Cassidy Kohmann is a financial advisor at Kohmann Bosshard Financial Services, LLC with a Series 65 credential and two years of industry experience. Prior to joining Kohmann Bosshard Financial Services in 2024, Cassidy worked at Ernst & Young from 2022 to 2024. Kohmann Bosshard Financial Services provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients through a team of four advisors, focusing on individualized, long-term investment strategies using broadly diversified portfolios and low-cost funds.

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.

Sara Gibbs is a financial advisor with EGI Financial, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at EGI Financial since 2019 and previously spent 13 years with Prospera Financial. Sara serves as a trustee for the Kurger Trust. EGI Financial, Inc. is a state-registered investment adviser that provides money management, retirement plan advisory services, and financial planning to individuals, high-net-worth clients, businesses, trusts, estates, and charitable organizations. The firm employs a Money Management Philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk management.

Jennifer Soltis is a financial advisor at Vantage Financial Group, Inc. with 27 years of industry experience. She holds a Series 66 designation and has worked with firms including Cetera and Royal Alliance Associates. Outside of her advisory role, she operates a small baked goods business selling at local farmers markets and serves as a judge for tabletop card game tournaments. Vantage Financial Group, Inc. is an SEC-registered firm managing approximately $867 million in assets across about 2,482 client relationships. The firm provides portfolio management, financial planning, and consulting services tailored to individuals, trusts, estates, charitable organizations, corporations, and governmental entities.

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 financial advisor at Tempo Wealth with one year of industry experience. He holds a Series 66 designation and has prior experience at SolomonWood, LLC and Northwestern Mutual. Tempo Wealth provides discretionary portfolio management, comprehensive financial planning, and pension consulting primarily for individuals and high-net-worth clients. The firm incorporates fundamental, technical, cyclical, and economic analysis in its investment approach and offers alternative investment products with a structured due-diligence process.

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. with one year of industry experience. He holds the Series 66 designation and previously worked at KeyBank, Key Investment Services LLC, and Wealth Advocate Group. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serves individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement consulting, and OCIO services, employing diversified investment strategies that include stocks, bonds, ETFs, options, mutual funds, and alternative investments.

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.

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.

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 28 years of industry experience. His prior experience includes 12 years at Charles Schwab & Co., Inc. and several roles within WestPoint Wealth Management and affiliated firms. Outside of advising, he is involved in supporting a family-owned bar business, the Sangria Stand LLC. WestPoint Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans with investment advisory and financial planning services. The firm uses a combination of fundamental analysis and modern portfolio theory, offering both direct management and third-party manager referrals tailored to client goals and risk tolerances.

Daniel Yergan is a CFP® with six years of industry experience, currently serving as an advisor at Fidato Wealth LLC. Prior to joining Fidato Wealth in 2023, he worked at Valmark Financial Group for five years. His background also includes roles outside the financial sector, including experience in marketing and manufacturing. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with diversified portfolios, regular reviews, and integration of technology such as AI tools into its planning processes.

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.

Brian Vincelette is a financial advisor with EGI Financial, Inc. in Akron, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at EGI Financial since 2014 and has concurrent roles at American Heritage Securities Inc, Bank of America, NA, and Merrill Lynch dating back to 2008. EGI Financial, Inc. is a state-registered investment adviser serving individuals, high-net-worth clients, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning, employing a Money Management Philosophy that combines fundamental, technical, and intangible analysis with a proprietary asset allocation model focused on long-term holdings.