Lindsey Orth is a financial advisor at Prasad Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes positions at Purshe Kaplan Sterling Investments, Regulus Financial Group, and Fidelity Investments. Orth also works as a fixed insurance agent. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation and offers a range of investment vehicles including mutual funds, ETFs, equities, and structured products.

Michael Kelley II is a CFP® professional with 12 years of experience in financial advising. He is currently with Cornerstone Wealth Management, where he has worked since 2020. His prior experience includes roles at Summit Capital, Kelley Financial Planning, AXA Advisors, Carver Financial Services, and Raymond James Financial Services. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing over $640 million in client assets. The firm constructs diversified portfolios using a range of securities and employs complex strategies such as option writing and short selling, with regular portfolio reviews and a typical investment horizon of 12–24 months.

Matthew Bures is a financial advisor at SWP Investment Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Strategic Wealth Partners, LTD and First Fiduciary Investment Counsel. SWP Investment Management LLC provides customized portfolio management focused on exchange-traded funds and serves as the investment adviser for those ETFs. The firm primarily manages investment company and pooled-vehicle mandates using a combination of charting analysis and fundamental selection criteria to construct concentrated equity portfolios.

Laura Collins is a Series 65-licensed advisor with First Fiduciary Investment Counsel Inc in Cleveland, OH, where she has worked since 2009. She has 2 years of industry experience and is part of a three-advisor team at the firm. First Fiduciary Investment Counsel provides discretionary investment management and wealth planning services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutional clients. The firm uses a dividend-oriented, large-capitalization equity investment approach supported by fundamental analysis and third-party research, managing diversified portfolios with sector and security limits.

Brian McDonald is a financial advisor at McDonald Partners LLC in Cleveland, OH, with nine years of industry experience. He holds a Series 66 designation and has been with McDonald Partners in different capacities since 2009. Outside of his advisory role, McDonald serves as Executive Director of the Joan C Edwards Charitable Foundation, chairs the Board of Trustees for the Cleveland School of Science & Medicine, and operates two community-focused LLCs: Heights Audio and Heights BBQ Association. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and pension consulting services. The firm employs a customized investment approach using multiple analytic techniques and provides both discretionary and non-discretionary portfolio management options.

Timothy Stallings is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and is a partner and owner of AlerStallings, LLC, a law firm where he provides estate planning legal services. Stallings is also a licensed insurance agent affiliated with Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, low-cost, predominantly passive investment approach based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored client objectives.

Mark Tepper is a CFP® with 17 years of experience in the financial industry. He is currently with Strategic Wealth Partners, Ltd., where he has worked since 2008, and also has experience at SWP Investment Management LLC. Outside of his advisory role, Tepper manages several businesses including an insurance agency and a company that hosts high-performance driving events for car enthusiasts. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing portfolio management, financial planning, retirement consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion across a diverse range of investment types and operates as a fiduciary, employing fundamental, technical, and charting analyses to construct diversified portfolios.

Mary Anderson is a financial advisor at First Fiduciary Investment Counsel Inc in Cleveland, OH, with 26 years of industry experience. She has been with First Fiduciary Investment Counsel since 1993. First Fiduciary Investment Counsel provides discretionary investment management and wealth planning services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutional clients. The firm employs a team-based approach focused on dividend-oriented, large-cap equity investing supported by fundamental analysis and third-party research.

Chad Aerni is a financial professional with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Cetera and PNC Investments. Aerni also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Vantage Financial Group, Inc. is an SEC-registered advisory firm managing approximately $867 million in client assets and serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers tailored portfolio management and comprehensive financial planning using a range of investment strategies and maintains multiple offices and affiliated businesses.

Dennis Twarogowski is a financial advisor with Independence Capital Co., Inc. in Parma, Ohio, holding a Series 63 designation and having 44 years of industry experience. He has been with Independence Capital Co. since 2005. 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 and employs a fundamental analysis approach with a long-term trading orientation, tailoring portfolios to client objectives and risk tolerances.

Nathaniel Fockler is a financial advisor with W.A. Smith Financial Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Great Lakes Retirement, UBS Financial Services, Citizens Securities, and Citizens Bank. Nathaniel serves as a Young Professionals Board member and volunteer for Junior Achievement Cleveland. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a top-down investment approach guided by an internal committee, blending active and passive strategies tailored to client objectives.

Matthew Hunt is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Hunt worked in various positions including at Cetera and Hard Rock Casino Cincinnati. Outside of his advisory work, he is involved in selling fixed insurance products. 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 a team of six advisors, offering portfolio management, financial planning, consulting, and retirement plan services with investment strategies tailored to client objectives.

Timothy Westra is a CFP® with four years of industry experience and is currently with McDonald Partners LLC in Cleveland, OH. His career includes roles at The Connable Office, LPL Enterprise, and The Prudential Insurance Company of America. McDonald Partners serves individual, high-net-worth, and institutional clients by providing investment management, financial planning, and pension consulting. The firm employs a customized approach using fundamental, technical, and cyclical analysis and offers services through discretionary and non-discretionary portfolio management as well as wrap and advisor programs.

Derek Gabrielsen is a financial advisor at Strategic Wealth Partners, Ltd. in Independence, Ohio, holding a Series 65 designation with 14 years of industry experience. He has been with Strategic Wealth Partners since 2011. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, utilizing a mix of fundamental, technical, and charting analysis to build diversified portfolios.

Stephen Franko is a financial advisor at Independence Capital Co., Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked at Essex National Securities, Inc. and First Knox National Bank since 1997. Additionally, he is active as a licensed insurance agent offering fixed life, annuity, long-term care, disability, and health insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm employs a long-term trading approach based on fundamental analysis, tailoring portfolios to clients’ objectives and risk tolerances, and offers a broad range of securities and access to third-party money managers.

James Judd is a financial advisor at Vantage Financial Group, Inc. in Cleveland, Ohio, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, with prior roles at firms including Cetera, Lion Street Financial, and The James B Oswald Co. Judd serves as a board member and past president of the Bedford Rotary Club and holds several civic positions in Bedford, including chairman of the Civil Service Commission. Vantage Financial Group, Inc. is an SEC-registered advisory firm managing approximately $867 million in client assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, providing portfolio management and comprehensive financial planning tailored to client objectives.

George Smith III is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Vantage Financial Group since 2000 and previously worked at Cetera Wealth Services, LLC. Outside of his advisory role, Smith serves on the finance council for St. Joseph Parish and is a board member of Youth Opportunities Unlimited. Vantage Financial Group, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers portfolio management and financial planning tailored to client objectives, employing fundamental analysis and a range of investment strategies.

Colin Anderson is a financial advisor with Vantage Financial Group, Inc. in Cleveland, Ohio, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Vantage Financial Group since 2010 and also works with Cetera Wealth Services. Outside of advisory services, he is the owner and distiller at Christmas City Spirits, a distillation company in Bethlehem, Pennsylvania. 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 across a range of investment strategies and provides portfolio management, financial planning, consulting, and retirement plan consulting through a team of six advisors.

William Tomlinson is a financial advisor at Independence Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been associated with Independence Wealth Advisors since 2020. In addition to his advisory role, Tomlinson is a principal at United Brokerage Group MPD, LLC, an insurance agency where he provides product knowledge and underwriting support to independent insurance agents. Independence Wealth Advisors serves individual and high-net-worth clients as well as pension and employee benefit plans, offering discretionary portfolio management, pension consulting, and financial planning. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of analytical approaches and strategies, and requires clients to use specified custodians for account management.

Heather Frutig is a CFP® professional with four years of industry experience, currently serving as an advisor at McDonald Partners LLC. Her prior roles include positions at Gradient A Human Think Tank, Merrill Private Wealth Management, and JPMorgan Chase. In addition to her advisory work, she operates Heather Frutig Financial Coaching, providing support with budgeting, debt management, and general financial planning. McDonald Partners serves both individual and institutional clients, offering tailored investment management and financial planning services. The firm combines fundamental, technical, and cyclical analysis across multiple platforms and also acts as an affiliated broker-dealer with experience managing private fund placements.