Michael Nowacki is a financial advisor at Strategic Wealth Partners, Ltd. with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Nowacki Capital Management LLC and Saga Partners, LLC. Outside of finance, he owns and manages M&P Bargain Books, a bookstore in Willoughby, Ohio. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing portfolio management, financial planning, retirement consulting, and outsourced chief investment officer services. The firm employs a diversified investment approach using fundamental, technical, and charting analysis, and manages approximately $1.3 billion across a broad range of public and private investments.

James Myers is a financial advisor at Journey Wealth Management with 22 years of industry experience. He holds a Series 63 credential and previously worked at Victory Capital Advisers and Victory Capital Management Inc from 2016 to 2024. Journey Wealth Management is a fee-only, SEC-registered adviser serving individuals, trusts, and estates, including high-net-worth clients. The firm provides financial planning, investment management, and consulting, emphasizing strategic asset allocation and integrating tax and operational services under a fiduciary standard.

Meaghan Grant is a financial advisor at Rockport Wealth Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Thrivent and Lake Forest Country Club. Prior to her financial career, she spent ten years in college and secondary school settings. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisors, and digital platforms to implement client strategies, emphasizing individualized portfolios and active account monitoring.

Quin Strouse is a financial advisor with Fourth Dimension Wealth, LLC in Millersburg, Ohio. He holds a Series 66 designation and has two years of industry experience, including prior roles at LPL Financial and Design Outreach. Strouse serves as a board member for Design Outreach, Inc., a nonprofit organization focused on vision, administration, and fundraising. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm customizes asset allocations based on client objectives and employs a mix of analytical methods while actively managing diversified portfolios.

Brian Kerber is a financial advisor at Prasad Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Regal Investment Advisors, Regulus Financial Group, and Ohio National Financial Services. Kerber serves as a board member of the Western Gales Homeowners Association. Prasad Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term investment orientation.

Daniel Steinberg is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding the ChFC® and Series 63 credentials with 42 years of industry experience. His career includes roles at Cetera and Savage & Associates Inc. Steinberg serves as a past chairperson of the Toledo Jewish Community Foundation and chairs the long-range planning committee at Sylvania Country Club. 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 and offers tailored portfolio management, financial planning, and consulting services through a team of six advisors.

Geoffrey Hauck is a financial advisor at Van Cleef Asset Management Inc with 16 years of industry experience. He has been with Van Cleef since 2008 and holds a Series 65 designation. 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 combining active equity selection with low-cost passive exposures, using a team-based research process overseen by an Investment Committee.

Anthony Kulka is a financial advisor with Prasad Wealth Partners, holding a Series 66 designation and 12 years of industry experience. He previously worked at Regulus, LLC, Regal Investment Advisors, LLC, Arbor Point Advisors, and Securities America Inc. There are no additional outside activities noted. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors with personalized financial planning and investment management. The firm emphasizes customized planning and primarily uses fundamental analysis with a long-term orientation, employing a range of investment vehicles including mutual funds, ETFs, equities, and derivatives when appropriate.

Jonathan Emrick is a CFP® and CFA® with 16 years of industry experience. He has worked at True Wealth Design, LLC since 2018 and previously spent eight years at Fidelity Investments. Jonathan holds Series 63 and Series 66 licenses. True Wealth Design, LLC serves individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans, providing financial planning, investment advisory, wealth management, and retirement-plan consulting. The firm employs a structured, tax-aware asset-allocation approach and offers specialized strategies such as direct indexing and tax-aware long/short investments, supported by affiliated tax and accounting services and an independent insurance brokerage.

Pamela Kruger is a financial advisor at Cornerstone Asset Management Services, Inc., holding Series 63 and Series 65 credentials with 29 years of industry experience. She has worked at Cornerstone since 2005 and has also been affiliated with J.W. Cole Financial and J.W. Cole Advisors during that time. Outside of her advisory role, she is involved in tax preparation as an Enrolled Agent and manages estate finalization and distribution for trustees and beneficiaries. Cornerstone Asset Management Services primarily serves individual clients across a range of net worth levels, providing discretionary portfolio management through its Alpha/Beta Solutions platform as well as sub-advisory services. The firm’s investment approach combines fundamental and technical analysis in a proprietary model-driven process, offering risk-based portfolio selection and ongoing account monitoring.

George Anastasakis is a financial advisor with Cornerstone Asset Management Services, Inc., holding a Series 63 designation and over 40 years of industry experience. He has been with Cornerstone since 2005 and is also involved with several other business ventures, including MTH Hats, LLC, a retail sales operation, and C. M. Hyatt & Associates, which provides notary services. Additionally, he serves as a trustee for a family trust. Cornerstone Asset Management Services, Inc. offers discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm employs a proprietary, computer-aided investment process that combines fundamental and technical analysis and provides multiple service delivery options, including model portfolios, separately managed accounts, sub-advisory services, and financial planning.

Tobias Yearms is a financial advisor at Adaptive Financial Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stratos Wealth Partners. Tobias is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Adaptive Financial Consulting provides portfolio management, financial planning, pension consulting, and standalone consulting services to individuals, high-net-worth clients, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Diane Stack is a CFA® charterholder with 25 years of industry experience. She has been with North Point Portfolio Managers Corporation since 1999, where she is part of a four-advisor team based in Orange Village, OH. North Point Portfolio Managers Corporation provides separately managed portfolio management services to individuals, pension and profit-sharing plans, endowments, and corporations. The firm combines quantitative CFROI analysis with traditional fundamental research, focusing on low turnover and portfolios typically holding around 40 core equity positions aligned with clients’ objectives and risk tolerances.

Marc Thomas is a CFP® professional with 23 years of industry experience. He has worked at Lesjak Financial Corp since 1999 and is currently part of the team at Lesjak Planning, LLC in Westlake, OH. Lesjak Planning is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold approach tailored to client risk profiles and employing diversified allocation models across various asset categories.

Wayne Barker is a ChFC® and Series 65-licensed financial advisor with 13 years of industry experience. He is currently with Prosperity Capital Advisors and previously worked at Valor Capital Management, LLC. Barker is based in Cleveland, OH. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios and specialized strategies across various asset classes and platforms.

Brian Marino is a financial advisor with OneSeven in Beachwood, OH, holding a Series 63 designation and over 20 years of industry experience. His career includes roles at Raymond James Financial Services, Boston Harbor Wealth Advisors, and Mass Mutual Life. Marino serves on the Board of Directors for the Finance Department at Kent State University, contributing to student engagement and the college's mission. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term focused and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments, supported by internal due diligence and access to various independent managers and platforms.

Margaret Halloran is a financial advisor at Carnegie Investment Counsel with 10 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2017, following a 17-year tenure at Midwest Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analysis in its investment process and offers both discretionary and non-discretionary portfolio management, accommodating client preferences and working with third-party advisers as part of its service model.

Aaron Vaughn is a CFP® professional with 23 years of industry experience, currently with Fortis Capital Advisors, LLC. He previously worked at Ameriprise Financial Services, Inc. for 19 years and is also associated with Defiant Financial Services LLC. Outside of his advisory role, Vaughn is an attorney specializing in estate planning and is involved in several non-investment-related business ventures, including technology services and firearms instruction. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm employs customized portfolio construction and ongoing monitoring, implementing a range of strategies across passive, active, tactical, blended, and ESG-integrated approaches, primarily on a discretionary basis.

Larry Sills is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes roles at LPL Financial LLC, B. Riley Wealth Advisors, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He provides investment advisory services through Stratos Wealth Partners, LTD, an independent registered investment advisor. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients, offering financial planning and portfolio management through customized and model portfolios. The firm’s integration with SEI-affiliated businesses provides access to specialized investment management and custody services.

Gary Chidsey is a financial advisor at LexAurum Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Nationwide Securities and Nationwide. Outside of his advisory role, he serves as Chairman of the Medina County Young Professionals Association, part of the Medina Chamber of Commerce. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies based on modern portfolio theory and offers a range of risk-based managed-account models implemented primarily with low-cost ETFs.