Glen Crabtree is a financial advisor at Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Northwestern Mutual and NYLife. Symphony Financial Services serves a diverse client base, including individuals, trusts, estates, pension and profit sharing plans, and corporate entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing various analysis methods and incorporating insurance and variable annuities into its services.

Christopher Martin is a CFP® professional with eight years of experience in financial advising. He has been with Fairway Wealth Management LLC and its predecessor firm since 2012. Fairway Wealth Management primarily serves high-net-worth individuals and families, focusing on integrated wealth management, family office, and estate planning services. The firm emphasizes 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.

Michael Bearducci is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Vantage Financial Group since 1999 and also has experience at Cetera and Cetera Wealth Services. In addition to his advisory role, Bearducci is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Vantage Financial Group, Inc. 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 six advisors, offering portfolio management, financial planning, consulting services, and retirement plan consulting tailored to client objectives using a range of investment strategies and products.

Derek Crawford is a financial advisor at Scofield & Company, LLC with three years of industry experience. He holds a Series 65 designation and has a background that includes work at Risk International since 2021 and ownership of Crawford Insurance Agency since 2009. Scofield & Company serves individual and high-net-worth clients by providing discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage portfolios tailored to clients’ financial situations, combining strategic rebalancing and tactical trading approaches.

Kyle Sanders is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with Lineweaver Wealth Advisors, where he has worked since 2026. Prior to that, he held positions at RBC Capital Markets LLC and PNC Investment. Lineweaver Wealth Advisors is an SEC-registered firm providing discretionary portfolio management, financial planning, and wealth management services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs tailored asset allocations based on client profiles and utilizes strategies such as modern portfolio theory, fundamental and technical analysis, and options and margin strategies when appropriate.

Jennifer Soltis is an advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and bringing 27 years of industry experience. Her prior roles include positions at Cetera, PNC Wealth Management, and Natcity Investments. Outside of her advisory work, she owns and operates a local baked goods business and serves as a judge for tabletop card game tournaments. Vantage Financial Group, Inc. is an SEC-registered advisory firm that manages approximately $867 million in client assets across a broad client base, including individuals, trusts, and corporations. The firm provides tailored portfolio management and comprehensive financial planning, utilizing a variety of investment strategies and products.

Ryan Sowards is a financial advisor at Lineweaver Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, and Wells Fargo Clearing Service. Sowards is also involved in providing fixed insurance advice. Lineweaver Wealth Advisors is an SEC-registered firm that offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $908 million in client assets and employs a mix of investment methods while providing client education through seminars and workshops.

John Kratzert is a Series 66 licensed advisor with two years of industry experience, currently with Tempo Wealth. He previously worked at SolomonWood, LLC and Northwestern Mutual. His background includes roles outside finance, such as positions at The Home Depot and Kenston Local Schools. Tempo Wealth serves individuals, high-net-worth clients, trusts, associations, and businesses, offering discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes alternative investments and digital assets, applying a structured due diligence process and ongoing portfolio oversight.

Scott Spears is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has been with Symphony Financial Services since 2009 and has also worked with Linsco Private Ledger since 2007. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a range of investment instruments and strategies tailored to each client’s objectives and risk tolerance.

Samuel Petitjean is a financial advisor at Strategic Wealth Partners, Ltd. in Independence, Ohio, holding a Series 66 designation and having two years of industry experience. Prior to joining Strategic Wealth Partners, he worked at KeyBank and Key Investment Services LLC. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts, providing asset management, financial planning, and retirement plan consulting, along with OCIO services to other advisors and institutions. The firm employs a diversified investment approach combining individual stocks, bonds, ETFs, options, mutual funds, and alternative investments, with ongoing monitoring and rebalancing.

Kemper Arnold is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at The Prestwick Group, Cetera Wealth Services, Vicus Capital, and Vantage Financial Group. Outside of advising, he serves as a legal consultant and mediator, is a director and officer of a charitable foundation, and participates as an honorary trustee with the Cleveland Marshall Law Alumni Association. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers tailored portfolio management and comprehensive financial planning using mutual funds, ETFs, and equities, employing strategies such as fundamental analysis, trading, margin, and options when appropriate.

James Grable is a financial advisor at Signal Tree Financial Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and KeyBank. Signal Tree Financial Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, and estates, utilizing diversified portfolios with a long-term orientation.

David Sabo is a financial advisor at Independence Capital Co., Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Independence Capital since 2011. He also has extensive experience with First Discount Brokerage and Great Lakes Mortgage. In addition to his advisory role, Sabo is a licensed insurance agent specializing in fixed, life, health, disability, long-term care, and annuity products. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships, using fundamental analysis and a long-term trading approach tailored to clients’ objectives and risk tolerances.

Michael Laufman Jr. is a financial advisor at Symphony Financial Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial LLC and Northwestern Mutual, among other firms. Symphony Financial Services serves individual clients, trusts, estates, pension and profit-sharing plans, and corporate entities, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment strategies and tools, including derivatives and margin, and combines securities transactions with insurance analysis and outside legal referrals.

Daniel Lane is a CFP® professional with 24 years of industry experience. He is a part owner at Financial Management Strategies, Inc. and holds credentials including Series 66. Lane has worked at Cetera and manages Lane Legacy Advisors, LLC, a business he operates alongside his advisory roles. Financial Management Strategies, Inc. provides advisory services to 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 consulting, using a range of analytical methods and maintaining multiple office locations.

Ranjan Jagetia is a financial advisor at Prasad Wealth Partners with 33 years of industry experience. He holds a Series 63 designation and has worked at various firms including MetLife Securities Inc. and Regal Investment Advisors. Outside of advisory work, he is a part owner of an industrial robotics company operated by his son. Prasad Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management for individuals, families, trusts, family offices, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily employs fundamental analysis with a long-term orientation and uses a range of investment vehicles including mutual funds, ETFs, and separately managed accounts.

Bill Dragolas is an advisor with Cornerstone Asset Management Services, Inc. in Broadview Heights, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at firms including GT Securities, Liberty Partners Financial Services, and Citizens Securities. Outside of his advisory role, he serves as Executive Director of the CK Foundation, a nonprofit focused on raising and distributing funds to families and victims of COVID-19, and he is the founder and president of an online clothing store, Fatcat Sportswear, as well as president of Dynamic Education Solutions, LLC, which consults with school districts on process improvement. Cornerstone Asset Management Services primarily serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, offering discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, sub‑advisory services, and investment consulting. The firm employs a proprietary analysis that combines fundamental and technical methods for portfolio management and provides clients with quarterly performance reports and a web-based reporting tool.

Matthew Heck is a financial advisor with WestPoint Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and AMFG Wealth Management LLC. Outside of advising, he supports his wife's business, a local bar called the Sangria Stand LLC, though he holds no ownership or compensation from it. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to tailor strategies according to client goals and risk tolerances, managing accounts both directly and through third-party managers.

Timothy Noe is a financial advisor with WestPoint Wealth Management, LLC in Berea, Ohio, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. He has worked at Ameritas Advisory Services and related Ameritas companies for 15 years and has operated Tim Noe Financial Services, Inc. since 2004. In addition to his advisory role, he is licensed as an independent insurance agent. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans, including ERISA 3(21) services. The firm applies fundamental analysis and modern portfolio theory to tailor strategies and manages assets both directly and through third-party managers, with a substantial portion of assets managed on a non-discretionary basis.

Jeff Rovnak is a CFP® with 24 years of industry experience. He is currently with Signal Tree Financial Partners LLC, where he has worked since 2021. His prior experience includes roles at Sequoia Financial Group, Wells Fargo Clearing, and Morgan Stanley. Signal Tree Financial Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, and estates. The firm focuses on constructing diversified portfolios with a long-term orientation using low-cost mutual funds, ETFs, individual securities, and independent managers.