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.

James Wynne is the principal advisor at James A Wynne LLC, an independent firm based in Hinckley, Ohio. He holds a Series 66 designation and has 26 years of industry experience. Prior to founding his firm in 2022, he worked at Summit Wealth Management LLC, Weidrick Livesay & Company, EGI Financial Inc, and American Heritage Securities Inc. In addition to his advisory role, Wynne provides seasonal tax preparation services through Hinckley Tax Service and is a licensed CPA, although he does not offer CPA services to his advisory clients. James A Wynne LLC provides investment advisory and financial planning services to individual clients, including high-net-worth individuals. The firm employs a combination of fundamental, cyclical, and technical analysis alongside modern portfolio theory, offering both long- and short-term trading approaches and options strategies. Its services include ongoing portfolio management and one-time financial plans, with a distinctive feature being its integration of tax-preparation services as part of coordinated financial planning.

William Barack is a Series 65-credentialed financial advisor with 19 years of industry experience. He has been the principal of Lindisfarne Investments, LLC since 2009 and also operates Barack Capital Management, LLC. Lindisfarne Investments is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages client portfolios using a risk-tolerance questionnaire and invests primarily in no-load or low-load mutual funds and ETFs, combining equities, fixed income, and option strategies as appropriate.

Russel Walcher is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He is the president of SKA Financial Services, Inc., an independent advisory firm he has led since 1999. In addition to his advisory role, Walcher serves as vice president of Strang, Klubnik & Associates, an accounting firm. SKA Financial Services provides investment advisory and financial planning services to individuals, closely held businesses, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $159 million for about 217 clients, offering customized account management that includes both discretionary and non-discretionary strategies using fundamental and technical analysis.

Michael George is a PFS™-designated financial advisor with 13 years of industry experience. He has served at Athletes Financial Advisers, LLC since 2016 and holds concurrent roles at ProMoney, LLC and Probooks CPA, LLC. Outside of advising, he has involvement in a real estate rental business in Hilton Head Island, SC. Athletes Financial Advisers provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and retirement plans. The firm uses a passive, asset-allocation approach based on Modern Portfolio Theory, emphasizing passively managed mutual funds and ETFs, and incorporates Monte Carlo analysis and third-party management for fixed income and trade processing.

John Jurcago is a financial advisor at Prestige Wealth Management LLC in Strongsville, OH, holding the PFS™ designation with 10 years of industry experience. He has operated Prestige Wealth Management since 2015 and owns an accounting firm, John J Jurcago CPA LLC, through which he occasionally offers accounting services to clients. Prestige Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing a variety of analytical approaches and investment strategies. The firm generally seeks discretionary authority to manage client portfolios and incorporates tax and life insurance considerations into its financial planning.

Mark Skvoretz is a Personal Financial Specialist with 18 years of experience at WS Wealth Management, LLC and over 29 years as a partner in the accounting firm Wasacz & Skvoretz, Ltd. He manages client services including tax preparation and planning outside of his advisory work. WS Wealth Management serves institutional and fiduciary clients through a co-advisory relationship with Pinnacle Wealth Planning Services, focusing on retirement plan consulting, trust wealth management, and fiduciary support rather than direct investment management. The firm integrates tax and accounting expertise from its affiliated CPA practice and emphasizes pension consulting and trustee services.

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.

David Zolt is a CFP® professional with 18 years of industry experience, currently serving clients through Westlake Advisors in Lakewood, OH. He has operated DMZ Financial Services since 2007. Outside of advisory work, he runs a retirement-planning software business and is involved with the Alliance of Comprehensive Planners. Westlake Advisors is an independent firm providing fee-only, holistic financial planning and investment advisory services to individuals and families. The firm employs a goals- and tax-aware investment approach with non-discretionary implementation and uses fixed fees rather than percentage-based asset billing.

Michael Rypiak is a financial advisor at Red River Capital in Parma, OH. He holds a Series 65 designation and has experience working in various industries, including roles at FRC Financial, Procter and Gamble, and Ohio State. Red River Capital provides investment advisory services primarily to individuals such as blue-collar workers and small business owners. The firm focuses on risk-managed, long-term diversified portfolios using broad-market index funds and model portfolios tailored to each client’s circumstances.

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.

Joshua Melda is a CFP® professional with 25 years of experience in the financial services industry. He is the principal advisor at Cleveland Retirement Planning LLC and has previously worked at Trustpoint, LLC and Lincoln Financial Advisors Corporation. Outside of advising, he teaches sales, leadership, and management classes through Sandler Training. Cleveland Retirement Planning LLC offers investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as pensions and profit-sharing plans. The firm constructs diversified portfolios using a variety of securities and provides pension consulting and 401(k) plan advisory services, utilizing both fundamental and technical analysis tailored to client risk profiles.

Paul Lehman is a CFP® with 13 years of industry experience. He is the sole advisor at Newgrange Asset Management LLC, an independent firm based in Strongsville, OH. Newgrange Asset Management LLC is a fee-only, state-registered investment adviser serving individual and high-net-worth clients. The firm provides portfolio management and financial planning, employing a combination of fundamental and technical analysis to implement long-term and options trading strategies.

Connie Costanzo is a financial advisor at Ascend Wealth Management with five years of industry experience. She holds a Series 66 designation and has previously worked at WestPoint Wealth Management, Edward Jones, and First Federal Savings and Loan Association of Lakewood. In addition to her advisory role, she is an independently licensed insurance agent. Ascend Wealth Management is an independent, fee-based registered investment adviser serving individual and high-net-worth clients with holistic financial planning and wealth management. The firm emphasizes a fiduciary, client-driven investment approach focused on long-term growth, diversification, and value-oriented analysis, and offers educational workshops alongside tailored portfolio management.

Gregory Schnelzer is a financial advisor at Victory Financial Services LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2012 to 2018 before joining Victory Financial Services in 2018. Victory Financial Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and other businesses. The firm combines tactical asset allocation with technical analysis to manage portfolios of individual stocks and ETFs, serving both retail and corporate clients while offering education and consulting services for employer-sponsored retirement plans.

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.

Mark Donnelly is the sole advisor at The Estate Planning Team, Inc. in Middleburg Heights, OH, with 20 years of industry experience. He has led the firm since 2014 and is also a licensed independent insurance agent specializing in life, health, and long-term care insurance. The Estate Planning Team, Inc. provides individualized financial planning for individuals and high-net-worth clients, delivering comprehensive written plans and topic-specific advice. The firm does not manage client assets directly but refers clients to third-party investment advisers for portfolio implementation, focusing on tailored asset allocation aligned with each client’s goals and risk tolerance.

John Southworth is a CFA® charterholder and the sole advisor at Southworth Investment Management, LLC, with 16 years of industry experience. He has led his independent firm since 2012 in Westlake, Ohio. Southworth Investment Management serves a small group of high-net-worth individuals, managing approximately $31.9 million across eight client relationships. The firm employs fundamental analysis and both long- and short-term trading strategies, offering personalized Investment Policy Statements and portfolio monitoring with a focus on mostly non-discretionary asset management.

Gregory Weisheit is the principal of GJW Investment Adviser LLC, an independent firm based in Medina, OH. He holds the PFS™ designation and has 27 years of experience in the financial advisory industry. Weisheit also owns an accounting firm, Gregory J. Weisheit CPA Inc., which he has operated since 1980. He has been involved with several businesses concurrently, including part ownership in LisaMarie Payroll. GJW Investment Adviser LLC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management and financial planning tailored to client goals, employing fundamental and technical analysis without frequent-trading strategies. It operates as a single-advisor practice with a relatively small client base and integrates accounting and tax services through its principal’s CPA background.

Michael Coletta is a CFP® professional with 10 years of industry experience. He is the principal of Coletta Capital, LLC, an independent registered investment adviser, and previously worked at Kovalcik & Geraghty Wealth Partners LLP and Edward Jones. In addition to his advisory role, he also operates an independent insurance practice. Coletta Capital provides discretionary asset management and financial planning primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm offers tailored portfolio management using fundamental, technical, charting, and cyclical analysis, and conducts quarterly account reviews to align with clients’ goals and risk tolerance.