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.

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.

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.

Robert Pearce is a Certified Financial Planner® with eight years of industry experience. He is the sole advisor at Pennant Wealth Management LLC, where he has worked since 2024. Prior to this, he spent seven years at Mercuri Asset Management and twelve years at IMG Action Sports. Pennant Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a goals-based, asset-allocation strategy using a mix of passive and active investments and offers services including investment management, financial planning, retirement plan consulting, and educational seminars.

Roger Balser is the sole advisor at Balser Wealth Management, LLC, an independent firm based in Avon, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of experience in the financial industry, having led his firm since its founding in 2004. Balser Wealth Management provides fee-based investment advisory services to individual investors, company retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a combined fundamental and technical analysis approach, including the Dorsey Wright point-and-figure method, and offers portfolio management, pension consulting, advisory consulting for financial professionals, and educational seminars.

John Stamatis is a financial advisor with Whitestone Capital Management, Inc. in Avon, OH. He holds a Series 63 designation and has 26 years of industry experience. Stamatis has been with Whitestone Capital Management since 1991. Whitestone Capital Management provides discretionary investment advisory and portfolio construction services primarily for individuals, trusts, estates, charitable organizations, and other business entities. The firm focuses on fundamental analysis of common stocks, certificates of deposit, and U.S. government securities to develop portfolios tailored to each client's risk tolerance and investment horizon.

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.

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.

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.

Angel Way is a financial advisor with Way Street Financial, LLC in Brunswick, Ohio, holding a Series 65 credential and 11 years of industry experience. Prior to founding Way Street Financial, she held roles at multiple firms including ORG Partners, Paragon Estate Planners, and Emerald Investment Partners. Outside of advising, she serves on the board of Integrated Community Solutions, a nonprofit focused on community development for people with developmental disabilities, and is Vice President of the MetroWest Toastmasters club. Way Street Financial provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm combines investment advisory services with affiliated insurance and tax-related businesses, offering a range of products and educational seminars while managing accounts under discretionary authority using modern portfolio theory and tailored client recommendations.

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.

Robert Murphy is a financial advisor at Front Edge Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at The Ohio State University Department of Athletics since 2021, where he performs accounting and billing services as a fiscal associate. Prior to this, he was employed at Amazon in 2021. Front Edge Capital Management provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $88.5 million in client assets, delivering customized portfolios based on a proprietary research process that integrates fundamental, technical, and cyclical analysis with a focus on large U.S. companies.