Christopher Ameen is a financial advisor with Ellsworth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Ellsworth Advisors since 2019 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Director of Foundation Relations at The Cooper Foundation, which supports people with special needs. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a tailored investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, offering discretionary and non-discretionary management along with family office and pension consulting services.

Gregory Gromek is a financial advisor at Peak Wealth Solutions with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Inc. and JR Hill and Associates. Gromek is also a registered representative and an insurance producer, providing fixed insurance and annuity products. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, focusing primarily on clients near or in retirement. The firm employs a multi-model, global asset allocation approach utilizing discretionary individual account management and plan-level consulting, with offerings that include tax-efficient and tactical investment strategies.

Mark Niederhelman is a financial advisor at Lineweaver Wealth Advisors with 21 years of industry experience. He holds a Series 63 designation and has worked at Lineweaver Financial Group since 2003, Lineweaver Wealth Advisors since 2014, and previously at Triad Advisors, LLC from 2015 to 2024. Lineweaver Wealth Advisors is an SEC-registered firm managing approximately $908 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations, employing a mix of investment methods and client education initiatives.

Douglas Ambrose is a CFP® professional with 24 years of industry experience, currently serving at Journey Wealth Management. His prior roles include positions at Lincoln Financial Advisors and TDAmeritrade. He also works as an insurance agent offering fixed insurance products such as fixed annuities, long-term care, and traditional life insurance. Journey Wealth Management provides financial planning, investment consulting, and portfolio management to individuals, including high-net-worth clients. The firm emphasizes customized discretionary investment programs and combines investment advisory services with family-office style offerings such as bill-pay and tax coordination.

Justin Pagnard is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding Series 63 and Series 65 credentials and with 19 years of industry experience. He has been with Vantage Financial Group since 2011 and Cetera since 2013. Pagnard also serves as President of the National Association of Insurance & Financial Advisors (NAIFA) Cleveland chapter and works as an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Vantage Financial Group, Inc. is an SEC-registered advisory firm with six advisors, managing approximately $867 million in assets for individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers tailored investment programs and a range of financial planning and consulting services, utilizing both discretionary and non-discretionary portfolio management strategies.

Alex Canitano is a financial advisor at Fairway Wealth Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Fairway in 2023, he worked at Jonathan Rose Companies LLC from 2021 to 2023. Fairway Wealth Management primarily serves 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.

David Sommer is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with St. Clair Advisors since 2010. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies and includes tax and family-office functions.

Cole Frischman is a CFP® professional at Strategic Wealth Partners, Ltd. with experience at CAPTrust and Waldron Private Wealth prior to joining his current firm. He has a background that includes roles at The Pennsylvania State University and Shady Side Academy. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm utilizes a diverse investment approach combining various asset types and analysis methods, maintains a fiduciary role for advisory services, and offers services such as tax preparation and insurance advice.

Corbin Blackburn is a financial advisor at Tempo Wealth with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Tempo Wealth in 2025, he worked at Cleveland Wealth and Skylight Financial Group. He is also licensed as an insurance agent, offering individual life, traditional life, long-term care, disability income insurance, and fixed annuities. Tempo Wealth is a team of four professionals serving primarily high-net-worth individuals and related entities. The firm provides portfolio management, comprehensive financial planning, and pension consulting, using a mix of analytical methods to build diversified, strategic asset allocation portfolios.

David Demming is a CFP® with 26 years of industry experience. He has been with Demming Financial Services Corp. since 1979 and has coordinated Capital Securities, Inc. since 1987. In addition to his advisory role, he is an independent insurance agent selling life, long-term care, and disability insurance, and he also works as a loan originator introducing clients to mortgage brokers. Demming Financial Services Corporation provides financial planning, consulting, and investment management to individuals, trusts, estates, pension, and business entities. The firm manages approximately $675.7 million on a discretionary basis and emphasizes fundamental analysis with diversified asset allocations tailored to client objectives.

Kristen Kuzma is a CFP® professional with 9 years of industry experience, currently serving at Fairway Wealth Management LLC. She has been with the Fairway organization in various capacities since 2007. Outside of her advisory role, Kristen operates a handmade jewelry business called Cleveland Accents, creating and selling pieces at craft shows and online. Fairway Wealth Management primarily advises high-net-worth individuals and families, focusing on integrated wealth management, family office, and estate planning services. The firm emphasizes a fiduciary approach with customized, tax-aware asset allocation and manages a substantial portion of assets on a non-discretionary basis.

Dennis Spontarelli is a financial advisor with EmVision Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Commonwealth Financial Network, LPL Financial, LLC, and Cantella & Co., Inc. He is also co-owner of D&K DDCT, a condominium rental business in Hilton Head Island, South Carolina. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm emphasizes customized asset-allocation models reviewed by an investment committee and offers scalable family-office operational services beyond typical asset management.

Bernard Garrah is a financial advisor at Tempo Wealth with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Cleveland Wealth, MassMutual Life Insurance Company, and MML Investors Services. Bernard is also a principal of CW Insurance, LLC and holds an insurance sales position. Tempo Wealth is a small advisory team serving primarily high-net-worth individuals and related entities. The firm provides portfolio management, comprehensive financial planning, and pension consulting, employing a range of analytical methods to construct diversified, strategic asset allocation portfolios.

Kimberly Murphy is a CFP® professional with three years of industry experience, currently serving at Park Edge Advisors, LLC. She previously worked at Lowrie Wealth Management of Stratos Wealth Advisors LLC and McDonald Partners, LLC. In addition to her advisory role, she is an adjunct professor at the University of Akron and John Carroll University and serves on the board of the Financial Planning Association of Northeast Ohio. Park Edge Advisors serves a diverse client base including individuals, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a tailored investment approach utilizing various analytical methods and trading strategies, and provides services such as subadvisory support and performance-based fee arrangements.

David Cush is a financial advisor with Independence Capital Co., Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at the ON Equity Sales Company and Wisconsin Financial Group. Outside of his advisory work, he creates woodworking educational videos. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities. The firm manages approximately $118.7 million across 300 client relationships, employing a fundamental, long-term investment approach tailored to client objectives and risk tolerances.

Jay McClellan is a CFP® professional with 40 years of industry experience. He is currently with Cornerstone Asset Management Services, Inc., where he has worked since 2020. His prior experience includes roles at Aurora Securities Inc., Secure Asset Management, L.L.C., Concorde Investment Services, LLC, and Asset Management Systems Inc. McClellan is also president of Asset Management Systems, a business that provides income tax preparation, financial planning, and insurance services, and he owns the McClellan Agency, which focuses on fixed insurance and annuity sales. Cornerstone Asset Management Services, Inc. offers discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm uses a proprietary investment process combining fundamental and technical analysis and provides a range of services including model portfolios, separately managed accounts, sub-advisory management, and consulting.

Matthew Gordillo is a financial advisor with Park Edge Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Stratos Wealth Advisors, Inverness Securities, and First Allied Advisory Services. He is also a licensed insurance agent who sells life and health insurance. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and consulting services. The firm employs a varied investment approach that includes fundamental and quantitative analysis, options, and ETF allocation, with active portfolio monitoring and quarterly reviews.

Cade Tonozzi is a financial advisor at Ellsworth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Ellsworth Advisors, he was a student for ten years. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm uses a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, pension consulting, and family office support.

Jacob Merton is a CFP® with four years of industry experience, currently serving as a financial advisor at Sikich Financial. His prior experience includes roles at Northwestern Mutual and several retail companies. He is part of a 20-advisor team based in Richfield, Ohio. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities with integrated wealth management, combining financial planning and portfolio management guided by an asset-allocation framework based on modern portfolio theory.

Karen Bauman is a CFP® and CFA® charterholder with nine years of industry experience. She currently serves as an advisor at GGM Financial LLC, where she has worked since 2021, following seven years at J.P. Morgan Investment Management Inc. Karen took a three-year parental leave between 2018 and 2021. GGM Financial LLC provides financial planning, portfolio management, retirement plan consulting, and wealth management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages discretionary assets through a combination of internally managed model portfolios and third-party model options, offering a broad range of securities and products alongside individualized financial planning and retirement rollover guidance.