Seku Shabazz is a financial advisor with Great Lakes Retirement Planning, LLC in Cleveland, OH, holding a Series 66 credential and 14 years of industry experience. He has worked with multiple related entities in the Great Lakes family of companies and serves as managing member and owner of various affiliated firms involved in mortgage servicing and financing. In addition to his advisory role, he is a licensed insurance agent. Great Lakes Retirement Planning, LLC is an independent firm managing approximately $5.3 million across about 66 clients, providing discretionary portfolio management and financial planning for individuals, accredited investors, retirement accounts, trusts, and estates. The firm follows a Modern Portfolio Theory-based investment approach, employing ETF allocations, periodic rebalancing, and tax-loss harvesting, while also offering estate services and variable annuity asset monitoring.

Megan Abbott is a Series 65-licensed financial advisor with five years of industry experience. She is the principal of Trajectory Financial Planning, an independent firm she has led since 2022. Abbott also serves as president of Trajectory Tax, LLC, which provides tax preparation and planning services. Additionally, she offers paraplanning support to other advisory firms through Delegated Planning, LLC and DC Capital Management. Trajectory Financial Planning provides fee-only financial planning services to individual and high-net-worth clients through ongoing and project-based engagements. The firm delivers written financial plans and recommendations without managing client assets, tailoring services across areas such as retirement, estate, tax planning, 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 at Ascend Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascend Wealth Advisors since 2013. Ascend Wealth Advisors provides discretionary portfolio management for individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm manages accounts through individually selected securities using fundamental analysis and a buy-and-hold approach, offering tailored account features uncommon among independent advisors.

Michael Whalen is the sole advisor at Sabre Asset Management LLC, an independent SEC-registered investment advisory firm. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Whalen has worked at Raymond James Financial and Oleinik Financial in various capacities since 2008. Sabre Asset Management provides discretionary investment management to individuals, trusts, retirement plans, corporations, and charitable organizations. The firm employs fundamental analysis to construct diversified, long-term portfolios and uses options strategies such as covered calls and protective puts to manage risk and enhance returns.

Joshua Levine is a CFP® professional with nine years of experience in financial advisory. He is the founder of Firefly Wealth Management in Cleveland, OH, and previously worked at Conquis Financial LLC and Ameriprise Financial Services. Firefly Wealth Management is an independent advisory firm that serves attorneys and their families by providing discretionary portfolio management and financial planning. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, tailoring plans that may include third-party advisers and private equity allocations.

Robert Angart is the principal of Angart & Co. in Beachwood, OH, with 21 years of industry experience. He has been associated with Angart & Company and Midwestern Investment Corporation for over two decades. In addition to his advisory role, he is 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 emphasizes a long-term, asset-allocation investment approach and integrates tax and estate-planning considerations into its portfolio management.

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.

Kurt Schoeppler is a CFA® charterholder and the sole advisor at International Management Advisors Ltd., where he has worked since 2006. He has 10 years of industry experience. International Management Advisors Ltd. provides discretionary investment management along with personalized financial planning and a range of accounting services, including tax planning and preparation. The firm serves a small client base primarily composed of sports and entertainment professionals, managing approximately $103 million in assets with a generally passive investment approach tailored to individual objectives and risk tolerances.

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.

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.

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, Ohio, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to founding his firm, he held positions in various industries including management consultancy and design build. He is also president of Discernr Inc., a management consulting business based in Cleveland Heights. LaChance Wealth Partners serves individual and high-net-worth clients, offering wealth management and financial planning services with a focus on tailored asset allocation and a combination of passive and active investment strategies. The firm employs a fee-only model and coordinates with third-party professionals and outside managers to implement client plans.

Jonathan Broadbent is a financial advisor with Plan Partners LLC in Newbury, OH, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at IFS Securities, Fintegra LLC, Merrill, Key Investment Services LLC, and KeyBanc Capital Markets Inc. He has been with Plan Partners since 2013. Plan Partners serves small institutional retirement-plan sponsors, charitable institutions, endowments, and individual retail clients. The firm provides fiduciary consulting under ERISA and UPMIFA, participant education, financial planning, and assistance in selecting outside money managers and TAMPs, typically offering non-discretionary advice and relying on model portfolios and third-party research tools.

Kathleen Browning Ceicys is the sole advisor at Wilson & Browning, Inc., an independent firm based in Pepper Pike, OH. She holds a Series 63 designation and has 26 years of industry experience. She has been with Wilson & Browning, Inc. since 1992 and with Mutual Service Corporation since 2003. She is the 100% owner of Wilson & Browning, Inc., where she also offers life and health insurance. Wilson & Browning provides discretionary investment management and voluntary financial planning to a small client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, targets a 12–18 month investment horizon, and maintains formal referral and solicitation relationships with independent third-party advisors.

John Zugay is a CFP® professional with 11 years of industry experience. He has been with Family Financial Services, LLC since 2014 and also has a longstanding association with KeyBank dating back to 2006. Family Financial Services, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a range of analytical techniques and a long-term trading approach, managing client accounts mostly on a non-discretionary basis.