Colin Anderson is a financial advisor with Vantage Financial Group, Inc. in Cleveland, Ohio, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has been with Vantage Financial Group since 2010 and also works with Cetera Wealth Services. Outside of advisory services, he is the owner and distiller at Christmas City Spirits, a distillation company in Bethlehem, Pennsylvania. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets across a range of investment strategies and provides portfolio management, financial planning, consulting, and retirement plan consulting through a team of six advisors.

Ian Grove is a financial advisor at Bull Harbor Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Integrity First Wealth and Hazard & Siegel Inc. Outside of advising, he is involved with JDV Consulting LLC, providing estate and fixed planning consulting services, and serves as a member of Lifetime Advisors LLC. Bull Harbor Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $354.8 million through a team of 28 advisors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services with a customized, primarily long-term investment approach.

Carl Camillo is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is a senior partner and part owner at Financial Management Strategies, Inc., where he has worked since 2000. Camillo's prior experience includes roles at Cetera Wealth Services, Plancorp, Inc., and Vantage Financial Group. He serves as immediate past president of the Northeast Ohio Association of Financial Professionals and works as an expert witness in securities arbitration cases. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a range of analytical methods and strategies to manage portfolios aligned with clients' investment policy statements and also offers retirement plan advisory, consulting services, and participant education workshops.

William Tomlinson is a financial advisor at Independence Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has been associated with Independence Wealth Advisors since 2020. In addition to his advisory role, Tomlinson is a principal at United Brokerage Group MPD, LLC, an insurance agency where he provides product knowledge and underwriting support to independent insurance agents. Independence Wealth Advisors serves individual and high-net-worth clients as well as pension and employee benefit plans, offering discretionary portfolio management, pension consulting, and financial planning. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of analytical approaches and strategies, and requires clients to use specified custodians for account management.

John Stauffer is a financial advisor with Financial Management Strategies, Inc. He holds a Series 63 designation and has 16 years of industry experience. His prior roles include positions at Cetera, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory work, he serves as a sales consultant for an electrical manufacturing firm. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of analytical methods and investment strategies tailored to client objectives.

Mary Kozar is a CFP® professional with 28 years of industry experience. She has worked at Capital Advisors, Ltd., LLC since 2010 and has been associated with Lincoln Investment since 2012. Her role includes financial planning analysis and support. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment management and financial planning services, implementing portfolios with mutual funds, ETFs, equities, fixed income, and REITs, while maintaining distinctive cash management practices.

Rachel Smylie is a Series 65 licensed advisor with North Star Advisory Group, LLC, where she has worked since 2024. She has two years of industry experience, including prior roles at Skylight Financial Group and various community-based positions. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, financial planning, and specialty consulting, utilizing tailored investment strategies across fixed-income securities, mutual funds, and ETFs.

Nicholas Paterniti is a financial advisor at Journey Wealth Management with seven years of industry experience. Prior to joining Journey Wealth Management in 2022, he worked at several firms including Beacon Financial Advisory LLC, Lincoln Investment, and Park Avenue Securities. Outside of finance, he has a maintenance role at Avanti Salon. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm offers customized, discretionary investment programs and combines investment advisory work with family-office style services such as bill-pay and tax coordination.

Anthony Panuto II is a financial advisor at Shaker Investments with 20 years of industry experience. He holds the Series 66 designation and has been with Shaker Investments since 2006. Shaker Investments serves individual investors, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporate clients, providing discretionary portfolio management, financial planning, sub-advisory services, and model portfolio recommendations to TAMP sponsors. The firm focuses primarily on equity management with a research-driven process that combines thematic and fundamental analysis with valuation screening and technical inputs.

Alec Acampora is a financial advisor at Independence Wealth Advisors, LLC with two years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Independence Wealth Advisors, he worked at NYLife Securities LLC and New York Life Insurance Company. Independence Wealth Advisors serves individual and high-net-worth clients, as well as pension and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, quantitative, and technical investment methods and offers client access to comprehensive reporting and monitoring tools.

William Hegarty Jr. is a financial advisor at McDonald Partners LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2010. Outside of his advisory role, he serves on the board and finance committee of Fieldstone Farm, a non-investment related organization, without compensation. McDonald Partners LLC serves individual and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer functions and manages affiliated private funds alongside its various portfolio management and financial planning programs.

Michael Baker is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with FSM Wealth Advisors, LLC d/b/a Journey Wealth Management and has previously worked at Mariner Wealth Advisors, Sequoia Financial Advisors, LLC, and Aurum Wealth Management Group LLC. Journey Wealth Management is a fee-only, SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates. The firm offers financial planning, investment management, and consulting services, with an emphasis on strategic asset allocation and a fiduciary standard, integrating tax coordination and cash management functions for clients.

Jacob Cogley is a financial advisor at Lineweaver Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Hunter Associates, and Flyer Enterprises. Lineweaver Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm manages approximately $908 million in client assets and employs a team-based approach with multiple offices and delegated managers.

Adam Stalnaker is a financial advisor with Rockport Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Private Client Services and Cetera Advisors LLC and is involved with Ars Capital, Inc., which partly owns Rockport Wealth, LLC. Outside of advisory roles, he is a 50% owner of Rockport Real Estate Holdings, LLC. Rockport Wealth Advisors serves individual and high-net-worth clients by providing financial planning, investment management, and retirement-plan advisory services. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to tailor and monitor individualized portfolios.

Shu Hsin Hsieh is a CFP® professional with 12 years of industry experience, currently serving at Independence Capital Co., Inc. She has held roles at firms including TransGlobal Advisory LLC and Transamerica Financial Advisors, Inc., and has a background that includes 24 years at Pfizer Inc. Hsieh is president of the Yaodong Liu Family Foundation, a family charitable foundation. Independence Capital Company, Inc. offers investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across 300 client relationships with an 18-person advisory team. The firm employs fundamental analysis and a long-term trading orientation, tailoring portfolios to client objectives and risk tolerances while utilizing a broad range of securities and external managers.

Glen Crabtree is a financial advisor at Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Northwestern Mutual and NYLife. Symphony Financial Services serves a diverse client base, including individuals, trusts, estates, pension and profit sharing plans, and corporate entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing various analysis methods and incorporating insurance and variable annuities into its services.

Christopher Martin is a CFP® professional with eight years of experience in financial advising. He has been with Fairway Wealth Management LLC and its predecessor firm since 2012. Fairway Wealth Management primarily serves high-net-worth individuals and families, focusing on integrated wealth management, family office, and estate planning services. The firm emphasizes tax-aware asset allocation and cash-flow strategies, managing a significant portion of assets on a non-discretionary basis and providing advice for held-away retirement and plan accounts.

Michael Bearducci is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Vantage Financial Group since 1999 and also has experience at Cetera and Cetera Wealth Services. In addition to his advisory role, Bearducci is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Vantage Financial Group, Inc. is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and governmental entities. The firm manages approximately $867 million in client assets across six advisors, offering portfolio management, financial planning, consulting services, and retirement plan consulting tailored to client objectives using a range of investment strategies and products.

Phoebe Kaylor is a financial advisor at Winslow Asset Management Inc with 21 years of industry experience. She has been with Winslow Asset Management since 2008. Kaylor holds the Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $581.7 million in discretionary assets.

Kyle Sanders is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with Lineweaver Wealth Advisors, where he has worked since 2026. Prior to that, he held positions at RBC Capital Markets LLC and PNC Investment. Lineweaver Wealth Advisors is an SEC-registered firm providing discretionary portfolio management, financial planning, and wealth management services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs tailored asset allocations based on client profiles and utilizes strategies such as modern portfolio theory, fundamental and technical analysis, and options and margin strategies when appropriate.