Ashley Arsena is a financial advisor with Cleveland Wealth, LLC and holds the CFP® designation and Series 65 license. She has seven years of industry experience, including eleven years at Shaker Investments LLC prior to joining Cleveland Wealth in 2026. Cleveland Wealth, LLC provides portfolio management, comprehensive financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm manages over $500 million in assets, employs a non-discretionary investment approach guided by written policy statements and modern portfolio theory, and serves approximately 396 households.

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.

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 designation and 19 years of industry experience. He has worked at Cetera Advisor Networks LLC and NMS Wealth Management prior to his current roles. Distler also serves as a director and chief compliance officer at Lakeridge Wealth Management. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on fundamentally driven portfolios that primarily use ETFs and mutual funds while maintaining flexibility to include other investment vehicles.

Erik Keister is a financial advisor with North Star Advisory Group, LLC, holding a Series 66 designation and 22 years of industry experience. He is also the owner and attorney of Erik Keister Legal Services, LLC, a law firm, and serves as head coach of the Cleveland Fusion football team. Keister has been with North Star Advisory Group and affiliated firms since 2015. North Star Advisory Group serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and specialized consulting, combining traditional wealth management with niche services in real estate and collectibles.

Tiffany Boval is a financial advisor at Prasad Wealth Partners with 10 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 Secretary of the Sunshine Committee 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 primarily uses fundamental analysis with a long-term orientation while maintaining flexibility for shorter-term trades based on client goals or market conditions.

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.

Patricia Kuhar is a financial advisor at Journey Advisory Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at TW Advisors for 10 years before joining Journey Advisory Group in 2023. Journey Advisory Group serves individual clients, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.47 billion in assets, employing a long-term investment strategy that includes strategic asset allocation and various analytical approaches, with portfolios typically managed on a discretionary basis.

Anthony Spena Sr. is an advisor at Independence Capital Co., Inc. with 52 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Allstate Insurance Company and Key Investment Services, LLC. He also works as an insurance agent specializing in fixed life insurance, annuities, disability, health, and long-term care insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm uses fundamental analysis and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and offers both discretionary and non-discretionary portfolio management.

William Matejka is a financial advisor at Beacon Financial Advisory LLC in Cleveland, OH, with 31 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Lincoln Investment Planning LLC and FNA Wealth Management, where he also works in life insurance and fixed/indexed annuities sales. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management, employing various analytical methods and strategies across multiple offices.

Daniel Gaugler is a CFP® and PFS™ professional with 23 years of industry experience. He has been with Fairway Wealth Management LLC since 2002, initially at Fairway Wealth Management and continuing with Fairway Wealth LLC since 2020. The firm primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. Fairway emphasizes fiduciary responsibility, customized tax-aware asset allocation, and coordinates third-party managers, ETFs, and private funds, with a significant portion of assets managed on a non-discretionary basis.

Taylor Papiernik is a CFP® with 10 years of industry experience, currently with Fairway Wealth Management LLC. He previously worked at Sequoia Financial Advisors and its affiliated firms from 2016 to 2023. Fairway Wealth Management primarily serves high-net-worth individuals and families, providing integrated wealth management and family office services. The firm emphasizes financial, investment, and estate planning integration, employing client-specific asset allocations and tax-aware strategies, with a notable portion of assets managed on a non-discretionary basis.

Matthew Bures is a financial advisor at SWP Investment Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Strategic Wealth Partners, LTD and First Fiduciary Investment Counsel. SWP Investment Management LLC provides customized portfolio management focused on exchange-traded funds and serves as the investment adviser for those ETFs. The firm primarily manages investment company and pooled-vehicle mandates using a combination of charting analysis and fundamental selection criteria to construct concentrated equity portfolios.

Arnold Mcdonald is a financial advisor at McDonald Partners LLC with 19 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, he serves as manager and president of several proprietary fund entities affiliated with the firm and is a board member of Signature Investments Montenegro d.o.o., a portfolio company of the firm. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and operates multiple portfolio management programs and third-party strategies.

Laura Collins is a Series 65-licensed advisor with First Fiduciary Investment Counsel Inc in Cleveland, OH, where she has worked since 2009. She has 2 years of industry experience and is part of a three-advisor team at the firm. First Fiduciary Investment Counsel provides discretionary investment management and wealth planning services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutional clients. The firm uses a dividend-oriented, large-capitalization equity investment approach supported by fundamental analysis and third-party research, managing diversified portfolios with sector and security limits.

Brian McDonald is a financial advisor at McDonald Partners LLC in Cleveland, OH, with nine years of industry experience. He holds a Series 66 designation and has been with McDonald Partners in different capacities since 2009. Outside of his advisory role, McDonald serves as Executive Director of the Joan C Edwards Charitable Foundation, chairs the Board of Trustees for the Cleveland School of Science & Medicine, and operates two community-focused LLCs: Heights Audio and Heights BBQ Association. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and pension consulting services. The firm employs a customized investment approach using multiple analytic techniques and provides both discretionary and non-discretionary portfolio management options.