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 Flaspohler is a financial advisor with Skybox Financial Group LLC and holds a Series 65 designation. He has been with Skybox Financial Group since 2026 and has prior experience including roles at Cleveland Football Academy and Case Western Reserve University. Skybox Financial Group provides advisory services to individual and high-net-worth clients, managing approximately $75 million across about 189 accounts. The firm uses a portfolio construction approach based on modern portfolio theory and asset allocation, offering discretionary management, comprehensive financial planning, and client education programs.

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.

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.

Michael Donnellan is a financial advisor at M3 Wealth Management with 34 years of industry experience. He previously worked at L.M. Kohn & Company for 10 years and has held the Series 63 and Series 65 designations. Outside of his advisory role, he serves as president of King Financial, Inc., an investment-related branch office he started in 1998. M3 Wealth Management provides discretionary and non-discretionary investment management and financial advice to individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm emphasizes customized, long-term portfolio management and coordinates with clients’ tax and legal advisors as directed.

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.

Glenn Searles is a financial advisor with Skybox Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Skybox Financial Group since 2017 and previously at Cetera Advisors LLC from 2013 to 2017. In addition to his advisory role, he owns and is the primary insurance producer for Skybox Risk Management, LLC. Skybox Financial Group provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and employee benefit plan education. The firm manages approximately $75 million across about 189 client accounts and employs an investment process based on modern portfolio theory and asset allocation.

Scott Huff is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at River Wealth Management LLC since 2020 and previously held roles at Arbor Point Advisors and Securities America, Inc. Outside of advisory work, he is the creator of Yourefolio, a computer software platform that provides planning tools for professional advisors. He also serves in law enforcement with the City of Cleveland. River Wealth Management provides investment advisory and planning services to a diverse client base, including individual and high-net-worth households, retirement plans, and charitable organizations. The firm customizes investment approaches based on client goals, employing a variety of analytical methods and strategies, while offering discretionary and non-discretionary asset management along with financial planning and consulting.

William Chapman is a CFA® charterholder at Ridge Creek Global, Inc. with 22 years of industry experience. He is based in Strongsville, OH, and works at a boutique firm with one other advisor. Ridge Creek Global provides global wealth advisory services to individuals, families, trusts, endowments, and foundations. The firm employs a stewardship-driven and analytical investment approach, combining quantitative and qualitative analysis to build diversified strategic asset allocations focused on moderating volatility and pursuing long-term compound returns.

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.

Frank Fantozzi is a financial advisor with Return on Life Wealth Partners in Brecksville, Ohio, holding a Series 63 designation and over 32 years of industry experience. He has worked at Planned Financial Services, LLC and LPL Financial since 2004. Outside of advising, Frank serves as a non-profit board member coaching a girls travel soccer team and has acted as an expert witness in legal cases. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning approach that integrates investment, risk management, and legacy strategies aligned with client goals, offering both traditional and flexible fee arrangements.

James Davis is a financial advisor with Cunningham Wealth Management in Broadview Heights, OH, holding 17 years of industry experience. He has been with Cunningham Wealth Management since 2008 and is also involved with Cunningham and Associates, a local public accounting firm. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm emphasizes a comprehensive investment approach that includes asset allocation and multiple analytical methods, with regular account reviews and coordination through custodial platforms and independent managers.