Shaena Yorke is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and bringing 24 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and has served as a trustee for a 401(k) and profit-sharing plan outside of her advisory role. Yorke is also involved in fiduciary activities, including acting as a trustee and personal representative. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers both discretionary and non-discretionary asset management, employing a variety of investment strategies across mutual funds, ETFs, equities, fixed income, options, and alternative vehicles.

Blake Dickens is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and six years of industry experience. He has previously worked at River Financial Group and Westlake Wealth Advisors. Outside of his advisory work, he coaches the forwards of the Hudson High School hockey team. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based portfolios using mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and sub-advisory relationships.

Michael Tricaso is a financial advisor at ValMark Advisers, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at ValMark Financial Group since 2019. Outside of his advisory role, he owns an online retail business, Bear Feet LLC. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers various proprietary and third-party investment platforms.

Mark Weaver is an investment advisor at Signature Equity Partners, LLC, with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at OSAIC and SII. Weaver serves as a board member of the CIC Condominium #8 Board of Directors and acts as a trustee and financial power of attorney for family trusts and accounts. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-driven portfolio solutions and both discretionary and non-discretionary management approaches.

Jared Miller is a financial advisor with StoneX Advisors Inc. in Beachwood, OH, holding a Series 66 designation and 15 years of industry experience. He has been with StoneX Advisors since 2015 and previously worked at StoneX Securities beginning in 2014. Outside of his advisory role, he is a partner at Weinberg Wealth Management and serves as Board President of the Jewish Education Center of Cleveland, as well as a committee member for the Jewish Federation of Cleveland. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through a combination of independent advisors and an in-house Private Client Group. The firm uses various platforms and third-party money managers to implement customized investment strategies and supports multiple account structures for its clients.

Frank Bevilacqua II is a CFP® professional with over 21 years of experience in the financial services industry. He is affiliated with ValMark Advisers, Inc. and has been involved with multiple related entities, including W3 Wealth Management, LLC, where he serves as a partner and owner. Outside of his advisory work, he holds a volunteer treasurer position for a homeowners association and has ownership interests in several business ventures unrelated to investment management. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a large network of advisors. The firm emphasizes diversified, goal-based portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive due diligence.

Caleb Burr is a financial advisor at Prosperity Capital Advisors with a Series 65 credential and one year of industry experience. He has previously worked with JL Smith Holistic Wealth Management and has a background that includes roles in education at Youngstown State and Lafayette College. Outside of advising, Mr. Burr is a licensed insurance agent offering fixed insurance products such as life insurance, annuities, and Medicare supplements. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to private and alternative solutions through various provider platforms.

Douglas Pease is a Series 65-licensed advisor at Carnegie Investment Counsel with 14 years of industry experience. He has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse range of clients, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process that incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Lisa Matuszny is a financial advisor at Avantax Planning Partners, Inc. with four years of industry experience. She holds a Series 65 designation and has been with Avantax since 2021. In addition to her advisory role, she is a shareholder and CPA at Hobe & Lucas CPAs, Inc., where she supervises employees and oversees tax and accounting services. She also serves on the board of Spice Field Kitchen, assisting with budgeting, financial statements, and fundraising for the nonprofit’s educational programs. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisors. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee, and offers tax-intelligent overlays and centralized trading within a larger corporate group.

Ann Iglai is a CFP® professional with 27 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. She holds Series 63 and Series 66 licenses and has been associated with StoneX Securities Inc. since 2014. Outside of her advisory role, she is the owner of IGS Financial LLC, where she is involved in the sales of life insurance and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm offers a variety of investment strategies through independent advisors, an in-house Private Client Group, and third-party money managers, supported by multiple platforms and account structures.

Alexander Adams is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials with seven years of industry experience. His prior work includes roles at Cetera and JPMorgan Chase Bank. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Kyle Cook is a financial advisor with Westminster Financial Advisory Corp in Brecksville, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Westminster Financial Companies in 2024, he worked at Lincoln Electric and Ernst & Young. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on strategic asset allocation, employing a primarily buy-and-hold strategy with tactical overlays and occasional option strategies.

Amy Lorius is a CFP® professional with five years of industry experience, currently serving as a financial advisor at CM Wealth Advisors LLC since 2020. She previously worked at Key Private Bank for ten years. CM Wealth Advisors serves individual and high-net-worth clients through portfolio management, financial planning, and wealth-management services. The firm’s multidisciplinary team, which includes credentialed accounting and investment professionals, manages investment strategy and oversight and also provides trustee and managing-member services for certain client entities.

Justin Grossman is a financial advisor with Prosperity Capital Advisors based in Westlake, OH, holding Series 65 and Series 63 licenses and having nine years of industry experience. His career includes roles at Prudential Insurance Company of America, Cambridge Investment Research Advisors, and US Bank. Outside of advisory work, he partners with the local chapter of the American Financial Education Alliance to conduct seminars aimed at reducing financial illiteracy. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other clients. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers a range of services including financial planning, discretionary investment management, and retirement plan solutions.

Matthew Brigeman is a CFP® with 12 years of industry experience. He has been with MGO ONE SEVEN LLC dba MB Wealth Management Group since 2017 and previously worked at Kohmann Bosshard Financial Services, LLC. In addition to his advisory role, he is also an independent insurance agent specializing in life insurance. He is affiliated with OneSeven, a multi-team firm that provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach and offers both discretionary and non-discretionary portfolio management using diversified mutual funds, ETFs, individual securities, and alternative investment options.

Janine Halsey is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been associated with The O. N. Equity Sales Company and Ohio National Financial Services since 2012. In addition to her advisory role, she is also involved in insurance sales, focusing on life, disability, long-term care fixed annuities, and annuities. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based planning, third-party investment programs, and managed account options, with a focus on both discretionary and non-discretionary client relationships.

John Conry is a financial advisor at OneSeven with 34 years of industry experience. He has held roles at MGO ONE SEVEN LLC dba MB WEALTH MANAGEMENT GROUP since 2019 and previously worked at Longbow Research LLC for 10 years. Outside his advisory work, he refers clients for sophisticated tax planning and assists with class action settlement recoveries through Financial Recovery Strategies. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios with access to alternatives and private placements, offering both discretionary and non-discretionary management arrangements.

Joseph Swiderski is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Stratos Wealth Advisors LLC and previously worked at BNY Mellon and Huntington National Bank. He serves as Board Member and Treasurer for Catholic Charities Diocese of Cleveland, a nonprofit delivering services to over 400,000 individuals annually. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions. The firm provides investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives using a range of portfolio management strategies and third-party platforms.

William Kovar is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 63 designation and 22 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2014. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Benjamin Wallace is a CFA® charterholder with eight years at CM Wealth Advisors LLC and five years at RMS Investment Group LLC, totaling 13 years of industry experience. He is based in Beachwood, OH. CM Wealth Advisors LLC serves high-net-worth individuals, families, and foundations with comprehensive wealth management, estate and tax planning, and portfolio management. The firm employs a core growth equity model balanced with fixed-income and alternative investments, utilizing a manager-of-managers structure and focusing on asset allocation, diversification, and access to less-efficient markets through pooled investment vehicles.