Christopher Martin is a CFP® professional with eight years of experience in financial advising. He has been with Fairway Wealth Management LLC and its predecessor firm since 2012. Fairway Wealth Management primarily serves high-net-worth individuals and families, focusing on integrated wealth management, family office, and estate planning services. The firm emphasizes tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and providing advice for held-away retirement and plan accounts.

Michael Bearducci is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Vantage Financial Group since 1999 and also has experience at Cetera and Cetera Wealth Services. In addition to his advisory role, Bearducci is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. 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 six advisors, offering portfolio management, financial planning, consulting services, and retirement plan consulting tailored to client objectives using a range of investment strategies and products.

Phoebe Kaylor is a financial advisor at Winslow Asset Management Inc with 21 years of industry experience. She has been with Winslow Asset Management since 2008. Kaylor holds the Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $581.7 million in discretionary assets.

Kyle Sanders is a CFP® with six years of industry experience, currently serving at Lineweaver Wealth Advisors since 2026. Prior to joining Lineweaver, he worked at RBC Capital Markets LLC for seven years and PNC Investment for two years. He also has experience outside finance, having worked at Barrington Country Club and Acme Fresh Markets. Lineweaver Wealth Advisors manages discretionary portfolios and provides financial planning and retirement plan advisory services to a diverse client base, including individuals, trusts, and institutions. The firm employs fundamental and technical analysis and offers both project-based and ongoing wealth management, with approximately $1.084 billion in discretionary assets under management.

Gerald Goldberg is a financial advisor with Winslow Asset Management Inc in Beachwood, OH, holding 31 years of industry experience. He has been with Winslow since 1992. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and bond types, managing approximately $581.7 million in discretionary assets with a compact advisory team.

Mitchell Knotek is a financial advisor at Journey Wealth Management in Cleveland, OH, holding Series 66 and Series 65 licenses with one year of industry experience. His prior roles include positions at John Carroll University and Valparaiso University. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, trusts, and estates with financial planning, investment management, and consulting. The firm offers discretionary investment programs emphasizing strategic asset allocation and integrates tax coordination and cash management services to centralize multiple client needs.

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 at Peak Wealth Solutions with 18 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley Smith Barney LLC and CBIZ Financial Solutions, Inc. Outside of his advisory role, he has experience as a rental property owner. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, primarily focusing on clients near or in retirement. The firm offers financial planning, portfolio management, retirement plan consulting, and public financial education, using a multi-model, global asset allocation approach that includes tax-efficient and tactical strategies.

Ryan Sowards is a financial advisor with Lineweaver Wealth Advisors in Valley View, OH, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Triad Advisors, and Wells Fargo Clearing Service. Lineweaver Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, and charitable organizations. The firm manages over $1 billion in discretionary assets and employs both fundamental and technical analysis within its investment approach.

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.

David Sabo is a financial advisor at Independence Capital Co., Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Independence Capital since 2011. He also has extensive experience with First Discount Brokerage and Great Lakes Mortgage. In addition to his advisory role, Sabo is a licensed insurance agent specializing in fixed, life, health, disability, long-term care, and annuity products. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships, using fundamental analysis and a long-term trading approach tailored to clients’ objectives and risk tolerances.