Logan Bratsch is an advisor with Lineweaver Wealth Advisors holding Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked at W&S Brokerage Services, Western & Southern Life, and PGA Tour Live. Lineweaver Wealth Advisors is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1 billion in discretionary assets through tailored asset allocations and a range of investment strategies.

Michael Fedj is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Raymond James and Associates and Wells Fargo Advisors. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm develops individualized asset allocations based on clients’ goals and risk tolerance, employs active portfolio monitoring with a range of analytical techniques, and emphasizes ongoing client communication and education through detailed reporting and workshops.

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.

Timothy Farley Jr. is a financial advisor at Tempo Wealth with 16 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Cleveland Wealth, LLC and MassMutual Financial Group. In addition to his advisory work, he is an insurance agent involved in the sale of life, disability, long-term care insurance, and fixed annuities. Tempo Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and economic analysis, with a focus on alternative investments and digital assets for accredited or sophisticated clients.

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.

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.

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.

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.

Bradley Wise is a financial advisor with Revisor Wealth Management LLC in Akron, OH. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Ast Investment Services, Inc. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals, offering customized portfolios that include stocks, bonds, mutual funds, ETFs, and alternative strategies such as cryptocurrency and options for eligible clients. The firm supports advisors with practice services and manages a high client-to-advisor ratio.

Richard Harris is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been with Aspire Growth Partners LLC since 2021 and previously worked at Raymond James Financial Services Advisors Inc. and Steven Zangmeister Financial LLC. Harris is also the owner of Richard Harris Financial Services, LLC. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, managing approximately $992 million in client assets across diversified portfolios tailored to client goals, risk tolerance, and tax considerations.

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.

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.

Eric Langenfeld is a financial advisor at MariPau Wealth Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at C2P, Farmers Insurance Group, PRUCO Securities, and Valic Financial Advisors. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities, offering discretionary portfolio management, financial planning, consulting, and educational seminars. The firm operates as a fiduciary and manages portfolios using a variety of investment vehicles, while maintaining a network of advisory affiliates and an affiliation with an insurance agency.

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.

Preston Ptak is a CFP® professional at Cookson Peirce Wealth Management with eight years of industry experience. His career includes roles at Bank of America, Merrill, Lineweaver Wealth Advisors, and Charles Schwab, among others. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients such as individuals, high-net-worth households, trusts, endowments, pensions, foundations, institutional clients, and other professional advisors. The firm uses a quantitative, rules-based investment approach for equities and a laddered strategy for fixed income, and it acts as sub-advisor to the Catalyst Dynamic Alpha Fund while managing multiple wrap fee programs.

Jacob Dunbar is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation with five years of industry experience. He previously worked at LRJ Wealth Management LLC, Willow Oaks Country Club, and ATP. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm creates customized portfolios using a variety of securities with a primarily long-term orientation and offers alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

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.