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.

Rachelle Kovacs is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Adaptive Financial Consulting, LLC, where she has worked since 2018. Kovacs previously held roles at Stratos Wealth Partners and LPL Financial. Adaptive Financial Consulting provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension plans, and businesses. The firm customizes portfolios based on client objectives and employs multiple analytical approaches, coordinating with clients’ tax and estate professionals when appropriate.

Michael Lallathin is an investment advisory representative at Financial Management Strategies, Inc. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Cetera and Centrust Wealth Management, where he also worked as a financial and administrative assistant. Financial Management Strategies, Inc. offers advisory services to individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of analytical methods and strategies within portfolio management, provides financial planning and retirement plan consulting, and operates across eight offices while offering plan participant seminars and workshops.

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.

Daniel Vujanov is a financial advisor at Peak Wealth Solutions with six years of industry experience. He holds a Series 65 designation and has worked at CBIZ Investment Advisory Services LLC and Sequoia Financial Group prior to joining Peak Wealth Solutions. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm employs a seven-person team managing several hundred million dollars in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with an emphasis on tailored portfolio strategies and fiduciary standards.

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.

Bernard Mckinney is a financial advisor at Revisor Wealth Management LLC with 23 years of industry experience. He has been with Revisor Wealth Management since 2015 and also operates a CPA, tax, and accounting services business. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals, offering discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach focused on fundamental analysis.

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.

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.