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.

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.

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.

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.

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.

Shu Hsin Hsieh is a CFP® professional with 12 years of industry experience, currently serving at Independence Capital Co., Inc. She has held roles at firms including TransGlobal Advisory LLC and Transamerica Financial Advisors, Inc., and has a background that includes 24 years at Pfizer Inc. Hsieh is president of the Yaodong Liu Family Foundation, a family charitable foundation. 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 with an 18-person advisory team. The firm employs fundamental analysis and a long-term trading orientation, tailoring portfolios to client objectives and risk tolerances while utilizing a broad range of securities and external managers.

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.

Mitchell Knotek is a financial advisor at Journey Wealth Management with Series 65 and Series 66 credentials. He has been with FSM Wealth Advisors / Journey Wealth Management since 2024. Prior to joining the firm, he held roles at John Carroll University, Valparaiso University, Trinity High School, and Assumption Academy. Journey Wealth Management is a fee-only, SEC-registered adviser serving individuals, including high-net-worth clients, as well as trusts and estates. The firm provides financial planning, investment management, and consulting services, emphasizing tailored, discretionary investment programs and integrating tax coordination and direct cash management.

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 an advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and bringing 27 years of industry experience. Her prior roles include positions at Cetera, PNC Wealth Management, and Natcity Investments. Outside of her advisory work, she owns and operates a local baked goods business and serves as a judge for tabletop card game tournaments. Vantage Financial Group, Inc. is an SEC-registered advisory firm that manages approximately $867 million in client assets across a broad client base, including individuals, trusts, and corporations. The firm provides tailored portfolio management and comprehensive financial planning, utilizing a variety of investment strategies and products.

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 a Series 66 designation and two years of industry experience. His prior roles include positions at SolomonWood, LLC and Northwestern Mutual. Tempo Wealth serves primarily individuals and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, pension consulting, and access to alternative investment products. The firm combines fundamental, technical, cyclical, and economic analysis with both short- and long-term trading strategies, and employs a due-diligence framework for alternative and digital assets.

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.