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.

Scott Spears is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has been with Symphony Financial Services since 2009 and has also worked with Linsco Private Ledger since 2007. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a range of investment instruments and strategies tailored to each client’s objectives and risk tolerance.

Samuel Petitjean is a financial advisor at Strategic Wealth Partners, Ltd. with one year of industry experience. He holds the Series 66 designation and previously worked at KeyBank, Key Investment Services LLC, and Wealth Advocate Group. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serves individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement consulting, and OCIO services, employing diversified investment strategies that include stocks, bonds, ETFs, options, mutual funds, and alternative investments.

Kemper Arnold is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at The Prestwick Group, Cetera Wealth Services, Vicus Capital, and Vantage Financial Group. Outside of advising, he serves as a legal consultant and mediator, is a director and officer of a charitable foundation, and participates as an honorary trustee with the Cleveland Marshall Law Alumni Association. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers tailored portfolio management and comprehensive financial planning using mutual funds, ETFs, and equities, employing strategies such as fundamental analysis, trading, margin, and options when appropriate.

Joseph Kovach is a CFP® professional with 30 years of experience in financial advising. He is a founding member and president of JJK Financial, Inc., and has been with Rockport Wealth Advisors since 2018. Kovach is also a licensed insurance agent involved in the sale of life, disability, and long-term care insurance. Rockport Wealth Advisors serves individual and high-net-worth clients with financial planning, investment management, and retirement-plan advisory services. The firm employs a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to create individualized portfolios and utilizes a range of investment strategies including tactical trading and risk management.

David Sabo is a financial advisor at Independence Capital Co., Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Independence Capital since 2011. He also has extensive experience with First Discount Brokerage and Great Lakes Mortgage. In addition to his advisory role, Sabo is a licensed insurance agent specializing in fixed, life, health, disability, long-term care, and annuity products. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships, using fundamental analysis and a long-term trading approach tailored to clients’ objectives and risk tolerances.

Roger Potter is a financial advisor at Balanced Wealth Group LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of his advisory work, he is the author of two books titled "Proverbs: Wisdom for Prosperity" and "Proverbs: Wisdom for the Graduate." Balanced Wealth Group is a fee-based, SEC-registered adviser serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds and offers financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team.

Daniel Lane is a CFP® professional with 24 years of industry experience. He is a part owner at Financial Management Strategies, Inc. and holds credentials including Series 66. Lane has worked at Cetera and manages Lane Legacy Advisors, LLC, a business he operates alongside his advisory roles. Financial Management Strategies, Inc. provides advisory services to 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 consulting, using a range of analytical methods and maintaining multiple office locations.

Ranjan Jagetia is a financial advisor at Prasad Wealth Partners with 33 years of industry experience. He holds a Series 63 designation and has worked at various firms including MetLife Securities Inc. and Regal Investment Advisors. Outside of advisory work, he is a part owner of an industrial robotics company operated by his son. Prasad Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management for individuals, families, trusts, family offices, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily employs fundamental analysis with a long-term orientation and uses a range of investment vehicles including mutual funds, ETFs, and separately managed accounts.