Mitchell Knotek is a financial advisor with Journey Wealth Management in Cleveland, OH, holding Series 65 and Series 66 licenses. He joined FSM Wealth Advisors / Journey Wealth Management in 2024 and has prior experience working in academic roles at John Carroll University, Valparaiso University, Trinity High School, and Assumption Academy. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, including high-net-worth clients, as well as trusts and estates. The firm offers financial planning, investment management, and ancillary services such as estate planning support, tax management, and coordinated bill-pay services, delivering tailored, discretionary investment programs with an emphasis on strategic asset allocation and integrated tax and operational services.

Nicholas Stern is a Series 65-licensed advisor at North Star Advisory Group, LLC with less than one year of industry experience. His background includes several roles in education and golf-related positions prior to joining the firm. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers customized portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis with an emphasis on fixed-income securities and mutual funds/ETFs, along with specialized consulting on real estate and antiques and collectables.

Susan Wanamaker is a CFP® credentialed financial advisor with 16 years of industry experience. She is currently with Beacon Financial Advisory LLC and has held roles at several firms including Merrill and Morgan Stanley. Wanamaker serves as a board member for Hearts and Hands of CASA, a nonprofit supporting Court Appointed Special Advocates for foster children, and is also on the board of the Beachwood Chamber of Commerce. 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 using a variety of analytical methods and strategies, and operates across multiple offices with over $900 million in discretionary assets under management.

Jennifer Soltis is an advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 66 designation and bringing 27 years of industry experience. Her prior roles include positions at Cetera, PNC Wealth Management, and Natcity Investments. Outside of her advisory work, she owns and operates a local baked goods business and serves as a judge for tabletop card game tournaments. Vantage Financial Group, Inc. is an SEC-registered advisory firm that manages approximately $867 million in client assets across a broad client base, including individuals, trusts, and corporations. The firm provides tailored portfolio management and comprehensive financial planning, utilizing a variety of investment strategies and products.

Kevin Kocsis is a financial advisor with Peak Wealth Solutions in Pepper Pike, OH, holding Series 63 and Series 65 registrations and 18 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and CBIZ Financial Solutions, Inc. He has also been involved in rental property ownership. Peak Wealth Solutions provides financial planning, portfolio management, retirement plan consulting, insurance services, and public financial education primarily to individuals near or in retirement, trusts, charitable organizations, and retirement plans. The firm manages approximately $982 million in client assets and employs a multi-model, global asset allocation approach with both discretionary individual account management and plan-level consulting.

Ryan Sowards is a financial advisor at Lineweaver Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, and Wells Fargo Clearing Service. Sowards is also involved in providing fixed insurance advice. Lineweaver Wealth Advisors is an SEC-registered firm that offers 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 employs a mix of investment methods while providing client education through seminars and workshops.

Daniel Dreiling is a financial advisor with North Point Portfolio Managers Corporation, holding a Series 66 designation and 19 years of industry experience. He has been with North Point Portfolio Managers Corporation since 2005. North Point Portfolio Managers Corporation provides separately managed portfolio management to individuals, pension and profit-sharing plans, endowments, and corporations. The firm combines quantitative CFROI analysis with traditional fundamental research, emphasizing low turnover and portfolios aligned with clients’ objectives and risk tolerances.

John Kratzert is a Series 66 licensed advisor with two years of industry experience, currently with Tempo Wealth. He previously worked at SolomonWood, LLC and Northwestern Mutual. His background includes roles outside finance, such as positions at The Home Depot and Kenston Local Schools. Tempo Wealth serves individuals, high-net-worth clients, trusts, associations, and businesses, offering discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes alternative investments and digital assets, applying a structured due diligence process and ongoing portfolio oversight.

Brian Duffield is a Series 65-licensed advisor with North Star Advisory Group, LLC, based in Beachwood, OH. He has four years of industry experience and has worked at several firms, including Highland Consulting and Union Home Mortgage. Duffield has been with North Star Advisory Group since 2021. North Star Advisory Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and charitable organizations, providing portfolio management, financial planning, pension consulting, sub-advisory services, and specialty consulting. The firm customizes strategies based on client goals and risk tolerance and offers niche services such as real estate and antiques and collectables consulting.

Samuel Petitjean is a financial advisor at Strategic Wealth Partners, Ltd. in Independence, Ohio, holding a Series 66 designation and having two years of industry experience. Prior to joining Strategic Wealth Partners, he worked at KeyBank and Key Investment Services LLC. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts, providing asset management, financial planning, and retirement plan consulting, along with OCIO services to other advisors and institutions. The firm employs a diversified investment approach combining individual stocks, bonds, ETFs, options, mutual funds, and alternative investments, with ongoing monitoring and rebalancing.

Kemper Arnold is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at The Prestwick Group, Cetera Wealth Services, Vicus Capital, and Vantage Financial Group. Outside of advising, he serves as a legal consultant and mediator, is a director and officer of a charitable foundation, and participates as an honorary trustee with the Cleveland Marshall Law Alumni Association. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers tailored portfolio management and comprehensive financial planning using mutual funds, ETFs, and equities, employing strategies such as fundamental analysis, trading, margin, and options when appropriate.

Terence Gliha is a financial advisor at Journey Wealth Management in Cleveland, OH, with 11 years of industry experience. He holds a Series 66 designation and has previously worked at FSM Wealth Advisors and Sequoia Financial Group. Outside of his advisory role, he has investments in a property management firm and a ballistics business. Journey Wealth Management provides comprehensive financial planning and investment consulting to individuals, including high-net-worth clients, with a focus on customized, discretionary portfolio management and family-office style services.

David Kocsis is a financial advisor at Peak Wealth Solutions with 25 years of industry experience. He holds a Series 63 designation and has worked at American Portfolios Financial Services, Inc., J.R. Hill & Associates, and OSAIC prior to joining Peak Wealth Solutions. He serves as a principal at Peak Wealth Solutions. Peak Wealth Solutions provides financial planning, portfolio management, retirement plan consulting, insurance services, and public financial education primarily to clients who are near or in retirement. The firm employs a multi-model, global asset allocation approach and manages approximately $982 million in client assets as of December 31, 2025.

Jeffrey Hertel is a CFA® charterholder with experience at North Point Portfolio Managers Corporation since 2025. He previously worked at RMS Investment Group for six years and Clearstead Advisors for three years. Hertel is based in Orange Village, OH. North Point Portfolio Managers Corporation manages separately managed, long-only equity and fixed-income portfolios for individuals, pension plans, nonprofits, and corporations. The firm uses a combination of quantitative screening via the UBS HOLT Lens® CFROI metrics and fundamental analysis, employing a low-turnover, tailored investment approach.

Matthew Burnham is a financial advisor at Journey Wealth Management with 17 years of industry experience. He holds a Series 66 designation and previously worked for Purshe Kaplan Sterling Investments and Auxin Group Wealth Management. Burnham is also the managing partner of Auxin Group Wealth Management, where he serves as financial advisor and chief compliance officer. Journey Wealth Management offers financial planning, investment consulting, and portfolio management primarily to individuals, including high-net-worth clients. The firm combines discretionary investment management with family-office style services such as bill-pay and tax coordination.

Lino Sergo is a financial advisor at Van Cleef Asset Management Inc with 15 years of industry experience. He holds the Series 65 designation and has been with Van Cleef Asset Management since 2000. 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 that combines active equity selection with low-cost passive exposures, supported by a team-based research process and an Investment Committee that reviews and votes on recommendations.

Daniel Lane is a CFP® professional with 24 years of industry experience. He is a part owner at Financial Management Strategies, Inc. and holds credentials including Series 66. Lane has worked at Cetera and manages Lane Legacy Advisors, LLC, a business he operates alongside his advisory roles. Financial Management Strategies, Inc. provides advisory services to individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a range of analytical methods and maintaining multiple office locations.

William Gibbons is a financial advisor with Van Cleef Asset Management Inc and holds a Series 65 designation. He has 18 years of industry experience and has practiced law as an attorney since 1994. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, trusts, and select religious, charitable, and institutional clients. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, supported by a team-based research process and an Investment Committee.

John Mcardle III is a financial advisor at McDonald Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, he works as a ski instructor at Mt. Brighton Ski & Ride School and provides sports lessons through his sole proprietorship, Kasota Sports LLC. 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 functions and manages private funds through affiliated entities.

Ranjan Jagetia is a financial advisor at Prasad Wealth Partners with 33 years of industry experience. He holds a Series 63 designation and has worked at various firms including MetLife Securities Inc. and Regal Investment Advisors. Outside of advisory work, he is a part owner of an industrial robotics company operated by his son. Prasad Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management for individuals, families, trusts, family offices, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily employs fundamental analysis with a long-term orientation and uses a range of investment vehicles including mutual funds, ETFs, and separately managed accounts.