Michael Doherty is a financial advisor at Prasad Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked previously at Regal Investment Advisors, Regulus Financial Group, Elixir Solutions, Marcus & Millichap, and The Allstate Corp. Outside of finance, he participates as a panelist in Nielsen TV Ratings, allowing a meter to be installed in his home for marketing research purposes. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm focuses on personalized financial planning and employs a primarily fundamental, long-term investment approach while maintaining flexibility for shorter-term trades as needed.

Theresa Schmotzer is a financial advisor at Vantage Financial Group, Inc. in Cleveland, OH, with 24 years of industry experience. She holds the Series 66 designation and has previously worked at firms including PNC Wealth Management and Cetera. Outside of her advisory role, she serves as a board member for a local homeowners association. 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 tailored investment programs that include fundamental analysis and a variety of asset classes, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and consulting services.

Mark Ciulla is a financial advisor with Capital Advisors, Ltd., LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved in life settlements since 2011. Ciulla has served as owner and managing director of Capital Advisors, Ltd., LLC since 2010. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, employing a portfolio approach that integrates mutual funds, ETFs, equities, fixed income, and REITs with ongoing monitoring and rebalancing.

Mark Kangas is a CFP® and holds a Series 66 license, with 24 years of industry experience. He is currently with North Star Advisory Group, LLC in Beachwood, OH, and previously worked at Raymond James Financial Services Advisors Inc., Stifel, Wells Fargo Clearing, and A.G. Edwards & Sons. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and specialty consulting such as real estate and antiques and collectables consulting. The firm manages approximately $289 million across 439 client relationships, focusing on client-tailored strategies and regular monitoring and rebalancing of portfolios.

Peter Franz is a CFP® and CFA® with 19 years of industry experience. He is a part owner and investment adviser representative of FSM Wealth Advisors, doing business as Journey Wealth Management in Cleveland, OH. His prior experience includes roles at Beacon Financial Advisory, Capital Analysts, and Lincoln Investment. Outside of his advisory work, he serves on multiple nonprofit investment committees and is involved in youth wrestling coaching and board membership. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, including high-net-worth clients, as well as trusts and estates. The firm provides financial planning, investment management, and consulting, emphasizing tailored discretionary portfolios with strategic asset allocation, and integrates tax coordination and cash management services under a fiduciary standard.

Forrest Kuchling is a financial advisor at North Star Advisory Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining North Star Advisory Group, he held positions at Geauga Financial Advisors and has experience in various roles outside finance, including work at DoorDash and Inverness Country Club. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives and risk tolerances, employing a mix of fundamental, technical, and cyclical analysis, with an emphasis on fixed-income securities and mutual funds/ETFs.

Richard Eicheldinger is a CFP® with 11 years of industry experience, currently serving at Strategic Wealth Partners, Ltd. since 2024. His prior roles include positions at Facet Wealth, Affinity Wealth LLC, and True Wealth Design. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serving individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios.

Marco Ciccariello is a financial advisor with Tempo Wealth, holding a Series 66 designation and one year of industry experience. His prior roles include positions at MassMutual Life Insurance Company, MML Investors Services, LLC, and various educational and community organizations. Tempo Wealth provides investment advisory services to high-net-worth individuals, trusts, associations, and businesses, emphasizing alternatives and digital assets for accredited or sophisticated clients. The firm applies a structured investment process combining fundamental, technical, cyclical, and economic analysis, along with ongoing portfolio monitoring and comprehensive financial planning.

Ashley Arsena is a CFP® and Series 65-licensed advisor at Cleveland Wealth, LLC with eight years of industry experience. She previously worked at Shaker Investments LLC for eleven years before joining Cleveland Wealth in 2026. 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 over $500 million in assets mostly on a non-discretionary basis, and maintains a relatively small advisory team.

Maryanne Battistone is a financial advisor at McDonald Partners LLC with 32 years of industry experience. She has worked at Thomas McDonald Partners LLC since 2009, UBS Financial Services Inc. since 2007, and McDonald Investments Inc. since 1997. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients such as pension plans, foundations, and trusts. The firm provides investment management, financial planning, pension consulting, and brokerage services, combining advisory and broker-dealer activities alongside affiliated private fund management.

Ryan Bailey is a financial advisor with Redwood Financial Network in Solon, Ohio, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities, as well as service in the U.S. Army (OHARNG) for 14 years. Redwood Financial Network is a team-based advisory firm with eight advisors and approximately $226 million in assets under management. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized financial planning and discretionary portfolio management through a combination of in-house management and multiple LPL-sponsored platforms.

Christine Bules is a ChFC® professional with 36 years of experience in the financial industry. She has been with Cornerstone Asset Management Services, Inc. since 2005 and has also worked with J.W. Cole Financial, Inc. and Professional Asset Management, Inc. She maintains an active role as a fixed insurance agent outside of her advisory work. Cornerstone Asset Management Services primarily serves individual clients across various net worth levels, offering discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, sub-advisory services, and investment consulting. The firm employs a proprietary investment process combining fundamental and technical analysis, and it provides clients with detailed performance reporting, including quarterly updates and a web-based tool.

Denny Johnson is a financial advisor at Woodland Wealth Partners in Pepper Pike, OH, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Carnegie Investment Counsel, Kestra Financial, Inc., and Cleveland State University. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations with portfolio management and financial planning. The firm uses a combination of fundamental, technical, quantitative, and management-focused research to manage discretionary accounts through model portfolios or customized strategies.

Brian Distler is a financial advisor with Lakeridge Wealth Management LLC, holding a Series 66 credential and over 20 years of industry experience. His prior roles include positions at Cetera Advisor Networks, NMS Wealth Management, Chase Investment Services, and Ameriprise. Distler is involved in managing his advisory practice as well as placing fixed insurance products for clients. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, fundamentals-based investment approach, primarily using ETFs and mutual funds, and maintains institutional custody relationships alongside ongoing due diligence.

Erik Keister is a financial advisor with North Star Advisory Group, LLC and holds a Series 66 designation. He has 22 years of industry experience and also operates Erik Keister Legal Services, LLC, a law firm, and serves as head coach of the Cleveland Fusion football team. North Star Advisory Group is a team of six advisors serving individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and specialty consulting with a focus on tailored investment strategies in fixed income, mutual funds, and ETFs.

Tiffany Boval is a financial advisor at Prasad Wealth Partners with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Regal Investment Advisors, Regulus Advisors, Securities America, Arbor Point Advisors, and Key Investment Services. Outside of her advisory role, she serves as the secretary of the Sunshine Committee, a cheer squad for gymnastics. Prasad Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm employs a fundamental analysis approach with a long-term orientation, offering a variety of investment vehicles including mutual funds, ETFs, equities, corporate bonds, REITs, private funds, and structured products.

Matthew Schiller is a financial advisor at Prasad Wealth Partners with 13 years of industry experience and a Series 66 designation. He has worked previously at Regal Investment Advisors, Arbor Point Advisors, and Securities America. Schiller is also an independent insurance agent, selling various life insurance and annuity products. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term investment orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives where appropriate.

Jonathan Cush is a Certified Financial Planner® at Independence Capital Co., Inc. with 22 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 15 years and has been affiliated with Ohio National Financial Services and the John C Cush Company since 1999. Outside of his advisory work, Cush is involved in horse breeding as a business activity. Independence Capital Company, Inc. serves individuals, including high-net-worth clients, corporations, and other entities, managing approximately $118.7 million across around 300 client relationships. The firm employs a long-term, fundamental analysis approach and offers a range of services including portfolio management, financial planning, and introductions to third-party money managers.

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.

Philip O’Toole is a financial advisor at Beacon Financial Advisory LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Amundi US and Lincoln Investment. Outside of advisory work, he is also involved in insurance and annuity sales. Beacon Financial Advisory LLC provides portfolio management, financial planning, retirement plan advisory, and tax preparation services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a tailored investment approach using a variety of analytical methods and may utilize leverage, derivatives, and third-party managers to meet client objectives.