Vaughn Kellerman is a CFP® certificant with 10 years of industry experience. He is currently with Gannett Wealth Advisors and has previously worked at Sound Advisory, LLC, HCM Wealth Advisors, Kestra Financial, Inc., and Fidelity Brokerage Services LLC, among others. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm combines passive and active strategies, offers discretionary portfolio management, and provides unique services including trust-affiliated custody and crypto-related planning.

Mark Suhay is a financial advisor with Cornerstone Asset Management Services, Inc. He holds 43 years of industry experience and has worked with Cornerstone since 2007. Prior to this, he was associated with J.W. Cole Financial, Inc. and Daley & Company. Outside of advisory work, Suhay serves as Vice President of Operations for Impact Sports Ohio, a travel baseball organization, where he is also a board member and assistant coach. Cornerstone Asset Management Services, Inc. provides 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 model-driven investment approach that combines fundamental and technical analysis, offering a variety of delivery options including model portfolios, separately managed accounts, sub-advisory services, and consulting.

Michael Doherty is a financial advisor at Prasad Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked previously at Regal Investment Advisors, Regulus Financial Group, Elixir Solutions, Marcus & Millichap, and The Allstate Corp. Outside of finance, he participates as a panelist in Nielsen TV Ratings, allowing a meter to be installed in his home for marketing research purposes. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm focuses on personalized financial planning and employs a primarily fundamental, long-term investment approach while maintaining flexibility for shorter-term trades as needed.

Theresa Schmotzer is a financial advisor at Vantage Financial Group, Inc. in Cleveland, OH, with 24 years of industry experience. She holds the Series 66 designation and has previously worked at firms including PNC Wealth Management and Cetera. Outside of her advisory role, she serves as a board member for a local homeowners association. 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 tailored investment programs that include fundamental analysis and a variety of asset classes, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and consulting services.

Mark Ciulla is a financial advisor with Capital Advisors, Ltd., LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved in life settlements since 2011. Ciulla has served as owner and managing director of Capital Advisors, Ltd., LLC since 2010. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, employing a portfolio approach that integrates mutual funds, ETFs, equities, fixed income, and REITs with ongoing monitoring and rebalancing.

Stephen Frank is a financial advisor at EmVision Capital Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Investment Partners Ltd and CommonWealth Financial Network. Frank also engages in fixed insurance sales. 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 alongside comprehensive planning and ongoing client communication.

John May is a CFP® professional with 13 years of industry experience. He has worked at Ruggaard & Associates since 2018 and previously held roles at Comprehensive Asset Management & Servicing, Inc. and James Reed Financial Services, Inc. He serves on the investment committee of Twins Days, Inc., a nonprofit organization, where he helps monitor investment performance and set long-range investment strategies. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals—including high-net-worth clients—and pension and profit-sharing plans. The firm employs a multi-method investment process and offers portfolio management, retirement-plan advisory, financial planning, and tax-preparation services.

Mark Kangas is a CFP® and holds a Series 66 license, with 24 years of industry experience. He is currently with North Star Advisory Group, LLC in Beachwood, OH, and previously worked at Raymond James Financial Services Advisors Inc., Stifel, Wells Fargo Clearing, and A.G. Edwards & Sons. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and specialty consulting such as real estate and antiques and collectables consulting. The firm manages approximately $289 million across 439 client relationships, focusing on client-tailored strategies and regular monitoring and rebalancing of portfolios.

Peter Franz is a CFP® and CFA® with 18 years of industry experience. He is a partner at Journey Wealth Management in Cleveland, Ohio, and has held positions at firms including FSM Wealth Advisors and Beacon Financial Advisory. Outside of his advisory role, Franz serves on several nonprofit finance and investment committees and is involved in youth wrestling as a coach and board member. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, trusts, and estates with financial planning and investment management. The firm offers discretionary investment programs focused on strategic asset allocation and integrates tax and cash management services, operating under a fiduciary standard.

Forrest Kuchling is a financial advisor at North Star Advisory Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining North Star Advisory Group, he held positions at Geauga Financial Advisors and has experience in various roles outside finance, including work at DoorDash and Inverness Country Club. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives and risk tolerances, employing a mix of fundamental, technical, and cyclical analysis, with an emphasis on fixed-income securities and mutual funds/ETFs.

Richard Eicheldinger is a CFP® with 11 years of industry experience, currently serving at Strategic Wealth Partners, Ltd. since 2024. His prior roles include positions at Facet Wealth, Affinity Wealth LLC, and True Wealth Design. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serving individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios.

Matthew Dunn is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC in Hudson, OH. His prior roles include positions at firms such as LPL Financial and Stratos Wealth Securities. ARQ Wealth Advisors provides fee-only asset management and financial planning to high-net-worth individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs a multifaceted investment approach that incorporates asset allocation, fundamental and technical analysis, and derivatives strategies within separately managed accounts.

Marco Ciccariello is a financial advisor with Tempo Wealth, holding a Series 66 designation and one year of industry experience. His prior roles include positions at MassMutual Life Insurance Company, MML Investors Services, LLC, and various educational and community organizations. Tempo Wealth provides investment advisory services to high-net-worth individuals, trusts, associations, and businesses, emphasizing alternatives and digital assets for accredited or sophisticated clients. The firm applies a structured investment process combining fundamental, technical, cyclical, and economic analysis, along with ongoing portfolio monitoring and comprehensive financial planning.

Ashley Arsena is a CFP® and Series 65-licensed advisor at Cleveland Wealth, LLC with eight years of industry experience. She previously worked at Shaker Investments LLC for eleven years before joining Cleveland Wealth in 2026. Cleveland Wealth, LLC provides portfolio management, comprehensive financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm uses written investment policy statements and modern portfolio theory, managing over $500 million in assets mostly on a non-discretionary basis, and maintains a relatively small advisory team.

Michael Embrescia is a financial advisor with EmVision Capital Advisors, LLC in Aurora, Ohio, holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Commonwealth Financial Network since 2022 and has been with EmVision Capital Advisors since 2014. Outside of his advisory role, Embrescia is involved in fixed insurance sales. 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 integrates family office operational services and employs a customized, committee-reviewed investment process across liquid and illiquid asset classes.

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.

Christine Bules is a ChFC® professional with 36 years of experience in the financial industry. She has been with Cornerstone Asset Management Services, Inc. since 2005 and has also worked with J.W. Cole Financial, Inc. and Professional Asset Management, Inc. She maintains an active role as a fixed insurance agent outside of her advisory work. Cornerstone Asset Management Services primarily serves individual clients across various net worth levels, offering discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, sub-advisory services, and investment consulting. The firm employs a proprietary investment process combining fundamental and technical analysis, and it provides clients with detailed performance reporting, including quarterly updates and a web-based tool.

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.

Erik Keister is a financial advisor with North Star Advisory Group, LLC and holds a Series 66 designation. He has 22 years of industry experience and also operates Erik Keister Legal Services, LLC, a law firm, and serves as head coach of the Cleveland Fusion football team. North Star Advisory Group is a team of six advisors serving individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and specialty consulting with a focus on tailored investment strategies in fixed income, mutual funds, and ETFs.

Douglas Mackay is a CFA® charterholder with 29 years of industry experience. He has been with Broadleaf Partners, LLC since 2005. Mackay serves on the investment committees for Peg's Foundation and the Miami University Foundation, advising these endowments on their investment strategies. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection, and financial planning. The firm uses a model-based investing approach combined with security selection and employs a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.