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.

Sunwook Jin is a CFP® professional with 26 years of industry experience, currently serving at Redwood Financial Network since 2011. He also has a lengthy affiliation with LPL Financial beginning in 2010. Jin is the author of a financial self-help book titled "There are no do-overs at retirement" and is involved in operating a tax preparation and accounting service as president of Proactive Accounting & Tax Services. Redwood Financial Network is a team-based advisory firm with eight advisors managing approximately $226 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with flexible planning arrangements. Their investment approach centers on customized, long-term portfolio construction aligned with client goals and risk tolerance, utilizing a combination of in-house management and LPL-sponsored platforms.

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.

Matteo Curley is a financial advisor at Xcelsior Advisor Partners LLC in Denver, CO, holding a Series 65 designation with less than one year of industry experience. His prior roles include positions at Joe Hardee Investment Management LLC and Excelsior Advisor Network. Xcelsior Advisor Partners LLC serves individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses by providing discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis combined with modern portfolio theory to develop individualized investment strategies and maintains a network of industry affiliations and multi-office operations.

Melissa Costello is a CFP® professional with 21 years of industry experience. She is affiliated with Capital Advisors, Ltd., LLC and has held roles at Lincoln Investment since 2012 and Capital Analysts Inc since 2004. At Capital Advisors, she serves as a Financial Analyst and Director of Compliance, performing financial planning and compliance duties. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, business entities, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management alongside financial planning, utilizing a range of securities and maintaining defensive cash positions as part of its investment approach.

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.

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.

Helen Hartman is a financial advisor at Redwood Financial Network with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Redwood and LPL Financial since 2014. Her role includes offering long-term care and disability insurance products. Redwood Financial Network is a team-based advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction and provides a range of financial planning and retirement-plan consulting services through both in-house management and LPL-sponsored platforms.

Denise Farkas is a CFA® charterholder with 24 years of industry experience. She has been with Sigma Investment Counselors since 2007. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm’s investment process combines client-specific financial models with diversified portfolios and employs both quantitative and qualitative research tools.

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.

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.

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.

Mary Kozar is a CFP® professional with 28 years of industry experience. She has worked at Capital Advisors, Ltd., LLC since 2010 and has been associated with Lincoln Investment since 2012. Her role includes financial planning analysis and support. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment management and financial planning services, implementing portfolios with mutual funds, ETFs, equities, fixed income, and REITs, while maintaining distinctive cash management practices.

Rachel Smylie is a Series 65 licensed advisor with North Star Advisory Group, LLC, where she has worked since 2024. She has two years of industry experience, including prior roles at Skylight Financial Group and various community-based positions. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, financial planning, and specialty consulting, utilizing tailored investment strategies across fixed-income securities, mutual funds, and ETFs.

Nicholas Paterniti is a financial advisor at Journey Wealth Management with seven years of industry experience. Prior to joining Journey Wealth Management in 2022, he worked at several firms including Beacon Financial Advisory LLC, Lincoln Investment, and Park Avenue Securities. Outside of finance, he has a maintenance role at Avanti Salon. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm offers customized, discretionary investment programs and combines investment advisory work with family-office style services such as bill-pay and tax coordination.

Anthony Panuto II is a financial advisor at Shaker Investments with 20 years of industry experience. He holds the Series 66 designation and has been with Shaker Investments since 2006. Shaker Investments serves individual investors, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporate clients, providing discretionary portfolio management, financial planning, sub-advisory services, and model portfolio recommendations to TAMP sponsors. The firm focuses primarily on equity management with a research-driven process that combines thematic and fundamental analysis with valuation screening and technical inputs.

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.

William Hegarty Jr. is a financial advisor at McDonald Partners LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2010. Outside of his advisory role, he serves on the board and finance committee of Fieldstone Farm, a non-investment related organization, without compensation. McDonald Partners LLC serves individual and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages affiliated private funds alongside its various portfolio management and financial planning programs.

Michael Baker is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with FSM Wealth Advisors, LLC d/b/a Journey Wealth Management and has previously worked at Mariner Wealth Advisors, Sequoia Financial Advisors, LLC, and Aurum Wealth Management Group LLC. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates. The firm offers financial planning, investment management, and consulting services, with an emphasis on strategic asset allocation and a fiduciary standard, integrating tax coordination and cash management functions for clients.