Douglas Wilde is the managing partner of Wilde Capital Management, LLC in Cleveland, Ohio, with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services and several other firms. Wilde is also a registered analyst with Cirrus Research, LLC, where he contributes to investment research and portfolio construction. Wilde Capital Management provides discretionary portfolio management primarily for individuals, as well as select institutional and charitable clients. The firm employs a range of analytical techniques to implement globally diversified, tactically managed strategies and offers services including Investment Policy Statements, ongoing monitoring, and wrap-fee program participation.

When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity. A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities. As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with disabilities and their families. Britta has been quoted in the Wall Street Journal, Financial Advisor Magazine, and Kiplinger's Personal Finance. She has also been interviewed in the Autism Dad and Wealthy Mom MD podcasts. Britta and her husband Craig live in Brooklyn Heights, Ohio, where they enjoy playing board games and spending time with their dogs, Wombat and Kookaburra.

Seku Shabazz is a financial advisor with Great Lakes Retirement Planning, LLC, holding a Series 66 credential and 14 years of industry experience. His career includes roles at Ash Brokerage, Pruco Securities, Prudential Insurance Company of America, and Mass Mutual Investors Services. He is also the owner and president of Great Lakes Loan Servicing, LLC and Great Lakes Financing, LLC. Great Lakes Retirement Planning serves individual investors, retirement accounts, trusts, and estates with discretionary portfolio management, financial planning, and estate-planning services. The firm employs a long-term, buy-and-hold investment approach combined with modern portfolio theory and uses software to manage portfolio rebalancing and tax strategies.

Megan Abbott is a financial advisor with Trajectory Financial Planning in University Heights, OH. She holds a Series 65 designation and has five years of industry experience. Abbott is also president of Trajectory Tax, LLC, which provides tax preparation and planning services. She has held roles at Delegated Planning, LLC and DC Capital Management, primarily providing paraplanning services. Trajectory Financial Planning serves individual and high-net-worth clients by offering fee-only financial planning through ongoing and project-based engagements. The firm produces written financial plans and recommendations without managing client portfolios or custody of assets, tailoring services across areas such as business planning, retirement, tax, and investment analysis.

Pamela Sandy is a CFP® professional with 29 years of experience in the financial services industry. She has been with Confiance, LLC since 2008, serving as the sole advisor at Confiance, Financial & Investment Advisors. The firm provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Portfolios are constructed using a range of securities and model allocations across growth and income strategies, with an operational relationship with Schwab/TD Ameritrade that supports institutional trading, research, and practice-management services.

John Bair is a financial advisor with Ascend Wealth Advisors, LLC in Broadview Heights, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Ascend Wealth Advisors since 2013 and previously spent 11 years at SKA Financial Services, Inc. Ascend Wealth Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and institutional-type clients such as corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm focuses on tailored investment strategies emphasizing fundamental evaluation and a generally buy-and-hold approach while maintaining flexibility for portfolio adjustments.

Michael Whalen is a financial advisor with Sabre Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial and Morgan Stanley earlier in his career. Whalen is also involved with Oleinik Financial in a non-investment related capacity. Sabre Asset Management is an independent, SEC-registered adviser that provides discretionary investment management to individuals, trusts, retirement plans, corporations, and charitable organizations. The firm uses fundamental analysis to create diversified, long-term portfolios and employs options strategies for risk management, overseeing approximately $127 million in client assets.

Joshua Levine is a CFP® professional with nine years of industry experience. He is the principal advisor at Firefly Wealth Management, an independent registered investment adviser he established in 2024. Prior to founding Firefly Wealth Management, Levine worked at Conquis Financial LLC for seven years and briefly at Ameriprise Financial Services. Firefly Wealth Management serves lawyers and their families by providing discretionary portfolio management and comprehensive financial planning without a formal account minimum. The firm uses fundamental analysis and modern portfolio theory, documents client goals and risk tolerance in an Investment Policy Statement, and may allocate assets to third-party managers or private equity funds after due diligence.

Robert Angart is the principal of Angart & Co. in Beachwood, OH, with 22 years of industry experience. He has worked with Robert Angart & Company since 1996 and Midwestern Investment Corporation since 1999. Outside of advising, he is also a certified turnaround professional. Angart & Co. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages client accounts on a discretionary basis with a long-term, asset-allocation strategy focused on diversification and integrates investment advice with income tax and estate-planning considerations.

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.

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.

Joseph Thomas is a financial advisor at Thomas & Company LLC in Beachwood, OH, holding a Series 65 designation with 22 years of industry experience. He has led Thomas & Company LLC since 2011. Thomas & Company LLC is an independent investment adviser providing discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses fundamental analysis to tailor portfolios with primarily long-term holdings, actively monitors accounts, and manages approximately $81.3 million in assets across about 21 clients.

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.

Hua Wei is a CFA® charterholder and the sole advisor at Spring Ocean Capital LLC with nine years of industry experience. He has worked at Spring Ocean Capital since 2016 and also spent time at Case Western University in 2017. Outside of investment advising, he occasionally provides consulting services related to computer programming and financial modeling. Spring Ocean Capital is an independent, fee-only investment adviser managing approximately $2.9 million on a discretionary basis for a small client base that includes individuals, families, businesses, and institutions. The firm uses a combination of fundamental stock valuation and a proprietary quantitative portfolio-optimization model to construct portfolios primarily focused on U.S. and Canadian equities and fixed income, incorporating ETFs, mutual funds, derivatives, and short positions when appropriate.

Steven Muir is a CFA® charterholder with five years of experience at NEO Investment Counsel, LLC, where he has worked since 2020. Prior to that, he spent 18 years at BNY Mellon Wealth Management. Based in Cleveland, OH, he holds Series 63 and Series 65 licenses. NEO Investment Counsel provides portfolio management and prepares customized Investment Policy Statements for individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term trading approach combining fundamental and technical analysis, focusing on large-cap equities, mutual funds, ETFs, and fixed income to build diversified portfolios.

Michelle Hauser is a financial advisor at Sapphire Wealth with nine years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and Olympus Wealth Partners. Hauser is currently the sole advisor at Sapphire Wealth, an independent firm based in Chesterland, Ohio. Sapphire Wealth provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of fundamental analysis, modern portfolio theory, and technical analysis. The firm offers discretionary portfolio management and advises across a broad range of instruments, including mutual funds, ETFs, REITs, private placements, and insurance products.

Caleb Garbuio is a financial advisor at Ohio CU Financial with a Series 65 designation and one year of industry experience. Prior to joining Ohio CU Financial, he worked at OC Federal Credit Union and held roles at the Office of the Comptroller of the Currency and the Center for Economic Research & Policy Analysis. Ohio CU Financial Services, LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a fundamental analysis and long-term trading approach, documents client goals in an Investment Policy Statement, and conducts quarterly account reviews.

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.

Steven La Chance is the principal of LaChance Wealth Partners in Shaker Heights, OH, holding Series 65 and Series 66 registrations with two years of industry experience. Prior to founding his advisory firm, he held roles at several companies including HD Vest Investment Services and Owens Corning. He is also president of Discernr Inc., a management consultancy based in Cleveland Heights, OH. LaChance Wealth Partners serves individual and high-net-worth clients with wealth management and financial planning services, offering discretionary portfolio management and project-based planning. The firm emphasizes tailored asset allocation using a blend of passive and active strategies and often utilizes outside managers or institutional model portfolios to implement client plans.