Brian McDonald is a financial advisor at McDonald Partners LLC in Cleveland, OH, with nine years of industry experience. He holds a Series 66 designation and has been with McDonald Partners in different capacities since 2009. Outside of his advisory role, McDonald serves as Executive Director of the Joan C Edwards Charitable Foundation, chairs the Board of Trustees for the Cleveland School of Science & Medicine, and operates two community-focused LLCs: Heights Audio and Heights BBQ Association. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and pension consulting services. The firm employs a customized investment approach using multiple analytic techniques and provides both discretionary and non-discretionary portfolio management options.

Robert Armagno is a CFA® charterholder with 12 years of industry experience. He is currently with Lineweaver Wealth Advisors and has previously worked at Glenmede Trust Company, LPL Financial, Stratos Wealth Partners, and Ancora Securities Inc. Lineweaver Wealth Advisors is an SEC-registered firm that provides 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 uses a combination of modern portfolio theory, fundamental analysis, and technical techniques to construct and monitor client portfolios.

Timothy Stallings is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and is a partner and owner of AlerStallings, LLC, a law firm where he provides estate planning legal services. Stallings is also a licensed insurance agent affiliated with Golden Reserve, LLC, involved in the recommendation and sale of insurance products and fixed annuities. Golden Reserve Retirement, LLC offers portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, low-cost, predominantly passive investment approach based on modern portfolio theory. The firm integrates estate-planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on tailored client objectives.

Mark Tepper is a CFP® with 17 years of experience in the financial industry. He is currently with Strategic Wealth Partners, Ltd., where he has worked since 2008, and also has experience at SWP Investment Management LLC. Outside of his advisory role, Tepper manages several businesses including an insurance agency and a company that hosts high-performance driving events for car enthusiasts. 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 manages approximately $1.3 billion across a diverse range of investment types and operates as a fiduciary, employing fundamental, technical, and charting analyses to construct diversified portfolios.

Donn Goodman is a financial advisor at Market Gauge Asset Management with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Atalanta Sosnoff Capital LLC and Atalanta Sosnoff Management LLC for over two decades. He also serves as a consultant to a financial publishing entity, MarketGuarge.com. Market Gauge Asset Management provides discretionary portfolio management to individual and institutional clients using a blend of proprietary, rules-based models alongside fundamental, technical, quantitative, and qualitative analysis. The firm offers model-based trading signals, pre-designed portfolio blends, and employs tactical and longer-term strategies with potential use of hedging and leverage.

Razmig Pounardjian is a financial advisor at Woodland Wealth Partners with 11 years of industry experience. He holds the Series 65 designation and previously worked at Carnegie Investment Counsel for 14 years. Outside of his advisory role, Pounardjian is a partner in Woodland Green, LLC, an entity used to invest primarily in private investments. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm generally manages discretionary accounts using model portfolios informed by various research approaches and provides customized strategies when needed.

Mary Anderson is a financial advisor at First Fiduciary Investment Counsel Inc in Cleveland, OH, with 26 years of industry experience. She has been with First Fiduciary Investment Counsel since 1993. First Fiduciary Investment Counsel provides discretionary investment management and wealth planning services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutional clients. The firm employs a team-based approach focused on dividend-oriented, large-cap equity investing supported by fundamental analysis and third-party research.

Michael Krueger is a financial advisor with Adaptive Financial Consulting, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Stratos Wealth Advisors and Nationwide Financial. Outside of advising, he is a consultant and partial owner of Power People Fitness, a fitness equipment and gear sales business serving primarily businesses. Adaptive Financial Consulting, LLC is a six-advisor team managing approximately $547 million for individuals, high-net-worth clients, and business entities. The firm offers investment management, financial planning, pension plan consulting, and educational seminars, employing a range of analytic approaches and customized portfolio solutions.

Brandon Hemmelgarn is a financial advisor at Shaker Investments with 9 years of industry experience. He holds a Series 65 designation and has been with Shaker Investments since 2012. Shaker Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate accounts. The firm focuses on fundamental, research-driven equity investing combined with asset allocation strategies that include index ETFs and active funds, and it offers sub-advisor services and model portfolio recommendations to third-party managers.

Chad Aerni is a financial professional with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Cetera and PNC Investments. Aerni also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Vantage Financial Group, Inc. is an SEC-registered advisory firm managing approximately $867 million in client assets and serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm offers tailored portfolio management and comprehensive financial planning using a range of investment strategies and maintains multiple offices and affiliated businesses.

Daniel Shomper is a CFP® professional with two years of industry experience, currently serving at Fairway Wealth Management LLC. He previously worked at Wealth Impact Advisors and has experience in roles outside finance, including positions at The University of Akron and Heeby's Surplus. Fairway Wealth Management primarily serves high-net-worth individuals and families, offering integrated wealth management and family office services along with advisory work for companies and their retirement plans. The firm emphasizes client-specific asset allocation, tax-aware strategies, and behavioral discipline, managing nearly $3.0 billion in assets with a distinctive blend of discretionary and non-discretionary accounts.

Edward Hemmelgarn is a financial advisor at Shaker Investments with 24 years of industry experience. He holds a Series 65 designation and has been with Shaker Investments LLC since 2002. Shaker Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate accounts. The firm emphasizes fundamental, research-driven equity investing and offers sub-advisor services, model portfolios, and manages both pooled vehicles and separately managed accounts.

Dennis Twarogowski is a financial advisor with Independence Capital Co., Inc. in Parma, Ohio, holding a Series 63 designation and having 44 years of industry experience. He has been with Independence Capital Co. since 2005. Independence Capital Company, 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 and employs a fundamental analysis approach with a long-term trading orientation, tailoring portfolios to client objectives and risk tolerances.

Nathan Creviston is a CFP® and ChFC® affiliated with Lincoln Investment, with nine years of industry experience. He has worked at Lincoln Investment Planning and Capital Advisors, Ltd. since 2018, and previously held roles at Northwestern Mutual and other firms. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets, serving individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers. The firm offers a range of services including financial planning, advisor-managed portfolios, third-party manager access, and retirement plan advice, with a combination of advisory and brokerage operations.

Lisa Lime is a financial advisor with Lineweaver Wealth Advisors in Valley View, OH, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Her prior work includes roles at Triad Advisors and UBS Financial Services. Lineweaver Wealth Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and retirement plan advisory. The firm manages approximately $908 million in assets, uses a variety of investment methods, and delivers services through a multi-office team structure supporting a large client base.

Bryan Costin is a CFP® professional with 23 years of experience in financial advising, currently serving at Journey Wealth Management since 2022. He has held roles at Beacon Financial Advisory LLC, Lincoln Investment, and Beacon Financial Planners, and also has a background in accounting through his work with Costin & Company, CPA. Journey Wealth Management offers financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm combines investment advisory with family-office style services such as tax management and bill-pay, delivering customized, discretionary investment programs and comprehensive account oversight.

William Russo is a CFP® with 32 years of industry experience, currently serving as an advisor at Peak Wealth Solutions since 2019. He previously worked at American Portfolios for 16 years and joined OSAIC in 2024. Outside of his advisory role, Russo is involved in several nonprofit and community organizations, including serving as treasurer of the Cuyahoga County Library Foundation and president of the Greater Cleveland Adult Baseball league. Peak Wealth Solutions serves individual and high-net-worth clients, focusing on those near or in retirement, and also provides advisory services to trustees, small businesses, and retirement plans. The firm manages client assets through discretionary, fiduciary investment management using model strategies tailored to risk tolerance and goals, and offers financial planning, insurance services, and educational programs.

Matthew Hunt is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Hunt worked in various positions including at Cetera and Hard Rock Casino Cincinnati. Outside of his advisory work, he is involved in selling fixed insurance products. 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 through a team of six advisors, offering portfolio management, financial planning, consulting, and retirement plan services with investment strategies tailored to client objectives.

Vincent Di Giacomo is a financial advisor at Fairway Wealth Management LLC with Series 65 credentials and two years of industry experience. Prior to joining Fairway Wealth Management in 2021, he held positions at Prestwick Country Club, United Parcel Service, and in education. He has occasionally worked at Prestwick Country Club on an as-needed basis during events and dinner service. Fairway Wealth Management primarily serves high-net-worth individuals and families, offering integrated wealth management and family office services. The firm emphasizes client-specific asset allocations, tax-aware positioning, and behavioral discipline, managing nearly $3.0 billion in assets across discretionary and non-discretionary accounts.

Timothy Westra is a CFP® with four years of industry experience and is currently with McDonald Partners LLC in Cleveland, OH. His career includes roles at The Connable Office, LPL Enterprise, and The Prudential Insurance Company of America. McDonald Partners serves individual, high-net-worth, and institutional clients by providing investment management, financial planning, and pension consulting. The firm employs a customized approach using fundamental, technical, and cyclical analysis and offers services through discretionary and non-discretionary portfolio management as well as wrap and advisor programs.