William Barack is a Series 65-credentialed financial advisor with 19 years of industry experience. He has been the principal of Lindisfarne Investments, LLC since 2009 and also operates Barack Capital Management, LLC. Lindisfarne Investments is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages client portfolios using a risk-tolerance questionnaire and invests primarily in no-load or low-load mutual funds and ETFs, combining equities, fixed income, and option strategies as appropriate.

Steven Muir is a CFA® charterholder with five years of experience at NEO Investment Counsel, LLC, where he has worked since 2020. Prior to that, he spent 18 years at BNY Mellon Wealth Management. Based in Cleveland, OH, he holds Series 63 and Series 65 licenses. NEO Investment Counsel provides portfolio management and prepares customized Investment Policy Statements for individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term trading approach combining fundamental and technical analysis, focusing on large-cap equities, mutual funds, ETFs, and fixed income to build diversified portfolios.

Russel Walcher is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He is the president of SKA Financial Services, Inc., an independent advisory firm he has led since 1999. In addition to his advisory role, Walcher serves as vice president of Strang, Klubnik & Associates, an accounting firm. SKA Financial Services provides investment advisory and financial planning services to individuals, closely held businesses, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $159 million for about 217 clients, offering customized account management that includes both discretionary and non-discretionary strategies using fundamental and technical analysis.

John Jurcago is a financial advisor at Prestige Wealth Management LLC in Strongsville, OH, holding the PFS™ designation with 10 years of industry experience. He has operated Prestige Wealth Management since 2015 and owns an accounting firm, John J Jurcago CPA LLC, through which he occasionally offers accounting services to clients. Prestige Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing a variety of analytical approaches and investment strategies. The firm generally seeks discretionary authority to manage client portfolios and incorporates tax and life insurance considerations into its financial planning.

Mark Skvoretz is a Personal Financial Specialist with 18 years of experience at WS Wealth Management, LLC and over 29 years as a partner in the accounting firm Wasacz & Skvoretz, Ltd. He manages client services including tax preparation and planning outside of his advisory work. WS Wealth Management serves institutional and fiduciary clients through a co-advisory relationship with Pinnacle Wealth Planning Services, focusing on retirement plan consulting, trust wealth management, and fiduciary support rather than direct investment management. The firm integrates tax and accounting expertise from its affiliated CPA practice and emphasizes pension consulting and trustee services.

Josiah Kedzior is the sole advisor at Kedzior Wealth Management LLC in Independence, OH, holding Series 63 and Series 66 credentials with 15 years of industry experience. His prior work includes six years at Thrivent Investment Management Inc. and he currently serves as president of Launch Ventures LLC, a holding company for personal investments. Kedzior Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of analytical methods and both long- and short-term trading strategies to tailor portfolios according to documented risk tolerances, serving a client base that includes charitable entities and without imposing account minimums.

David Zolt is a CFP® professional with 18 years of industry experience, currently serving clients through Westlake Advisors in Lakewood, OH. He has operated DMZ Financial Services since 2007. Outside of advisory work, he runs a retirement-planning software business and is involved with the Alliance of Comprehensive Planners. Westlake Advisors is an independent firm providing fee-only, holistic financial planning and investment advisory services to individuals and families. The firm employs a goals- and tax-aware investment approach with non-discretionary implementation and uses fixed fees rather than percentage-based asset billing.

Michael Rypiak is a financial advisor at Red River Capital in Parma, OH. He holds a Series 65 designation and has experience working in various industries, including roles at FRC Financial, Procter and Gamble, and Ohio State. Red River Capital provides investment advisory services primarily to individuals such as blue-collar workers and small business owners. The firm focuses on risk-managed, long-term diversified portfolios using broad-market index funds and model portfolios tailored to each client’s circumstances.

Steven La Chance is the principal of LaChance Wealth Partners in Shaker Heights, Ohio, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to founding his firm, he held positions in various industries including management consultancy and design build. He is also president of Discernr Inc., a management consulting business based in Cleveland Heights. LaChance Wealth Partners serves individual and high-net-worth clients, offering wealth management and financial planning services with a focus on tailored asset allocation and a combination of passive and active investment strategies. The firm employs a fee-only model and coordinates with third-party professionals and outside managers to implement client plans.

Paul Lehman is a CFP® with 13 years of industry experience. He is the sole advisor at Newgrange Asset Management LLC, an independent firm based in Strongsville, OH. Newgrange Asset Management LLC is a fee-only, state-registered investment adviser serving individual and high-net-worth clients. The firm provides portfolio management and financial planning, employing a combination of fundamental and technical analysis to implement long-term and options trading strategies.

Kathleen Browning Ceicys is the sole advisor at Wilson & Browning, Inc., an independent firm based in Pepper Pike, OH. She holds a Series 63 designation and has 26 years of industry experience. She has been with Wilson & Browning, Inc. since 1992 and with Mutual Service Corporation since 2003. She is the 100% owner of Wilson & Browning, Inc., where she also offers life and health insurance. Wilson & Browning provides discretionary investment management and voluntary financial planning to a small client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, targets a 12–18 month investment horizon, and maintains formal referral and solicitation relationships with independent third-party advisors.

John Zugay is a CFP® professional with 11 years of industry experience. He has been with Family Financial Services, LLC since 2014 and also has a longstanding association with KeyBank dating back to 2006. Family Financial Services, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a range of analytical techniques and a long-term trading approach, managing client accounts mostly on a non-discretionary basis.

Carmen Ilacqua is the sole advisor at C.N.M. Management, LLC, an independent firm based in Mayfield Village, OH. He holds a Series 63 designation and has 26 years of industry experience, having worked at C.N.M. Management since 1996. C.N.M. Management provides discretionary investment management specializing in customized portfolio management for high-net-worth individuals and families. The firm employs a strategy focused on capital appreciation through long positions in global equities combined with short sales of small-capitalization equities, utilizing fundamental, technical, and macroeconomic analysis.

Walter Moore is a CFP® with 26 years of industry experience, currently serving as the sole advisor at Appaloosa Wealth Management LLC in Independence, OH. He has been with Appaloosa Wealth Management since 2014 and also maintains roles at Planned Financial Services and Linsco Private Ledger since 2007. Moore serves as a trustee for a family foundation in Michigan. Appaloosa Wealth Management provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes tailored Investment Policy Statements, uses various analytical methods and model portfolios, and offers services including discretionary and non-discretionary management, with a particular focus on small-business pension and profit-sharing plans as well as alternative investments.

Mark Donnelly is the sole advisor at The Estate Planning Team, Inc. in Middleburg Heights, OH, with 20 years of industry experience. He has led the firm since 2014 and is also a licensed independent insurance agent specializing in life, health, and long-term care insurance. The Estate Planning Team, Inc. provides individualized financial planning for individuals and high-net-worth clients, delivering comprehensive written plans and topic-specific advice. The firm does not manage client assets directly but refers clients to third-party investment advisers for portfolio implementation, focusing on tailored asset allocation aligned with each client’s goals and risk tolerance.

John Southworth is a CFA® charterholder and the sole advisor at Southworth Investment Management, LLC, with 16 years of industry experience. He has led his independent firm since 2012 in Westlake, Ohio. Southworth Investment Management serves a small group of high-net-worth individuals, managing approximately $31.9 million across eight client relationships. The firm employs fundamental analysis and both long- and short-term trading strategies, offering personalized Investment Policy Statements and portfolio monitoring with a focus on mostly non-discretionary asset management.

Michael Coletta is a CFP® professional with 10 years of industry experience. He is the principal of Coletta Capital, LLC, an independent registered investment adviser, and previously worked at Kovalcik & Geraghty Wealth Partners LLP and Edward Jones. In addition to his advisory role, he also operates an independent insurance practice. Coletta Capital provides discretionary asset management and financial planning primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm offers tailored portfolio management using fundamental, technical, charting, and cyclical analysis, and conducts quarterly account reviews to align with clients’ goals and risk tolerance.

Dee Price is the sole advisor at Affinity Financial LLC, an independent firm based in Solon, OH, with 23 years of industry experience. She holds Series 63 and Series 65 registrations and has been involved in financial planning and related services through her own business since 1984. In addition to her advisory work, she is licensed to sell various insurance products and was recently accepted as a part-time faculty member at the University of Phoenix, Cleveland campus. Affinity Financial LLC provides fee-based portfolio management and financial planning primarily for individual and small-business clients, as well as corporate pension and profit-sharing plans. The firm offers investment supervisory services through institutional platforms, hourly consultations on specialized topics, and maintains affiliated businesses in insurance and tax preparation, along with educational activities.

Carol Clark is a CFA charterholder with 13 years of industry experience, currently serving as the sole advisor at Oncenter Financial Advisors LLC since 2013. She manages an independent advisory firm based in Beachwood, OH. Oncenter Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, high-net-worth clients, and retirement plans. The firm employs a long-term, fundamentally driven investment approach that emphasizes broadly diversified portfolios primarily composed of index-based ETFs while offering retirement plan advisory services that include ERISA-focused investment oversight.

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.