Douglas Magers is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Fourth Dimension Wealth since 2020 and has prior experience with LPL Financial LLC and Stratos Wealth Partners, LTD. In addition to his advisory role, Magers is involved in non-investment businesses including retail furniture and electronics, as well as a yacht charter company. 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 and model advisory programs. The firm tailors asset allocations to client objectives using a mix of analytical methods and actively manages diverse portfolios, offering detailed quarterly performance reports and educational outreach.

Jonathan Cush is a Certified Financial Planner® at Independence Capital Co., Inc. with 22 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 15 years and has been affiliated with Ohio National Financial Services and the John C Cush Company since 1999. Outside of his advisory work, Cush is involved in horse breeding as a business activity. Independence Capital Company, Inc. serves individuals, including high-net-worth clients, corporations, and other entities, managing approximately $118.7 million across around 300 client relationships. The firm employs a long-term, fundamental analysis approach and offers a range of services including portfolio management, financial planning, and introductions to third-party money managers.

Kevin Lesjak is a CFP® professional with seven years of industry experience. He has been with Lesjak Planning, LLC since 2012 and is based in Westlake, Ohio. Lesjak Planning, LLC is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold investment approach tailored to client risk profiles and a diversified allocation model.

Lindsey Orth is a financial advisor at Prasad Wealth Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes positions at Purshe Kaplan Sterling Investments, Regulus Financial Group, and Fidelity Investments. Orth also works as a fixed insurance agent. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation and offers a range of investment vehicles including mutual funds, ETFs, equities, and structured products.

Philip O’Toole is a financial advisor at Beacon Financial Advisory LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Amundi US and Lincoln Investment. Outside of advisory work, he is also involved in insurance and annuity sales. Beacon Financial Advisory LLC provides portfolio management, financial planning, retirement plan advisory, and tax preparation services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a tailored investment approach using a variety of analytical methods and may utilize leverage, derivatives, and third-party managers to meet client objectives.

Michael Kelley II is a CFP® professional with 12 years of experience in financial advising. He is currently with Cornerstone Wealth Management, where he has worked since 2020. His prior experience includes roles at Summit Capital, Kelley Financial Planning, AXA Advisors, Carver Financial Services, and Raymond James Financial Services. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing over $640 million in client assets. The firm constructs diversified portfolios using a range of securities and employs complex strategies such as option writing and short selling, with regular portfolio reviews and a typical investment horizon of 12–24 months.

Austin Linden III is a CFP® and ChFC® professional with 37 years of industry experience. He has been with Financial Management Strategies, Inc. since 2000 and has held prior roles at Cetera and Plancorp, Inc. He is also a board trustee of the Rotary Club of Cleveland. Financial Management Strategies, Inc. serves individual clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using multiple analytical methods and maintaining portfolios through written investment policies, ongoing monitoring, and periodic rebalancing.

William Matejka is a financial advisor at Beacon Financial Advisory LLC in Cleveland, OH, with 31 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Lincoln Investment Planning LLC and FNA Wealth Management, where he also works in life insurance and fixed/indexed annuities sales. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management, employing various analytical methods and strategies across multiple offices.

Daniel Gaugler is a CFP® and PFS™ professional with 23 years of industry experience. He has been with Fairway Wealth Management LLC since 2002, initially at Fairway Wealth Management and continuing with Fairway Wealth LLC since 2020. The firm primarily advises high-net-worth individuals and families, offering integrated wealth management, family office, and estate planning services. Fairway emphasizes fiduciary responsibility, customized tax-aware asset allocation, and coordinates third-party managers, ETFs, and private funds, with a significant portion of assets managed on a non-discretionary basis.

Taylor Papiernik is a CFP® with 10 years of industry experience, currently with Fairway Wealth Management LLC. He previously worked at Sequoia Financial Advisors and its affiliated firms from 2016 to 2023. Fairway Wealth Management primarily serves high-net-worth individuals and families, providing integrated wealth management and family office services. The firm emphasizes financial, investment, and estate planning integration, employing client-specific asset allocations and tax-aware strategies, with a notable portion of assets managed on a non-discretionary basis.

Matthew Bures is a financial advisor at SWP Investment Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Strategic Wealth Partners, LTD and First Fiduciary Investment Counsel. SWP Investment Management LLC provides customized portfolio management focused on exchange-traded funds and serves as the investment adviser for those ETFs. The firm primarily manages investment company and pooled-vehicle mandates using a combination of charting analysis and fundamental selection criteria to construct concentrated equity portfolios.

Arnold Mcdonald is a financial advisor at McDonald Partners LLC with 19 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, he serves as manager and president of several proprietary fund entities affiliated with the firm and is a board member of Signature Investments Montenegro d.o.o., a portfolio company of the firm. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and operates multiple portfolio management programs and third-party strategies.

Laura Collins is a Series 65-licensed advisor with First Fiduciary Investment Counsel Inc in Cleveland, OH, where she has worked since 2009. She has 2 years of industry experience and is part of a three-advisor team at the firm. 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 uses a dividend-oriented, large-capitalization equity investment approach supported by fundamental analysis and third-party research, managing diversified portfolios with sector and security limits.

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.

Cory Sweitzer is a financial advisor with Cookson Peirce Wealth Management, holding Series 65 and Series 63 licenses, and has one year of industry experience. Prior to joining Cookson Peirce, he worked at Northwestern Mutual in various roles and spent seven years at Ferriot Inc. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning services to private clients, including high-net-worth households, trusts, and foundations, as well as asset management for professional advisors and institutional sponsors. The firm uses a quantitative, technically driven investment approach and manages both equity-focused and targeted bond portfolios, serving a diverse client base that includes institutional and municipal clients.

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.