Blase Restifo is the sole advisor at Great Lakes Financial Companies Inc. in Twinsburg, Ohio, holding a Series 66 designation with 40 years of industry experience. He has been with Westminster Financial Securities, Inc. since 1997. Outside of his advisory role, he owns and operates the Restifo Insurance Agency. Great Lakes Financial Companies, Inc. provides discretionary investment management primarily for individual clients, managing diversified portfolios of mutual funds and exchange-traded funds, with individualized portfolio management based on a consultative intake process.

Huaiyu Chen is a CFP® professional with 11 years of industry experience, serving as the sole advisor at MEV Value LLC since 2015. He also holds an ongoing academic position at Youngstown State University, where he has been employed since 2003. MEV Value LLC is an independent advisory firm that provides portfolio management and financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, quantitative techniques, and modern portfolio theory to construct diversified portfolios primarily consisting of stocks and ETFs, with additional use of fixed income and alternative investments when appropriate.

Frank Cihlar is the sole advisor at CCM Investment Counsel, an independent firm based in Stow, Ohio. He holds 26 years of industry experience and has been with CCM Investment Counsel, including its predecessor firm CCM Management & Research, Inc., since 1997. CCM Investment Counsel provides discretionary portfolio management and investment advice to individuals, families, trusts, pension or profit-sharing plans, and non-profit organizations. The firm uses fundamental analysis and a structured process to create written investment guidelines that align with clients’ objectives, focusing on value investing, diversification, asset allocation, and tax-efficient management.

Brian Davis is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is the principal of Davis Wealth Management, LLC, an independent advisory firm he has operated since 2002, and has been associated with LPL Financial since 2009. Davis also engages in the sale of fixed life insurance products outside his broker-dealer affiliation. Davis Wealth Management provides fee-based financial and investment planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses exclusively on comprehensive planning engagements without discretionary portfolio management, delivering written plans and periodic updates while leaving implementation to clients or third parties.

William Mccarthy is a financial advisor with Partners Investment Services, Inc. in Hudson, Ohio, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Partners Investment Services since 1999 and also serves as president and CEO of Partners Insurance Agency, an insurance marketing company, since 2006. Partners Investment Services serves older adults and families of seniors, focusing on estate protection and long-term care planning, including Medicaid planning. The firm’s preservation-oriented investment approach emphasizes fixed and fixed-indexed annuities and money-market vehicles, with recommendations made on a non-discretionary basis and tailored to clients’ needs rather than continuous asset management.

Daniel Garner is a financial advisor at Presper Financial Architects, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and the Millennial Group prior to joining Presper Financial Architects in 2017. Outside of his advisory role, he teaches retirement seminars through Passport to Retirement. Presper Financial Architects, LLC offers personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm utilizes proprietary portfolio models combining fundamental analysis with active and passive strategies and provides specialized program arrangements and multigenerational planning.

Steve Persons is a financial advisor with CBS Funding, Inc. in Broadview Heights, OH, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with CBS Funding since 2011 and is also involved with Creative Benefit Strategies, Inc., a pension consulting and actuarial firm where he spends a majority of his time. Additionally, he works as an insurance agent selling life, disability, and annuities on a limited basis. CBS Funding, Inc. provides personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs client-specific investment policies, fundamental analysis, and model portfolio allocations, offering both discretionary and non-discretionary management alongside ERISA plan services and participant education.

Amanda Crighton is a CFP® and holds a Series 66 license, with nine years of industry experience. She has worked at Rabe Investment Consulting Group since 2021 and held positions at Wells Fargo Clearing, Randstad Staffing, and Banana Republic prior to that. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a combination of active and passive portfolio management strategies, emphasizes tax-efficient asset allocation, and offers discretionary and non-discretionary management alongside advising on held-away insurance and annuity products.

Laura Lindahl is a financial advisor at Lindahl & Mansager Inc with 13 years of industry experience. She has been with the firm since 1992. Lindahl & Mansager provides tax planning, tax preparation, accounting services, investment management, and financial planning to individuals, trusts, estates, corporations, and businesses. The firm serves both individual and high-net-worth clients, managing roughly $214 million in assets with a small advisory team. Their investment approach emphasizes diversification, use of Morningstar risk ratings, buy-and-hold strategies, and integrates ongoing tax and accounting services alongside portfolio management.

William Manby is a CFP® and ChFC® with 24 years of experience in financial advising. He is currently with Paradigm Investment Advisory LLC and has previously worked at Manby Financial Strategies, Inc., OnPointe Advisory and Financial Services, LLC, Paradigm Holdings LLC, and Simplicity Wealth LLC. He is also licensed as a fixed insurance agent. Paradigm Investment Advisory LLC serves individual investors, pension plans, corporations, trusts, and other entities, focusing on fee-based financial planning, retirement plan consulting, and referrals to third-party money managers. The firm emphasizes written financial plans, periodic reviews, and manager due diligence without taking custody of client assets or exercising investment discretion.

Joshua Sobitz is a CFP® professional with seven years of industry experience. He is currently with SOBITZ Financial Group, LLC and previously worked at Capital Analysts and Lincoln Investment. Outside of advisory services, he serves as a director of SOBITZ Enterprises LLC, a holding company. Sobitz Financial Group, LLC provides discretionary and non-discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, offering tailored investment strategies with regular account reviews and opportunities such as rebalancing and tax-loss harvesting.

Norman Lindahl is a CFP® with 13 years of industry experience and has been with Lindahl & Mansager Inc. since 1992. He holds a Series 63 license and works out of Fairlawn, OH. Lindahl & Mansager provides tax planning, tax preparation, accounting services, investment management, and financial planning to individuals, trusts, estates, corporations, and businesses. The firm serves both individual and high-net-worth clients, managing roughly $214 million across about 281 client relationships with a small advisory team. Its investment approach emphasizes diversification and uses primarily no-load mutual funds and ETFs, integrating accounting and tax services alongside portfolio management.

William Kobyljanec is a financial advisor with Objective Capital Management, LLC, where he has worked since 2015. He holds credentials as a CPA and attorney and has 11 years of industry experience. In addition to his advisory role, he is self-employed as a consultant. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and other institutions. The firm employs a variety of analytical methods and trading techniques, offering both discretionary and non-discretionary portfolio management tailored to client goals.

Mark Oelschlager is a CFA® charterholder with five years of industry experience and serves as the sole advisor at Oelschlager Investments in Akron, OH. He previously worked at Oak Associates, Ltd. for 19 years before founding his current firm in 2019. Oelschlager Investments provides discretionary investment advisory services to registered investment companies, including the Towpath Funds, and separately managed accounts for high-net-worth individuals, corporations, foundations, endowments, and public plans. The firm combines top-down market and sector analysis with bottom-up company selection, managing concentrated portfolios with low turnover across various strategies including All-Cap Core, Technology, and Fixed Income.

Elaine Bartels is a financial advisor at CBS Funding, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at CBS Funding since 2024. In addition to her advisory role, she provides actuarial and consulting services at Creative Benefit Strategies, Inc. CBS Funding, Inc. offers personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses client-specific investment policy statements and fundamental analysis to guide portfolio management and supports a range of ERISA plan services, benefiting from its close affiliation with Creative Benefit Strategies, Inc., a pension consulting and actuarial practice.

Richard Weidrick is a financial advisor with Summit Wealth Management LLC in Akron, OH. He holds the PFS™ designation and has 20 years of industry experience. He is also a CPA and operates an affiliated accounting practice through Weidrick, Livesay, Mitchell and Burge, LLC. Summit Wealth Management provides portfolio management and pension consulting services to individual investors and employee benefit plans, using a range of investment strategies and operating under fiduciary principles.

Giuseppe Vitale is a CFP® and PFS™ credentialed financial advisor with 11 years of industry experience. He has worked at Hudson Financial Advisors Inc. since 2020 and previously held roles at Capital Analysts, Beacon Financial Advisory LLC, Beacon Financial Partners, and Lincoln Investment. Outside of his advisory work, Vitale serves on the boards of directors for the DDC Clinic, Center for Special Needs Children, and Northern Ohio Charitable Gift Planners. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm integrates advisory services with insurance consulting and business planning, employing a multi-step, plan-oriented process that includes tax mitigation and wealth transfer strategies.

Stephen Hecker Jr. is a financial advisor with BCD Advisors in Akron, OH, holding a Series 66 designation and 22 years of industry experience. He has worked with several firms, including Sterne Agee and Armor Financial Management, where he is President and owner involved in life, disability, and long-term care insurance sales. Outside of financial services, he is also involved in marketing for a health and beauty product company. BCD Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and access to third-party money managers. The firm uses asset allocation, fundamental analysis, and Modern Portfolio Theory to tailor portfolios and regularly monitors client investments.

Michael Sobitz is a CFP® professional with 35 years of industry experience. He is the principal of Sobitz Financial Group, LLC, and has held prior roles at Lincoln Investment, Capital Analysts, Incorporated, and Sobitz & Co., Inc. He is also a self-employed CPA offering individual tax return preparation services. Sobitz Financial Group, LLC provides discretionary and non-discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, with account reviews at least quarterly to tailor investment programs according to client goals and restrictions.

James Unger is a CFP® and ChFC® with 17 years of experience in financial advising. He currently works at DBK Financial Counsel, LLC and has held prior roles at firms including LPL Financial and Morgan Stanley. Outside of his advisory work, he is involved as a hockey coach and operates a farm called Chestnut Tree Farm. DBK Financial Counsel primarily serves high-net-worth individuals, offering ongoing portfolio management and comprehensive financial planning. The firm uses a combination of equities, fixed income, mutual funds, ETFs, and other securities, managing accounts mostly on a discretionary basis with a long-term investment approach that incorporates fundamental and technical analysis.