Stephen Franko is a financial advisor at Independence Capital Co., Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked at Essex National Securities, Inc. and First Knox National Bank since 1997. Additionally, he is active as a licensed insurance agent offering fixed life, annuity, long-term care, disability, and health insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm employs a long-term trading approach based on fundamental analysis, tailoring portfolios to clients’ objectives and risk tolerances, and offers a broad range of securities and access to third-party money managers.

James Judd is a financial advisor at Vantage Financial Group, Inc. in Cleveland, Ohio, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, with prior roles at firms including Cetera, Lion Street Financial, and The James B Oswald Co. Judd serves as a board member and past president of the Bedford Rotary Club and holds several civic positions in Bedford, including chairman of the Civil Service Commission. Vantage Financial Group, Inc. is an SEC-registered advisory firm managing approximately $867 million in client assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, providing portfolio management and comprehensive financial planning tailored to client objectives.

Helen Hartman is a financial advisor at Redwood Financial Network with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Redwood and LPL Financial since 2014. Her role includes offering long-term care and disability insurance products. Redwood Financial Network is a team-based advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction and provides a range of financial planning and retirement-plan consulting services through both in-house management and LPL-sponsored platforms.

Denise Farkas is a CFA® charterholder with 24 years of industry experience. She has been with Sigma Investment Counselors since 2007. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management to individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm’s investment process combines client-specific financial models with diversified portfolios and employs both quantitative and qualitative research tools.

George Smith III is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Vantage Financial Group since 2000 and previously worked at Cetera Wealth Services, LLC. Outside of his advisory role, Smith serves on the finance council for St. Joseph Parish and is a board member of Youth Opportunities Unlimited. Vantage Financial Group, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers portfolio management and financial planning tailored to client objectives, employing fundamental analysis and a range of investment strategies.

Colin Anderson is a financial advisor with Vantage Financial Group, Inc. in Cleveland, Ohio, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Vantage Financial Group since 2010 and also works with Cetera Wealth Services. Outside of advisory services, he is the owner and distiller at Christmas City Spirits, a distillation company in Bethlehem, Pennsylvania. 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 a range of investment strategies and provides portfolio management, financial planning, consulting, and retirement plan consulting through a team of six advisors.

Carl Camillo is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is a senior partner and part owner at Financial Management Strategies, Inc., where he has worked since 2000. Camillo's prior experience includes roles at Cetera Wealth Services, Plancorp, Inc., and Vantage Financial Group. He serves as immediate past president of the Northeast Ohio Association of Financial Professionals and works as an expert witness in securities arbitration cases. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a range of analytical methods and strategies to manage portfolios aligned with clients' investment policy statements and also offers retirement plan advisory, consulting services, and participant education workshops.

William Tomlinson is a financial advisor at Independence Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been associated with Independence Wealth Advisors since 2020. In addition to his advisory role, Tomlinson is a principal at United Brokerage Group MPD, LLC, an insurance agency where he provides product knowledge and underwriting support to independent insurance agents. Independence Wealth Advisors serves individual and high-net-worth clients as well as pension and employee benefit plans, offering discretionary portfolio management, pension consulting, and financial planning. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of analytical approaches and strategies, and requires clients to use specified custodians for account management.

John Stauffer is a financial advisor with Financial Management Strategies, Inc. He holds a Series 63 designation and has 16 years of industry experience. His prior roles include positions at Cetera, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory work, he serves as a sales consultant for an electrical manufacturing firm. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of analytical methods and investment strategies tailored to client objectives.

Heather Frutig is a CFP® professional with four years of industry experience, currently serving as an advisor at McDonald Partners LLC. Her prior roles include positions at Gradient A Human Think Tank, Merrill Private Wealth Management, and JPMorgan Chase. In addition to her advisory work, she operates Heather Frutig Financial Coaching, providing support with budgeting, debt management, and general financial planning. McDonald Partners serves both individual and institutional clients, offering tailored investment management and financial planning services. The firm combines fundamental, technical, and cyclical analysis across multiple platforms and also acts as an affiliated broker-dealer with experience managing private fund placements.

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.

Rachel Smylie is a Series 65 licensed advisor with North Star Advisory Group, LLC, where she has worked since 2024. She has two years of industry experience, including prior roles at Skylight Financial Group and various community-based positions. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, financial planning, and specialty consulting, utilizing tailored investment strategies across fixed-income securities, mutual funds, and ETFs.

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.

Anthony Panuto II is a financial advisor at Shaker Investments with 20 years of industry experience. He holds the Series 66 designation and has been with Shaker Investments since 2006. Shaker Investments serves individual investors, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporate clients, providing discretionary portfolio management, financial planning, sub-advisory services, and model portfolio recommendations to TAMP sponsors. The firm focuses primarily on equity management with a research-driven process that combines thematic and fundamental analysis with valuation screening and technical inputs.

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.

William Hegarty Jr. is a financial advisor at McDonald Partners LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2010. Outside of his advisory role, he serves on the board and finance committee of Fieldstone Farm, a non-investment related organization, without compensation. McDonald Partners LLC serves individual and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages affiliated private funds alongside its various portfolio management and financial planning programs.

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.

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.