Scott Haley is a financial advisor at Prelude Financial with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to founding Prelude Financial in 2015, he held positions at Northwestern Mutual Investment Services LLC, Storey & Associates, Scott Snow (Financial Advisors) LLC, PNC Wealth Management, and Edward Jones. Outside of his advisory work, he owns and operates Allegro Tax Solutions, LLC, providing tax preparation services to individual clients. Prelude Financial offers investment management and financial planning services to individual and high net-worth clients. The firm focuses on passive investment management with an emphasis on tax efficiency, managing accounts on a non-discretionary basis, and providing ongoing comprehensive planning and business-planning solutions.

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.

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.

James Stuart is the sole advisor at Blue Chip Financial Advisors, Inc. in Seville, Ohio, holding a Series 63 designation with 23 years of industry experience. He has led Blue Chip Financial Advisors since 1999. Outside of his advisory role, Stuart co-owns a health club in Medina, Ohio. Blue Chip Financial Advisors serves a small group of individual clients, focusing on IRA and brokerage account management along with comprehensive financial planning. The firm’s investment strategy is based on Modern Portfolio Theory and asset allocation, emphasizing long-term holdings primarily in mutual funds, with discretionary account management.

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.

Robert Kilivris is a financial advisor with 34 years of industry experience. He holds Series 63 and Series 65 licenses and is currently president of Beacon Capital Distributors Inc., where he has served for 19 years. His prior work includes roles at Investments for You Inc. and Kilivris & Company, LLC. Roki Private Wealth provides portfolio management services to individual clients, focusing on asset allocation and investment policy statements aligned with income, tax considerations, risk tolerance, and time horizon. The firm employs a modern portfolio theory approach with discretionary trading authority and operates under a fiduciary standard for retirement accounts.

Cheryl Lyon is the sole advisor at Lyon Capital Strategies in Akron, OH, holding a Series 66 designation with 20 years of industry experience. She has led Lyon Capital Strategies since 1995 and is also a partner in Lyon & Lyon, CPAs, specializing in tax preparation and accounting. Lyon Capital Strategies manages approximately $7 million for around 67 clients, providing investment advisory and financial planning services to individuals, retirement plan participants, businesses, trusts, and some institutional clients. The firm’s investment process includes fundamental analysis, macroeconomic assessment, tactical allocation, and security selection, primarily employing mutual funds, ETFs, and ETNs, and operates on a primarily non-discretionary basis with semiannual reviews.

Ernest D. Poulos is the sole advisor at POULOS, Ernest, D., an independent firm based in Akron, Ohio. He holds the Series 66 designation and has 25 years of industry experience, including six years at Ameriprise before founding his current practice in 2006. He is also the owner and managing member of a personal services company established in 2016. The firm provides personalized portfolio management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. Investment decisions combine fundamental and technical analysis with customized asset allocation and ongoing supervision, including formal quarterly reviews.

Sandra Thomas is the sole advisor at S.C. Thomas & Associates, CPA, LLC in Medina, OH. She holds the PFS™ and Series 65 designations and has nine years of industry experience, complementing 38 years with her firm, which she has been with since 1988. S.C. Thomas & Associates serves individual and high-net-worth clients, as well as businesses, offering discretionary investment management, project-based financial planning, and tax preparation services. The firm integrates tax considerations into investment decisions and coordinates planning with accounting services, employing a mix of passive and active strategies guided by modern portfolio theory and ongoing asset-allocation reviews.

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.

Amanda Sharratt is a financial advisor with Your Wealth Financial Solutions, LLC, holding a Series 65 designation and seven years of industry experience. She previously worked at Whitaker-Myers Wealth Managers, Ltd., and operated Sharratt Financial Solutions, LLC. Your Wealth Financial Solutions provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods in its long-term trading and asset allocation strategies while coordinating estate-planning document preparation through a third-party service.

Huaiyu Chen is a CFP® professional with 10 years of industry experience and has been the sole advisor at MEV Value LLC since 2015. He also has a long-standing role at Youngstown State University, where he has worked since 2003. MEV Value LLC is a small independent advisory firm serving primarily individual clients with discretionary and non-discretionary portfolio management and financial planning. The firm uses an asset-allocation process that balances active and passive management and employs detailed compliance and trading policies uncommon for a single-advisor practice.

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.

Curtis Lindsay is a financial advisor at Cademuir Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Westpoint Wealth Management, AMFG Wealth Management, Cetera Advisor Networks, Ameritas Investment Corp, New England Securities, and Equitable Advisors. Outside of advisory work, he is also an insurance agent selling life, disability, annuities, and long-term care products. Cademuir Wealth Management provides asset management and advisory services to retirement plans, pension and profit-sharing plans, trusts, and small businesses. The firm employs a fiduciary approach tailored to clients’ objectives and risk tolerances, combining pension consulting and participant education with insurance brokerage services.

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.

Angel Way is a financial advisor with Way Street Financial, LLC in Brunswick, Ohio, holding a Series 65 credential and 11 years of industry experience. Prior to founding Way Street Financial, she held roles at multiple firms including ORG Partners, Paragon Estate Planners, and Emerald Investment Partners. Outside of advising, she serves on the board of Integrated Community Solutions, a nonprofit focused on community development for people with developmental disabilities, and is Vice President of the MetroWest Toastmasters club. Way Street Financial provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm combines investment advisory services with affiliated insurance and tax-related businesses, offering a range of products and educational seminars while managing accounts under discretionary authority using modern portfolio theory and tailored client recommendations.

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.