Nathan Fischer is a CFA® charterholder with five years of industry experience. He is currently with SWP Investment Management LLC and has previously worked at Strategic Wealth Partners and Wesbanco. SWP Investment Management LLC provides customized portfolio management focused on exchange-traded funds and serves as the investment adviser for those ETFs. The firm’s clients are primarily investment companies and pooled-vehicle mandates, and its investment approach combines charting analysis with fundamental criteria to construct concentrated equity portfolios.

Victoria Ellinger is a financial advisor at Financial Management Strategies, Inc. with 15 years of industry experience. She holds a Series 66 designation and has worked at Cetera, Centrust Wealth Management, and Ameriprise Financial Services. She is also a part owner of Financial Management Strategies, Inc. and serves as Vice President of Centrust Wealth Management. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement consulting using a range of analytical methods and investment strategies, and conducts participant education workshops.

Martin Burke is a financial advisor at Van Cleef Asset Management Inc with 18 years of industry experience. He holds the Series 66 designation and has worked at Van Cleef Asset Management since 2008, alongside prior roles at Natcity Investments, Inc. and National City Corporation dating back to 2001. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious, charitable, and select institutional clients. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, managing roughly $1.09 billion across about 215 client relationships.

Melissa Reider is a financial advisor with Financial Management Strategies, Inc. She holds a Series 63 designation and has 42 years of industry experience. Her prior roles include positions at Cetera and Cetera Wealth Services, LLC, and she is also the owner of Your FinancialAdvisor Inc. Outside of her advisory work, she has worked part-time as a personal stylist at Nordstrom. Financial Management Strategies, Inc. serves 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 advisory services, utilizing a range of analytical methods and investment strategies to meet client objectives.

Brett Baskin is a CFP® with 11 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. His prior experience includes roles at Stratos Wealth Partners, LPL Financial, Ellsworth Private Wealth Management, Bank of America, and Merrill Lynch. He is also a licensed insurance agent and occasionally advises clients on insurance solutions. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers tailored portfolio management, pension consulting, and family office support, combining private fund access with traditional investment strategies.

Logan Bratsch is an advisor at Lineweaver Wealth Advisors with Series 65 and Series 63 credentials. He has been working in the financial industry since 2024 and joined Lineweaver Wealth Advisors in 2025. Prior to his financial career, he held positions with PGA Tour Live and at various golf clubs and educational institutions. Lineweaver Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages over $1 billion in discretionary assets and focuses on tailored portfolio construction, ongoing monitoring, and rebalancing using a variety of investment methodologies.

Michael Fedj is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Raymond James and Associates and Wells Fargo Advisors. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm develops individualized asset allocations based on clients’ goals and risk tolerance, employs active portfolio monitoring with a range of analytical techniques, and emphasizes ongoing client communication and education through detailed reporting and workshops.

Robert Holub is a financial advisor with Capital Advisors, Ltd., LLC in Brecksville, OH, holding the CFP®, CFA®, and Series 66 designations. He has 22 years of industry experience and has been affiliated with Capital Advisors Ltd. since 2002, Capital Analysts Incorporated since 2008, and Lincoln Investment since 2012. Holub also serves as Chief Investment Strategist at Capital Advisors, supporting the firm’s financial planning activities. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and publicly traded REITs.

Todd Kalish is a financial advisor at Park Edge Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Park Edge Advisors in 2022, he worked at McDonald Partners and Morgan Stanley in various roles from 2008 to 2022. Kalish serves as a board member of the Catholic Diocese. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients. The firm uses a combination of financial planning and multiple analytical approaches to tailor portfolios, offering discretionary management and subadvisory services with a range of investment strategies including ETFs and options.

Chad Roope is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Lineweaver Wealth Advisors and Kohmann Bosshard Financial Services LLC, where he also serves as a consultant. His prior roles include positions at Sequoia Financial Advisors, Stratos Wealth Partners, and Fundamentum. Lineweaver Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages over $1 billion in discretionary assets through a team-based approach, utilizing tailored asset allocations, modern portfolio theory, and both fundamental and technical analysis.

Nathan Gist is a CFP® professional with 20 years of experience in financial advising. He has been with Lesjak Planning Corporation since 2002. Nathan works at Lesjak Planning, LLC, a family-owned registered investment adviser based in Westlake, OH. Lesjak Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering written financial planning and portfolio management through two advisory programs. The firm employs a long-term, buy-and-hold investment approach tailored to client risk profiles and provides routine portfolio reviews, client newsletters, and seminars.

Anastasiya Sembay is a financial advisor at Cornerstone Wealth Management in Westlake, OH. She holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Management, she held roles at Case Western Reserve University and the University of Cincinnati. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing a diversified portfolio of equities, mutual funds, ETFs, options, fixed income, and alternative investments. The firm employs a team approach and uses a third-party platform for discretionary rebalancing while employing complex strategies such as option writing and short selling.

Mitchell Stein is a financial advisor at Arena Private Wealth with 20 years of industry experience and holds the Series 66 credential. He has previously worked at Mutual Securities, Inc. and Fifth Third Securities, Inc., among other firms. Stein serves on the Board of Trustees at University School and is involved in fundraising and leadership roles at Cleveland Clinic Children's Hospital and Saint Martin De Porres High School. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering customized strategies including covered-call approaches for concentrated equity positions. The firm employs a mix of fundamental, technical, and modern portfolio techniques and sponsors pooled investment vehicles and private funds.

Timothy Farley is a financial advisor at Tempo Wealth with 16 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Tempo Wealth in 2025, he worked at Cleveland Wealth, LLC for six years and MassMutual Financial Group for nine years. Outside of his advisory role, he is also licensed as an insurance agent, involved in the sale of life, disability, long-term care insurance, and fixed annuities. Tempo Wealth is a team of four professionals serving primarily high-net-worth individuals and related entities. The firm offers portfolio management, comprehensive financial planning, advisor selection, and pension consulting, employing a range of analytical methods to build diversified, strategic asset allocation portfolios.

William Hope is a financial advisor with Redwood Financial Network in Solon, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Redwood Financial Network since 2017 and previously held roles at LPL Financial, Century Securities Associates, and PNC Bank. Redwood Financial Network is a team-based SEC-registered advisory firm managing approximately $226 million in assets for individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, utilizing a customized, long-term investment approach with multiple platform options and a licensed insurance agency component.

Aidan Shoop is an advisor at Royal Oak Financial Advisors, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Shoop Wealth Management, Lake Erie College, and the University of Findlay. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm uses model portfolios based on client questionnaires and risk tolerance, employing a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and option strategies.

Neil Waxman is a financial advisor with Capital Advisors, Ltd., LLC, holding CFP® and Series 63 designations and bringing 42 years of industry experience. He has been associated with Capital Advisors since 2010 and also maintains roles with Lincoln Investment and in life settlements. Waxman serves on multiple nonprofit boards, including the Jewish Federation of Cleveland and University School, and participates in philanthropic and community organizations. Capital Advisors manages over $1.2 billion in discretionary assets, serving individuals, businesses, trusts, and nonprofit entities with investment management, financial planning, and ERISA trustee-directed plan services. The firm employs a disciplined approach using mutual funds, ETFs, equities, fixed income, and REITs, with an emphasis on cash management and does not exercise discretionary authority over cryptocurrency investments.

Thomas Genco is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH. He holds the CFP® designation and has 28 years of industry experience. Genco has worked at Beacon since 2015 and has also been associated with Lincoln Investment since 2012. He is involved in the sales and service of life insurance products and works as an independent CPA contractor in tax compliance and preparation. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets and utilizes a range of portfolio management strategies, including both discretionary and non-discretionary approaches, supported by model portfolios and various analytical methods.

David Lesjak is a financial advisor at Lesjak Planning, LLC in Westlake, Ohio, with 27 years of industry experience. He holds a Series 63 designation and has a longstanding career, including over three decades as a Limited Partner at United Planners' Financial Services of America and 45 years with Lesjak Planning Corp. Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk profiles and objectives, offering both discretionary and non-discretionary management with regular reviews.

Michelle Schwab is a financial advisor with Ellsworth Advisors, LLC in Hudson, Ohio, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Ellsworth Advisors since 2018 and previously spent seven years at Western International Securities, Inc. Schwab is also involved in publishing through Basti Publishing. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, using a range of analytic approaches and tailored investment strategies. The firm combines private fund and alternative investment access with pension consulting and family office support.