerings that include tax-efficient and tactical investment strategies.

Mark Niederhelman is a financial advisor at Lineweaver Wealth Advisors with 21 years of industry experience. He holds a Series 63 designation and has worked at Lineweaver Financial Group since 2003, Lineweaver Wealth Advisors since 2014, and previously at Triad Advisors, LLC from 2015 to 2024. Lineweaver Wealth Advisors is an SEC-registered firm managing approximately $908 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations, employing a mix of investment methods and client education initiatives.

Douglas Ambrose is a CFP® professional with 24 years of industry experience, currently serving at Journey Wealth Management. His prior roles include positions at Lincoln Financial Advisors and TDAmeritrade. He also works as an insurance agent offering fixed insurance products such as fixed annuities, long-term care, and traditional life insurance. Journey Wealth Management provides financial planning, investment consulting, and portfolio management to individuals, including high-net-worth clients. The firm emphasizes customized discretionary investment programs and combines investment advisory services with family-office style offerings such as bill-pay and tax coordination.

Justin Pagnard is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding Series 63 and Series 65 credentials and with 19 years of industry experience. He has been with Vantage Financial Group since 2011 and Cetera since 2013. Pagnard also serves as President of the National Association of Insurance & Financial Advisors (NAIFA) Cleveland chapter and works as an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Vantage Financial Group, Inc. is an SEC-registered advisory firm with six advisors, managing approximately $867 million in assets for individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers tailored investment programs and a range of financial planning and consulting services, utilizing both discretionary and non-discretionary portfolio management strategies.

Alex Canitano is a financial advisor at Fairway Wealth Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Fairway in 2023, he worked at Jonathan Rose Companies LLC from 2021 to 2023. Fairway Wealth Management primarily serves high-net-worth individuals and families, offering 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 providing advice for held-away retirement and plan accounts.

David Sommer is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with St. Clair Advisors since 2010. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies and includes tax and family-office functions.

Cole Frischman is a CFP® professional at Strategic Wealth Partners, Ltd. with experience at CAPTrust and Waldron Private Wealth prior to joining his current firm. He has a background that includes roles at The Pennsylvania State University and Shady Side Academy. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm utilizes a diverse investment approach combining various asset types and analysis methods, maintains a fiduciary role for advisory services, and offers services such as tax preparation and insurance advice.

Corbin Blackburn is a financial advisor at Tempo Wealth with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Tempo Wealth in 2025, he worked at Cleveland Wealth and Skylight Financial Group. He is also licensed as an insurance agent, offering individual life, traditional life, long-term care, disability income insurance, and fixed annuities. Tempo Wealth is a team of four professionals serving primarily high-net-worth individuals and related entities. The firm provides portfolio management, comprehensive financial planning, and pension consulting, using a mix of analytical methods to build diversified, strategic asset allocation portfolios.

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.

Bernard Garrah is a financial advisor at Tempo Wealth with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Cleveland Wealth, MassMutual Life Insurance Company, and MML Investors Services. Bernard is also a principal of CW Insurance, LLC and holds an insurance sales position. Tempo Wealth is a small advisory team serving primarily high-net-worth individuals and related entities. The firm provides portfolio management, comprehensive financial planning, and pension consulting, employing a range of analytical methods to construct diversified, strategic asset allocation portfolios.

Kimberly Murphy is a CFP® professional with three years of industry experience, currently serving at Park Edge Advisors, LLC. She previously worked at Lowrie Wealth Management of Stratos Wealth Advisors LLC and McDonald Partners, LLC. In addition to her advisory role, she is an adjunct professor at the University of Akron and John Carroll University and serves on the board of the Financial Planning Association of Northeast Ohio. Park Edge Advisors serves a diverse client base including individuals, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a tailored investment approach utilizing various analytical methods and trading strategies, and provides services such as subadvisory support and performance-based fee arrangements.

David Cush is a financial advisor with Independence Capital Co., Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at the ON Equity Sales Company and Wisconsin Financial Group. Outside of his advisory work, he creates woodworking educational videos. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities. The firm manages approximately $118.7 million across 300 client relationships, employing a fundamental, long-term investment approach tailored to client objectives and risk tolerances.

Matthew Gordillo is a financial advisor with Park Edge Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Stratos Wealth Advisors, Inverness Securities, and First Allied Advisory Services. He is also a licensed insurance agent who sells life and health insurance. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and consulting services. The firm employs a varied investment approach that includes fundamental and quantitative analysis, options, and ETF allocation, with active portfolio monitoring and quarterly reviews.