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.

Joshua Melda is a CFP® professional with 25 years of experience in the financial services industry. He is the principal advisor at Cleveland Retirement Planning LLC and has previously worked at Trustpoint, LLC and Lincoln Financial Advisors Corporation. Outside of advising, he teaches sales, leadership, and management classes through Sandler Training. Cleveland Retirement Planning LLC offers investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as pensions and profit-sharing plans. The firm constructs diversified portfolios using a variety of securities and provides pension consulting and 401(k) plan advisory services, utilizing both fundamental and technical analysis tailored to client risk profiles.

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.

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 in Medina, OH, with 26 years of experience in the financial industry. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Weisheit has also operated Gregory J. Weisheit CPA Inc. since 1980, providing accounting services. Gjw Investment Adviser LLC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning, employing fundamental and technical analysis without relying on frequent trading strategies.

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.

I’m a normal guy who branched out on my own to build a client-first firm focused on real relationships and holistic planning. My goal is simple: to be your trusted partner and number one resource for every financial decision. I started my firm because I wanted to practice financial planning with intention. I wanted the time to think deeply, ask better questions, and build thoughtful, comprehensive strategies—not just manage investments. To me, holistic planning means everything works together: investments, tax strategy, retirement planning, cash flow, risk management, estate considerations, and life transitions. Your financial life isn’t segmented, so your plan shouldn’t be either. I built this firm to prioritize depth over volume. That means fewer clients, more attention, and real accessibility when something important comes up. When you call, you’re not routed through layers of bureaucracy—you’re talking directly to me. I believe you can build a successful business without sacrificing your family or your values. I structured my firm so I can serve clients exceptionally well while still living the principles I encourage others to prioritize — balance, integrity, and intentionality. If you’re looking for an advisor who will think carefully, communicate clearly, and walk alongside you through major financial decisions, I’d be honored to serve in that role.

Sandra Thomas is the principal of S.C. Thomas & Associates, CPA, LLC in Medina, Ohio, with 38 years at the firm and 8 years of industry experience as a financial advisor. She holds the PFS™ and Series 65 designations and integrates financial advisory services with tax preparation and planning. S.C. Thomas & Associates serves individual and high-net-worth clients, as well as banking and corporate clients, offering investment management, financial planning, and tax services. The firm employs a tailored investment approach using both passive and active strategies within an asset-allocation framework and manages approximately $93 million in discretionary assets.