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.

Charles Elliott is a financial advisor with Financial Management Strategies, Inc. and holds a Series 66 designation. He has 25 years of industry experience, including roles at Cetera Wealth Services, LLC and Financial Management Strategies, Inc. In addition to his advisory work, he is also licensed to sell fixed insurance products. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and offers portfolio management, retirement-plan advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a variety of analytical methods, maintains individualized investment policies with ongoing monitoring, and provides both discretionary and non-discretionary account management.

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.

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.

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.

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.

Michelle Taylor is a financial advisor at Balanced Wealth Group LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including Ameriprise, MassMutual Life Insurance Company, and Charles Schwab. Outside of her advisory role, she serves as a trustee of finance on a nonprofit board and is a co-owner of a business focused on enterprise collaboration systems. Balanced Wealth Group is an SEC-registered, fee-based advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm provides financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team managing approximately $494 million in discretionary assets. Their investment approach emphasizes long-term diversified portfolios constructed mainly with ETFs and mutual funds, utilizing fundamental and technical analysis.

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.

Jay McClellan is a CFP® professional with 40 years of industry experience. He is currently with Cornerstone Asset Management Services, Inc., where he has worked since 2020. His prior experience includes roles at Aurora Securities Inc., Secure Asset Management, L.L.C., Concorde Investment Services, LLC, and Asset Management Systems Inc. McClellan is also president of Asset Management Systems, a business that provides income tax preparation, financial planning, and insurance services, and he owns the McClellan Agency, which focuses on fixed insurance and annuity sales. Cornerstone Asset Management Services, Inc. offers 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 proprietary investment process combining fundamental and technical analysis and provides a range of services including model portfolios, separately managed accounts, sub-advisory management, and consulting.

Andreas Koustis is a financial advisor with WestPoint Wealth Management, LLC, holding a Series 66 license and bringing 10 years of industry experience. His prior roles include positions at Beach Benefits Group, Axios Financial Services LLC, Oppenheimer, and Morgan Stanley. Outside of his advisory work, Koustis provides tax preparation and consulting services on a 1099 basis with ETHOS CPA LLC. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to tailor strategies aligned with client goals and risk tolerances, managing accounts directly or through third-party managers while coordinating reporting and paperwork.

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.

Raymond Bolin is an investment advisor at Southland Equity Partners, LLC with 23 years of industry experience. He has worked with FSC Securities Corporation since 2002 and joined Southland Equity Partners in 2021. Outside of his advisory role, he owns and operates American Premier Financial Services, which provides life and health insurance and mortgage services. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and evaluates third-party portfolio managers for specific asset classes.

Jacob Merton is a CFP® with four years of industry experience, currently serving as a financial advisor at Sikich Financial. His prior experience includes roles at Northwestern Mutual and several retail companies. He is part of a 20-advisor team based in Richfield, Ohio. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities with integrated wealth management, combining financial planning and portfolio management guided by an asset-allocation framework based on modern portfolio theory.