Bill Dragolas is an advisor with Cornerstone Asset Management Services, Inc. in Broadview Heights, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at firms including GT Securities, Liberty Partners Financial Services, and Citizens Securities. Outside of his advisory role, he serves as Executive Director of the CK Foundation, a nonprofit focused on raising and distributing funds to families and victims of COVID-19, and he is the founder and president of an online clothing store, Fatcat Sportswear, as well as president of Dynamic Education Solutions, LLC, which consults with school districts on process improvement. Cornerstone Asset Management Services primarily serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, offering discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, sub‑advisory services, and investment consulting. The firm employs a proprietary analysis that combines fundamental and technical methods for portfolio management and provides clients with quarterly performance reports and a web-based reporting tool.

Matthew Heck is a financial advisor with WestPoint Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes 12 years at Charles Schwab & Co., Inc. and several roles within WestPoint Wealth Management and affiliated firms. Outside of advising, he is involved in supporting a family-owned bar business, the Sangria Stand LLC. WestPoint Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans with investment advisory and financial planning services. The firm uses a combination of fundamental analysis and modern portfolio theory, offering both direct management and third-party manager referrals tailored to client goals and risk tolerances.

Matthew Daugherty is a CFP® with 24 years of industry experience, currently serving as an advisor at Balanced Wealth Group LLC since 2023. He previously worked at Ameriprise for 18 years. Outside of his advisory role, he serves on the boards of the Lakewood/Rocky River Rotary Foundation and the Ohio University College of Business Finance Advisory Council. Balanced Wealth Group is a fee-based, SEC-registered adviser serving individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios of ETFs, mutual funds, individual stocks, bonds, and unaffiliated managers, managing roughly $494 million in discretionary assets across about 455 clients.

Daniel Yergan is a CFP® with six years of industry experience, currently serving as an advisor at Fidato Wealth LLC. Prior to joining Fidato Wealth in 2023, he worked at Valmark Financial Group for five years. His background also includes roles outside the financial sector, including experience in marketing and manufacturing. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with diversified portfolios, regular reviews, and integration of technology such as AI tools into its planning processes.

Timothy Noe is a financial advisor with WestPoint Wealth Management, LLC in Berea, Ohio, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. He has worked at Ameritas Advisory Services and related Ameritas companies for 15 years and has operated Tim Noe Financial Services, Inc. since 2004. In addition to his advisory role, he is licensed as an independent insurance agent. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans, including ERISA 3(21) services. The firm applies fundamental analysis and modern portfolio theory to tailor strategies and manages assets both directly and through third-party managers, with a substantial portion of assets managed on a non-discretionary basis.

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.

Meaghan Grant is a financial advisor at Rockport Wealth Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Thrivent and Lake Forest Country Club. Prior to her financial career, she spent ten years in college and secondary school settings. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisors, and digital platforms to implement client strategies, emphasizing individualized portfolios and active account monitoring.

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.

Zachary Bush is a financial advisor with W.A. Smith Financial Group, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Great Lakes Retirement, JP Morgan Securities, JP Morgan Chase Bank, and TD Ameritrade. W.A. Smith Financial Group provides discretionary and non-discretionary portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a top-down investment approach combining active and passive strategies, supported by an internal Investment Committee and uses fundamental, technical, and cyclical analysis to tailor portfolios to client objectives.

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.