David Coletto is a financial advisor with W.A. Smith Financial Group, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Great Lakes Retirement, LPL Financial, and Cetera Advisor Networks. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a combination of top-down macroeconomic analysis and manager due diligence to create tailored investment portfolios using both active and passive strategies.

Joshua Harrell is a CFP® professional with 15 years of industry experience. He has been with Balanced Wealth Group LLC since 2023, following 12 years at Ameriprise. He serves on the finance committee at City Church, where he assists with budget and cash flow analysis. Balanced Wealth Group is an SEC-registered, fee-based adviser that serves individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, taking a long-term investment approach and tailoring discretionary management to client objectives.

William Ferber is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at True Wealth Design, Strategic Investment Solutions, Purshe, Kaplan, Sterling Investments, Stratos Wealth Partners, and LPL Financial. In addition to his advisory work, he is also involved in insurance as an agent. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies while maintaining flexibility for shorter-term trades, with portfolios typically including mutual funds, ETFs, individual equities, bonds, and other investment vehicles.

Casey Davis is a financial advisor at Landing Point Financial Group with two years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2021. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm applies a client-tailored process using fundamental analysis and a long-term investment orientation, supported by third-party research and external managers.

Garrett Bourbina is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Landing Point in 2021. He serves as a volunteer member of the finance committee for Cornerstone in Elyria, OH. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process, primarily using fundamental analysis and long-term strategies, with portfolios that may include mutual funds, ETFs, individual equities, bonds, and other investment vehicles.

Brian Morgan is a financial advisor with Landing Point Financial Group in Elyria, Ohio, holding 25 years of industry experience. He has been with Landing Point Financial Group since 2025 and concurrently associated with APEX Investment Management, LLC since 2000. Landing Point Financial Group offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process that incorporates fundamental analysis and a long-term investment orientation, utilizing third-party research and external managers as part of its portfolio management approach.

Joey Flinner is a CFP® professional with 29 years of experience in financial services. He has worked at Landing Point Financial Group since 2021 and previously spent 24 years at Ameriprise Financial Services, Inc. Flinner is involved in community activities, serving on the advisory committee for Providence Church’s foundation funds. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies, utilizing a range of investment vehicles while conducting regular portfolio reviews.

Matthew Gottshall is a CFP® professional with seven years of industry experience, currently serving as an advisor at Balanced Wealth Group LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and Daugherty, Sieverts Wealth Advisors, as well as a position at The Ohio State University. He also serves on the associate board of The City Mission in Cleveland. Balanced Wealth Group is a fee-based, SEC-registered advisory firm that serves individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term investment approach, building diversified portfolios with ETFs, mutual funds, and other securities, while managing approximately $494 million in discretionary assets.

Ryan Shoop is a financial advisor at Royal Oak Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Westminster Financial Securities, Inc., Stifel Independent Advisors, and operates his own business, Ryan Shoop LLC DBA Shoop Wealth Management. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach focuses on asset allocation and model portfolios tailored to clients’ risk tolerance and goals, with ongoing monitoring and rebalancing.

Michelle Taylor is a financial advisor at Balanced Wealth Group LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including Ameriprise, MassMutual Life Insurance Company, and Charles Schwab. Outside of her advisory role, she serves as a trustee of finance on a nonprofit board and is a co-owner of a business focused on enterprise collaboration systems. Balanced Wealth Group is an SEC-registered, fee-based advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm provides financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team managing approximately $494 million in discretionary assets. Their investment approach emphasizes long-term diversified portfolios constructed mainly with ETFs and mutual funds, utilizing fundamental and technical analysis.

Andreas Koustis is a financial advisor with WestPoint Wealth Management, LLC, holding a Series 66 license and bringing 10 years of industry experience. His prior roles include positions at Beach Benefits Group, Axios Financial Services LLC, Oppenheimer, and Morgan Stanley. Outside of his advisory work, Koustis provides tax preparation and consulting services on a 1099 basis with ETHOS CPA LLC. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to tailor strategies aligned with client goals and risk tolerances, managing accounts directly or through third-party managers while coordinating reporting and paperwork.

Raymond Bolin is an investment advisor at Southland Equity Partners, LLC with 23 years of industry experience. He has worked with FSC Securities Corporation since 2002 and joined Southland Equity Partners in 2021. Outside of his advisory role, he owns and operates American Premier Financial Services, which provides life and health insurance and mortgage services. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and evaluates third-party portfolio managers for specific asset classes.

Nathan Gist is a CFP® professional with 20 years of experience in financial advising. He has been with Lesjak Planning Corporation since 2002. Nathan works at Lesjak Planning, LLC, a family-owned registered investment adviser based in Westlake, OH. Lesjak Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering written financial planning and portfolio management through two advisory programs. The firm employs a long-term, buy-and-hold investment approach tailored to client risk profiles and provides routine portfolio reviews, client newsletters, and seminars.

Aidan Shoop is an advisor at Royal Oak Financial Advisors, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Shoop Wealth Management, Lake Erie College, and the University of Findlay. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm uses model portfolios based on client questionnaires and risk tolerance, employing a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and option strategies.

Susan Vasu is a financial advisor at Landing Point Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Landing Point in 2021. Outside of her advisory role, she is involved in fiduciary activities such as serving as an attorney-in-fact, trustee, or personal representative. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process focused on fundamental analysis and a generally long-term investment orientation, utilizing third-party research and external managers as part of its approach.

David Lesjak is a financial advisor with Lesjak Planning, LLC in Westlake, Ohio, holding a Series 63 designation and bringing 26 years of industry experience. He has been associated with United Planners' Financial Services of America A Limited Partner since 1989 and has led Lesjak Planning Corp since 1981. Lesjak Planning is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides written financial planning and portfolio management through advisory programs that emphasize a long-term, buy-and-hold strategy tailored to client risk profiles, incorporating diversified asset allocations and regular portfolio reviews.

Marnie Randel is a CFP® professional with 11 years of industry experience, currently serving at Paradigm Wealth Management, LLC since 2014. She is based in Westlake, OH and is part of a six-advisor team. Paradigm Wealth Management advises individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management services. The firm employs a range of investment approaches tailored to client objectives and uses third-party model portfolios and money managers, while also offering no-fee educational seminars for plan participants.

Michael Lesjak is a financial advisor with Lesjak Planning, LLC, holding a Series 63 designation and over 26 years of industry experience. He has been affiliated with United Planners' Financial Services of America A Limited Partner since 1989 and has operated Lesjak Planning Corp since 1987. Lesjak Planning is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides written financial planning and portfolio management through two advisory programs, employing a long-term, buy-and-hold strategy based on client risk profiles and diversified asset allocation.

Kevin Lesjak is a CFP® professional with seven years of industry experience. He has been with Lesjak Planning, LLC since 2012 and is based in Westlake, Ohio. Lesjak Planning, LLC is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold investment approach tailored to client risk profiles and a diversified allocation model.

Nathaniel Fockler is a financial advisor with W.A. Smith Financial Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Great Lakes Retirement, UBS Financial Services, Citizens Securities, and Citizens Bank. Nathaniel serves as a Young Professionals Board member and volunteer for Junior Achievement Cleveland. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a top-down investment approach guided by an internal committee, blending active and passive strategies tailored to client objectives.