David Yormick is a financial advisor at Bison Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bison Wealth Management since 2008, with prior experience at Summit Capital, Inc. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning services to individual and high net worth clients. The firm’s investment approach is long-term focused but adaptable to shorter-term trading based on client objectives or market conditions, utilizing ETFs, individual equities, bonds, and low-cost mutual funds.

Sean Mc Hugh is a financial advisor with The McHugh Group, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes positions at Parker Hannifin and a role at Westwood Country Club. The McHugh Group, LLC provides portfolio management services to individual and high-net-worth clients, focusing on long-term investment strategies aligned with clients’ goals and risk tolerance. The firm applies modern portfolio theory using mutual funds, equities, fixed income, and ETFs, emphasizing capital appreciation and tax minimization through discretionary management and regular account reviews.

Andrew Powers is a CERTIFIED FINANCIAL PLANNER™ professional with over 21 years of experience in the financial services industry. He has worked with firms including Purshe Kaplan Sterling Investments and LPL Financial, and has operated Powers Investment Advisory Corporation since 2005. Powers Investment Advisory Corporation provides discretionary asset management services to individual and high-net-worth clients, focusing on portfolio construction, security selection, and ongoing monitoring tailored to each client’s goals and risk tolerance. The firm employs fundamental analysis and third-party research to manage diversified portfolios oriented toward income objectives.

Janet Edwards is a CFP® with 17 years of industry experience, currently serving at Reed Financial Services, Inc. She has worked at APW Capital, Inc. since 2015 and has been associated with James Reed Financial Services, Inc. since 2012. Reed Financial Services, Inc. is an SEC-registered advisory firm managing approximately $389 million in client assets as of December 31, 2025. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary investment management, fee-based financial planning, and institutional consulting through a team-based approach.

Zachary Miller is a financial advisor with Night Sky Capital Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Ohio State University since 2021 and previously spent nine years at Hawken School. Night Sky Capital Management provides discretionary investment management and financial planning primarily for individual clients, as well as business asset management and institutional asset-management options. The firm uses a technology-driven, quantitative investment approach based on a proprietary momentum framework and manages accounts on a discretionary basis tailored to clients’ risk profiles.

Stephanie Sandle is a CFP® professional based in Cleveland, OH, with nine years of industry experience. She has worked at Bluestone Private Wealth, LLC since 2023 and previously spent ten years at MAI Capital Management, LLC. Bluestone Private Wealth provides wealth advisory and portfolio management services primarily to high-net-worth and individual clients, focusing on a small client base. The firm employs a range of investment approaches, including fundamental, quantitative, technical, cyclical, and modern portfolio theory analysis, offering customized strategies such as long-term investing and options trading.

Thomas Stockett is a financial advisor with Cleveland Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He is also involved in insurance and structured settlement businesses, acting as an independent insurance agent and principal or owner of several related entities. Stockett has held roles with Sage Settlement Consulting and multiple insurance and settlement firms concurrent with his work at Cleveland Wealth. Cleveland Wealth, LLC provides portfolio management, financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm manages over $500 million in assets, typically on a non-discretionary basis, using written investment policy statements and modern portfolio theory.

Richard Lowrie is a financial advisor at Park Edge Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Advisors, McDonald Partners LLC, and Stratos Wealth Advisors. Outside of his advisory role, he serves on the board of trustees for Applewood Centers, a nonprofit focused on mental health and educational services, and is involved with economic policy nonprofits such as Put Growth First and the Puerto Rico Institute for Economic Liberty. Park Edge Advisors serves a diverse client base including high-net-worth individuals, pension plans, and institutional clients. The firm utilizes a mix of investment strategies tailored to each client, including discretionary portfolio management, options, and ETF allocations, and offers performance-based fee arrangements along with traditional asset-based management.

Darren Brooks is a financial advisor with Rea Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Commonwealth Financial Network and Rea Wealth Management since 2006. Outside of his advisory role, he is president and owner of Great Lakes Waterfowler and serves as a trust protector for a trust. Rea Wealth Management is an SEC-registered, multi-advisor firm managing approximately $892 million for about 890 clients. The firm offers customized and model-based portfolio management, financial planning services, and employs a mix of equity and fixed-income strategies tailored to client objectives and risk tolerance.

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.

Rita Mansour is a financial advisor with McDonald Partners LLC in Toledo, OH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with McDonald Partners since 2006. Mansour is active in the community, serving as a board member of the Toledo Museum of Art and the Ohio Arts Council, and volunteering with the Greater Toledo Community Foundation and the Arts Commission of Greater Toledo. McDonald Partners LLC serves individual investors and institutional clients, offering a range of investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management through multiple program structures and a network of financial advisors.

Aaron Stanley is a financial advisor with Vantage Financial Group, Inc. in Cleveland, OH, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Cetera and Cetera Wealth Services and has been an instructor teaching adult continuing education classes on retirement planning concepts at Indiana University of Pennsylvania since 2013. Vantage Financial Group, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and governmental entities, managing approximately $867 million in client assets. The firm offers portfolio management and financial planning tailored to client objectives, utilizing a range of investment vehicles and fundamental analysis.

Fred Botek is a financial advisor with St. Clair Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at CM Wealth Advisors, Inc., LPL Financial, Sequoia Financial Group, L.L.C., and Banc One Securities Corporation. Outside of his advisory work, he serves as Chairman of the Board of Trustees and Investment Committee Chair at Gilmour Academy and holds various trustee and investment committee roles with charitable and religious organizations. 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 blending active and passive strategies, with an emphasis on diversification across traditional and alternative asset classes, and integrates tax and family office services within its wealth management offerings.

Dylan Casler is a financial advisor at McDonald Partners LLC in Cleveland, OH with one year of industry experience. He holds a Series 65 designation and previously worked at MAI Capital Management LLC and Lineweaver Wealth Advisors, LLC. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses a customized approach combining fundamental, technical, and cyclical analysis across multiple platforms and offers both discretionary and non-discretionary portfolio management options.

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.

Grace Arnold is a CFA® charterholder with 10 years of industry experience. She currently works at Greenup Wealth, where she has been since 2024, and previously spent seven years at American Century Investment Services, Inc. Outside of finance, she co-constructed a syndicated crossword puzzle published through Andrews McMeel Universal. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and business entities, employing a variety of analysis methods and investment strategies tailored to both discretionary and non-discretionary accounts.

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 with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, and pension consulting through customized portfolios that utilize fundamental, technical, and cyclical analysis across multiple platforms.

Craig Steinbrink is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Clair Advisors since 2013. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives with integrated wealth management services. The firm employs an open-architecture investment approach combining active and passive strategies and integrates tax and family-office capabilities into its advisory offering.