John Blatt is a financial advisor at Tempo Wealth with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at MassMutual Financial Group and Cleveland Wealth, LLC before joining Tempo Wealth in 2025. Blatt is also an agent for life, disability, long-term care insurance, and fixed annuities. Tempo Wealth offers discretionary portfolio management, financial planning, advisor selection, and pension consulting primarily for individuals and high-net-worth clients. The firm incorporates a multidisciplinary investment approach and provides specialized services in alternative and digital assets.

Thomas Scheiman is a financial advisor at Independence Capital Co., Inc. with 39 years of industry experience. He holds a Series 63 designation and has been associated with Independence Capital since 1990. He also owns a CPA firm, Dempsey Scheiman & Associates, providing tax preparation and accounting services. Independence Capital Company, Inc. offers investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to clients’ objectives and risk tolerances while utilizing a broad range of securities and investment vehicles.

John Kim is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kim & Associates, LLC since 2012 and the Ohio Attorney General's Office since 2011. In addition to his advisory work, he operates a law practice specializing in estate tax law and is involved in organizing amateur race track events through the Porsche BMW Owners Club. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach that tailors asset allocation and investment strategies to individual objectives and risk tolerance, utilizing a range of instruments including stocks, bonds, ETFs, options, and derivatives.

Scott Hanna is a financial advisor at WestPoint Wealth Management, LLC with 40 years of industry experience. He holds the Series 63 designation and has worked at WestPoint Wealth Management since 2014, including in its current form since 2021. Hanna also owns The Willoughby Agency, a property and casualty insurance business. WestPoint Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, providing investment advisory and financial planning services. The firm employs a mix of discretionary and non-discretionary asset management strategies, combining fundamental analysis and modern portfolio theory, and offers both direct management and third-party manager referrals.

Broc Stradley is a financial advisor at WestPoint Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Grey Street Company and Parkland Securities. Outside of advising, he is a licensed insurance agent appointed with various insurance companies. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to tailor strategies and offers a combination of discretionary and non-discretionary asset management along with third-party manager referrals and educational seminars.

Michael Nowacki is a financial advisor at Strategic Wealth Partners, Ltd. with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Nowacki Capital Management LLC and Saga Partners, LLC. Outside of finance, he owns and manages M&P Bargain Books, a bookstore in Willoughby, Ohio. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing portfolio management, financial planning, retirement consulting, and outsourced chief investment officer services. The firm employs a diversified investment approach using fundamental, technical, and charting analysis, and manages approximately $1.3 billion across a broad range of public and private investments.

Quin Strouse is a financial advisor with Fourth Dimension Wealth, LLC in Millersburg, Ohio. He holds a Series 66 designation and has two years of industry experience, including prior roles at LPL Financial and Design Outreach. Strouse serves as a board member for Design Outreach, Inc., a nonprofit organization focused on vision, administration, and fundraising. 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 advisory programs. The firm customizes asset allocations based on client objectives and employs a mix of analytical methods while actively managing diversified portfolios.

Brian Kerber is a financial advisor at Prasad Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Regal Investment Advisors, Regulus Financial Group, and Ohio National Financial Services. Kerber serves as a board member of the Western Gales Homeowners Association. Prasad Wealth Partners provides personalized financial planning and both discretionary and non-discretionary 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.

Daniel Steinberg is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding the ChFC® and Series 63 credentials with 42 years of industry experience. His career includes roles at Cetera and Savage & Associates Inc. Steinberg serves as a past chairperson of the Toledo Jewish Community Foundation and chairs the long-range planning committee at Sylvania Country Club. 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 and offers tailored portfolio management, financial planning, and consulting services through a team of six advisors.

Anthony Kulka is a financial advisor with Prasad Wealth Partners, holding a Series 66 designation and 12 years of industry experience. He previously worked at Regulus, LLC, Regal Investment Advisors, LLC, Arbor Point Advisors, and Securities America Inc. There are no additional outside activities noted. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors with personalized financial planning and investment management. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives when appropriate.

Jonathan Emrick is a CFP® and CFA® with 16 years of industry experience. He has worked at True Wealth Design, LLC since 2018 and previously spent eight years at Fidelity Investments. Jonathan holds Series 63 and Series 66 licenses. True Wealth Design, LLC serves individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans, providing financial planning, investment advisory, wealth management, and retirement-plan consulting. The firm employs a structured, tax-aware asset-allocation approach and offers specialized strategies such as direct indexing and tax-aware long/short investments, supported by affiliated tax and accounting services and an independent insurance brokerage.

Pamela Kruger is a financial advisor at Cornerstone Asset Management Services, Inc., holding Series 63 and Series 65 credentials with 29 years of industry experience. She has worked at Cornerstone since 2005 and has also been affiliated with J.W. Cole Financial and J.W. Cole Advisors during that time. Outside of her advisory role, she is involved in tax preparation as an Enrolled Agent and manages estate finalization and distribution for trustees and beneficiaries. Cornerstone Asset Management Services primarily serves individual clients across a range of net worth levels, providing discretionary portfolio management through its Alpha/Beta Solutions platform as well as sub-advisory services. The firm’s investment approach combines fundamental and technical analysis in a proprietary model-driven process, offering risk-based portfolio selection and ongoing account monitoring.

George Anastasakis is a financial advisor with Cornerstone Asset Management Services, Inc., holding a Series 63 designation and over 40 years of industry experience. He has been with Cornerstone since 2005 and is also involved with several other business ventures, including MTH Hats, LLC, a retail sales operation, and C. M. Hyatt & Associates, which provides notary services. Additionally, he serves as a trustee for a family trust. Cornerstone Asset Management Services, Inc. offers discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm employs a proprietary, computer-aided investment process that combines fundamental and technical analysis and provides multiple service delivery options, including model portfolios, separately managed accounts, sub-advisory services, and financial planning.

Casey Urdiales is a financial advisor at Scofield & Company, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at EdgeTech Analytics, LLC since 2015. Urdiales is also the owner and founder of Urdiales Compliance Consultants, LLC, which provides compliance consulting to registered investment advisers. Scofield & Company serves individual and high-net-worth clients by offering discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to guide both strategic and tactical portfolios, tailoring investments to clients’ financial situations, horizons, and risk tolerance.

Michael Poitinger is a financial advisor with ValMark Advisers, Inc. holding Series 63 and Series 66 licenses and has 42 years of industry experience. He has operated his own firms, including Poitinger Wealth Management Inc. and Poitinger Financial Inc., and worked with Valmark Securities, Inc. and Poitinger, Redmond, Lyons, Kura & Co. Additionally, he earns commissions from fixed insurance products. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, employing diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing.

Gary Chidsey is a financial advisor at LexAurum Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Nationwide Securities and Nationwide. Outside of his advisory role, he serves as Chairman of the Medina County Young Professionals Association, part of the Medina Chamber of Commerce. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies based on modern portfolio theory and offers a range of risk-based managed-account models implemented primarily with low-cost ETFs.

Ronald Tetley is a financial advisor at Simplicity Wealth with 18 years of industry experience. He holds a Series 65 designation and has worked at Belpointe Asset Management, Retirement Wealth Advisors, and co-owns Creative Retirement Planning, where he is also president and an insurance agent. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, offering a range of advisory services from financial planning to managed account platforms. The firm employs a fund-of-funds approach with ETFs, mutual funds, and individual securities, supported by technology and operational solutions for other advisers.

Maryann Ruben is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and four years of industry experience. She has also operated Ruben Financial since 2005, where she is involved in the sale and service of insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments through platforms like CAIS.

David Forshew is a financial advisor at Advance Capital Management Inc in Independence, OH, holding a Series 63 designation with 17 years of industry experience. He has been with Advance Capital Management since 2016. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management primarily through mutual funds and ETFs. The firm employs a model portfolio approach managed by an Investment Committee and offers specialized retirement services, including a "Chief Retirement Officer" program.

Joseph D'anniballe is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, 1858 Wealth Management, Danniballe Houston, LLC, and Wells Fargo Advisors. He is also involved in insurance sales as an agent outside of his investment advisory activities. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, supported by a large advisor network managing nearly $10 billion in client assets.