Brandon Steinhagen is a CFP® and ChFC® with six years of industry experience. He is associated with Elios Financial Group, Inc. and has previously worked at DBK Financial Counsel, LLC and Townsend Group. Brandon holds multiple securities licenses including Series 63, 65, and 66. Elios Financial Group, Inc. provides financial planning, wealth management, investment management, and referrals to third-party money managers for a range of clients including individuals, families, and institutions. The firm employs asset allocation, fundamental and technical analysis, and modern portfolio theory principles to manage portfolios using various instruments, conducting at least quarterly account reviews and offering both discretionary and non-discretionary management.

Calla Cornett is a CFP® professional with eight years of industry experience, currently serving as an advisor at Capital City Wealth Management, Inc. She previously worked at HighTower Advisors LLC and WealthTrust Fairport, LLC. Her current firm serves individual and high-net-worth clients, offering discretionary investment management and financial planning through a wrap-fee program with a risk-based, tailored investment approach.

Nancy Oktavec is a financial advisor with JPS Financial, LLC in Westlake, Ohio, holding 12 years of industry experience. She has been with JPS Financial since 2013. JPS Financial provides investment advisory services to individuals, including high-net-worth clients, business owners, professionals, corporate executives, and retirees, as well as pension and profit-sharing plans. The firm customizes strategies based on client objectives and risk tolerance, using fundamental analysis and a combination of long- and short-term approaches, and offers services such as portfolio management, financial planning, and pension consulting with participant education.

Robert Stewart Jr. is a financial advisor with CCF Advisors LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Fortune Financial Services Inc. since 2006. Outside of his advisory role, Stewart is involved in college funding planning and sells fixed life insurance and annuities. CCF Advisors, LLC provides investment supervisory services and financial planning to individuals, high-net-worth individuals, and business owners. The firm employs fundamental, technical, and cyclical analysis across both long- and short-term strategies, with a focus on client-specific Investment Policy Statements and primarily non-discretionary asset management.

Michael Donnellan is a financial advisor at M3 Wealth Management with 34 years of industry experience. He previously worked at L.M. Kohn & Company for 10 years and has held the Series 63 and Series 65 designations. Outside of his advisory role, he serves as president of King Financial, Inc., an investment-related branch office he started in 1998. M3 Wealth Management provides discretionary and non-discretionary investment management and financial advice to individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm emphasizes customized, long-term portfolio management and coordinates with clients’ tax and legal advisors as directed.

James Elios is a financial advisor at Elios Financial Group, Inc. with over 30 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Carson Wealth, CWM, LLC, Private Client Services, and LPL Financial. Elios is also an author of a self-published book available on Kindle. Elios Financial Group, Inc. provides financial planning, wealth management, and investment management services to individuals, families, and various institutions. The firm employs asset allocation, fundamental and technical analysis, and modern portfolio theory, managing diverse portfolios including stocks, bonds, mutual funds, ETFs, and select private and public securities.

Glenn Searles is a financial advisor with Skybox Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Skybox Financial Group since 2017 and previously at Cetera Advisors LLC from 2013 to 2017. In addition to his advisory role, he owns and is the primary insurance producer for Skybox Risk Management, LLC. Skybox Financial Group provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and employee benefit plan education. The firm manages approximately $75 million across about 189 client accounts and employs an investment process based on modern portfolio theory and asset allocation.

Alfred Feronti is a financial advisor with AMFG Wealth Management LLC in Westlake, OH, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. He has been with AMFG Wealth Management since 2018 and previously worked at SageGuard Wealth Management and Hazard & Siegel Inc. Feronti owns A & M Financial Group Inc., a company involved in the sale and service of fixed insurance products and acting as a solicitor for Hazard & Siegel Advisory Services LLC. AMFG Wealth Management is a small advisory firm serving individual and high-net-worth clients, retirement plans, charities, and corporate entities. The firm provides ongoing portfolio management and financial planning, often referring client assets to third-party managers and using a modern portfolio theory-based investment process documented through Investment Policy Statements.

William Chapman is a CFA® charterholder at Ridge Creek Global, Inc. with 22 years of industry experience. He is based in Strongsville, OH, and works at a boutique firm with one other advisor. Ridge Creek Global provides global wealth advisory services to individuals, families, trusts, endowments, and foundations. The firm employs a stewardship-driven and analytical investment approach, combining quantitative and qualitative analysis to build diversified strategic asset allocations focused on moderating volatility and pursuing long-term compound returns.

Gregory Pinter is a CFP® and CFA® with 21 years of industry experience, currently serving as an advisor at JPS Financial, LLC since 2004. He holds a Series 63 license and is based in Westlake, Ohio. Outside of his advisory role, he is involved in the sale of various insurance products including group life, disability, and long-term care insurance through multiple carriers. JPS Financial, LLC provides investment advisory services to individuals such as high-net-worth clients, business owners, professionals, and retirees, as well as pension and profit-sharing plans. The firm employs a tailored investment approach combining fundamental analysis with both long- and short-term strategies, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

James Eastwood is a CFP® with 29 years of industry experience. He is currently with AMFG Wealth Management LLC and has held roles at firms including Allstate Insurance Co, OneAmerica Securities, and American United Life. He has been affiliated with the J Edward Group since 2000. AMFG Wealth Management is a small team advisory firm serving individual and high-net-worth clients, retirement plans, charities, and corporate entities. The firm uses a modern portfolio theory-based investment approach, offers ongoing portfolio management and financial planning, and may refer assets to third-party managers while maintaining documented Investment Policy Statements for clients.

Jason Thomson is a financial advisor at Gross Investments LLC with five years of industry experience. He holds a Series 65 designation and has worked at Gross Insurance LLC, Sherwin Williams, AMFG Wealth Management LLC, WestPoint Wealth Management, and KEYBANK. Gross Investments LLC serves individual and high-net-worth clients by providing project-based financial planning, hourly consultations, and ongoing investment management. The firm employs a variety of analytical approaches to build primarily long-term portfolios and offers both discretionary and non-discretionary management tailored to client preferences.

Kathleen Chapman is a CFA® charterholder with 22 years of industry experience. She has worked at Chapman Capital Management Group, Inc. since 1989. Ridge Creek Global, Inc. provides global wealth advisory services to individuals, families, trusts, endowments, and foundations, focusing on both discretionary and non-discretionary portfolio management. The firm serves a relatively small, high-net-worth client base and employs a stewardship-driven, analytical investment approach that incorporates diversified global exposures and ongoing portfolio monitoring.

Zachariah Spicer is a financial advisor with AMFG Wealth Management LLC in Ashland, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Oneamerica Securities and American United Life. He is also a licensed life insurance agent involved in the sale of life, disability, annuities, and long-term care insurance products. AMFG Wealth Management LLC is a small team advisory firm managing approximately $44 million for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm provides portfolio management, financial planning, and third-party money manager referrals, employing both long- and short-term trading strategies including covered-call options.

John Pinter is a ChFC®-designated financial advisor with 23 years of experience, currently serving at JPS Financial, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Westlake, Ohio. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, and fixed annuities, as well as servicing short- and long-term care disability policies. JPS Financial, LLC provides investment advisory services to individuals, including high-net-worth clients, business owners, professionals, corporate executives, and retirees, as well as pension and profit-sharing plans. The firm employs a tailored investment approach combining fundamental analysis and both long- and short-term strategies, offering discretionary and non-discretionary portfolio management alongside financial and pension consulting services.

Joshua Szafranski is a financial advisor at Edgewater Pro Sports Financial with a Series 65 designation and experience dating to 2019. His prior roles include positions at AML RightSource and Edgewater Investment Group, as well as work with Cleveland State University and the YMCA of Greater Cleveland. Edgewater Pro Sports Financial serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $180 million on a discretionary basis for about 452 clients. The firm uses a five-phase Life Planning process and employs a range of investment strategies including fundamental analysis and trading approaches.

Leah Hadley is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Great Lakes Investment Management, LLC since 2017 and founded Great Lakes Divorce Financial Solutions, LLC in 2016, where she serves as President providing financial consulting and mediation services related to divorce. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management and a range of planning services including project-based, hourly, and subscription models. The firm is noted for its focus on divorce-related financial consulting and forensic valuation, alongside traditional wealth management, and conducts educational seminars for organizations and the public.

Stephen Pinter is a financial advisor with JPS Financial, LLC, holding a Series 63 designation and 19 years of industry experience. He has been with JPS Financial since 2005. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, fixed annuities, and long-term care products through multiple insurance firms. JPS Financial, LLC provides investment advisory services to individuals, business owners, professionals, corporate executives, retirees, and pension plans. The firm offers customized portfolio management, financial planning, and pension consulting, employing fundamental analysis and a combination of long- and short-term investment approaches.

Mark Pinzone is a financial advisor with M3 Wealth Management in North Royalton, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at L.M. Kohn & Company and The Leaders Group, LLC. Outside of advising, he teaches business courses and coaches football at Brunswick High School. M3 Wealth Management offers discretionary and non-discretionary investment management and financial advice to individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm employs a client-tailored, generally long-term investment approach that includes portfolio customization and coordination with clients’ tax and legal advisors.

David Szafranski is a financial advisor at Edgewater Pro Sports Financial with over 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Chalice Capital Partners and Niagara International Capital Limited. Outside of advising, he contributes to radio and podcast programs focused on financial topics and government policy. Edgewater Pro Sports Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a structured Life Planning process and uses fundamental analysis combined with various investment strategies to manage approximately $180 million in discretionary assets.