Taylor Shockey is a financial advisor at Strategic International with 11 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. from 2016 to 2017 before joining Strategic International in 2017. Strategic International offers automated, discretionary portfolio management through an online platform serving individual and institutional clients, including a significant non-U.S. client base. The firm employs a quantitative investment approach based on Modern Portfolio Theory and behavioral economics, utilizing algorithmic processes and broker API integration for portfolio construction and trade execution.

Michael Miller is the sole advisor at Michael G. Miller & Associates LLC in Willoughby, Ohio, holding the ChFC® designation with 46 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc., with a longstanding history operating his own firm since 1986. Michael G. Miller & Associates LLC provides financial planning and investment advice to individuals, trusts, estates, and pension or profit-sharing plans through a consultative process without discretionary portfolio management. The firm combines advisory services with brokerage and insurance activities, emphasizing technical investment analysis and offering fees on an hourly or fixed retainer basis.

Douglas Wilde is a financial advisor with Great Lakes Retirement Planning, LLC in Cleveland, Ohio, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include work at Conscious Capital and Cirrus Research, where he served as a registered analyst focused on investment research and portfolio construction. He is also the managing partner at Wilde Capital Management, LLC. Great Lakes Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, accredited investors, qualified retirement accounts, trusts, profit-sharing plans, and estates. The firm utilizes a Modern Portfolio Theory framework with ETF-based models, employs third-party managers and overlays, and offers portfolio-level trading and periodic rebalancing tailored to each client’s risk profile.

When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity. A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities. As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with disabilities and their families. Britta has been quoted in the Wall Street Journal, Financial Advisor Magazine, and Kiplinger's Personal Finance. She has also been interviewed in the Autism Dad and Wealthy Mom MD podcasts. Britta and her husband Craig live in Brooklyn Heights, Ohio, where they enjoy playing board games and spending time with their dogs, Wombat and Kookaburra.

Seku Shabazz is a financial advisor with Great Lakes Retirement Planning, LLC in Cleveland, OH, holding a Series 66 designation and 14 years of industry experience. He has worked with several affiliated entities, including Great Lakes Loan Servicing, LLC and Great Lakes Financing, LLC, where he serves as owner and president. Shabazz is also the managing member of Great Lakes Investment Partners, GP. Great Lakes Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, accredited investors, qualified retirement accounts, trusts, profit-sharing plans, and estates, utilizing a Modern Portfolio Theory framework with ETF-based models and third-party managers.

Joseph Frankenfield is a Series 63-registered advisor with 11 years of industry experience. He is the sole advisor at Saga Partners LLC and has previously worked at Nowacki Asset Management LLC for 10 years. Saga Partners provides discretionary investment management primarily to individual and high-net-worth clients, focusing on equities and equity-like instruments. The firm employs a fundamental analysis approach with concentrated, long-term portfolios, avoiding margin, short sales, and options.

Megan Abbott is a Series 65-licensed financial advisor with five years of industry experience. She is the principal of Trajectory Financial Planning, an independent firm she has led since 2022. Abbott also serves as president of Trajectory Tax, LLC, which provides tax preparation and planning services. Additionally, she offers paraplanning support to other advisory firms through Delegated Planning, LLC and DC Capital Management. Trajectory Financial Planning provides fee-only financial planning services to individual and high-net-worth clients through ongoing and project-based engagements. The firm delivers written financial plans and recommendations without managing client assets, tailoring services across areas such as retirement, estate, tax planning, and investment analysis.

Pamela Sandy is a CFP® professional with 29 years of experience in the financial services industry. She has been with Confiance, LLC since 2008, serving as the sole advisor at Confiance, Financial & Investment Advisors. The firm provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Portfolios are constructed using a range of securities and model allocations across growth and income strategies, with an operational relationship with Schwab/TD Ameritrade that supports institutional trading, research, and practice-management services.

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.

Joshua Levine is a CFP® professional with eight years of industry experience. He is the sole advisor at Firefly Wealth Management, an independent firm he joined in 2024 after seven years at Conquis Financial LLC and prior roles including Ameriprise Financial Services and FedEx Trade Networks. Firefly Wealth Management serves lawyers and their families, providing discretionary portfolio management, financial planning, and access to third-party managers and private funds. The firm emphasizes a long-term investment approach combining fundamental analysis and modern portfolio theory, tailoring services and fee structures to an attorney’s career stage.

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.

Alexander Doll is a CFP® with seven years of industry experience. He is the principal of Anfield Wealth Management in Cleveland, Ohio, where he has worked since 2018. His prior experience includes roles at Kohmann Bosshard Financial Services and Huntington Bank. Doll also provides contractor chief investment officer services to other registered advisers. Anfield Wealth Management offers investment management and financial planning services to individuals and a variety of other clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, incorporating fundamental, macro, and cyclical analysis to guide asset allocation and tactical adjustments.

John Forbes is a financial advisor with DFFA, LLC in Mentor, Ohio, holding a Series 65 designation and 25 years of industry experience. He is also a partner at HW&Co., a CPA firm, where he works primarily outside of investment services. DFFA, LLC serves retirement plan sponsors, trusts, and high-net-worth households through wealth management, financial planning, and pension consulting, focusing on fiduciary support and independent manager selection while delegating portfolio management to co-advisers and third-party managers. The firm integrates its accounting and tax expertise into its advisory services, emphasizing ERISA-related pension consulting and operating as a co-advisory entity rather than a primary asset manager.

Thomas Fayen is a financial advisor with ConservativeMoney LLC in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with ConservativeMoney since 1992 and also worked at Capital Financial Services, Inc. since 2015. Fayen holds the National Social Security Advisor Certificate and has engaged in outreach related to Social Security benefits. ConservativeMoney LLC provides investment management and retirement-planning consulting to a diverse client base including individual investors, IRAs, trusts, nonprofit organizations, and qualified pension and profit-sharing plans. The firm employs an active tactical asset-allocation strategy based on technical, cyclical, and seasonal analysis, managing a single Model Portfolio across accounts with limited trading discretion for non-ERISA clients and advisory services for ERISA plans.

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.