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 28 years of industry experience. His prior experience includes 12 years at Charles Schwab & Co., Inc. and several roles within WestPoint Wealth Management and affiliated firms. Outside of advising, he is involved in supporting a family-owned bar business, the Sangria Stand LLC. WestPoint Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans with investment advisory and financial planning services. The firm uses a combination of fundamental analysis and modern portfolio theory, offering both direct management and third-party manager referrals tailored to client goals and risk tolerances.

Matthew Daugherty is a CFP® with 24 years of industry experience, currently serving as an advisor at Balanced Wealth Group LLC since 2023. He previously worked at Ameriprise for 18 years. 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 adviser serving individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios of ETFs, mutual funds, individual stocks, bonds, and unaffiliated managers, managing roughly $494 million in discretionary assets across about 455 clients.

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.

Timothy Noe is a financial advisor with WestPoint Wealth Management, LLC in Berea, Ohio, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. He has worked at Ameritas Advisory Services and related Ameritas companies for 15 years and has operated Tim Noe Financial Services, Inc. since 2004. In addition to his advisory role, he is licensed as an independent insurance agent. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans, including ERISA 3(21) services. The firm applies fundamental analysis and modern portfolio theory to tailor strategies and manages assets both directly and through third-party managers, with a substantial portion of assets managed on a non-discretionary basis.

Joseph Littman is a financial advisor with Arena Private Wealth in Shaker Heights, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His background includes roles at Sanford C. Bernstein & Co., LLC, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and ProEquities Inc. Outside of his advisory work, he serves as Treasurer for Hillel at Kent State University, University of Akron, and Hiram College, as well as a partner in a manufacturing business, Gavitt Wire & Cable Co. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, offering customized strategies and managing accounts on a discretionary or non-discretionary basis. The firm employs a combination of fundamental, technical, and modern portfolio approaches and acts as a fund sponsor and general partner through affiliated entities.

John Blatt is a financial advisor at Tempo Wealth with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at MassMutual Financial Group and Cleveland Wealth, LLC before joining Tempo Wealth in 2025. Blatt is also an agent for life, disability, long-term care insurance, and fixed annuities. Tempo Wealth offers discretionary portfolio management, financial planning, advisor selection, and pension consulting primarily for individuals and high-net-worth clients. The firm incorporates a multidisciplinary investment approach and provides specialized services in alternative and digital assets.

Susan Akers is a financial advisor at Winslow Asset Management Inc with 23 years of industry experience. She holds a Series 65 designation and has been with Winslow Asset Management since 2000. The firm provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. Winslow Asset Management employs a combination of qualitative, quantitative, and technical analysis across various asset classes and manages approximately $581.7 million in discretionary assets.

Thomas Scheiman is a financial advisor at Independence Capital Co., Inc. with 39 years of industry experience. He holds a Series 63 designation and has been associated with Independence Capital since 1990. He also owns a CPA firm, Dempsey Scheiman & Associates, providing tax preparation and accounting services. 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. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to clients’ objectives and risk tolerances while utilizing a broad range of securities and investment vehicles.

David Mrosko is a CFA® charterholder with three years of industry experience. He has worked at North Point Portfolio Managers Corporation since 2022 and previously spent 17 years with PNC Private Bank. North Point Portfolio Managers Corporation provides separately managed portfolio management services to individuals, pension plans, endowments, and corporations, combining quantitative CFROI analysis with fundamental research and emphasizing low turnover and long-term holdings. The firm is noted for publicly providing performance results and managing assets with a compact four-advisor team.

John Kim is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kim & Associates, LLC since 2012 and the Ohio Attorney General's Office since 2011. In addition to his advisory work, he operates a law practice specializing in estate tax law and is involved in organizing amateur race track events through the Porsche BMW Owners Club. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach that tailors asset allocation and investment strategies to individual objectives and risk tolerance, utilizing a range of instruments including stocks, bonds, ETFs, options, and derivatives.

Scott Hanna is a financial advisor at WestPoint Wealth Management, LLC with 40 years of industry experience. He holds the Series 63 designation and has worked at WestPoint Wealth Management since 2014, including in its current form since 2021. Hanna also owns The Willoughby Agency, a property and casualty insurance business. WestPoint Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, providing investment advisory and financial planning services. The firm employs a mix of discretionary and non-discretionary asset management strategies, combining fundamental analysis and modern portfolio theory, and offers both direct management and third-party manager referrals.

Broc Stradley is a financial advisor at WestPoint Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Grey Street Company and Parkland Securities. Outside of advising, he is a licensed insurance agent appointed with various insurance companies. 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 and offers a combination of discretionary and non-discretionary asset management along with third-party manager referrals and educational seminars.