Jonathan Broadbent is a financial advisor with Plan Partners LLC in Newbury, OH, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at IFS Securities, Fintegra LLC, Merrill, Key Investment Services LLC, and KeyBanc Capital Markets Inc. He has been with Plan Partners since 2013. Plan Partners serves small institutional retirement-plan sponsors, charitable institutions, endowments, and individual retail clients. The firm provides fiduciary consulting under ERISA and UPMIFA, participant education, financial planning, and assistance in selecting outside money managers and TAMPs, typically offering non-discretionary advice and relying on model portfolios and third-party research tools.

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.

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.

Carmen Ilacqua is the sole advisor at C.N.M. Management, LLC in Cleveland, OH, holding a Series 63 designation with 27 years of industry experience. She has operated C.N.M. Management since 1996. The firm offers customized portfolio management services primarily to high net worth individuals and families, managing a concentrated client base of approximately $5 million in assets. Its investment approach focuses on capital appreciation through long positions in global equities combined with significant short selling of small capitalization securities, employing leverage and a mix of 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.

Brian Moore is the sole advisor and managing member of Moore Money Solutions. He holds a Series 65 designation and has prior work experience including a 25-year career in the United States Navy and a role as a subcontract program manager at BAE Systems Inc. Moore Money Solutions provides financial planning and investment consultation services to individuals and businesses, employing a primarily passive, Modern Portfolio Theory-based approach without directly managing client assets. The firm operates on a fee-only basis and offers services through hourly planning or subscription retainers.

Dee Price is the sole advisor at Affinity Financial LLC in Solon, OH, holding Series 63 and Series 65 licenses with 24 years of industry experience. Prior to founding Affinity Financial in 2007, Dee worked at Cadaret, Grant & Co., Inc. and has operated Dee A. Price Financial Planning Services Inc. since 1984. Additionally, Dee is licensed to sell various insurance products through their corporation and has been accepted as part-time faculty at the University of Phoenix, Cleveland campus. Affinity Financial LLC provides fee-based portfolio management and financial planning services to individuals and institutional clients, including corporate pension plans and charitable organizations. The firm offers a range of financial consulting services and typically co-manages accounts through institutional platforms and third-party sub-advisors.

Blase Restifo is the sole advisor at Great Lakes Financial Companies Inc. in Twinsburg, Ohio, holding a Series 66 designation with 40 years of industry experience. He has been with Westminster Financial Securities, Inc. since 1997. Outside of his advisory role, he owns and operates the Restifo Insurance Agency. Great Lakes Financial Companies, Inc. provides discretionary investment management primarily for individual clients, managing diversified portfolios of mutual funds and exchange-traded funds, with individualized portfolio management based on a consultative intake process.

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.

Huaiyu Chen is a CFP® professional with 10 years of industry experience and has been the sole advisor at MEV Value LLC since 2015. He also has a long-standing role at Youngstown State University, where he has worked since 2003. MEV Value LLC is a small independent advisory firm serving primarily individual clients with discretionary and non-discretionary portfolio management and financial planning. The firm uses an asset-allocation process that balances active and passive management and employs detailed compliance and trading policies uncommon for a single-advisor practice.

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.

Sandra Gontero is a CFP® and PFS™ with nine years of experience in financial planning. She has been the sole advisor at Epoch Wealth Management since 2016, operating from Chagrin Falls, OH. Epoch Wealth Management serves individual clients and U.S.-based businesses, offering comprehensive and modular financial planning services along with advisory guidance on various topics including cash flow, tax planning, and estate planning. The firm does not directly manage client portfolios but recommends pre-screened third-party investment managers and utilizes electronic tools and modeling techniques for financial planning engagements.

David Ogden is a financial advisor with Ogden Asset Management, LLC in Chagrin Falls, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 23 years at Lincoln Financial Advisors. Ogden Asset Management is an independent, fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach combining passive index and ETF cores with actively managed or individual-stock satellites, focusing on diversified, globally oriented portfolios with a value bias and a specific valuation screen for growth stocks.

William Mccarthy is a financial advisor with Partners Investment Services, Inc. in Hudson, Ohio, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Partners Investment Services since 1999 and also serves as president and CEO of Partners Insurance Agency, an insurance marketing company, since 2006. Partners Investment Services serves older adults and families of seniors, focusing on estate protection and long-term care planning, including Medicaid planning. The firm’s preservation-oriented investment approach emphasizes fixed and fixed-indexed annuities and money-market vehicles, with recommendations made on a non-discretionary basis and tailored to clients’ needs rather than continuous asset management.

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.

Terrence Mchugh is the principal of The McHugh Group, LLC, with 25 years of industry experience. He has operated The McHugh Group since 2002 and has been in the advisory business through Terrence P. McHugh, LLC since 1999. In addition to his role as a financial advisor, he is also a licensed attorney. The McHugh Group, LLC provides portfolio management and advisory services primarily to individuals and high-net-worth clients. The firm uses a Modern Portfolio Theory-based investment process focused on long-term capital appreciation and tax minimization, managing accounts typically on a discretionary basis with individualized Investment Policy Statements.

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.