Anthony Gargano is a financial advisor at Journey Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has previously worked at FSM Wealth Advisors, CBIZ Investment Advisory Services LLC, and Sequoia Financial Advisors, LLC. Journey Wealth Management is a fee-only, SEC-registered adviser serving individuals—including high-net-worth clients—as well as trusts and estates. The firm provides financial planning, investment management, and consulting, emphasizing strategic asset allocation and coordinated tax and operational services under a fiduciary standard.

Ryan Ruggaard is a financial advisor at Ruggaard & Associates with seven years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC and BARD & ASSOCIATES. Ruggaard holds Series 63 and Series 65 licenses. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a multi-method investment process combining fundamental, technical, quantitative, and qualitative analysis and offers a range of strategies tailored to client objectives and risk tolerances.

Lawrence Tidmore is a financial advisor at Horter Investment Management, LLC with 10 years of industry experience. He also serves as Vice President of Tidmore Financial, where he has been involved in retirement planning since 1999. In addition to his advisory work, Tidmore provides free adult financial education through live and virtual classes. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes a combination of multi-manager portfolios, third-party money manager access, and alternative investment options guided by an Investment Committee.

Michael Lesjak is a financial advisor with Lesjak Planning, LLC, holding a Series 63 designation and over 26 years of industry experience. He has been affiliated with United Planners' Financial Services of America A Limited Partner since 1989 and has operated Lesjak Planning Corp since 1987. Lesjak Planning is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides written financial planning and portfolio management through two advisory programs, employing a long-term, buy-and-hold strategy based on client risk profiles and diversified asset allocation.

Andrew Outcalt is a CFP® and holds a Series 66 license, with five years of industry experience. He currently works at Fidato Wealth LLC, where he has been since 2026, following prior roles at Cary Stamp & Company, Commonwealth Financial Network, JPMorgan Chase Bank, J.P. Morgan Securities, and UBS. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by offering asset management, comprehensive financial planning, retirement plan consulting, and third-party money manager selection and oversight. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios that include stocks, bonds, ETFs, and mutual funds, conducting regular reviews and rebalancing as needed.

Dan Kopcak is a financial advisor at Redwood Financial Network with nine years of industry experience. He holds a Series 66 designation and has worked at Redwood Financial Network and LPL Financial since 2017. Prior to that, he was employed at W&S Brokerage Service and Western and Southern Life from 2015 to 2017. Redwood Financial Network is a team-based SEC-registered advisory firm with eight advisors managing approximately $226 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with a customized, long-term investment approach.

Geoffrey Novack is a financial advisor with Financial Management Strategies, Inc. He holds a Series 63 designation and has 38 years of industry experience. His prior work includes positions at Plancorp, Inc. and Cetera Wealth Services, LLC. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, retirement-plan advisory services, and financial planning, utilizing a mix of analytical methods and model portfolios tailored to various risk profiles.

Mark Suhay is a financial advisor with Cornerstone Asset Management Services, Inc. He holds 43 years of industry experience and has worked with Cornerstone since 2007. Prior to this, he was associated with J.W. Cole Financial, Inc. and Daley & Company. Outside of advisory work, Suhay serves as Vice President of Operations for Impact Sports Ohio, a travel baseball organization, where he is also a board member and assistant coach. Cornerstone Asset Management Services, Inc. provides discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm uses a model-driven investment approach that combines fundamental and technical analysis, offering a variety of delivery options including model portfolios, separately managed accounts, sub-advisory services, and consulting.

Michael Doherty is a financial advisor at Prasad Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked previously at Regal Investment Advisors, Regulus Financial Group, Elixir Solutions, Marcus & Millichap, and The Allstate Corp. Outside of finance, he participates as a panelist in Nielsen TV Ratings, allowing a meter to be installed in his home for marketing research purposes. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm focuses on personalized financial planning and employs a primarily fundamental, long-term investment approach while maintaining flexibility for shorter-term trades as needed.

Theresa Schmotzer is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and having 23 years of industry experience. Her career includes roles at Cetera, PNC Investments, and Vantage Financial Group. She serves as a board member for a homeowners association, overseeing budgets and compliance matters. Vantage Financial Group is an SEC-registered advisory firm managing approximately $867 million in client assets across six advisors. The firm serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, offering portfolio management, financial planning, consulting, and retirement plan services tailored to client objectives.

Mark Ciulla is a financial advisor with Capital Advisors, Ltd., LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved in life settlements since 2011. Ciulla has served as owner and managing director of Capital Advisors, Ltd., LLC since 2010. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, employing a portfolio approach that integrates mutual funds, ETFs, equities, fixed income, and REITs with ongoing monitoring and rebalancing.

John May is a CFP® professional with 13 years of industry experience. He has worked at Ruggaard & Associates since 2018 and previously held roles at Comprehensive Asset Management & Servicing, Inc. and James Reed Financial Services, Inc. He serves on the investment committee of Twins Days, Inc., a nonprofit organization, where he helps monitor investment performance and set long-range investment strategies. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals—including high-net-worth clients—and pension and profit-sharing plans. The firm employs a multi-method investment process and offers portfolio management, retirement-plan advisory, financial planning, and tax-preparation services.

Mark Kangas is a CFP® and holds a Series 66 license, with 24 years of experience in the financial services industry. He has been associated with Raymond James Financial Services since 2013. Kangas is based in Beachwood, Ohio, and is part of the six-advisor team at North Star Advisory Group, LLC. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, pension consulting, sub-advisory, and specialty consulting services. The firm employs tailored strategies focused on fixed-income securities, mutual funds, and ETFs, and offers niche services such as real estate and antiques and collectibles consulting.

Peter Franz is a CFP® and CFA® with 18 years of experience in financial advising. He is currently affiliated with FSM Wealth Advisors and Beacon Financial Advisory, and has held roles at several other firms including Capital Analysts and Boyd Waterson Asset Management. Outside of his advisory work, he serves on investment committees for nonprofit organizations such as the Foundation for Geauga Parks and Greater Cleveland Habitat for Humanity, chairs the legacy committee for Federated Church of Chagrin Falls, and coaches youth wrestling. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily for individuals, including high-net-worth clients. The firm employs customized, discretionary investment strategies with a family-office style approach that includes bill-pay and tax coordination services.

Forrest Kuchling is a financial advisor at North Star Advisory Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining North Star Advisory Group, he held positions at Geauga Financial Advisors and has experience in various roles outside finance, including work at DoorDash and Inverness Country Club. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives and risk tolerances, employing a mix of fundamental, technical, and cyclical analysis, with an emphasis on fixed-income securities and mutual funds/ETFs.

Cameron Miele is a financial advisor at Ellsworth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Kaulig Capital, LLC and Weinberg Capital Group. Outside of advising, Miele serves as Chief Executive Officer of multiple scalloping companies involved in commercial fishing, managing their operations and finances. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a variety of analytic approaches for portfolio management and offers access to private funds and alternative investments alongside pension consulting and family office support.

Richard Harris is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been with Aspire Growth Partners LLC since 2021 and previously worked at Raymond James Financial Services Advisors Inc. and Steven Zangmeister Financial LLC. Harris is also the owner of Richard Harris Financial Services, LLC. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, managing approximately $992 million in client assets across diversified portfolios tailored to client goals, risk tolerance, and tax considerations.

Richard Eicheldinger is a CFP® with 11 years of industry experience, currently serving at Strategic Wealth Partners, Ltd. since 2024. His prior roles include positions at Facet Wealth, Affinity Wealth LLC, and True Wealth Design. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serving individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios.

Matthew Dunn is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC in Hudson, OH. His prior roles include positions at firms such as LPL Financial and Stratos Wealth Securities. ARQ Wealth Advisors provides fee-only asset management and financial planning to high-net-worth individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs a multifaceted investment approach that incorporates asset allocation, fundamental and technical analysis, and derivatives strategies within separately managed accounts.

Marco Ciccariello is a financial advisor with Tempo Wealth, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MassMutual Life Insurance Company, MML Investors Services, LLC, and positions in educational and nonprofit organizations. Tempo Wealth is a team-based firm providing discretionary portfolio management, comprehensive financial planning, and pension consulting primarily for individuals and high-net-worth clients. The firm combines fundamental, technical, cyclical, and economic analysis in its investment approach and offers alternative investment products with a structured due-diligence process.