Daniel Garner is a financial advisor at Presper Financial Architects, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and the Millennial Group prior to joining Presper Financial Architects in 2017. Outside of his advisory role, he teaches retirement seminars through Passport to Retirement. Presper Financial Architects, LLC offers personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm utilizes proprietary portfolio models combining fundamental analysis with active and passive strategies and provides specialized program arrangements and multigenerational planning.

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 experience in financial advising. He is currently with Paradigm Investment Advisory LLC and has previously worked at Manby Financial Strategies, Inc., OnPointe Advisory and Financial Services, LLC, Paradigm Holdings LLC, and Simplicity Wealth LLC. He is also licensed as a fixed insurance agent. Paradigm Investment Advisory LLC serves individual investors, pension plans, corporations, trusts, and other entities, focusing on fee-based financial planning, retirement plan consulting, and referrals to third-party money managers. The firm emphasizes written financial plans, periodic reviews, and manager due diligence without taking custody of client assets or exercising investment discretion.

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.

William Kobyljanec is a financial advisor with Objective Capital Management, LLC, where he has worked since 2015. He holds credentials as a CPA and attorney and has 11 years of industry experience. In addition to his advisory role, he is self-employed as a consultant. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and other institutions. The firm employs a variety of analytical methods and trading techniques, offering both discretionary and non-discretionary portfolio management tailored to client goals.

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.

Richard Weidrick is a financial advisor with Summit Wealth Management LLC in Akron, OH. He holds the PFS™ designation and has 20 years of industry experience. He is also a CPA and operates an affiliated accounting practice through Weidrick, Livesay, Mitchell and Burge, LLC. Summit Wealth Management provides portfolio management and pension consulting services to individual investors and employee benefit plans, using a range of investment strategies and operating under fiduciary principles.

Giuseppe Vitale is a CFP® and PFS™ credentialed financial advisor with 11 years of industry experience. He has worked at Hudson Financial Advisors Inc. since 2020 and previously held roles at Capital Analysts, Beacon Financial Advisory LLC, Beacon Financial Partners, and Lincoln Investment. Outside of his advisory work, Vitale serves on the boards of directors for the DDC Clinic, Center for Special Needs Children, and Northern Ohio Charitable Gift Planners. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm integrates advisory services with insurance consulting and business planning, employing a multi-step, plan-oriented process that includes tax mitigation and wealth transfer strategies.

Joseph Crea is a financial advisor with Enza Financial, LLC, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has worked with Enza Financial since 2014 and previously held positions at M. Holdings Securities, Inc. and Benefits Resource Group. Outside of his advisory role, he serves as a trustee for Ohio Boys Town and is a shareholder in Unsung Brewing Company, LLC. He is also the founder of the Enza Foundation, which donates to selected charities. 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 customizes investment strategies based on client objectives and offers retirement plan participant education and group enrollment seminars, coordinating with third-party managers and leveraging affiliations with M Financial Group and related insurance entities.

Stephen Hecker Jr. is a financial advisor with BCD Advisors in Akron, OH, holding a Series 66 designation and 22 years of industry experience. He has worked with several firms, including Sterne Agee and Armor Financial Management, where he is President and owner involved in life, disability, and long-term care insurance sales. Outside of financial services, he is also involved in marketing for a health and beauty product company. BCD Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and access to third-party money managers. The firm uses asset allocation, fundamental analysis, and Modern Portfolio Theory to tailor portfolios and regularly monitors client investments.

James Unger is a CFP® and ChFC® with 17 years of experience in financial advising. He currently works at DBK Financial Counsel, LLC and has held prior roles at firms including LPL Financial and Morgan Stanley. Outside of his advisory work, he is involved as a hockey coach and operates a farm called Chestnut Tree Farm. DBK Financial Counsel primarily serves high-net-worth individuals, offering ongoing portfolio management and comprehensive financial planning. The firm uses a combination of equities, fixed income, mutual funds, ETFs, and other securities, managing accounts mostly on a discretionary basis with a long-term investment approach that incorporates fundamental and technical analysis.

Howard Myers is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Adviser Alliance since 2018 and previously spent five years with Cetera Advisors LLC. Myers is also the sole proprietor of Myers Financial, where he sells fixed insurance and annuity products. Adviser Alliance, LLC provides investment management primarily to individual clients and certain entities through a team of six independent contractor advisors. The firm offers diversified, discretionary portfolio management and utilizes third-party platforms such as Envestnet for account administration and billing.

Gary Miller is a financial advisor at Bullington Capital Management, LLC, holding a Series 65 designation with 15 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd. from 2026 to the present. Bullington Capital Management provides discretionary investment advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs fundamental and technical analysis and offers tailored portfolio management primarily focused on equity securities, mutual funds, ETFs, and other instruments, while also providing educational seminars.