Michael Whalen is the sole advisor at Sabre Asset Management LLC, an independent SEC-registered investment advisory firm. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Whalen has worked at Raymond James Financial and Oleinik Financial in various capacities since 2008. Sabre Asset Management provides discretionary investment management to individuals, trusts, retirement plans, corporations, and charitable organizations. The firm employs fundamental analysis to construct diversified, long-term portfolios and uses options strategies such as covered calls and protective puts to manage risk and enhance returns.

Robert Angart is the principal of Angart & Co. in Beachwood, OH, with 21 years of industry experience. He has been associated with Angart & Company and Midwestern Investment Corporation for over two decades. In addition to his advisory role, he is a Certified Turnaround Professional. Angart & Co. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes a long-term, asset-allocation investment approach and integrates tax and estate-planning considerations into its portfolio management.

Bryan Glancy is a CFP® professional with 24 years of industry experience. He has been with Spinnaker Financial Group, LLC since 2012, where he serves as the sole advisor. Spinnaker Financial Group provides personalized financial planning and discretionary investment management to individuals, business entities, and retirement plans. The firm focuses on documented investment objectives and written policy statements, combining in-house management with third-party platforms while operating on a fee-only basis.

Steven Rzucidlo is the sole advisor at SR Financial Services, Inc. in Seven Hills, OH, holding a Series 65 designation with 25 years of industry experience. He has been with SR Financial Services since 1991. The firm serves individual clients by providing investment management, financial planning, tax return preparation, income tax consulting, insurance analyses, and estate-planning guidance. SR Financial Services manages approximately $82 million in discretionary assets, combining investment advisory services with tax preparation and consulting, a practice led by Rzucidlo who is also a practicing CPA.

Kurt Schoeppler is a CFA® charterholder and the sole advisor at International Management Advisors Ltd., where he has worked since 2006. He has 10 years of industry experience. International Management Advisors Ltd. provides discretionary investment management along with personalized financial planning and a range of accounting services, including tax planning and preparation. The firm serves a small client base primarily composed of sports and entertainment professionals, managing approximately $103 million in assets with a generally passive investment approach tailored to individual objectives and risk tolerances.

Joseph Thomas is a financial advisor at Thomas & Company LLC in Beachwood, OH, holding a Series 65 designation with 22 years of industry experience. He has led Thomas & Company LLC since 2011. Thomas & Company LLC is an independent investment adviser providing discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses fundamental analysis to tailor portfolios with primarily long-term holdings, actively monitors accounts, and manages approximately $81.3 million in assets across about 21 clients.

Hua Wei is a CFA® charterholder and the sole advisor at Spring Ocean Capital LLC with nine years of industry experience. He has worked at Spring Ocean Capital since 2016 and also spent time at Case Western University in 2017. Outside of investment advising, he occasionally provides consulting services related to computer programming and financial modeling. Spring Ocean Capital is an independent, fee-only investment adviser managing approximately $2.9 million on a discretionary basis for a small client base that includes individuals, families, businesses, and institutions. The firm uses a combination of fundamental stock valuation and a proprietary quantitative portfolio-optimization model to construct portfolios primarily focused on U.S. and Canadian equities and fixed income, incorporating ETFs, mutual funds, derivatives, and short positions when appropriate.

Steven Muir is a CFA® charterholder with five years of experience at NEO Investment Counsel, LLC, where he has worked since 2020. Prior to that, he spent 18 years at BNY Mellon Wealth Management. Based in Cleveland, OH, he holds Series 63 and Series 65 licenses. NEO Investment Counsel provides portfolio management and prepares customized Investment Policy Statements for individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term trading approach combining fundamental and technical analysis, focusing on large-cap equities, mutual funds, ETFs, and fixed income to build diversified portfolios.

Michelle Hauser is a financial advisor at Sapphire Wealth with nine years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and Olympus Wealth Partners. Hauser is currently the sole advisor at Sapphire Wealth, an independent firm based in Chesterland, Ohio. Sapphire Wealth provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of fundamental analysis, modern portfolio theory, and technical analysis. The firm offers discretionary portfolio management and advises across a broad range of instruments, including mutual funds, ETFs, REITs, private placements, and insurance products.

Josiah Kedzior is the sole advisor at Kedzior Wealth Management LLC in Independence, OH, holding Series 63 and Series 66 credentials with 15 years of industry experience. His prior work includes six years at Thrivent Investment Management Inc. and he currently serves as president of Launch Ventures LLC, a holding company for personal investments. Kedzior Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of analytical methods and both long- and short-term trading strategies to tailor portfolios according to documented risk tolerances, serving a client base that includes charitable entities and without imposing account minimums.

Steven La Chance is the principal of LaChance Wealth Partners in Shaker Heights, Ohio, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to founding his firm, he held positions in various industries including management consultancy and design build. He is also president of Discernr Inc., a management consulting business based in Cleveland Heights. LaChance Wealth Partners serves individual and high-net-worth clients, offering wealth management and financial planning services with a focus on tailored asset allocation and a combination of passive and active investment strategies. The firm employs a fee-only model and coordinates with third-party professionals and outside managers to implement client plans.

Jonathan Broadbent is a financial advisor with Plan Partners LLC in Newbury, OH, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at IFS Securities, Fintegra LLC, Merrill, Key Investment Services LLC, and KeyBanc Capital Markets Inc. He has been with Plan Partners since 2013. Plan Partners serves small institutional retirement-plan sponsors, charitable institutions, endowments, and individual retail clients. The firm provides fiduciary consulting under ERISA and UPMIFA, participant education, financial planning, and assistance in selecting outside money managers and TAMPs, typically offering non-discretionary advice and relying on model portfolios and third-party research tools.

Kathleen Browning Ceicys is the sole advisor at Wilson & Browning, Inc., an independent firm based in Pepper Pike, OH. She holds a Series 63 designation and has 26 years of industry experience. She has been with Wilson & Browning, Inc. since 1992 and with Mutual Service Corporation since 2003. She is the 100% owner of Wilson & Browning, Inc., where she also offers life and health insurance. Wilson & Browning provides discretionary investment management and voluntary financial planning to a small client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, targets a 12–18 month investment horizon, and maintains formal referral and solicitation relationships with independent third-party advisors.

Carmen Ilacqua is the sole advisor at C.N.M. Management, LLC, an independent firm based in Mayfield Village, OH. He holds a Series 63 designation and has 26 years of industry experience, having worked at C.N.M. Management since 1996. C.N.M. Management provides discretionary investment management specializing in customized portfolio management for high-net-worth individuals and families. The firm employs a strategy focused on capital appreciation through long positions in global equities combined with short sales of small-capitalization equities, utilizing fundamental, technical, and macroeconomic analysis.

Walter Moore is a CFP® with 26 years of industry experience, currently serving as the sole advisor at Appaloosa Wealth Management LLC in Independence, OH. He has been with Appaloosa Wealth Management since 2014 and also maintains roles at Planned Financial Services and Linsco Private Ledger since 2007. Moore serves as a trustee for a family foundation in Michigan. Appaloosa Wealth Management provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes tailored Investment Policy Statements, uses various analytical methods and model portfolios, and offers services including discretionary and non-discretionary management, with a particular focus on small-business pension and profit-sharing plans as well as alternative investments.

Brian Moore is the sole advisor and managing member of Moore Money Solutions. He holds a Series 65 designation and has prior work experience including a 25-year career in the United States Navy and a role as a subcontract program manager at BAE Systems Inc. Moore Money Solutions provides financial planning and investment consultation services to individuals and businesses, employing a primarily passive, Modern Portfolio Theory-based approach without directly managing client assets. The firm operates on a fee-only basis and offers services through hourly planning or subscription retainers.

Dee Price is the sole advisor at Affinity Financial LLC, an independent firm based in Solon, OH, with 23 years of industry experience. She holds Series 63 and Series 65 registrations and has been involved in financial planning and related services through her own business since 1984. In addition to her advisory work, she is licensed to sell various insurance products and was recently accepted as a part-time faculty member at the University of Phoenix, Cleveland campus. Affinity Financial LLC provides fee-based portfolio management and financial planning primarily for individual and small-business clients, as well as corporate pension and profit-sharing plans. The firm offers investment supervisory services through institutional platforms, hourly consultations on specialized topics, and maintains affiliated businesses in insurance and tax preparation, along with educational activities.

Blase Restifo is the sole advisor at Great Lakes Financial Companies Inc. in Twinsburg, Ohio, holding a Series 66 designation with 40 years of industry experience. He has been with Westminster Financial Securities, Inc. since 1997. Outside of his advisory role, he owns and operates the Restifo Insurance Agency. Great Lakes Financial Companies, Inc. provides discretionary investment management primarily for individual clients, managing diversified portfolios of mutual funds and exchange-traded funds, with individualized portfolio management based on a consultative intake process.

Carol Clark is a CFA charterholder with 13 years of industry experience, currently serving as the sole advisor at Oncenter Financial Advisors LLC since 2013. She manages an independent advisory firm based in Beachwood, OH. Oncenter Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, high-net-worth clients, and retirement plans. The firm employs a long-term, fundamentally driven investment approach that emphasizes broadly diversified portfolios primarily composed of index-based ETFs while offering retirement plan advisory services that include ERISA-focused investment oversight.

Adam Philipp is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is the principal of Philipp Capital Advisors LLC and has previously worked at firms including Cadaret, Grant & Co., Inc. and Cedar Brook Financial Partners. Philipp is also a licensed attorney who maintains a separate legal practice. Philipp Capital Advisors is a fee-only registered adviser serving individual and high-net-worth clients with discretionary investment management, financial planning, and retirement plan consulting. The firm employs client-specific asset allocation targets using a combination of passive and active funds and individual securities, managing accounts on a discretionary basis with integrated planning for retirement, estate, tax, insurance, and business concerns.