Ronald Bates is a CFP® and PFS™ with 15 years of experience in the financial advisory industry. He has been with St. Clair Advisors, LLC since 2012. St. Clair Advisors is an independent, practitioner-owned multi-family office serving high-net-worth families, business owners, and corporate executives. The firm employs an open-architecture investment approach combining active and passive strategies, with a focus on diversification across traditional and alternative asset classes, and integrates tax and family office services as part of its wealth management offerings.

Patrick Dulzer is a financial advisor at W&S Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Western & Southern Life since 2016 and W&S Brokerage Services since 2010. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and also offers comprehensive financial planning through agents of Western & Southern Life. The firm uses non-discretionary, automated model portfolios managed by Fort Washington Investment Advisors and emphasizes a fixed-fee structure rather than traditional AUM-based billing.

Brenton Luce is a financial advisor with Woodland Wealth Partners, holding a Series 65 designation and 10 years of industry experience. He worked at Carnegie Investment Counsel for 11 years before joining Woodland Wealth Partners in 2026. Outside of his advisory role, Luce serves as CEO of Woodland Green, LLC, an investment vehicle focused on Private Equity and Real Estate Funds. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm provides portfolio management and financial planning with a discretionary, model-driven approach complemented by customized strategies when needed, managing approximately $711.9 million in assets.

Kayla Stowe is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Lakeridge Wealth Management LLC and has previously worked at CETERA Advisor Networks LLC and Neece, Malec, Seifert & Vitaz, Inc. She serves as a board member of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education meeting topics. Lakeridge Wealth Management LLC is a multi-advisor SEC-registered firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, focusing on fundamentally driven portfolios with ETFs and mutual funds alongside other investment vehicles.

Jeffrey Mucciarone is a financial advisor at Peak Wealth Solutions with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Cambridge Investment Research, LPL Financial, and American Portfolios Financial Services. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, primarily focusing on clients near or in retirement. The firm employs a multi-model, global asset allocation approach and offers both individual account management and plan-level consulting, managing approximately $982 million in client assets.

Daniel Vujanov is a financial advisor at Peak Wealth Solutions with six years of industry experience. He holds a Series 65 designation and has worked at CBIZ Investment Advisory Services LLC and Sequoia Financial Group prior to joining Peak Wealth Solutions. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm employs a seven-person team managing several hundred million dollars in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with an emphasis on tailored portfolio strategies and fiduciary standards.

Laura Mineo is a financial advisor with McDonald Partners LLC, holding 29 years of industry experience. She previously worked at Janney Montgomery Scott LLC and Thomas McDonald Partners LLC. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Joseph Stanzi is a financial advisor at McDonald Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners LLC serves a diverse client base including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, with capabilities in both discretionary and non-discretionary portfolio management.

Gregory Gromek is a financial advisor at Peak Wealth Solutions with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Inc. and JR Hill and Associates. Gromek is also a registered representative and an insurance producer, providing fixed insurance and annuity products. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, focusing primarily on clients near or in retirement. The firm employs a multi-model, global asset allocation approach utilizing discretionary individual account management and plan-level consulting, with offerings that include tax-efficient and tactical investment strategies.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at AmTrust Financial and Cetera Advisor Networks LLC. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

Karen Bauman is a CFP® and CFA® charterholder with nine years of industry experience. She currently serves as an advisor at GGM Financial LLC, where she has worked since 2021, following seven years at J.P. Morgan Investment Management Inc. Karen took a three-year parental leave between 2018 and 2021. GGM Financial LLC provides financial planning, portfolio management, retirement plan consulting, and wealth management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages discretionary assets through a combination of internally managed model portfolios and third-party model options, offering a broad range of securities and products alongside individualized financial planning and retirement rollover guidance.

James Schleicher is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with W&S Advisory Services, LLC. He has worked with Western Southern Life and W&S Brokerage Services since 2008. Outside of his advisory role, Schleicher is involved in leadership and motivational speaking through Team IBB, LLC, has published an online book titled "It Starts with a Plan," teaches leadership essentials at Lake Erie College, and volunteers with the Tommy Deroia Foundation, a nonprofit focused on addiction awareness. W&S Advisory Services, LLC provides non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform and offers standalone financial planning services. The firm operates as a subsidiary of Western & Southern Financial Group and is noted for its wrap fee program focused on minor accounts, utilizing model portfolios managed by an affiliated sub-adviser.

Mitchell Stein is a financial advisor at Arena Private Wealth with 20 years of industry experience and holds the Series 66 credential. He has previously worked at Mutual Securities, Inc. and Fifth Third Securities, Inc., among other firms. Stein serves on the Board of Trustees at University School and is involved in fundraising and leadership roles at Cleveland Clinic Children's Hospital and Saint Martin De Porres High School. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering customized strategies including covered-call approaches for concentrated equity positions. The firm employs a mix of fundamental, technical, and modern portfolio techniques and sponsors pooled investment vehicles and private funds.

Maryanne Battistone is a financial advisor at McDonald Partners LLC with 32 years of industry experience. She has worked at Thomas McDonald Partners LLC since 2009, UBS Financial Services Inc. since 2007, and McDonald Investments Inc. since 1997. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients such as pension plans, foundations, and trusts. The firm provides investment management, financial planning, pension consulting, and brokerage services, combining advisory and broker-dealer activities alongside affiliated private fund management.

Denny Johnson is a financial advisor at Woodland Wealth Partners in Pepper Pike, OH, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Carnegie Investment Counsel, Kestra Financial, Inc., and Cleveland State University. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations with portfolio management and financial planning. The firm uses a combination of fundamental, technical, quantitative, and management-focused research to manage discretionary accounts through model portfolios or customized strategies.

Brian Distler is a financial advisor with Lakeridge Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Advisor Networks LLC and NMS Wealth Management prior to his current roles. Distler also serves as a director and chief compliance officer at Lakeridge Wealth Management. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on fundamentally driven portfolios that primarily use ETFs and mutual funds while maintaining flexibility to include other investment vehicles.

Patricia Kuhar is a financial advisor at Journey Advisory Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at TW Advisors for 10 years before joining Journey Advisory Group in 2023. Journey Advisory Group serves individual clients, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.47 billion in assets, employing a long-term investment strategy that includes strategic asset allocation and various analytical approaches, with portfolios typically managed on a discretionary basis.

Anthony Spena Sr. is an advisor at Independence Capital Co., Inc. with 52 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Allstate Insurance Company and Key Investment Services, LLC. He also works as an insurance agent specializing in fixed life insurance, annuities, disability, health, and long-term care insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm uses fundamental analysis and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and offers both discretionary and non-discretionary portfolio management.

Razmig Pounardjian is a financial advisor at Woodland Wealth Partners with 11 years of industry experience. He holds the Series 65 designation and previously worked at Carnegie Investment Counsel for 14 years. Outside of his advisory role, Pounardjian is a partner in Woodland Green, LLC, an entity used to invest primarily in private investments. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm generally manages discretionary accounts using model portfolios informed by various research approaches and provides customized strategies when needed.

David Cassese is a financial advisor with Independence Capital Co., Inc. who holds CPA credentials and has 25 years of industry experience. He has worked at Legacy Financial Services, Inc. since 2004 and operates Cassese + Company, which he founded in 1992. Outside of advisory work, he owns IC Products LLC, a business specializing in ice cream technology and equipment, and provides accounting, tax preparation, and business consulting services. Independence Capital Company, Inc. serves individual and institutional clients with investment advisory and financial planning services, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances while offering a broad range of investment products and third-party manager solutions.