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.

Connie Costanzo is a financial advisor at Ascend Wealth Management with five years of industry experience. She holds a Series 66 designation and has previously worked at WestPoint Wealth Management, Edward Jones, and First Federal Savings and Loan Association of Lakewood. In addition to her advisory role, she is an independently licensed insurance agent. Ascend Wealth Management is an independent, fee-based registered investment adviser serving individual and high-net-worth clients with holistic financial planning and wealth management. The firm emphasizes a fiduciary, client-driven investment approach focused on long-term growth, diversification, and value-oriented analysis, and offers educational workshops alongside tailored portfolio management.

Gregory Schnelzer is a financial advisor at Victory Financial Services LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2012 to 2018 before joining Victory Financial Services in 2018. Victory Financial Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and other businesses. The firm combines tactical asset allocation with technical analysis to manage portfolios of individual stocks and ETFs, serving both retail and corporate clients while offering education and consulting services for employer-sponsored retirement plans.

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.

Gregory Weisheit is the principal of GJW Investment Adviser LLC, an independent firm based in Medina, OH. He holds the PFS™ designation and has 27 years of experience in the financial advisory industry. Weisheit also owns an accounting firm, Gregory J. Weisheit CPA Inc., which he has operated since 1980. He has been involved with several businesses concurrently, including part ownership in LisaMarie Payroll. GJW Investment Adviser LLC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management and financial planning tailored to client goals, employing fundamental and technical analysis without frequent-trading strategies. It operates as a single-advisor practice with a relatively small client base and integrates accounting and tax services through its principal’s CPA background.

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.

Sandra Thomas is the sole advisor at S.C. Thomas & Associates, CPA, LLC in Medina, OH. She holds the PFS™ and Series 65 designations and has nine years of industry experience, complementing 38 years with her firm, which she has been with since 1988. S.C. Thomas & Associates serves individual and high-net-worth clients, as well as businesses, offering discretionary investment management, project-based financial planning, and tax preparation services. The firm integrates tax considerations into investment decisions and coordinates planning with accounting services, employing a mix of passive and active strategies guided by modern portfolio theory and ongoing asset-allocation reviews.

Amanda Sharratt is a financial advisor at Your Wealth Financial Solutions, LLC in Medina, OH, with six years of industry experience. She holds a Series 65 designation and previously worked at Whitaker-Myers Wealth Managers, Ltd. and operated Sharratt Financial Solutions, LLC. Amanda also has experience with Medina United Methodist Church. Your Wealth Financial Solutions provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes written Investment Policy Statements, applies fundamental analysis alongside modern portfolio theory and quantitative methods, and offers estate-planning coordination through third-party services.

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.

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.

Brett Thomas is the sole advisor at Fractal Financial Design, LLC, an independent firm based in Litchfield, Ohio. He holds a Series 65 designation and has 12 years of industry experience. In addition to his advisory role, Thomas has worked at S.C. Thomas & Associates, CPA since 2002. Fractal Financial Design provides discretionary portfolio management and related advisory services to individuals, estates, trusts, and business entities, focusing on younger, currently employed high-net-worth clients. The firm combines investment advisory services with in-house accounting and tax preparation, employing individualized, active-trading strategies that utilize growth and income securities along with covered-call option strategies.

Sandria Calio is a CFP® and PFS™ credentialed financial advisor with eight years of industry experience. She has been with Providence Financial Services, LLC since 2020 and previously worked at Providence Wealth Partners LLC from 2017 to 2020. In addition to her advisory role, she provides income tax planning and preparation as well as long-term care and health insurance services through her firm. Providence Financial Services is an independent registered investment adviser serving individual clients with portfolio management and financial planning. The firm manages approximately $12.6 million in client assets, employing a range of strategies from long-term buy-and-hold to more active techniques, and incorporates Modern Portfolio Theory into its investment process.

William Henzey is a CFP® professional with 36 years of industry experience. He is the sole advisor at Financial Guidance Investment Advisers, Inc. in Olmsted Falls, OH, where he has worked since 1999. In addition to his advisory role, he owns an accounting services business and is a licensed insurance agent involved in insurance product sales and services. Financial Guidance Investment Advisers, Inc. provides customized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a primarily long-term, fundamental analysis approach, focusing on low-cost, diversified mutual funds and offers non-discretionary portfolio management, ERISA plan support, and pension consulting.

Daniel Doyle is a CFP® professional with 17 years of industry experience. He has been the sole advisor at Oak Park Wealth Management LLC since 2014 and holds Series 63 and Series 66 licenses. In addition to his advisory role, he is a licensed insurance individual and sells insurance products. Oak Park Wealth Management provides fee-only, fiduciary investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a primarily long-term, tailored investment approach using diversified mutual funds, ETFs, individual securities, and bonds, and may utilize a broader range of tools including options and managed-account programs.

Curtis Lindsay is a financial advisor with Cademuir Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms including Westpoint Wealth Management and Ameritas Investment Corp. Outside of advisory services, he is actively involved in selling life, disability, annuities, and long-term care insurance. Cademuir Wealth Management is a single-advisor registered investment adviser that offers discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves pensions, profit-sharing and other retirement plans, trusts, small businesses, and individual clients, using fundamental analysis and modern portfolio theory to tailor portfolios and provide participant education and pension consulting.

Timothy Coyne is the sole advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Coyne Capital Management since 2010. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 in investable assets. The firm emphasizes asset-class diversification, utilizes both fundamental and technical analysis, and offers tailored Investment Policy Statements to align with clients’ goals and risk tolerance.