Kathleen Mueller is a financial advisor at Prasad Wealth Partners with nine years of industry experience. She holds a Series 66 designation and has previously worked at JK Investment Group, Baird, and UBS Financial Services. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, trusts, family offices, private foundations, qualified retirement plans, and institutional plan sponsors. The firm uses a customized approach with a focus on fundamental analysis and a long-term orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, and structured products.

Joseph Randazzo is a financial advisor at Beacon Financial Advisory LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Beacon Financial Advisory since 2016. In addition to his advisory role, Randazzo practices law as an attorney specializing in basic estate planning and is involved in fundraising and cancer awareness activities with the Northeast Ohio Planned Giving Council for the American Cancer Society. He also serves as treasurer and board member for youth baseball organizations in Hudson, OH. 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 employs a range of portfolio management strategies, utilizing model portfolios and multiple analytical methods.

Dylan Casler is a financial advisor at McDonald Partners LLC in Cleveland, OH with one year of industry experience. He holds a Series 65 designation and previously worked at MAI Capital Management LLC and Lineweaver Wealth Advisors, LLC. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses a customized approach combining fundamental, technical, and cyclical analysis across multiple platforms and offers both discretionary and non-discretionary portfolio management options.

Kevin Bauer is an investment advisory representative at Financial Management Strategies, Inc. with 27 years of industry experience. He previously worked with Ameriprise Financial Services, Inc. for 12 years and has been with Financial Management Strategies and affiliated firms since 2017. Outside of his advisory work, he volunteers with the Akron Children’s Hospital Foundation and participates in the Kiwanis Club of Hudson’s fundraising activities. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charities, corporations, and pension plans. The firm employs a variety of investment strategies supported by written policy statements and ongoing portfolio monitoring, while also offering retirement plan consulting and educational workshops.

Brian Eberhardt is a financial advisor at Fidato Wealth LLC, holding a Series 65 credential with 10 years of industry experience. He has been with Fidato Wealth since 2015, working within a team of six advisors based in Middleburg Heights, Ohio. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by providing asset management, comprehensive financial planning, retirement plan consulting, and selection and oversight of third-party money managers and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios including individual stocks, bonds, ETFs, and mutual funds.

Howard Myers is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Adviser Alliance since 2018 and previously spent five years with Cetera Advisors LLC. Myers is also the sole proprietor of Myers Financial, where he sells fixed insurance and annuity products. Adviser Alliance, LLC provides investment management primarily to individual clients and certain entities through a team of six independent contractor advisors. The firm offers diversified, discretionary portfolio management and utilizes third-party platforms such as Envestnet for account administration and billing.

Brenton Luce is a financial advisor with Woodland Wealth Partners, holding a Series 65 designation and 10 years of industry experience. He worked at Carnegie Investment Counsel for 11 years before joining Woodland Wealth Partners in 2026. Outside of his advisory role, Luce serves as CEO of Woodland Green, LLC, an investment vehicle focused on Private Equity and Real Estate Funds. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm provides portfolio management and financial planning with a discretionary, model-driven approach complemented by customized strategies when needed, managing approximately $711.9 million in assets.

Matthew Eppich is a financial advisor at Modern Capital Advisors, LLC with 12 years of industry experience and holds a Series 66 designation. He previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC for nine years, and spent one year with Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also president of Silverstone Tax & Wealth Management, where he oversees tax preparation and supports investment advisory services. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index funds with selected active managers and third-party strategists.

James Lineweaver is a CFP® professional with 32 years of experience in financial advising. He is the principal of Lineweaver Wealth Advisors and has previously worked at Triad Advisors, LLC. Outside of his advisory role, he also serves as president of LFG Tax Services, LLC, which provides tax preparation services. Lineweaver Wealth Advisors is an SEC-registered firm that offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, estates, and business entities. The firm manages approximately $908 million in assets and employs a range of investment methods, supplementing its advisory services with educational programs.

Marissa Beyer is a CFP® professional with 12 years of industry experience, currently serving at Fidato Wealth LLC since 2020. Prior to that, she worked at True Wealth Design, LLC from 2015 to 2020. Outside of financial advising, she consults on cleaning products for Norwex, primarily assisting friends and family. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with quarterly reviews and rebalancing.

Grace Arnold is a CFA® charterholder with 10 years of industry experience. She currently works at Greenup Wealth, where she has been since 2024, and previously spent seven years at American Century Investment Services, Inc. Outside of finance, she co-constructed a syndicated crossword puzzle published through Andrews McMeel Universal. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and business entities, employing a variety of analysis methods and investment strategies tailored to both discretionary and non-discretionary accounts.

Jeffrey Mucciarone is a financial advisor at Peak Wealth Solutions with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Cambridge Investment Research, LPL Financial, and American Portfolios Financial Services. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, primarily focusing on clients near or in retirement. The firm employs a multi-model, global asset allocation approach and offers both individual account management and plan-level consulting, managing approximately $982 million in client assets.

Steven Ingram is a financial advisor at Financial Management Strategies, Inc. in Canton, Ohio, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Regal Securities. Ingram serves as a trustee and chairman of the building maintenance committee for the Fraternal Order of Eagles, McKinley Eagles #2370, and is a board member of its charity foundation. Financial Management Strategies, Inc. manages approximately $619.5 million in regulatory assets, providing portfolio management, retirement-plan advisory, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a mix of analysis methods and offers model portfolios ranging from Aggressive Growth to Income and Capital Preservation, with ongoing monitoring and regular client reviews.

Jeffrey Knox is a ChFC® credentialed financial advisor with over 43 years of industry experience. He has been associated with Financial Management Strategies, Inc. since 2000 and holds roles at several affiliated firms, including Vision Wealth Management LLC and Plancorp, Inc. Outside of his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance, and also provides tax preparation services. Financial Management Strategies, Inc. offers advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a range of analytical methods and portfolio management strategies, emphasizing written investment policy statements, ongoing monitoring, and periodic rebalancing, and provides retirement plan consulting, including education and workshops.

Robert Lambert is a CFA® charterholder with Series 63 registration and three years of industry experience. He is currently with Strategic Wealth Partners, Ltd. and has worked at SWP Investment Management LLC since 2024. Prior to his advisory career, he was employed at Ohio University from 2014 to 2018. 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 consulting, and outsourced CIO services, using a mix of fundamental, technical, and charting analysis to build diversified portfolios across various asset classes.

Lindsey Cutright is a CFP® professional with over 22 years of experience, currently serving at North Point Portfolio Managers Corporation since 2025. Prior to joining North Point, Lindsey worked at PNC Bank from 2003 to 2025. North Point Portfolio Managers Corporation provides separately managed portfolio services to a diverse client base including individuals, pension and profit-sharing plans, endowments, and corporations. The firm integrates quantitative CFROI analysis with fundamental research, focusing on low turnover and portfolios aligned with clients’ objectives and risk tolerances.

Mark Weiskind is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He has been with Fairway Wealth Management LLC since 2002, currently serving in a multi-team firm based in Independence, Ohio. Fairway Wealth Management primarily advises high-net-worth individuals and families, providing 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 offering specialized advice for held-away retirement and plan accounts.

Brian Hider is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has worked at Tempo Wealth since 2026 and previously was with Landing Point Financial Group from 2022 to 2025. Tempo Wealth is a team of four professionals serving primarily high-net-worth individuals and related entities. The firm employs a range of analytical methods to construct diversified, strategic asset allocation portfolios and provides ongoing portfolio management, financial planning, and pension consulting services.

John Damiano is a financial advisor with LPL Financial based in Strongsville, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Stratos Wealth Partners. He also provides investment advisory services through Fourth Dimension Wealth, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a broad range of investment solutions, combining in-house research with third-party managers and customizable strategies delivered through a large network of investment adviser representatives.

Matthew Price is a financial advisor at Financial Management Strategies, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked with firms including Cetera and Plancorp, Inc. Outside of his advisory role, Price coaches youth football and serves as vice president of a nonprofit youth basketball organization. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of analytical methods and investment strategies tailored to client objectives.