Austin Linden III is a CFP® and ChFC® professional with 37 years of industry experience. He has been with Financial Management Strategies, Inc. since 2000 and has held prior roles at Cetera and Plancorp, Inc. He is also a board trustee of the Rotary Club of Cleveland. Financial Management Strategies, Inc. serves individual clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using multiple analytical methods and maintaining portfolios through written investment policies, ongoing monitoring, and periodic rebalancing.

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.

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.

Robert Armagno is a CFA® charterholder with 12 years of industry experience. He is currently with Lineweaver Wealth Advisors and has previously worked at Glenmede Trust Company, LPL Financial, Stratos Wealth Partners, and Ancora Securities Inc. Lineweaver Wealth Advisors is an SEC-registered firm that provides 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 uses a combination of modern portfolio theory, fundamental analysis, and technical techniques to construct and monitor client portfolios.

Timothy Stallings is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and is a partner and owner of AlerStallings, LLC, a law firm where he provides estate planning legal services. Stallings is also a licensed insurance agent affiliated with Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, low-cost, predominantly passive investment approach based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored client objectives.

Mark Tepper is a CFP® with 17 years of experience in the financial industry. He is currently with Strategic Wealth Partners, Ltd., where he has worked since 2008, and also has experience at SWP Investment Management LLC. Outside of his advisory role, Tepper manages several businesses including an insurance agency and a company that hosts high-performance driving events for car enthusiasts. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing portfolio management, financial planning, retirement consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion across a diverse range of investment types and operates as a fiduciary, employing fundamental, technical, and charting analyses to construct diversified portfolios.

Mary Anderson is a financial advisor at First Fiduciary Investment Counsel Inc in Cleveland, OH, with 26 years of industry experience. She has been with First Fiduciary Investment Counsel since 1993. 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 employs a team-based approach focused on dividend-oriented, large-cap equity investing supported by fundamental analysis and third-party research.

Chad Aerni is a financial professional with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Cetera and PNC Investments. Aerni also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Vantage Financial Group, Inc. is an SEC-registered advisory firm managing approximately $867 million in client assets and serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers tailored portfolio management and comprehensive financial planning using a range of investment strategies and maintains multiple offices and affiliated businesses.

Daniel Shomper is a CFP® professional with two years of industry experience, currently serving at Fairway Wealth Management LLC. He previously worked at Wealth Impact Advisors and has experience in roles outside finance, including positions at The University of Akron and Heeby's Surplus. Fairway Wealth Management primarily serves high-net-worth individuals and families, offering integrated wealth management and family office services along with advisory work for companies and their retirement plans. The firm emphasizes client-specific asset allocation, tax-aware strategies, and behavioral discipline, managing nearly $3.0 billion in assets with a distinctive blend of discretionary and non-discretionary accounts.

Dennis Twarogowski is a financial advisor with Independence Capital Co., Inc. in Parma, Ohio, holding a Series 63 designation and having 44 years of industry experience. He has been with Independence Capital Co. since 2005. Independence Capital Company, 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 and employs a fundamental analysis approach with a long-term trading orientation, tailoring portfolios to client objectives and risk tolerances.

Lisa Lime is a financial advisor with Lineweaver Wealth Advisors in Valley View, OH, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Her prior work includes roles at Triad Advisors and UBS Financial Services. Lineweaver Wealth Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and retirement plan advisory. The firm manages approximately $908 million in assets, uses a variety of investment methods, and delivers services through a multi-office team structure supporting a large client base.

Nathaniel Fockler is a financial advisor with W.A. Smith Financial Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Great Lakes Retirement, UBS Financial Services, Citizens Securities, and Citizens Bank. Nathaniel serves as a Young Professionals Board member and volunteer for Junior Achievement Cleveland. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a top-down investment approach guided by an internal committee, blending active and passive strategies tailored to client objectives.

Matthew Hunt is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Hunt worked in various positions including at Cetera and Hard Rock Casino Cincinnati. Outside of his advisory work, he is involved in selling fixed insurance products. 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 through a team of six advisors, offering portfolio management, financial planning, consulting, and retirement plan services with investment strategies tailored to client objectives.

Vincent Di Giacomo is a financial advisor at Fairway Wealth Management LLC with Series 65 credentials and two years of industry experience. Prior to joining Fairway Wealth Management in 2021, he held positions at Prestwick Country Club, United Parcel Service, and in education. He has occasionally worked at Prestwick Country Club on an as-needed basis during events and dinner service. Fairway Wealth Management primarily serves high-net-worth individuals and families, offering integrated wealth management and family office services. The firm emphasizes client-specific asset allocations, tax-aware positioning, and behavioral discipline, managing nearly $3.0 billion in assets across discretionary and non-discretionary accounts.

Timothy Westra is a CFP® with four years of industry experience and is currently with McDonald Partners LLC in Cleveland, OH. His career includes roles at The Connable Office, LPL Enterprise, and The Prudential Insurance Company of America. McDonald Partners serves individual, high-net-worth, and institutional clients by providing investment management, financial planning, and pension consulting. The firm employs a customized approach using fundamental, technical, and cyclical analysis and offers services through discretionary and non-discretionary portfolio management as well as wrap and advisor programs.

Derek Gabrielsen is a financial advisor at Strategic Wealth Partners, Ltd. in Independence, Ohio, holding a Series 65 designation with 14 years of industry experience. He has been with Strategic Wealth Partners since 2011. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, utilizing a mix of fundamental, technical, and charting analysis to build diversified portfolios.

Stephen Franko is a financial advisor at Independence Capital Co., Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked at Essex National Securities, Inc. and First Knox National Bank since 1997. Additionally, he is active as a licensed insurance agent offering fixed life, annuity, long-term care, disability, and health insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm employs a long-term trading approach based on fundamental analysis, tailoring portfolios to clients’ objectives and risk tolerances, and offers a broad range of securities and access to third-party money managers.