Jeremy Pardue is a financial advisor at Atlas Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Avantax Investment Services. In addition to his advisory role, Pardue is an independent insurance producer for various insurance companies. Atlas Wealth Management provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an active, tactical allocation approach using a broad range of instruments and offers both discretionary and non-discretionary portfolio management along with standalone planning engagements.

Thomas Craft Jr. is a financial advisor with Gateway Asset Management, LLC in Independence, OH, holding a Series 63 designation and 32 years of industry experience. He previously worked for Artista Financial Group for 24 years and has been involved with Gateway Financial Advisors and related firms since 2016. Outside of advisory services, he provides tax planning on a limited basis through Arista Financial Group. Gateway Asset Management offers comprehensive financial planning, consulting, and discretionary portfolio management to individuals, high net worth clients, business entities, and charitable organizations. The firm uses tactical asset allocation and proprietary model portfolios while overseeing approximately $70.6 million in client assets, often incorporating third-party sub-advisers for portions of those assets.

Bruce Herrick is the sole advisor at Herrick Portfolio Management Co. with 53 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2000 to 2008 before founding his current firm in 2008. Herrick Portfolio Management Co. serves individual investors and a small number of institutional clients, offering financial planning, consulting, and portfolio management services. The firm uses technical analysis, including point-and-figure charting, to guide discretionary portfolio management across various asset classes.

Kenneth Butze Jr. is a CFP® professional with 28 years of industry experience. He is the owner and president of Integrity First Planners, Inc., where he has worked since 2013, following an 11-year tenure at Triad Advisors, Inc. In addition to his financial planning work, he is also licensed as an insurance agent and recommends insurance products as part of his practice. Integrity First Planners, Inc. provides personalized financial planning and discretionary investment management to individuals and business entities, including executives, retirees, and participants in employer-sponsored retirement plans. The firm offers ERISA plan consulting services and uses a combination of fundamental and technical analyses with long- and short-term strategies, including the use of derivatives and performance-based fee arrangements for qualified clients.

Barbara Camaglia is a CFP® professional with 22 years of industry experience. She has been with Legacy Financial Advisors, LLC since 2004 and also provides supervisory, accounting, and financial services as a controller or assistant controller for Industrial Chemical Corporation and its subsidiary. Legacy Financial Advisors serves individuals, couples, families, trusts, and small businesses, specializing in professionals, business owners, and managers. The firm offers fee-only hourly financial planning and investment advisory services, focusing on portfolio design based on a financial plan and generally favoring passive allocations with ETFs and index funds.

Taylor Shockey is a financial advisor at Strategic International with 11 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co. Inc. from 2016 to 2017 before joining Strategic International in 2017. Strategic International offers automated, discretionary portfolio management through an online platform serving individual and institutional clients, including a significant non-U.S. client base. The firm employs a quantitative investment approach based on Modern Portfolio Theory and behavioral economics, utilizing algorithmic processes and broker API integration for portfolio construction and trade execution.

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 the principal of Great Lakes Retirement Planning, LLC in Cleveland, OH, with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Prudential Insurance Company of America and Mass Mutual Investors Services. Outside of his advisory role, he is the owner and president of multiple related business entities focused on loan servicing and financing. Great Lakes Retirement Planning serves individual investors, retirement accounts, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a long-term, buy-and-hold investment strategy combined with modern portfolio theory and uses tax-loss harvesting and portfolio rebalancing techniques tailored to taxable and tax-advantaged accounts.

Joseph Frankenfield is a Series 63-registered advisor with 11 years of industry experience. He is the sole advisor at Saga Partners LLC and has previously worked at Nowacki Asset Management LLC for 10 years. Saga Partners provides discretionary investment management primarily to individual and high-net-worth clients, focusing on equities and equity-like instruments. The firm employs a fundamental analysis approach with concentrated, long-term portfolios, avoiding margin, short sales, and options.

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.

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 worked at ConservativeMoney since 1992 and spent four years at Capital Financial Services, Inc. Fayen holds the National Social Security Advisor certificate and has engaged in lead generation focused on Social Security benefits. ConservativeMoney LLC provides investment management and retirement-planning services to individuals, IRAs, trusts, variable annuities, pension and profit-sharing plans, and charitable organizations. The firm employs an active tactical asset-allocation strategy using a unified model portfolio, offers ERISA-related consulting and retirement income guidance, and operates with a compact structure that combines limited discretionary trading authority and aggregated trade executions.

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.