Joseph Randazzo is a financial advisor at Beacon Financial Advisory LLC with 34 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Beacon Financial Advisory since 2016. In addition to his advisory role, Randazzo practices law as an attorney specializing in basic estate planning and is involved in fundraising and cancer awareness activities with the Northeast Ohio Planned Giving Council for the American Cancer Society. He also serves as treasurer and board member for youth baseball organizations in Hudson, OH. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $900 million in discretionary assets across five offices and employs a range of portfolio management strategies, utilizing model portfolios and multiple analytical methods.

Howard Myers is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Adviser Alliance since 2018 and previously spent five years with Cetera Advisors LLC. Myers is also the sole proprietor of Myers Financial, where he sells fixed insurance and annuity products. Adviser Alliance, LLC provides investment management primarily to individual clients and certain entities through a team of six independent contractor advisors. The firm offers diversified, discretionary portfolio management and utilizes third-party platforms such as Envestnet for account administration and billing.

Jacob Smail is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Demming Financial Services Corp. since 2021. Prior to that, his work history includes positions at Saint Vincent College and Best Buy. Demming Financial Services Corp. serves individual and high-net-worth clients, as well as pension, trust, and corporate accounts, offering financial planning, consulting, and portfolio management services. The firm uses fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and risk management, managing approximately $766 million in assets.

Kevin Coholan is a CFP® with eight years of industry experience, currently serving as an advisor at Demming Financial Services Corp. since 2014. He works within a team of five advisors based in Aurora, Ohio. Demming Financial Services Corporation provides financial planning, consulting, and portfolio management services to individual, high-net-worth, pension, trust, and corporate clients. The firm manages approximately $766 million in assets, employing a fundamental analysis investment approach tailored to client-specific Investment Policy Statements with oversight through quarterly reviews.

William Hoover is a financial advisor at Broadleaf Partners, LLC with 24 years of industry experience. He has been with Broadleaf Partners since 2009 and holds Series 63 and Series 65 credentials. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses by offering discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection and monitoring, comprehensive financial planning, and consulting. The firm employs a model-based investing approach combined with security selection, utilizing a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

Kelly Orris is a financial advisor at Ellsworth Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Ellsworth Advisors since 2021. Her prior roles include positions at Kaulig Companies and Gymboree Play & Music. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs various analytic approaches and offers tailored portfolio management, pension consulting, and family office support, combining access to private funds and alternative investments with traditional advisory services.

Christopher Ameen is a financial advisor with Ellsworth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Ellsworth Advisors since 2019 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Director of Foundation Relations at The Cooper Foundation, which supports people with special needs. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a tailored investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, offering discretionary and non-discretionary management along with family office and pension consulting services.

David Demming is a Certified Financial Planner (CFP®) with 26 years of industry experience, affiliated with Demming Financial Services Corp. He has held roles at Coordinated Capital Securities, Inc. since 1987 and has been with Demming Financial Services Corp. since 1979. In addition to financial advising, he operates as an independent insurance agent and works in mortgage-related services introducing clients to mortgage brokers. Demming Financial Services Corporation serves individual, high-net-worth, pension, trust, and corporate clients by providing financial planning, consulting, and portfolio management services. The firm employs a client-specific investment approach based on fundamental analysis and Investment Policy Statements, managing approximately $766 million in assets on a discretionary basis.

Dennis Spontarelli is a financial advisor with EmVision Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Commonwealth Financial Network, LPL Financial, LLC, and Cantella & Co., Inc. He is also co-owner of D&K DDCT, a condominium rental business in Hilton Head Island, South Carolina. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm emphasizes customized asset-allocation models reviewed by an investment committee and offers scalable family-office operational services beyond typical asset management.

Cade Tonozzi is a financial advisor at Ellsworth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Ellsworth Advisors, he was a student for ten years. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm uses a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, pension consulting, and family office support.

Aaron Seil is a CFA® charterholder with seven years of industry experience. He is currently with True Wealth Design, LLC, where he has worked since 2021. Prior to this, he was with Seil Wealth Management, LLC for one year and Ruggaard & Associates, Inc. for 17 years. True Wealth Design, LLC is a multi-office firm that provides financial planning, investment advisory, wealth management, and retirement-plan consulting to a diverse client base including individuals, families, businesses, trusts, and charitable organizations. The firm employs a structured, tax-aware investment approach and offers additional services such as participant education for employer-sponsored retirement plans, supported by an affiliated tax and accounting subsidiary and an independent insurance brokerage agency.

Derek Spencer is a financial advisor with Ellsworth Advisors, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Paragon Financial Group LLC and LPL Financial. Outside of his advisory work, he has a referral business through Synova Talent Solutions Inc. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a mix of analytic approaches and offers customized portfolio management, financial planning, pension consulting, and family office support.

Brett Baskin is a CFP® with 11 years of industry experience, currently serving as an advisor at Ellsworth Advisors, LLC since 2018. His prior experience includes roles at Stratos Wealth Partners, LPL Financial, Ellsworth Private Wealth Management, Bank of America, and Merrill Lynch. He is also a licensed insurance agent and occasionally advises clients on insurance solutions. Ellsworth Advisors provides investment advisory and financial planning services to individual clients, corporations, trusts, and retirement plans. The firm employs a mix of analytic approaches and offers tailored portfolio management, pension consulting, and family office support, combining private fund access with traditional investment strategies.

James Artale is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, and Stratos Wealth Partners. Outside of his advisory career, he has been involved with the Kenston Baseball Association for nine years. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Michelle Schwab is a financial advisor with Ellsworth Advisors, LLC in Hudson, Ohio, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Ellsworth Advisors since 2018 and previously spent seven years at Western International Securities, Inc. Schwab is also involved in publishing through Basti Publishing. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, using a range of analytic approaches and tailored investment strategies. The firm combines private fund and alternative investment access with pension consulting and family office support.

Christopher Prado is a financial advisor at Ellsworth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Federated Securities, Raymond James Financial Services, and Wentz Financial Group. Prado is the founder and chairman of the TC Open Charitable Foundation, which raises funds and donates to charities supporting children. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, utilizing a combination of analytic approaches and tailored portfolios. The firm offers discretionary and non-discretionary management, pension consulting, and family office support, with access to private funds and alternative investments.

Ryan Ruggaard is a financial advisor at Ruggaard & Associates with seven years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC and BARD & ASSOCIATES. Ruggaard holds Series 63 and Series 65 licenses. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a multi-method investment process combining fundamental, technical, quantitative, and qualitative analysis and offers a range of strategies tailored to client objectives and risk tolerances.

Stephen Frank is a financial advisor at EmVision Capital Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Investment Partners Ltd and CommonWealth Financial Network. Frank also engages in fixed insurance sales. EmVision Capital Advisors serves high-net-worth individuals, families, family offices, and related entities by providing discretionary investment management, customized investment policy statements, portfolio construction, and strategic wealth-planning services. The firm emphasizes customized asset-allocation models reviewed by an investment committee and offers scalable family-office operational services alongside comprehensive planning and ongoing client communication.

John May is a CFP® professional with 13 years of industry experience. He has worked at Ruggaard & Associates since 2018 and previously held roles at Comprehensive Asset Management & Servicing, Inc. and James Reed Financial Services, Inc. He serves on the investment committee of Twins Days, Inc., a nonprofit organization, where he helps monitor investment performance and set long-range investment strategies. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals—including high-net-worth clients—and pension and profit-sharing plans. The firm employs a multi-method investment process and offers portfolio management, retirement-plan advisory, financial planning, and tax-preparation services.

Cameron Miele is a financial advisor at Ellsworth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Kaulig Capital, LLC and Weinberg Capital Group. Outside of advising, Miele serves as Chief Executive Officer of multiple scalloping companies involved in commercial fishing, managing their operations and finances. Ellsworth Advisors provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a variety of analytic approaches for portfolio management and offers access to private funds and alternative investments alongside pension consulting and family office support.