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.

Ryan Coulter is a financial advisor at Demming Financial Services Corp. with a Series 66 designation and five years of industry experience. His work history includes roles at Lincoln Financial Corporation, Lincoln Financial Advisors, and Custom Planning Solutions, LLC. Demming Financial Services Corporation provides financial planning, consulting, and investment management to individuals, trusts, estates, pension, and business entities. The firm manages approximately $675.7 million on a discretionary basis and emphasizes fundamental analysis with diversified asset allocation across independent managers, mutual funds, ETFs, and individual securities.

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.

Sunwook Jin is a CFP® professional with 26 years of industry experience, currently serving at Redwood Financial Network since 2011. He also has a lengthy affiliation with LPL Financial beginning in 2010. Jin is the author of a financial self-help book titled "There are no do-overs at retirement" and is involved in operating a tax preparation and accounting service as president of Proactive Accounting & Tax Services. Redwood Financial Network is a team-based 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, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with flexible planning arrangements. Their investment approach centers on customized, long-term portfolio construction aligned with client goals and risk tolerance, utilizing a combination of in-house management and LPL-sponsored platforms.

Derek Gabrielsen is a financial advisor at Strategic Wealth Partners, Ltd. in Independence, Ohio, holding a Series 65 designation with 14 years of industry experience. He has been with Strategic Wealth Partners since 2011. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, utilizing a mix of fundamental, technical, and charting analysis to build diversified portfolios.

Matteo Curley is a financial advisor at Xcelsior Advisor Partners LLC in Denver, CO, holding a Series 65 designation with less than one year of industry experience. His prior roles include positions at Joe Hardee Investment Management LLC and Excelsior Advisor Network. Xcelsior Advisor Partners LLC serves individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses by providing discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis combined with modern portfolio theory to develop individualized investment strategies and maintains a network of industry affiliations and multi-office operations.

Melissa Costello is a CFP® professional with 21 years of industry experience. She is affiliated with Capital Advisors, Ltd., LLC and has held roles at Lincoln Investment since 2012 and Capital Analysts Inc since 2004. At Capital Advisors, she serves as a Financial Analyst and Director of Compliance, performing financial planning and compliance duties. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, business entities, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management alongside financial planning, utilizing a range of securities and maintaining defensive cash positions as part of its investment approach.

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.