Matthew Heck is a financial advisor with WestPoint Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and AMFG Wealth Management LLC. Outside of advising, he supports his wife's business, a local bar called the Sangria Stand LLC, though he holds no ownership or compensation from it. 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 according to client goals and risk tolerances, managing accounts both directly and through third-party managers.

Jeremy Thompson is a Certified Financial Planner™ and holds a Series 66 license with 23 years of industry experience. He has been with Adaptive Financial Consulting, LLC since 2017 and previously worked at Stratos Wealth Partners, LTD. from 2012 to 2017. Thompson is also a licensed insurance agent. Adaptive Financial Consulting, LLC is a team of six advisors serving individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers customized portfolio management and financial planning services, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

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.

Joseph Littman is a financial advisor with Arena Private Wealth in Shaker Heights, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His background includes roles at Sanford C. Bernstein & Co., LLC, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and ProEquities Inc. Outside of his advisory work, he serves as Treasurer for Hillel at Kent State University, University of Akron, and Hiram College, as well as a partner in a manufacturing business, Gavitt Wire & Cable Co. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, offering customized strategies and managing accounts on a discretionary or non-discretionary basis. The firm employs a combination of fundamental, technical, and modern portfolio approaches and acts as a fund sponsor and general partner through affiliated entities.

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.

Susan Akers is a financial advisor at Winslow Asset Management Inc with 23 years of industry experience. She holds a Series 65 designation and has been with Winslow Asset Management since 2000. The firm provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. Winslow Asset Management employs a combination of qualitative, quantitative, and technical analysis across various asset classes and manages approximately $581.7 million in discretionary assets.

David Mrosko is a CFA® charterholder with three years of industry experience. He has worked at North Point Portfolio Managers Corporation since 2022 and previously spent 17 years with PNC Private Bank. North Point Portfolio Managers Corporation provides separately managed portfolio management services to individuals, pension plans, endowments, and corporations, combining quantitative CFROI analysis with fundamental research and emphasizing low turnover and long-term holdings. The firm is noted for publicly providing performance results and managing assets with a compact four-advisor team.

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.

James Myers is a financial advisor at Journey Wealth Management with 22 years of industry experience. He holds a Series 63 credential and previously worked at Victory Capital Advisers and Victory Capital Management Inc from 2016 to 2024. Journey Wealth Management is a fee-only, SEC-registered adviser serving individuals, trusts, and estates, including high-net-worth clients. The firm provides financial planning, investment management, and consulting, emphasizing strategic asset allocation and integrating tax and operational services under a fiduciary standard.

Meaghan Grant is a financial advisor at Rockport Wealth Advisors with three years of industry experience. She holds a Series 65 designation and previously worked at Thrivent and Lake Forest Country Club. Before entering the financial advisory field, she spent ten years in education at the college and secondary school levels. Rockport Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients with fee-based financial planning, investment management, and retirement-plan advisory services. The firm manages approximately $676 million across a team of eight advisers and offers both traditional portfolio management and consultant-style services, including alternative investments and a wrap fee program.

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.

Geoffrey Hauck is a financial advisor at Van Cleef Asset Management Inc with 16 years of industry experience. He has been with Van Cleef since 2008 and holds a Series 65 designation. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations and select institutional accounts. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, using a team-based research process overseen by an Investment Committee.

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.

Tobias Yearms is a financial advisor at Adaptive Financial Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stratos Wealth Partners. Tobias is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Adaptive Financial Consulting provides portfolio management, financial planning, pension consulting, and standalone consulting services to individuals, high-net-worth clients, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Diane Stack is a CFA® charterholder with 25 years of industry experience. She has been with North Point Portfolio Managers Corporation since 1999, where she is part of a four-advisor team based in Orange Village, OH. North Point Portfolio Managers Corporation provides separately managed portfolio management services to individuals, pension and profit-sharing plans, endowments, and corporations. The firm combines quantitative CFROI analysis with traditional fundamental research, focusing on low turnover and portfolios typically holding around 40 core equity positions aligned with clients’ objectives and risk tolerances.

Brian Marino is a financial advisor with OneSeven in Beachwood, OH, holding a Series 63 designation and over 20 years of industry experience. His career includes roles at Raymond James Financial Services, Boston Harbor Wealth Advisors, and Mass Mutual Life. Marino serves on the Board of Directors for the Finance Department at Kent State University, contributing to student engagement and the college's mission. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term focused and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments, supported by internal due diligence and access to various independent managers and platforms.

Terrence Heil is a financial advisor with United Advisor Group in Wickliffe, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at firms including Wells Fargo Advisors and Westpoint Wealth Management. Outside of financial advising, he co-hosts a sports podcast covering high school and college events. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, family office services, and financial education. The firm uses a combination of proprietary model portfolios, custom accounts, and third-party managers with a range of analytical and asset allocation strategies.