Frank Cihlar is the sole advisor at CCM Investment Counsel, an independent firm based in Stow, Ohio. He holds 26 years of industry experience and has been with CCM Investment Counsel, including its predecessor firm CCM Management & Research, Inc., since 1997. CCM Investment Counsel provides discretionary portfolio management and investment advice to individuals, families, trusts, pension or profit-sharing plans, and non-profit organizations. The firm uses fundamental analysis and a structured process to create written investment guidelines that align with clients’ objectives, focusing on value investing, diversification, asset allocation, and tax-efficient management.

Brian Davis is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is the principal of Davis Wealth Management, LLC, an independent advisory firm he has operated since 2002, and has been associated with LPL Financial since 2009. Davis also engages in the sale of fixed life insurance products outside his broker-dealer affiliation. Davis Wealth Management provides fee-based financial and investment planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses exclusively on comprehensive planning engagements without discretionary portfolio management, delivering written plans and periodic updates while leaving implementation to clients or third parties.

Adam Philipp is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is the principal of Philipp Capital Advisors LLC and has previously worked at firms including Cadaret, Grant & Co., Inc. and Cedar Brook Financial Partners. Philipp is also a licensed attorney who maintains a separate legal practice. Philipp Capital Advisors is a fee-only registered adviser serving individual and high-net-worth clients with discretionary investment management, financial planning, and retirement plan consulting. The firm employs client-specific asset allocation targets using a combination of passive and active funds and individual securities, managing accounts on a discretionary basis with integrated planning for retirement, estate, tax, insurance, and business concerns.

Sandra Gontero is a CFP® and PFS™ with nine years of experience in financial planning. She has been the sole advisor at Epoch Wealth Management since 2016, operating from Chagrin Falls, OH. Epoch Wealth Management serves individual clients and U.S.-based businesses, offering comprehensive and modular financial planning services along with advisory guidance on various topics including cash flow, tax planning, and estate planning. The firm does not directly manage client portfolios but recommends pre-screened third-party investment managers and utilizes electronic tools and modeling techniques for financial planning engagements.

David Ogden is a financial advisor with Ogden Asset Management, LLC in Chagrin Falls, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 23 years at Lincoln Financial Advisors. Ogden Asset Management is an independent, fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach combining passive index and ETF cores with actively managed or individual-stock satellites, focusing on diversified, globally oriented portfolios with a value bias and a specific valuation screen for growth stocks.

William Mccarthy is a financial advisor with Partners Investment Services, Inc. in Hudson, Ohio, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Partners Investment Services since 1999 and also serves as president and CEO of Partners Insurance Agency, an insurance marketing company, since 2006. Partners Investment Services serves older adults and families of seniors, focusing on estate protection and long-term care planning, including Medicaid planning. The firm’s preservation-oriented investment approach emphasizes fixed and fixed-indexed annuities and money-market vehicles, with recommendations made on a non-discretionary basis and tailored to clients’ needs rather than continuous asset management.

Steve Persons is a financial advisor with CBS Funding, Inc. in Broadview Heights, OH, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with CBS Funding since 2011 and is also involved with Creative Benefit Strategies, Inc., a pension consulting and actuarial firm where he spends a majority of his time. Additionally, he works as an insurance agent selling life, disability, and annuities on a limited basis. CBS Funding, Inc. provides personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs client-specific investment policies, fundamental analysis, and model portfolio allocations, offering both discretionary and non-discretionary management alongside ERISA plan services and participant education.

Danielle Lechard is a financial advisor with Return on Life Wealth Partners in Cleveland, OH, holding a Series 66 credential and five years of industry experience. She has worked at firms including LPL Financial, Alliance Bernstein, and Planned Financial Services. Return on Life Wealth Partners serves individuals, high-net-worth families, business owners, and retirement plans with comprehensive financial planning and discretionary portfolio management, offering services such as tax and estate planning coordination and family-office style solutions. The firm uses a values-centered approach to align portfolios with client goals and provides a range of concierge services alongside traditional advisory offerings.

Amanda Crighton is a CFP® and holds a Series 66 license, with nine years of industry experience. She has worked at Rabe Investment Consulting Group since 2021 and held positions at Wells Fargo Clearing, Randstad Staffing, and Banana Republic prior to that. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a combination of active and passive portfolio management strategies, emphasizes tax-efficient asset allocation, and offers discretionary and non-discretionary management alongside advising on held-away insurance and annuity products.

Scott Fischer is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with Enza Financial, LLC since 2014 and also has a history with M HOLDINGS SECURITIES, Inc. Outside of his advisory role, Fischer serves on the Tudor House Advisory Council, contributing to promotion, ticket sales, donations, and maintenance activities. Enza Financial serves individual and high-net-worth clients as well as businesses, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm tailors investment advice to client objectives using a variety of strategies and offers distinctive services such as retirement plan participant education and group seminars.

Laura Lindahl is a financial advisor at Lindahl & Mansager Inc with 13 years of industry experience. She has been with the firm since 1992. Lindahl & Mansager provides tax planning, tax preparation, accounting services, investment management, and financial planning to individuals, trusts, estates, corporations, and businesses. The firm serves both individual and high-net-worth clients, managing roughly $214 million in assets with a small advisory team. Their investment approach emphasizes diversification, use of Morningstar risk ratings, buy-and-hold strategies, and integrates ongoing tax and accounting services alongside portfolio management.

William Manby is a CFP® and ChFC® with 24 years of industry experience. He is affiliated with Paradigm Investment Advisory LLC and has held roles at Simplicity Wealth LLC, Paradigm Holdings LLC, OnPointe Advisory and Financial Services, LLC, and Manby Financial Strategies, Inc. He is also a licensed fixed insurance agent. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to both individual and institutional clients, focusing on manager due diligence, asset allocation, and fundamental analysis while relying on third-party money managers for security selection. The firm also sponsors multiple privately offered conduit investment funds and offers retirement-plan fiduciary and administrative support.

Kenneth Patsey is a financial advisor with Wisdom Investment Strategies, LLC, holding a Series 63 designation and 40 years of industry experience. He has worked at Wisdom Investment Strategies since 2016 and also serves as Executive Director of Manufacturing Works, a nonprofit supporting manufacturing companies in workforce development, technology adoption, and succession planning in Northeast Ohio. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, charitable organizations, and endowments. The firm uses a proprietary equity selection methodology called Wisdom Select and offers customized investment advice through a discretionary process that includes fundamental and technical analysis as well as options for risk management.

David Lapuma is a CFP® professional affiliated with GatePass Capital, LLC, with 13 years of industry experience. He previously worked at Ancora Advisors LLC, Inverness Securities LLC, and Zelman Partners LLC before joining GatePass Capital in 2024. GatePass Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, corporations, retirement plans, and a private fund with related special purpose vehicles. The firm employs a diversified approach that includes publicly traded securities, alternative asset classes, and venture equity investments, managing both individual portfolios and pooled investment vehicles.

Norman Lindahl is a CFP® with 13 years of industry experience and has been with Lindahl & Mansager Inc. since 1992. He holds a Series 63 license and works out of Fairlawn, OH. Lindahl & Mansager provides tax planning, tax preparation, accounting services, investment management, and financial planning to individuals, trusts, estates, corporations, and businesses. The firm serves both individual and high-net-worth clients, managing roughly $214 million across about 281 client relationships with a small advisory team. Its investment approach emphasizes diversification and uses primarily no-load mutual funds and ETFs, integrating accounting and tax services alongside portfolio management.

Anthony Marlette Jr. is a financial advisor at Brookside Financial Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Huntington Financial Advisors, The Huntington Investment Company, and PNC Investments prior to joining Brookside in 2021. Brookside Financial Advisors is a fee-based firm providing financial planning and portfolio management services for individual clients. The firm uses client-specific investment policy statements and risk-tolerance assessments, relies on third-party money managers, and integrates tax, accounting, insurance, and legal services through affiliated practices.

Mark Oelschlager is a CFA® charterholder with five years of industry experience and serves as the sole advisor at Oelschlager Investments in Akron, OH. He previously worked at Oak Associates, Ltd. for 19 years before founding his current firm in 2019. Oelschlager Investments provides discretionary investment advisory services to registered investment companies, including the Towpath Funds, and separately managed accounts for high-net-worth individuals, corporations, foundations, endowments, and public plans. The firm combines top-down market and sector analysis with bottom-up company selection, managing concentrated portfolios with low turnover across various strategies including All-Cap Core, Technology, and Fixed Income.

Chelsea Hussey is a CFP® and ChFC® with 15 years of experience in financial advisory roles. She currently serves at Return on Life Wealth Partners, having previously worked at firms including LPL Financial and Northwestern Mutual. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning process that aligns investment and legacy strategies with client goals and offers a range of fee arrangements alongside specialized services.

Elaine Bartels is a financial advisor at CBS Funding, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at CBS Funding since 2024. In addition to her advisory role, she provides actuarial and consulting services at Creative Benefit Strategies, Inc. CBS Funding, Inc. offers personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses client-specific investment policy statements and fundamental analysis to guide portfolio management and supports a range of ERISA plan services, benefiting from its close affiliation with Creative Benefit Strategies, Inc., a pension consulting and actuarial practice.

Dennis Coon is a CFP® professional with 22 years of experience in the financial services industry. He has worked at firms including American Portfolios Financial Services, Inc., Hill Financial Group, Equitable Advisors, and UBS Financial Services before founding Transcend Wealth in 2018. Transcend Wealth offers fee-based financial planning and portfolio management to individual and high-net-worth clients, providing discretionary and non-discretionary asset management as well as variable annuity management without commission sales. The firm emphasizes an individualized advisory process and regularly conducts public educational seminars that focus on financial education rather than product sales.