Peter Franz is a financial advisor with Journey Wealth Management in Cleveland, OH, holding CFP® and CFA® designations and 18 years of industry experience. He has worked at several firms including FSM Wealth Advisors and Beacon Financial Advisory. Outside of his advisory roles, Franz serves on multiple nonprofit investment and finance committees and is involved in youth wrestling as a head coach and board member. 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 with a focus on strategic asset allocation and integrated tax and operational services.

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.

Marco Ciccariello is a financial advisor with Tempo Wealth, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MassMutual Life Insurance Company, MML Investors Services, LLC, and positions in educational and nonprofit organizations. Tempo Wealth is a team-based firm providing discretionary portfolio management, comprehensive financial planning, and pension consulting primarily for individuals and high-net-worth clients. The firm combines fundamental, technical, cyclical, and economic analysis in its investment approach and offers alternative investment products with a structured due-diligence process.

Ashley Arsena is a financial advisor with Cleveland Wealth, LLC and holds the CFP® designation and Series 65 license. She has seven years of industry experience, including eleven years at Shaker Investments LLC prior to joining Cleveland Wealth in 2026. Cleveland Wealth, LLC provides portfolio management, comprehensive financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm manages over $500 million in assets, employs a non-discretionary investment approach guided by written policy statements and modern portfolio theory, and serves approximately 396 households.

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.

Christopher Newcomb is a financial advisor at Fourth Dimension Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Fourth Dimension Wealth in 2025, he worked at Huntington Bank for nine years. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm’s investment approach is individualized, incorporating multiple analysis techniques and ongoing client communication, including detailed quarterly reports and educational workshops.

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, holding a Series 66 designation and 22 years of industry experience. He is also the owner and attorney of Erik Keister Legal Services, LLC, a law firm, and serves as head coach of the Cleveland Fusion football team. Keister has been with North Star Advisory Group and affiliated firms since 2015. North Star Advisory Group serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and specialized consulting, combining traditional wealth management with niche services in real estate and collectibles.

Tiffany Boval is a financial advisor at Prasad Wealth Partners with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Regal Investment Advisors, Regulus Advisors, Securities America, Arbor Point Advisors, and Key Investment Services. Outside of her advisory role, she serves as the secretary of the Sunshine Committee, a cheer squad for gymnastics. Prasad Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm employs a fundamental analysis approach with a long-term orientation, offering a variety of investment vehicles including mutual funds, ETFs, equities, corporate bonds, REITs, private funds, and structured products.

Matthew Schiller is a financial advisor at Prasad Wealth Partners with 13 years of industry experience and a Series 66 designation. He has worked previously at Regal Investment Advisors, Arbor Point Advisors, and Securities America. Schiller is also an independent insurance agent, selling various life insurance and annuity products. Prasad Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term investment orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives where appropriate.

Kimberly Wirtz is a CFP® with nine years of industry experience, currently serving at John E. Sestina and Company. She has been affiliated with the firm and its related entity MTBW, LLC since 2005. Outside of her advisory role, she coaches junior varsity girls' golf for the Strongsville City School District. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment process grounded in modern portfolio theory.

Douglas Magers is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Fourth Dimension Wealth since 2020 and has prior experience with LPL Financial LLC and Stratos Wealth Partners, LTD. In addition to his advisory role, Magers is involved in non-investment businesses including retail furniture and electronics, as well as a yacht charter company. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party and model advisory programs. The firm tailors asset allocations to client objectives using a mix of analytical methods and actively manages diverse portfolios, offering detailed quarterly performance reports and educational outreach.

Jonathan Cush is a Certified Financial Planner® at Independence Capital Co., Inc. with 22 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 15 years and has been affiliated with Ohio National Financial Services and the John C Cush Company since 1999. Outside of his advisory work, Cush is involved in horse breeding as a business activity. Independence Capital Company, Inc. serves individuals, including high-net-worth clients, corporations, and other entities, managing approximately $118.7 million across around 300 client relationships. The firm employs a long-term, fundamental analysis approach and offers a range of services including portfolio management, financial planning, and introductions to third-party money managers.

Lindsey Orth is a financial advisor at Prasad Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes positions at Purshe Kaplan Sterling Investments, Regulus Financial Group, and Fidelity Investments. Orth also works as a fixed insurance agent. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation and offers a range of investment vehicles including mutual funds, ETFs, equities, and structured products.

Philip O’Toole is a financial advisor at Beacon Financial Advisory LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Amundi US and Lincoln Investment. Outside of advisory work, he is also involved in insurance and annuity sales. Beacon Financial Advisory LLC provides portfolio management, financial planning, retirement plan advisory, and tax preparation services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a tailored investment approach using a variety of analytical methods and may utilize leverage, derivatives, and third-party managers to meet client objectives.

Austin Linden III is a financial advisor at Financial Management Strategies, Inc. with 38 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including Cetera and Plancorp, Inc. He serves as a board trustee for the Rotary Club of Cleveland. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, using a range of analytical methods and portfolio management strategies tailored to client objectives.

Anthony Spena Sr. is an advisor at Independence Capital Co., Inc. with 52 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Allstate Insurance Company and Key Investment Services, LLC. He also works as an insurance agent specializing in fixed life insurance, annuities, disability, health, and long-term care insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm uses fundamental analysis and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and offers both discretionary and non-discretionary portfolio management.