James Guy Jr. is a financial advisor with Capital Analysts in Independence, OH, holding a Series 63 designation and over 21 years of industry experience. He has previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he is active in his community as a podcast host focusing on local history and as president of a nonprofit raising funds for a park and statue honoring his high school’s students, faculty, and staff. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Valerie Schmitz is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., the ON Equity Sales Company, and Ohio National Financial Services. Outside of her advisory work, she is involved in farming and livestock through Kelly Day Farms and owns a holding company for other corporate ventures. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement plan consulting, using customized portfolios that combine internal and third-party manager strategies tailored to client objectives and risk tolerance.

Benjamin Roy is a financial advisor at Prosperity Capital Advisors with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sigma Financial Corporation and Great Lakes Wealth Management. Roy’s background also includes time at the University of Maine Orono and Advance 1 Clearing. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm uses a model-driven, multi-sleeved investment approach featuring core risk-based portfolios and specialized strategies, and it acts as a Fund Strategist on UMA platforms.

Sarah Warnkin is a financial advisor with Prosperity Capital Advisors holding a Series 65 credential and three years of industry experience. She has worked with JL Smith Holistic Wealth Management and JL Smith Group prior to joining Prosperity Capital Advisors. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individual and high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers a platform that includes alternatives and structured products through third-party providers.

Nicole Brewer is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Prosperity Wealth Management, Inc., Fortune Financial Services, CoreCap Investments, Inc., and other firms. Outside of advising, she owns Brew Crew Enterprises, LLC, where she teaches skydiving and manages parachute packing and gear repair, and serves on the board of the Olmsted Chamber of Commerce. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm uses a blend of fundamental, technical, and cyclical analysis for portfolio construction across various asset classes, with discretionary management and regular reviews.

Charles Ehrenfried is a financial advisor at Prosperity Capital Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Prosperity Capital Advisors, he worked at several firms including Northwestern Mutual Wealth Management Company and J.W. Cole Advisors. Outside of his advisory role, he serves as Secretary for the Eckert Woods Home Owners Association and conducts financial literacy seminars with the American Financial Education Alliance. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm’s investment approach centers on model-based asset allocation strategies using portfolios that often employ providers like BlackRock, Dimensional, and Vanguard, along with third-party sub-advisors and alternative investment platforms.

Cole Condon is a financial advisor with ValMark Advisers, Inc., holding the ChFC® and Series 63 designations and bringing 24 years of industry experience. He has been with ValMark Advisers since 2012 and is president of Cole Condon Financial Group, LLC, a firm involved in fixed annuity sales. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals—including high-net-worth clients—and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of annuity options.

Shaena Yorke is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 25 years of industry experience. She has worked with LaSalle St. since 2019 and previously at Ameriprise Financial Services and Wrp Investments. Outside of her advisory role, she serves as a trustee of a 401(k)/PSP plan and works as an accounting consultant. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment programs.

Blake Dickens is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and six years of industry experience. He has previously worked at River Financial Group and Westlake Wealth Advisors. Outside of his advisory work, he coaches the forwards of the Hudson High School hockey team. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based portfolios using mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and sub-advisory relationships.

Mark Weaver is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at OSAIC, Sii, B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as a board member for the CIC Condominium #8 Board of Directors and acts as trustee and power of attorney for family trusts and individuals. Signature Equity Partners provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to offer tailored portfolio management, financial planning, and third-party money manager selection.

Clinton Pelfrey is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 designation and 14 years of industry experience. He has been with Prosperity Capital Advisors since 2011, including six years when the firm operated as C2P Capital Advisory Group, LLC. Outside of financial advising, Pelfrey serves as head coach for the Avon High School JV baseball team and is a minority owner and officer of a marine construction company. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and works with a variety of model providers and sub-advisors, offering access to alternatives and structured products through third-party platforms.

Michael Garcar is a financial advisor with Wedbush Securities Inc. in Cleveland, OH, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Equitable Advisors, Ameriprise Financial, and TPM Management. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm manages tailored portfolio strategies and administers separate account offerings while providing custodial, clearing, and securities lending capabilities.

Jacob Cooke is a financial advisor at Arax Advisory Partners in Cleveland, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Arax Advisory Partners in 2026, he worked at GFP Private Wealth, Bartlett Wealth Management, and Raymond James. He completed his studies at the University of Cincinnati from 2015 to 2025. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, and retirement plan consulting, using a combination of internal management, third-party models, and tailored asset allocation.

Caleb Burr is a financial advisor at Prosperity Capital Advisors with one year of industry experience. He holds a Series 65 designation and has worked at JL Smith Holistic Wealth Management and C2P Capital Advisory Group, LLC. In addition to his advisory role, Caleb is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to individual and high-net-worth clients, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers a range of investment solutions including alternatives and structured products through third-party platforms.

Ann Iglai is a CFP® professional with 27 years of industry experience, currently advising at Stonex Advisors Inc. since 2015. Her prior roles include positions at StoneX Securities Inc., Wrp Investments, Inc., Thrivent Investment Management, and Natcity Investments, Inc. She is also the owner of IGS Financial LLC, where she is involved in the sale of life insurance and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting, among other services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, supported by multiple platforms and a mix of proprietary and third-party strategies.

Andrej Drazetic is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds a Series 65 credential and has previously worked at firms including Gries Financial Partners, Fourth Dimension Wealth, and LPL Financial. His background also includes three years with the Cleveland Cavaliers. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fees and carried-interest arrangements for qualified investors and private funds.

Justin Grossman is a financial advisor with Prosperity Capital Advisors in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Cambridge Investment Research, among others. Outside of advising, he works with the local chapter of the American Financial Education Alliance, conducting seminars aimed at improving financial literacy. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm emphasizes model-based, asset-allocation strategies and portfolio supervision, leveraging core and specialized models from providers like BlackRock, Dimensional, and Vanguard.

Eugene Ricchetti is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and over 54 years of industry experience. He has been with Valmark Securities, Inc. since 1997 and has operated E.T. Ricchetti & Associates Inc. since 1967. Outside of advising, he serves as a director at R.W. Beckett Corp., where he manages government reporting and qualified plan-related activities, and works as an independent contractor for The Fedeli Group. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

Dennis Zaverl is a financial advisor with ValMark Advisers, Inc. in Westlake, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been associated with ValMark Advisers since 2001 and with related firms since 1997, also operating Zaverl & Associates Inc. since 2004. Outside of investment advisory work, he serves as president and trustee of the Christian BusinessCares Foundation and is involved in several non-investment business ventures, including a publishing company and family partnerships. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with due diligence, back-office support, and sub-advisory services.

Michael Manly is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Gries Financial Partners and Price Waterhouse Coopers. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of financial planning and portfolio management services, combining internal management with third-party models and tailored asset allocation.