Scott Zurawski is a financial advisor at Vantage Financial Group, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Advisor Direct Financial Advisor, and PNC Investments. Outside of his advisory role, Zurawski serves as treasurer for a nonprofit organization and a homeowners association. Vantage Financial Group 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 about 2,482 client relationships through a team of six advisors, offering tailored portfolio management, financial planning, and consulting services.

Alan Yanowitz is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding a Series 63 designation and over 35 years of industry experience. He has worked at Beacon Financial Partners and Lincoln Investment since 2015. Yanowitz serves as a trustee for his family’s philanthropic foundation and volunteers with the Jewish Federation of Cleveland, participating in several committees focused on endowment, development, retirement fund, cemetery preservation, and Holocaust survivor support. 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 offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and strategies.

Danijel Romic is a financial advisor at Journey Wealth Management in Cleveland, OH, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Journey Wealth Management provides financial planning, investment consulting, and portfolio management to individuals, including high-net-worth clients. The firm combines investment advisory services with family-office style support, offering customized discretionary investment programs alongside bill-pay and tax coordination services.

William Hoover is a financial advisor at Broadleaf Partners, LLC with 24 years of industry experience. He has been with Broadleaf Partners since 2009 and holds Series 63 and Series 65 credentials. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses by offering discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection and monitoring, comprehensive financial planning, and consulting. The firm employs a model-based investing approach combined with security selection, utilizing a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

Jonathan Mistofsky is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding a Series 63 designation and 12 years of industry experience. He has worked at Beacon Financial Advisory since 2021 and previously at Lincoln Investment Planning LLC and FNA Wealth Management. In addition to his advisory role, he provides life and fixed insurance products through FNA Wealth Management. Beacon Financial Advisory LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets across five offices and employs a variety of investment strategies and analytical methods tailored to client needs.

Justin Dilbeck is a financial advisor at Golden Reserve Retirement, LLC with eight years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of advising, he is a licensed insurance agent affiliated with Golden Reserve, LLC. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach tailored to each client’s goals. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities.

Michael Romanello is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 license and possessing 23 years of industry experience. He has worked at Independence Capital since 2019 and has concurrently held roles at THE O.N. Equity Sales Company, Ohio National Financial Services, and PRO Financial Network, which he owns. Outside of advising, Romanello is an author with a book available on Amazon and is involved in a cannabis production business as an owner and partner. Independence Capital Co., 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 long-term, fundamental analysis approach tailored to clients’ objectives and risk tolerances.

Andrew Givens is a CFA® charterholder at First Fiduciary Investment Counsel Inc with five years of industry experience. He has been with First Fiduciary since 2016, working as part of a four-advisor team in Cleveland, OH. First Fiduciary provides discretionary investment management services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutions. The firm follows a fee-only model and focuses on equity and balanced strategies centered on large-cap, dividend-paying stocks, utilizing fundamental analysis and portfolio construction limits to manage approximately $565.5 million across about 460 accounts.

James Henyey is a CFP® professional with 35 years of experience in the financial industry. He has been with Vantage Financial Group, Inc. since 1990 and also worked at Cetera Wealth Services, LLC from 2013 to the present. In addition to his advisory role, he is an independent insurance agent specializing in disability and life/accident/health insurance. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers portfolio management and financial planning tailored to client objectives, utilizing mutual funds, ETFs, and individual equities, with the ability to employ various trading strategies when appropriate.

Kelly Orris is a financial advisor at Ellsworth Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Ellsworth Advisors since 2021. Her prior roles include positions at Kaulig Companies and Gymboree Play & Music. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs various analytic approaches and offers tailored portfolio management, pension consulting, and family office support, combining access to private funds and alternative investments with traditional advisory services.

Craig Steinbrink is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Clair Advisors since 2013. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives with integrated wealth management services. The firm employs an open-architecture investment approach combining active and passive strategies and integrates tax and family-office capabilities into its advisory offering.

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.

Giuseppe Del Vecchio is a financial advisor at Landolt Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Fifth Third Securities for 14 years before joining Landolt Securities in 2017. Outside of his advisory role, he buys and sells sports memorabilia on eBay as a hobby. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations, managing $137.8 million in assets as of March 31, 2026. The firm focuses on fundamental analysis and primarily manages client assets in small-cap growth stocks, using both discretionary and non-discretionary portfolio management approaches tailored to client objectives and risk tolerances.

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.

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.