Lauren Maclaren is a CFP® professional with 15 years of experience in financial advising. She is currently with Journey Wealth Management in Cleveland, OH, and previously worked at FSM Wealth Advisors, LLC and Sequoia Financial Group, LLC. Journey Wealth Management serves individuals, including high-net-worth clients, providing customized financial planning, investment consulting, and portfolio management. The firm combines investment advisory services with family-office style support such as bill-pay and tax coordination, managing portfolios through discretionary programs focused on strategic asset allocation.

Anthony Zabiegala is a financial advisor at Strategic Wealth Partners, Ltd. in Independence, OH, holding a Series 65 designation with 16 years of industry experience. He has been with Strategic Wealth Partners since 2010 and also worked at SWP Investment Management LLC beginning in 2024. Strategic Wealth Partners, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts, providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion with 19 advisors and employs a mix of fundamental, technical, and charting analysis to construct diversified portfolios across various public and private investment types.

Margaret Maxel is a financial advisor at Vantage Financial Group, Inc. in Cleveland, OH, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Financial Management Strategies. Outside of financial services, she is a viola player who performs as a soloist or with ensembles upon request and serves as executive director of BNI Northeast Ohio, where she helps start and maintain professional networking chapters. Vantage Financial Group, Inc. is an SEC-registered advisory firm that serves a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers portfolio management, financial planning, and consulting, using tailored investment programs that incorporate fundamental analysis and a variety of asset types, supporting approximately $867 million in client assets through a team of six advisors.

Chris Hemmelgarn is a financial advisor at Shaker Investments with 13 years of industry experience. He holds a Series 63 designation and has worked at Shaker Investments since 2017, following five years at Barclays Capital Inc. Shaker Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate accounts. The firm emphasizes fundamental, research-driven equity investing and offers sub-advisor services, model portfolio recommendations, and manages pooled vehicles alongside separately managed accounts.

James Thomas is a financial advisor at Independence Capital Co., Inc. in Parma, Ohio, with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Huntington Investment Company, LPL Financial, and Mutual Service Corporation. Outside of advisory work, he is a high school volleyball official and an insurance agent specializing in fixed life and annuity sales. 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 client objectives and risk tolerances while offering a broad range of securities and customized investment solutions.

Kevin Kroskey is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He has been with True Wealth Design, LLC since 2007 and is also involved with Fine Girl Charter, LLC, a catamaran-chartering business in Akron, Ohio. True Wealth Design provides financial planning, investment advisory, wealth management, and retirement-plan consulting services to a broad range of clients, including individuals, families, business entities, and charitable organizations. The firm employs a structured, tax-aware investment approach and offers integrated tax, accounting, and insurance services through affiliated entities.

Carter Mc Abier is a financial advisor at Fairway Wealth Management LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Cerity Partners, Parker Hannifin, and The Ohio State University Golf Club. 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 financial and investment planning with a focus on tax-aware asset allocation and manages a substantial portion of assets on a non-discretionary basis.

Johnathon Opet is a CFP® professional with nine years of industry experience, currently serving at EmVision Capital Advisors, LLC since 2017. His prior work includes roles at Commonwealth Financial Network and Stratos Wealth Partners. He is also co-owner of M&D Financial Enterprises, Inc., which supports securities, advisory, and insurance activities at EmVision. EmVision Capital Advisors serves high-net-worth individuals, families, trusts, charitable organizations, and family offices, offering discretionary investment management and comprehensive financial advisory services. The firm employs a customized investment approach using an investment committee to review allocations and manages portfolios through various vehicles while providing ancillary family office services.

Timothy Baker is a financial advisor with Cornerstone Asset Management Services, Inc., holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at Royal Fund Management, LLC, and Chelsea Insurance Group. In addition to advising, he is an independent licensed insurance agent offering annuities and life insurance when suitable for clients. Cornerstone Asset Management Services serves individual clients ranging from non‑high‑net‑worth to high‑net‑worth, providing discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, and sub‑advisory services. The firm uses a proprietary blend of fundamental and technical analysis in a model-driven investment process and offers comprehensive performance reporting tools uncommon among peers.

Kathleen Mueller is a financial advisor at Prasad Wealth Partners with nine years of industry experience. She holds a Series 66 designation and has previously worked at JK Investment Group, Baird, and UBS Financial Services. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, trusts, family offices, private foundations, qualified retirement plans, and institutional plan sponsors. The firm uses a customized approach with a focus on fundamental analysis and a long-term orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, and structured products.

Joseph Randazzo is a financial advisor at Beacon Financial Advisory LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Beacon Financial Advisory since 2016. In addition to his advisory role, Randazzo practices law as an attorney specializing in basic estate planning and is involved in fundraising and cancer awareness activities with the Northeast Ohio Planned Giving Council for the American Cancer Society. He also serves as treasurer and board member for youth baseball organizations in Hudson, OH. 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 approximately $900 million in discretionary assets across five offices and employs a range of portfolio management strategies, utilizing model portfolios and multiple analytical methods.

Kevin Bauer is an investment advisory representative at Financial Management Strategies, Inc. with 27 years of industry experience. He previously worked with Ameriprise Financial Services, Inc. for 12 years and has been with Financial Management Strategies and affiliated firms since 2017. Outside of his advisory work, he volunteers with the Akron Children’s Hospital Foundation and participates in the Kiwanis Club of Hudson’s fundraising activities. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charities, corporations, and pension plans. The firm employs a variety of investment strategies supported by written policy statements and ongoing portfolio monitoring, while also offering retirement plan consulting and educational workshops.

Brian Eberhardt is a financial advisor at Fidato Wealth LLC, holding a Series 65 credential with 10 years of industry experience. He has been with Fidato Wealth since 2015, working within a team of six advisors based in Middleburg Heights, Ohio. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by providing asset management, comprehensive financial planning, retirement plan consulting, and selection and oversight of third-party money managers and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios including individual stocks, bonds, ETFs, and mutual funds.

Howard Myers is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Adviser Alliance since 2018 and previously spent five years with Cetera Advisors LLC. Myers is also the sole proprietor of Myers Financial, where he sells fixed insurance and annuity products. Adviser Alliance, LLC provides investment management primarily to individual clients and certain entities through a team of six independent contractor advisors. The firm offers diversified, discretionary portfolio management and utilizes third-party platforms such as Envestnet for account administration and billing.

Alfred Feronti is a financial advisor at AMFG Wealth Management LLC with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Hazard & Siegel Inc and A & M Financial Group, which he owns and operates, focusing on the sale and service of fixed insurance products and acting as a solicitor for Hazard & Siegel Advisory Services LLC. AMFG Wealth Management is a small team advisory firm serving individual and high-net-worth clients, retirement plans, charities, and corporate entities. The firm provides ongoing portfolio management and financial planning, often referring client assets to third-party money managers and utilizing documented Investment Policy Statements grounded in modern portfolio theory.

Brenton Luce is a financial advisor at Woodland Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and previously worked for Carnegie Investment Counsel for 11 years. Outside of his advisory role, Luce serves as CEO of Woodland Green, LLC, an investment vehicle focused on private equity and real estate fund investments. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm offers portfolio management and financial planning services, utilizing model portfolios and customized strategies that incorporate a range of investment approaches and securities.

James Lineweaver is a CFP® with 33 years of industry experience. He is the president of Lineweaver Financial Group, Inc., where he manages the firm and oversees investment and insurance sales. He also supervises a tax preparation service, LFG Tax Services, LLC. Lineweaver has held advisory roles at Triad Advisors, LLC and has been with Lineweaver Wealth Advisors since 2014. Lineweaver Wealth Advisors is an SEC-registered investment adviser that offers portfolio management, financial planning, and wealth management services to individuals, plans, trusts, and charitable organizations. The firm manages approximately $1.084 billion in discretionary assets and employs a tailored asset allocation approach based on clients’ financial plans, using methods such as modern portfolio theory and fundamental and technical analysis.

Marissa Beyer is a CFP® professional with 12 years of industry experience, currently serving at Fidato Wealth LLC since 2020. Prior to that, she worked at True Wealth Design, LLC from 2015 to 2020. Outside of financial advising, she consults on cleaning products for Norwex, primarily assisting friends and family. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with quarterly reviews and rebalancing.

Paul Sansonette is a financial advisor with Symphony Financial Services, Inc. in Akron, Ohio, holding 35 years of industry experience. He has been with Symphony Financial Services since 2009 and has also been affiliated with Linsco/Private Ledger Corp. since 2007. In addition to his advisory role, he has worked as an independent insurance agent specializing in group and individual medical insurance since 1990. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a variety of instruments and strategies tailored to each client’s objectives and risk tolerance.

James Eastwood is a CFP® professional with 29 years of experience in the financial services industry. He is currently an advisor at AMFG Wealth Management LLC and has held previous roles at Allstate Insurance Co, OneAmerica Securities, and American United Life. Eastwood has maintained a long-term affiliation with J Edward Group since 2000. AMFG Wealth Management serves individual and high-net-worth clients, retirement plans, charities, and corporate entities by providing portfolio management and financial planning services. The firm employs modern portfolio theory and documented investment policy statements, often using discretionary trading strategies and third-party money managers to meet client objectives.