Bruce Herrick is the sole advisor at Herrick Portfolio Management Co. with 53 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2000 to 2008 before founding his current firm in 2008. Herrick Portfolio Management Co. serves individual investors and a small number of institutional clients, offering financial planning, consulting, and portfolio management services. The firm uses technical analysis, including point-and-figure charting, to guide discretionary portfolio management across various asset classes.

Kenneth Butze Jr. is a CFP® professional with 28 years of industry experience. He is the owner and president of Integrity First Planners, Inc., where he has worked since 2013, following an 11-year tenure at Triad Advisors, Inc. In addition to his financial planning work, he is also licensed as an insurance agent and recommends insurance products as part of his practice. Integrity First Planners, Inc. provides personalized financial planning and discretionary investment management to individuals and business entities, including executives, retirees, and participants in employer-sponsored retirement plans. The firm offers ERISA plan consulting services and uses a combination of fundamental and technical analyses with long- and short-term strategies, including the use of derivatives and performance-based fee arrangements for qualified clients.

Barbara Camaglia is a CFP® professional with 22 years of industry experience. She has been with Legacy Financial Advisors, LLC since 2004 and also provides supervisory, accounting, and financial services as a controller or assistant controller for Industrial Chemical Corporation and its subsidiary. Legacy Financial Advisors serves individuals, couples, families, trusts, and small businesses, specializing in professionals, business owners, and managers. The firm offers fee-only hourly financial planning and investment advisory services, focusing on portfolio design based on a financial plan and generally favoring passive allocations with ETFs and index funds.

Douglas Wilde is a financial advisor with Great Lakes Retirement Planning, LLC in Cleveland, OH, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior roles include positions at Conscious Capital, Cirrus Research LLC, Wilde Capital Management, LLC, and UBS Financial Services. He is also a registered analyst with Cirrus Research, LLC, where he contributes to investment research and portfolio construction. Great Lakes Retirement Planning, LLC is an independent advisory firm managing approximately $5.3 million for about 66 clients. The firm provides discretionary portfolio management and financial planning for individuals, accredited investors, retirement accounts, trusts, and estates, employing a portfolio-level investment approach grounded in Modern Portfolio Theory with ETF-based allocations and tax-loss harvesting.

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 credential and 14 years of industry experience. He has worked with multiple related entities in the Great Lakes family of companies and serves as managing member and owner of various affiliated firms involved in mortgage servicing and financing. In addition to his advisory role, he is a licensed insurance agent. Great Lakes Retirement Planning, LLC is an independent firm managing approximately $5.3 million across about 66 clients, providing discretionary portfolio management and financial planning for individuals, accredited investors, retirement accounts, trusts, and estates. The firm follows a Modern Portfolio Theory-based investment approach, employing ETF allocations, periodic rebalancing, and tax-loss harvesting, while also offering estate services and variable annuity asset monitoring.

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.

John Bair is a financial advisor at Ascend Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascend Wealth Advisors since 2013. Ascend Wealth Advisors provides discretionary portfolio management for individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm manages accounts through individually selected securities using fundamental analysis and a buy-and-hold approach, offering tailored account features uncommon among independent advisors.

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 nine years of experience in financial advisory. He is the founder of Firefly Wealth Management in Cleveland, OH, and previously worked at Conquis Financial LLC and Ameriprise Financial Services. Firefly Wealth Management is an independent advisory firm that serves attorneys and their families by providing discretionary portfolio management and financial planning. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, tailoring plans that may include third-party advisers and private equity allocations.

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.

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.

James Gomez is affiliated with Aquium Legacy Partners and holds a Series 65 designation. He has experience at The Malrite Company since 2000 and began his role with Aquium Legacy Partners in 2026. Aquium Legacy Partners is a boutique multi-family office serving high-net-worth families and related entities, offering discretionary investment management, consolidated reporting, manager selection and oversight, wealth-planning coordination, and access to private markets and structured notes. The firm employs a tailored investment process focused on written policy statements, tax-aware portfolio construction, and ongoing monitoring, coordinating with clients’ attorneys and accountants while managing both family accounts and institutional entities.

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.

David Raney is a financial advisor at Legacy Finance Group LLC based in Columbia Station, OH. He holds a Series 65 designation and has prior work experience at Sealed Air Corporation and as the owner of Hometown Direct LLC, an apparel and decal business. Legacy Finance Group LLC provides portfolio management, financial planning, and consulting services to small businesses, individuals, and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach, offering discretionary portfolio management and specialized financial planning services.