James Judd is a financial advisor at Vantage Financial Group, Inc. in Cleveland, Ohio, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, with prior roles at firms including Cetera, Lion Street Financial, and The James B Oswald Co. Judd serves as a board member and past president of the Bedford Rotary Club and holds several civic positions in Bedford, including chairman of the Civil Service Commission. Vantage Financial Group, Inc. is an SEC-registered advisory firm managing approximately $867 million in client assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, providing portfolio management and comprehensive financial planning tailored to client objectives.

George Smith III is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Vantage Financial Group since 2000 and previously worked at Cetera Wealth Services, LLC. Outside of his advisory role, Smith serves on the finance council for St. Joseph Parish and is a board member of Youth Opportunities Unlimited. Vantage Financial Group, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers portfolio management and financial planning tailored to client objectives, employing fundamental analysis and a range of investment strategies.

Colin Anderson is a financial advisor with Vantage Financial Group, Inc. in Cleveland, Ohio, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Vantage Financial Group since 2010 and also works with Cetera Wealth Services. Outside of advisory services, he is the owner and distiller at Christmas City Spirits, a distillation company in Bethlehem, Pennsylvania. 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 a range of investment strategies and provides portfolio management, financial planning, consulting, and retirement plan consulting through a team of six advisors.

Carl Camillo is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is a senior partner and part owner at Financial Management Strategies, Inc., where he has worked since 2000. Camillo's prior experience includes roles at Cetera Wealth Services, Plancorp, Inc., and Vantage Financial Group. He serves as immediate past president of the Northeast Ohio Association of Financial Professionals and works as an expert witness in securities arbitration cases. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a range of analytical methods and strategies to manage portfolios aligned with clients' investment policy statements and also offers retirement plan advisory, consulting services, and participant education workshops.

William Tomlinson is a financial advisor at Independence Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been associated with Independence Wealth Advisors since 2020. In addition to his advisory role, Tomlinson is a principal at United Brokerage Group MPD, LLC, an insurance agency where he provides product knowledge and underwriting support to independent insurance agents. Independence Wealth Advisors serves individual and high-net-worth clients as well as pension and employee benefit plans, offering discretionary portfolio management, pension consulting, and financial planning. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of analytical approaches and strategies, and requires clients to use specified custodians for account management.

John Stauffer is a financial advisor with Financial Management Strategies, Inc. He holds a Series 63 designation and has 16 years of industry experience. His prior roles include positions at Cetera, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory work, he serves as a sales consultant for an electrical manufacturing firm. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of analytical methods and investment strategies tailored to client objectives.

Heather Frutig is a CFP® professional with four years of industry experience, currently serving as an advisor at McDonald Partners LLC. Her prior roles include positions at Gradient A Human Think Tank, Merrill Private Wealth Management, and JPMorgan Chase. In addition to her advisory work, she operates Heather Frutig Financial Coaching, providing support with budgeting, debt management, and general financial planning. McDonald Partners serves both individual and institutional clients, offering tailored investment management and financial planning services. The firm combines fundamental, technical, and cyclical analysis across multiple platforms and also acts as an affiliated broker-dealer with experience managing private fund placements.

Alec Acampora is a financial advisor at Independence Wealth Advisors, LLC with two years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Independence Wealth Advisors, he worked at NYLife Securities LLC and New York Life Insurance Company. Independence Wealth Advisors serves individual and high-net-worth clients, as well as pension and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, quantitative, and technical investment methods and offers client access to comprehensive reporting and monitoring tools.

Jacob Cogley is a financial advisor at Lineweaver Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Hunter Associates, and Flyer Enterprises. Lineweaver Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm manages approximately $908 million in client assets and employs a team-based approach with multiple offices and delegated managers.

Adam Stalnaker is a financial advisor with Rockport Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Private Client Services and Cetera Advisors LLC and is involved with Ars Capital, Inc., which partly owns Rockport Wealth, LLC. Outside of advisory roles, he is a 50% owner of Rockport Real Estate Holdings, LLC. Rockport Wealth Advisors serves individual and high-net-worth clients by providing financial planning, investment management, and retirement-plan advisory services. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to tailor and monitor individualized portfolios.

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.

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.

Thomas David is a CFP® and PFS™ with 12 years of experience in the financial services industry. He is currently with Rockport Wealth Advisors and has previously worked at firms including CM Wealth Advisors and St. Clair Advisors. David serves as an adjunct faculty member at Lorain County Community College. Rockport Wealth Advisors offers financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients, utilizing a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to implement tailored strategies.

Nick Dionisos is a financial advisor with Cornerstone Wealth Management in Westlake, OH. He holds a Series 65 designation and has 18 years of industry experience. He has been associated with DAGCO, Inc. since 1995. Cornerstone Wealth Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm employs a combination of fundamental and technical analysis to manage portfolios across various asset classes and incorporates financial planning covering tax, retirement, insurance, and estate considerations.

Douglas Kuhlman is a financial advisor at Paradigm Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Paradigm since 2008. Outside of his advisory role, he coaches his daughter's soccer team. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management. The firm employs a range of investment strategies and relies on third-party model portfolios and money managers, offering tailored advice based on clients' objectives and risk tolerance.

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.

Nicholas Kaplan is a CFP® professional with five years of industry experience, currently serving at Cornerstone Wealth Management. He previously worked for six years at MAI Capital Management, LLC. Outside of his advisory role, he provides tax preparation services on a limited basis for friends. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing diversified portfolios that include equities, mutual funds, ETFs, options, and fixed income. The firm operates with a five-advisor team and employs a range of strategies, including option writing and short selling, while using third-party platforms for discretionary rebalancing of certain accounts.

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.