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.

Frederick Kerestury is a financial advisor at WestPoint Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at WestPoint since 2020, following prior roles at AMFG Wealth Management LLC and Axa Advisors, LLC. He serves on the fundraising committee for the YMCA of Lorain County. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to tailor strategies to client goals and risk tolerances, managing assets both directly and through third-party managers.

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.

Charles Avarello is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has worked at Fairway Wealth Management since 2011 and currently serves as an advisor at Fairway Wealth Management LLC. Fairway Wealth Management primarily serves high-net-worth individuals and families, providing integrated wealth management and family office services. The firm’s investment approach focuses on customized asset allocation with third-party managers, tax-aware positioning, and cost control, managing approximately $3.0 billion in assets with a notable portion handled on a non-discretionary basis.

Martin Burke is a financial advisor at Van Cleef Asset Management Inc with 26 years of industry experience. He holds the Series 63 designation and is based in Beachwood, Ohio. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, managing roughly $1.09 billion across about 215 client relationships.

Ashley Kabalan is a financial advisor with Independence Wealth Advisors, LLC and holds a Series 65 designation. She has six years of industry experience, including five years with the Cleveland Metropolitan School District and three years at The Oak Barrel prior to her current role. Independence Wealth Advisors serves individual and high-net-worth clients, as well as pension and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm combines fundamental, quantitative, and technical investment methods, and provides clients access to performance and holdings monitoring through eMoney.

Alexander Novack is an investment advisory representative with Financial Management Strategies, Inc. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Financial Management Strategies in 2025, he worked at Cetera Wealth Services and Vision Wealth Management. He is also licensed to sell fixed insurance products. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, retirement-plan advisory, financial planning, and consulting, employing a variety of analytical methods and maintaining ongoing account monitoring and rebalancing.

Nathan Fischer is a CFA® charterholder with five years of industry experience. He is currently with SWP Investment Management LLC and has previously worked at Strategic Wealth Partners and Wesbanco. SWP Investment Management LLC provides customized portfolio management focused on exchange-traded funds and serves as the investment adviser for those ETFs. The firm’s clients are primarily investment companies and pooled-vehicle mandates, and its investment approach combines charting analysis with fundamental criteria to construct concentrated equity portfolios.

Victoria Ellinger is a financial advisor at Financial Management Strategies, Inc. with 15 years of industry experience. She holds a Series 66 designation and has worked at Cetera, Centrust Wealth Management, and Ameriprise Financial Services. She is also a part owner of Financial Management Strategies, Inc. and serves as Vice President of Centrust Wealth Management. 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 consulting using a range of analytical methods and investment strategies, and conducts participant education workshops.

Martin Burke is a financial advisor at Van Cleef Asset Management Inc with 18 years of industry experience. He holds the Series 66 designation and has worked at Van Cleef Asset Management since 2008, alongside prior roles at Natcity Investments, Inc. and National City Corporation dating back to 2001. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious, charitable, and select institutional clients. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, managing roughly $1.09 billion across about 215 client relationships.

Melissa Reider is a financial advisor with Financial Management Strategies, Inc. She holds a Series 63 designation and has 42 years of industry experience. Her prior roles include positions at Cetera and Cetera Wealth Services, LLC, and she is also the owner of Your FinancialAdvisor Inc. Outside of her advisory work, she has worked part-time as a personal stylist at Nordstrom. Financial Management Strategies, Inc. serves individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of analytical methods and investment strategies to meet client objectives.

Logan Bratsch is an advisor at Lineweaver Wealth Advisors with Series 65 and Series 63 credentials. He has been working in the financial industry since 2024 and joined Lineweaver Wealth Advisors in 2025. Prior to his financial career, he held positions with PGA Tour Live and at various golf clubs and educational institutions. Lineweaver Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages over $1 billion in discretionary assets and focuses on tailored portfolio construction, ongoing monitoring, and rebalancing using a variety of investment methodologies.

Michael Fedj is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Raymond James and Associates and Wells Fargo Advisors. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm develops individualized asset allocations based on clients’ goals and risk tolerance, employs active portfolio monitoring with a range of analytical techniques, and emphasizes ongoing client communication and education through detailed reporting and workshops.

Robert Holub is a financial advisor with Capital Advisors, Ltd., LLC in Brecksville, OH, holding the CFP®, CFA®, and Series 66 designations. He has 22 years of industry experience and has been affiliated with Capital Advisors Ltd. since 2002, Capital Analysts Incorporated since 2008, and Lincoln Investment since 2012. Holub also serves as Chief Investment Strategist at Capital Advisors, supporting the firm’s financial planning activities. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and publicly traded REITs.

James Schleicher is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with W&S Advisory Services, LLC. He has worked with Western Southern Life and W&S Brokerage Services since 2008. Outside of his advisory role, Schleicher is involved in leadership and motivational speaking through Team IBB, LLC, has published an online book titled "It Starts with a Plan," teaches leadership essentials at Lake Erie College, and volunteers with the Tommy Deroia Foundation, a nonprofit focused on addiction awareness. W&S Advisory Services, LLC provides non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform and offers standalone financial planning services. The firm operates as a subsidiary of Western & Southern Financial Group and is noted for its wrap fee program focused on minor accounts, utilizing model portfolios managed by an affiliated sub-adviser.

Todd Kalish is a financial advisor at Park Edge Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Park Edge Advisors in 2022, he worked at McDonald Partners and Morgan Stanley in various roles from 2008 to 2022. Kalish serves as a board member of the Catholic Diocese. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients. The firm uses a combination of financial planning and multiple analytical approaches to tailor portfolios, offering discretionary management and subadvisory services with a range of investment strategies including ETFs and options.

Chad Roope is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Lineweaver Wealth Advisors and Kohmann Bosshard Financial Services LLC, where he also serves as a consultant. His prior roles include positions at Sequoia Financial Advisors, Stratos Wealth Partners, and Fundamentum. Lineweaver Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages over $1 billion in discretionary assets through a team-based approach, utilizing tailored asset allocations, modern portfolio theory, and both fundamental and technical analysis.