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.

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.

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 at Cademuir Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Westpoint Wealth Management, AMFG Wealth Management, Cetera Advisor Networks, Ameritas Investment Corp, New England Securities, and Equitable Advisors. Outside of advisory work, he is also an insurance agent selling life, disability, annuities, and long-term care products. Cademuir Wealth Management provides asset management and advisory services to retirement plans, pension and profit-sharing plans, trusts, and small businesses. The firm employs a fiduciary approach tailored to clients’ objectives and risk tolerances, combining pension consulting and participant education with insurance brokerage services.

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.

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.

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.

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.

Kevin Angney is a financial advisor at CCF Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services Inc since 2006. In addition to his advisory role, he is involved in selling fixed life, health, and annuity products and participates in college funding planning marketed through Cleveland College Fund. CCF Advisors serves individuals, high-net-worth individuals, and business owners by providing investment supervisory services, third-party money manager selection, and financial planning. The firm manages portfolios using fundamental, technical, and cyclical analysis with both long- and short-term strategies, offering discretionary and non-discretionary account management.