David Herwerden is a financial advisor at WestPoint Wealth Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Gross Investments LLC, AMFG Wealth Management, Cetera Advisor Networks, and Ameritas Investment Corp. Outside his advisory role, he serves as a board member on the Planning Commission for the City of Middleburg Heights, Ohio. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to develop tailored strategies and manages assets both directly and through third-party managers, offering a combination of discretionary and non-discretionary account management.

Franco Di Liberto is a CFP® professional with five years of industry experience. He has worked at Fairway Wealth Management LLC since 2017 and previously at Hobe & Lucas from 2013 to 2017. 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 and providing advice for held-away retirement and plan accounts.

Joey Flinner is a CFP® professional with 29 years of experience in financial services. He has worked at Landing Point Financial Group since 2021 and previously spent 24 years at Ameriprise Financial Services, Inc. Flinner is involved in community activities, serving on the advisory committee for Providence Church’s foundation funds. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies, utilizing a range of investment vehicles while conducting regular portfolio reviews.

Matthew Gottshall is a CFP® professional with seven years of industry experience, currently serving as an advisor at Balanced Wealth Group LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and Daugherty, Sieverts Wealth Advisors, as well as a position at The Ohio State University. He also serves on the associate board of The City Mission in Cleveland. Balanced Wealth Group is a fee-based, SEC-registered advisory firm that serves individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term investment approach, building diversified portfolios with ETFs, mutual funds, and other securities, while managing approximately $494 million in discretionary assets.

Raymond Tropp is a financial advisor at Beacon Financial Advisory LLC with 31 years of industry experience. He holds a Series 63 designation and has been with Beacon Financial Partners since 2006, transitioning to Beacon Financial Advisory in 2015. In addition to his advisory work, he is a partner involved in life insurance and fixed annuities. Beacon Financial Advisory LLC serves individuals, high-net-worth clients, and pension/profit-sharing plans, offering investment advisory, financial planning, retirement-plan consulting, and annual tax preparation. The firm manages over $900 million in discretionary assets and utilizes a variety of investment strategies and third-party platforms across multiple offices.

Brennan Thiergartner is a CFP® and holds a Series 65 license, currently serving as an advisor at Fidato Wealth LLC with four years of industry experience. Prior to his financial advisory career, he worked in landscape construction services and education. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management and comprehensive financial planning with a focus on individualized account supervision and technology integration.

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.

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.

Ryan Shoop is a financial advisor at Royal Oak Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Westminster Financial Securities, Inc., Stifel Independent Advisors, and operates his own business, Ryan Shoop LLC DBA Shoop Wealth Management. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach focuses on asset allocation and model portfolios tailored to clients’ risk tolerance and goals, with ongoing monitoring and rebalancing.

Anthony D'amico is a financial advisor at Fidato Wealth LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Fidato Wealth since 2008. In addition to his advisory role, he is a licensed insurance agent and dedicates part of his time to offering fixed life insurance products as part of comprehensive financial plans. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios built from stocks, bonds, ETFs, and mutual funds, incorporating technology and quarterly reviews as part of its investment approach.

Joseph Salmen is a CFP® professional with six years of experience in financial advising. He is currently with Rockport Wealth Advisors and previously worked at JFS Wealth Advisors. Before entering the financial industry, he was employed at Union Area Middle/High School and Medure's Catering. Rockport Wealth Advisors is a team of eight advisers serving individual and high-net-worth clients with financial planning, investment management, and retirement-plan advisory services. The firm offers both traditional portfolio management and consultant-style services, including alternative investments, and operates its own wrap fee program alongside a digital platform for certain clients.

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.

Salvatore Dangelo is a financial advisor at Fourth Dimension Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Advisors LLC, Stratos Wealth Partners, Ltd, and LPL Financial LLC. He is an advisory board member of the Nick D’Angelo Fund, a charitable fund that recommends charitable gifts and investment strategies. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm tailors asset allocations to client objectives using a variety of analytical methods and offers ongoing account monitoring and detailed quarterly performance reporting.

Amy D'amico is a financial advisor with Fidato Wealth LLC, holding a Series 65 credential and with 13 years of industry experience. She has been with Fidato Wealth since 2009. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management, comprehensive financial planning, retirement plan consulting, and selection and oversight of third-party money managers and trust administration options. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios constructed from individual securities, ETFs, and mutual funds, conducting regular reviews and rebalancing as needed.

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.