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.

Paul Offill is a financial advisor with Princeton Center Planning and Investments, LLC, holding a Series 65 designation and 13 years of industry experience. He has been associated with Offill Financial Group since 1993. Princeton Center Planning and Investments, LLC is an independent, single-adviser firm managing approximately $31 million in client assets for around 323 clients. The firm provides portfolio management and financial planning services primarily to individuals, as well as to charitable organizations, pension/profit-sharing plans, and other institutional clients.

George Coyle is a financial advisor at Triangulated Capital Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at John A. Levin & Co. since 2001. In addition to his advisory role, he is the owner and editor of Triangulated Research, LLC, a publisher of financial newsletters. Triangulated Capital Management primarily serves individual clients, offering discretionary portfolio management, retirement account planning, and consulting through bespoke research projects. The firm employs a blend of quantitative and qualitative analysis, combining modern portfolio theory, thematic equity research, and discretionary trading, with a focus on liquid public markets and futures strategies.

Andrew Tisler is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Epic Financial, LLC in Hudson, Ohio. He has been with Epic Financial since its founding in 2013. Epic Financial provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients. The firm follows an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, focusing on asset allocation, mutual funds, ETFs, and a long-term strategy with emphasis on smaller/value equities and high-quality fixed income.

Daniel Johnson is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been the principal advisor at Forward Thinking Wealth Management since 2016. Forward Thinking Wealth Management provides individualized portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm builds customized investment policies using fundamental analysis and offers ongoing planning support, while also facilitating access to third-party money managers when appropriate.

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.

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.

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.

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.

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.

Dee Price is the sole advisor at Affinity Financial LLC, an independent firm based in Solon, OH, with 23 years of industry experience. She holds Series 63 and Series 65 registrations and has been involved in financial planning and related services through her own business since 1984. In addition to her advisory work, she is licensed to sell various insurance products and was recently accepted as a part-time faculty member at the University of Phoenix, Cleveland campus. Affinity Financial LLC provides fee-based portfolio management and financial planning primarily for individual and small-business clients, as well as corporate pension and profit-sharing plans. The firm offers investment supervisory services through institutional platforms, hourly consultations on specialized topics, and maintains affiliated businesses in insurance and tax preparation, along with educational activities.

I’m a normal guy who branched out on my own to build a client-first firm focused on real relationships and holistic planning. My goal is simple: to be your trusted partner and number one resource for every financial decision. I started my firm because I wanted to practice financial planning with intention. I wanted the time to think deeply, ask better questions, and build thoughtful, comprehensive strategies—not just manage investments. To me, holistic planning means everything works together: investments, tax strategy, retirement planning, cash flow, risk management, estate considerations, and life transitions. Your financial life isn’t segmented, so your plan shouldn’t be either. I built this firm to prioritize depth over volume. That means fewer clients, more attention, and real accessibility when something important comes up. When you call, you’re not routed through layers of bureaucracy—you’re talking directly to me. I believe you can build a successful business without sacrificing your family or your values. I structured my firm so I can serve clients exceptionally well while still living the principles I encourage others to prioritize — balance, integrity, and intentionality. If you’re looking for an advisor who will think carefully, communicate clearly, and walk alongside you through major financial decisions, I’d be honored to serve in that role.

Daniel Jones is the sole advisor at Echo Financial Advisors, LLC, based in Akron, OH, with 12 years of industry experience. He holds a Series 63 designation and has worked previously at KingsCrowd and Avaring Capital Advisors. Jones is also a freelance contributor for Seeking Alpha, writing articles on investment topics. Echo Financial Advisors, LLC provides algorithm-driven robo-advisory portfolio management to individuals and high-net-worth clients through an online platform. The firm uses client inputs to construct portfolios focused on equities, ETFs, and international securities, and features a social “echoing” function that allows users to copy other investors’ trades.

Cheryl Lyon is a financial advisor at Lyon Capital Strategies with 19 years of industry experience. She holds a Series 66 designation and has been with Lyon Capital Strategies since 1995. Outside of her advisory role, she is involved in tax preparation and accounting as a partner in Lyon & Lyon, CPAs, and as the sole proprietor of a business consulting and tax services firm. Lyon Capital Strategies provides investment advice and financial planning to individuals, employer-sponsored retirement plan participants, corporations, and trusts. The firm uses a fundamental analysis approach that incorporates macro-economic factors, valuation metrics, and tactical allocation to build tailored portfolios, managing approximately $5 million in client assets as of January 2024.