Scott Spears is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has been with Symphony Financial Services since 2009 and has also worked with Linsco Private Ledger since 2007. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a range of investment instruments and strategies tailored to each client’s objectives and risk tolerance.

Brian Duffield is a financial advisor with North Star Advisory Group, LLC in Beachwood, OH, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Highland Consulting, Union Home Mortgage, and New Century Capital. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, pension consulting, sub-advisory services, and specialty consulting. The firm employs tailored strategies focused on fixed-income securities, mutual funds, and ETFs, and provides niche services such as real estate and antiques consulting.

Samuel Petitjean is a financial advisor at Strategic Wealth Partners, Ltd. with one year of industry experience. He holds the Series 66 designation and previously worked at KeyBank, Key Investment Services LLC, and Wealth Advocate Group. Strategic Wealth Partners, Ltd. is a multi-advisor firm managing approximately $1.3 billion and serves individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement consulting, and OCIO services, employing diversified investment strategies that include stocks, bonds, ETFs, options, mutual funds, and alternative investments.

Kemper Arnold is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at The Prestwick Group, Cetera Wealth Services, Vicus Capital, and Vantage Financial Group. Outside of advising, he serves as a legal consultant and mediator, is a director and officer of a charitable foundation, and participates as an honorary trustee with the Cleveland Marshall Law Alumni Association. Vantage Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, governmental entities, and retirement plans. The firm offers tailored portfolio management and comprehensive financial planning using mutual funds, ETFs, and equities, employing strategies such as fundamental analysis, trading, margin, and options when appropriate.

Terence Gliha is a financial advisor at Journey Wealth Management in Cleveland, OH, with 11 years of industry experience. He holds a Series 66 designation and has previously worked at FSM Wealth Advisors and Sequoia Financial Group. Outside of his advisory role, he has investments in a property management firm and a ballistics business. Journey Wealth Management provides comprehensive financial planning and investment consulting to individuals, including high-net-worth clients, with a focus on customized, discretionary portfolio management and family-office style services.

Joseph Kovach is a CFP® professional with 30 years of experience in financial advising. He is a founding member and president of JJK Financial, Inc., and has been with Rockport Wealth Advisors since 2018. Kovach is also a licensed insurance agent involved in the sale of life, disability, and long-term care insurance. Rockport Wealth Advisors serves individual and high-net-worth clients with financial planning, investment management, and retirement-plan advisory services. The firm employs a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to create individualized portfolios and utilizes a range of investment strategies including tactical trading and risk management.

Jeffrey Hertel is a CFA® charterholder with experience at North Point Portfolio Managers Corporation since 2025. He previously worked at RMS Investment Group for six years and Clearstead Advisors for three years. Hertel is based in Orange Village, OH. North Point Portfolio Managers Corporation manages separately managed, long-only equity and fixed-income portfolios for individuals, pension plans, nonprofits, and corporations. The firm uses a combination of quantitative screening via the UBS HOLT Lens® CFROI metrics and fundamental analysis, employing a low-turnover, tailored investment approach.

David Sabo is a financial advisor at Independence Capital Co., Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Independence Capital since 2011. He also has extensive experience with First Discount Brokerage and Great Lakes Mortgage. In addition to his advisory role, Sabo is a licensed insurance agent specializing in fixed, life, health, disability, long-term care, and annuity products. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships, using fundamental analysis and a long-term trading approach tailored to clients’ objectives and risk tolerances.

Michael Laufman Jr. is a financial advisor at Symphony Financial Services, Inc. with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Northwestern Mutual and LPL Financial LLC. Symphony Financial Services serves individual clients, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm provides tailored asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, using a range of analysis methods and investment vehicles, and offers services on both discretionary and non-discretionary bases.

Roger Potter is a financial advisor at Balanced Wealth Group LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of his advisory work, he is the author of two books titled "Proverbs: Wisdom for Prosperity" and "Proverbs: Wisdom for the Graduate." Balanced Wealth Group is a fee-based, SEC-registered adviser serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds and offers financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team.

Matthew Burnham is a financial advisor at Journey Wealth Management with 17 years of industry experience. He holds a Series 66 designation and previously worked for Purshe Kaplan Sterling Investments and Auxin Group Wealth Management. Burnham is also the managing partner of Auxin Group Wealth Management, where he serves as financial advisor and chief compliance officer. Journey Wealth Management offers financial planning, investment consulting, and portfolio management primarily to individuals, including high-net-worth clients. The firm combines discretionary investment management with family-office style services such as bill-pay and tax coordination.

Lino Sergo is a financial advisor at Van Cleef Asset Management Inc with 15 years of industry experience. He holds the Series 65 designation and has been with Van Cleef Asset Management since 2000. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, and trusts, as well as religious and charitable organizations and select institutional accounts. The firm employs a total-return, all-cap investment approach that combines active equity selection with low-cost passive exposures, supported by a team-based research process and an Investment Committee that reviews and votes on recommendations.

Daniel Lane is a CFP® professional with 24 years of industry experience. He is a part owner at Financial Management Strategies, Inc. and holds credentials including Series 66. Lane has worked at Cetera and manages Lane Legacy Advisors, LLC, a business he operates alongside his advisory roles. Financial Management Strategies, Inc. provides advisory services to individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a range of analytical methods and maintaining multiple office locations.

William Gibbons is a financial advisor with Van Cleef Asset Management Inc and holds a Series 65 designation. He has 18 years of industry experience and has practiced law as an attorney since 1994. Van Cleef Asset Management provides fee-only investment advisory and portfolio management services primarily to individuals, families, trusts, and select religious, charitable, and institutional clients. The firm employs a total-return, all-cap investment approach combining active equity selection with low-cost passive exposures, supported by a team-based research process and an Investment Committee.

Ranjan Jagetia is a financial advisor at Prasad Wealth Partners with 33 years of industry experience. He holds a Series 63 designation and has worked at various firms including MetLife Securities Inc. and Regal Investment Advisors. Outside of advisory work, he is a part owner of an industrial robotics company operated by his son. Prasad Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management for individuals, families, trusts, family offices, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily employs fundamental analysis with a long-term orientation and uses a range of investment vehicles including mutual funds, ETFs, and separately managed accounts.

Bill Dragolas is an advisor with Cornerstone Asset Management Services, Inc. in Broadview Heights, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at firms including GT Securities, Liberty Partners Financial Services, and Citizens Securities. Outside of his advisory role, he serves as Executive Director of the CK Foundation, a nonprofit focused on raising and distributing funds to families and victims of COVID-19, and he is the founder and president of an online clothing store, Fatcat Sportswear, as well as president of Dynamic Education Solutions, LLC, which consults with school districts on process improvement. Cornerstone Asset Management Services primarily serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, offering discretionary portfolio management through its Alpha/Beta Solutions platform, separately managed accounts, sub‑advisory services, and investment consulting. The firm employs a proprietary analysis that combines fundamental and technical methods for portfolio management and provides clients with quarterly performance reports and a web-based reporting tool.

Matthew Heck is a financial advisor with WestPoint Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and AMFG Wealth Management LLC. Outside of advising, he supports his wife's business, a local bar called the Sangria Stand LLC, though he holds no ownership or compensation from it. 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 according to client goals and risk tolerances, managing accounts both directly and through third-party managers.

Matthew Daugherty is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Balanced Wealth Group LLC since 2023 and previously spent 18 years at Ameriprise. Outside of his advisory role, he serves on the boards of the Lakewood/Rocky River Rotary Foundation and the Ohio University College of Business Finance Advisory Council. Balanced Wealth Group is a fee-based, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, providing discretionary investment management and financial planning services through a five-advisor team.

Jeremy Thompson is a Certified Financial Planner™ and holds a Series 66 license with 23 years of industry experience. He has been with Adaptive Financial Consulting, LLC since 2017 and previously worked at Stratos Wealth Partners, LTD. from 2012 to 2017. Thompson is also a licensed insurance agent. Adaptive Financial Consulting, LLC is a team of six advisors serving individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers customized portfolio management and financial planning services, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Daniel Yergan is a CFP® with six years of industry experience, currently serving as an advisor at Fidato Wealth LLC. Prior to joining Fidato Wealth in 2023, he worked at Valmark Financial Group for five years. His background also includes roles outside the financial sector, including experience in marketing and manufacturing. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with diversified portfolios, regular reviews, and integration of technology such as AI tools into its planning processes.