Anjum Hussain is a CFA® charterholder with 22 years of industry experience. He is currently a principal at Night Sky Capital Management, LLC, where he has worked since 2021. Prior to that, he spent 16 years at Qterra Capital Management, LLC. Hussain has also served on the faculty at Oberlin College since 2005. Night Sky Capital Management provides discretionary investment management and financial planning primarily for individual clients, using a technology-driven, quantitative approach based on a proprietary momentum framework. The firm manages accounts on a discretionary basis, tailoring allocations to client risk profiles and discloses firm-level performance results, which is uncommon for firms of its size.

Carly Purtill is a financial advisor at Purtill Financial LLC with 11 years of industry experience. She holds the PFS™ designation and the Series 65 license and has been with Purtill Financial since 2014. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm focuses on non-discretionary portfolio advice and retirement-plan advisement, developing individualized investment policies through client discussions while maintaining a client-directed implementation approach.

Liam Studt is a CFP® professional with six years of industry experience, currently affiliated with Reed Financial Services, Inc. He has worked at APW Capital, Inc. since 2019 and has been associated with James Reed Financial Services, Inc. since 2017. Reed Financial Services, Inc. is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $389 million in client assets and employs a team approach using core model portfolios, primarily mutual funds and ETFs, with discretionary management and fee-based financial planning.

Catherine Veres is a CFP® and PFS™ with 22 years of experience in financial advising. She has been with Cornerstone Family Office, LLC since 2001. Cornerstone Family Office serves high-net-worth individuals and related entities, providing comprehensive family office services such as financial and estate planning, tax preparation and planning, charitable planning, investment reporting, and administrative support. The firm focuses on tailored financial plans and coordinating with third-party investment managers while clients retain final decision authority.

Peter Mooney is a financial advisor with Ultra Advisors LLC in Lyndhurst, OH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has held roles at firms including Inverness Securities LLC and Safeguard Securities, Inc. Outside of his advisory work, he is involved in manufacturing through Century Plating Inc. and serves as president of Flexible Benefits Systems, Inc., a recordkeeping and third-party administration firm. Ultra Advisors LLC provides investment management to individual clients and pension and profit-sharing plans, including advisory services for open-architecture 401(k) plans. The firm focuses on building portfolios from mutual funds, ETFs, and other funds using fundamental analysis and a long-term purchase approach tailored to clients’ risk tolerances and objectives.

Amanda Lisachenko is a CFP® with 26 years of experience in the financial services industry. She has been with Reed Financial Services, Inc. since 1998 and also serves as a registered representative at APW Capital, Inc. Outside of her advisory roles, she participates on the finance committee of St. Mary's of the Assumption in Mentor, Ohio. Reed Financial Services, Inc. provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a team-based approach with an Investment Committee that emphasizes diversified, model-portfolio management primarily using mutual funds and ETFs, while offering customization for complex client needs.

David Yormick is a financial advisor at Bison Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bison Wealth Management since 2008, with prior experience at Summit Capital, Inc. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning services to individual and high net worth clients. The firm’s investment approach is long-term focused but adaptable to shorter-term trading based on client objectives or market conditions, utilizing ETFs, individual equities, bonds, and low-cost mutual funds.

Andrew Powers is a CERTIFIED FINANCIAL PLANNER™ professional with over 21 years of experience in the financial services industry. He has worked with firms including Purshe Kaplan Sterling Investments and LPL Financial, and has operated Powers Investment Advisory Corporation since 2005. Powers Investment Advisory Corporation provides discretionary asset management services to individual and high-net-worth clients, focusing on portfolio construction, security selection, and ongoing monitoring tailored to each client’s goals and risk tolerance. The firm employs fundamental analysis and third-party research to manage diversified portfolios oriented toward income objectives.

Janet Edwards is a financial advisor with Reed Financial Services, Inc. in Cleveland, OH, holding a Series 66 designation and 17 years of industry experience. She has worked at APW Capital, Inc. since 2015 and with James Reed Financial Services, Inc. dba Reed Financial Services since 2012. Reed Financial Services, Inc. provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a team-based approach with diversified model portfolios primarily composed of mutual funds and ETFs, managing accounts on a discretionary basis consistent with Modern Portfolio Theory.

Zachary Miller is a financial advisor with Night Sky Capital Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Ohio State University since 2021 and previously spent nine years at Hawken School. Night Sky Capital Management provides discretionary investment management and financial planning primarily for individual clients, as well as business asset management and institutional asset-management options. The firm uses a technology-driven, quantitative investment approach based on a proprietary momentum framework and manages accounts on a discretionary basis tailored to clients’ risk profiles.

Darren Brooks is a financial advisor with Rea Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Commonwealth Financial Network and Rea Wealth Management since 2006. Outside of his advisory role, he is president and owner of Great Lakes Waterfowler and serves as a trust protector for a trust. Rea Wealth Management is an SEC-registered, multi-advisor firm managing approximately $892 million for about 890 clients. The firm offers customized and model-based portfolio management, financial planning services, and employs a mix of equity and fixed-income strategies tailored to client objectives and risk tolerance.

Ronald Bates is a CFP® and PFS™ with 15 years of experience in the financial advisory industry. He has been with St. Clair Advisors, LLC since 2012. St. Clair Advisors is an independent, practitioner-owned multi-family office serving high-net-worth families, business owners, and corporate executives. The firm employs an open-architecture investment approach combining active and passive strategies, with a focus on diversification across traditional and alternative asset classes, and integrates tax and family office services as part of its wealth management offerings.

Patrick Dulzer is a financial advisor at W&S Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Western & Southern Life since 2016 and W&S Brokerage Services since 2010. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and also offers comprehensive financial planning through agents of Western & Southern Life. The firm uses non-discretionary, automated model portfolios managed by Fort Washington Investment Advisors and emphasizes a fixed-fee structure rather than traditional AUM-based billing.

Fred Botek is a financial advisor at St. Clair Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with St. Clair Advisors since 2018, following three years at CM Wealth Advisors, Inc. Outside of his advisory role, he serves as Chairman of the Board of Trustees and Investment Committee Chair at Gilmour Academy and is involved with several nonprofit investment committees, including the Brothers of Holy Cross and Sisters of Notre Dame. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies across diverse asset classes, complemented by tax planning and family-office functions.

Kayla Stowe is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Lakeridge Wealth Management LLC and has previously worked at CETERA Advisor Networks LLC and Neece, Malec, Seifert & Vitaz, Inc. She serves as a board member of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education meeting topics. Lakeridge Wealth Management LLC is a multi-advisor SEC-registered firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, focusing on fundamentally driven portfolios with ETFs and mutual funds alongside other investment vehicles.

Grace Arnold is a CFA® charterholder with 10 years of industry experience. She currently works at Greenup Wealth, where she has been since 2024, and previously spent seven years at American Century Investment Services, Inc. Outside of finance, she co-constructed a syndicated crossword puzzle published through Andrews McMeel Universal. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and business entities, employing a variety of analysis methods and investment strategies tailored to both discretionary and non-discretionary accounts.

Laura Mineo is a financial advisor with McDonald Partners LLC, holding 29 years of industry experience. She previously worked at Janney Montgomery Scott LLC and Thomas McDonald Partners 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 through a combination of advisory and broker-dealer activities.

Joseph Stanzi is a financial advisor at McDonald Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners LLC serves a diverse client base including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, with capabilities in both discretionary and non-discretionary portfolio management.

Craig Steinbrink is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Clair Advisors since 2013. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives with integrated wealth management services. The firm employs an open-architecture investment approach combining active and passive strategies and integrates tax and family-office capabilities into its advisory offering.

David Sommer is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with St. Clair Advisors since 2010. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies and includes tax and family-office functions.