Bryan Glancy is a CFP® professional with 24 years of industry experience. He has been with Spinnaker Financial Group, LLC since 2012, where he serves as the sole advisor. Spinnaker Financial Group provides personalized financial planning and discretionary investment management to individuals, business entities, and retirement plans. The firm focuses on documented investment objectives and written policy statements, combining in-house management with third-party platforms while operating on a fee-only basis.

Alexander Doll is a CFP® with seven years of industry experience. He is the principal of Anfield Wealth Management in Cleveland, Ohio, where he has worked since 2018. His prior experience includes roles at Kohmann Bosshard Financial Services and Huntington Bank. Doll also provides contractor chief investment officer services to other registered advisers. Anfield Wealth Management offers investment management and financial planning services to individuals and a variety of other clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, incorporating fundamental, macro, and cyclical analysis to guide asset allocation and tactical adjustments.

Thomas Fayen is a financial advisor with ConservativeMoney LLC in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with ConservativeMoney since 1992 and also worked at Capital Financial Services, Inc. since 2015. Fayen holds the National Social Security Advisor Certificate and has engaged in outreach related to Social Security benefits. ConservativeMoney LLC provides investment management and retirement-planning consulting to a diverse client base including individual investors, IRAs, trusts, nonprofit organizations, and qualified pension and profit-sharing plans. The firm employs an active tactical asset-allocation strategy based on technical, cyclical, and seasonal analysis, managing a single Model Portfolio across accounts with limited trading discretion for non-ERISA clients and advisory services for ERISA plans.

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.

James Gomez is affiliated with Aquium Legacy Partners and holds a Series 65 designation. He has experience at The Malrite Company since 2000 and began his role with Aquium Legacy Partners in 2026. Aquium Legacy Partners is a boutique multi-family office serving high-net-worth families and related entities, offering discretionary investment management, consolidated reporting, manager selection and oversight, wealth-planning coordination, and access to private markets and structured notes. The firm employs a tailored investment process focused on written policy statements, tax-aware portfolio construction, and ongoing monitoring, coordinating with clients’ attorneys and accountants while managing both family accounts and institutional entities.

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.

Benjamin Zagorski is the sole advisor at Right Investment Team LLC in Avon, Ohio, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2015 and concurrently owns and operates Accounting Team Ltd, a tax preparation and accounting business. Right Investment Team LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $8 million across 24 accounts. The firm employs a variety of analytical methods and modern portfolio theory to construct portfolios, utilizing multiple trading strategies and asset classes while conducting quarterly reviews.

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.

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.

To whom much is given, much will be expected. Liz Griffiths applies this philosophy to her life and her life's work as a holistic and certified advisor. Liz has been given much - a good family, true friendships and many trials and tribulations throughout her life - yes, you heard it right, trials and tribulations. From them springs Liz's desire to help others prepare for theirs. She combines her natural leadership and organizational abilities with her significant experience in problem solving to work alongside her clients. Liz helps them to understand, organize and manage their personal and financial lives and legacies - the greatest gift they can give themselves and their families. Liz an Italian, German and Irish gal, loves to entertain family and friends at home with her husband Michael. They love her cooking and baking - especially her meatballs and apple pies and they always go home with a take- home package of their favorite meal goodies. In keeping with her philosophy, To those who have been given much, much is expected, Liz has a take home gift for you . . . her mom’s famous chocolate chip cookie recipe. Just call or email her for a copy!