Anjum Hussain is a CFA® charterholder with 22 years of industry experience. He is currently a principal at Night Sky Capital Management, LLC, where he has worked since 2021. Prior to that, he spent 16 years at Qterra Capital Management, LLC. Hussain has also served on the faculty at Oberlin College since 2005. Night Sky Capital Management provides discretionary investment management and financial planning primarily for individual clients, using a technology-driven, quantitative approach based on a proprietary momentum framework. The firm manages accounts on a discretionary basis, tailoring allocations to client risk profiles and discloses firm-level performance results, which is uncommon for firms of its size.

Carly Purtill is a financial advisor at Purtill Financial LLC with 11 years of industry experience. She holds the PFS™ designation and the Series 65 license and has been with Purtill Financial since 2014. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm focuses on non-discretionary portfolio advice and retirement-plan advisement, developing individualized investment policies through client discussions while maintaining a client-directed implementation approach.

Liam Studt is a CFP® professional with six years of industry experience, currently affiliated with Reed Financial Services, Inc. He has worked at APW Capital, Inc. since 2019 and has been associated with James Reed Financial Services, Inc. since 2017. Reed Financial Services, Inc. is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $389 million in client assets and employs a team approach using core model portfolios, primarily mutual funds and ETFs, with discretionary management and fee-based financial planning.

Keith Lichtcsien is a CFP® and Series 63 credentialed advisor with 43 years of industry experience. He has been with Resource Strategies, Inc. since 1985 and has also worked with Valmark Securities, Inc. since 2007. Resource Strategies, Inc. provides investment advisory services and comprehensive financial planning, including estate, business, education, and retirement planning. The firm offers non-discretionary portfolio management using third-party money managers and combines advisory fees with commission-based activities through broker-dealer and insurance products.

Adam Vertes is a financial advisor with Objective Capital Management, LLC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He worked at Merrill from 2006 to 2016 before joining Objective Capital Management in 2016. Outside of advisory work, he is involved in managing family-held business interests, including a philanthropic fund affiliated with the Jewish Community Federation. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and institutions. The firm employs a variety of investment methods and manages portfolios ranging from discretionary to non-discretionary, serving approximately 110 client relationships with a team of four advisors.

Todd Pence is a CFA® charterholder with five years of industry experience. He has worked at Virtera Partners LLC since 2021 and previously spent eight years at Parkwood LLC. Virtera Partners provides customized investment advisory services primarily to ultra-high-net-worth families, family offices, charitable organizations, and certain pooled vehicles. The firm emphasizes asset allocation and diversification across public and alternative asset classes, relying on manager selection and due diligence to implement concentrated, high-conviction strategies.

Catherine Veres is a CFP® and PFS™ with 22 years of experience in financial advising. She has been with Cornerstone Family Office, LLC since 2001. Cornerstone Family Office serves high-net-worth individuals and related entities, providing comprehensive family office services such as financial and estate planning, tax preparation and planning, charitable planning, investment reporting, and administrative support. The firm focuses on tailored financial plans and coordinating with third-party investment managers while clients retain final decision authority.

James Crew is the sole advisor at Nirvana Analytics, LLC, an independent firm based in Pepper Pike, OH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at Paradigm Institutional Investments from 2021 to 2022. Nirvana Analytics provides discretionary investment management to a range of clients, including individuals, estates, trusts, pensions, corporations, and public-sector entities. The firm focuses on large-cap equities, fixed income, mutual funds, and option-based trading strategies such as credit spreads and covered-call writing, managing accounts on a discretionary basis with in-house research and regular reviews.

Steven Francomacaro is a CFA® charterholder at Virtera Partners LLC with one year of industry experience. Prior to joining Virtera Partners in 2025, he worked at the University of Oklahoma Foundation, Windancer Holdings, and Gerber Taylor. Virtera Partners provides investment advisory and family-office services to ultra-high net worth families and charitable organizations, focusing on customized portfolio management that includes public equities, fixed income, ETFs, and alternative investments. The firm emphasizes asset allocation and diversification and serves primarily clients with substantial investable assets, typically $100 million or more.

Peter Mooney is a financial advisor with Ultra Advisors LLC in Lyndhurst, OH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has held roles at firms including Inverness Securities LLC and Safeguard Securities, Inc. Outside of his advisory work, he is involved in manufacturing through Century Plating Inc. and serves as president of Flexible Benefits Systems, Inc., a recordkeeping and third-party administration firm. Ultra Advisors LLC provides investment management to individual clients and pension and profit-sharing plans, including advisory services for open-architecture 401(k) plans. The firm focuses on building portfolios from mutual funds, ETFs, and other funds using fundamental analysis and a long-term purchase approach tailored to clients’ risk tolerances and objectives.

Molly Balunek is a CFP® professional with 25 years of experience in the financial advisory industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and previously held roles at Laurel Tree Advisors, LLC, Ancora Private Wealth Advisors, LLC, and Spero-Smith Investment Advisers, Inc. Balunek serves as a board member of the Validation Training Institute, Inc., a nonprofit focused on improving communication with older adults with memory loss. Endeavor Wealth Advisors serves individuals, couples, families, and trusts, including high net worth clients, offering discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs individualized Investment Policy Statements and combines long-term diversified strategies with occasional tactical trading.

Chaya Slain is a CFA® charterholder with five years of industry experience. She is currently with Virtera Partners LLC, where she has worked since 2020, following prior roles at Adcap Partners LLC, Adcap Management Inc., and Parkwood Corporation. In addition to her advisory role, she controls general partner entities connected to private investment funds managed by Virtera. Virtera Partners provides customized investment advisory services primarily to ultra-high-net-worth families, family offices, charitable organizations, and certain pooled vehicles. The firm focuses on asset allocation and diversification across public and alternative asset classes, employing a family-office model with a small, concentrated client base and serving as adviser and general partner to affiliated private funds.

Brian Chait is the principal of Lynx Capital Group Ltd in Beachwood, Ohio, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Lynx Capital Group since 1996. In addition to his advisory role, he provides administrative services and advice to the Fund of Elite Managers LP and serves as a sub-advisor to BC Global Opportunity Fund, LP. Lynx Capital Group, Ltd. is a fee-only, SEC-registered investment adviser that offers discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm emphasizes personalized portfolio management and integrates fundamental and technical analysis across various strategies including dividend-growth equity, ETF-based global macro, and customized bond portfolios.

Amanda Lisachenko is a CFP® professional with 27 years of experience in the financial services industry. She has served at Reed Financial Services, Inc. since 1998 and at APW Capital, Inc. since 2011. In addition to her advisory roles, she serves on the finance committee of St. Mary's of the Assumption in Mentor, Ohio. Reed Financial Services, Inc. is an SEC-registered advisory firm managing approximately $389 million in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, employing a team approach with discretionary, model-based portfolio management that incorporates Modern Portfolio Theory.

Rakesh Mehra is a CFA® charterholder with 26 years of industry experience. He is a principal at 2 Knights Wealth Management, LLC, having previously worked at RM Investment Management, Inc. for 28 years. 2 Knights Wealth Management provides personalized, discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on long-term equity selection and uses a blend of individually managed portfolios and actively managed mutual funds guided by Modern Portfolio Theory, supplemented by artificial intelligence and machine learning tools.

David Yormick is a financial advisor at Bison Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley DW Inc. and Summit Capital, Inc. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm employs a primarily long-term investment approach using ETFs, individual equities, bonds, and low-cost mutual funds, supported by fundamental, technical, and quantitative analysis.

Murray Kosmin is the sole advisor at Kosmin Wealth Management in Beachwood, OH, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at several firms, including SII Investments Inc and LPL Financial, and maintains involvement in a small family business, Al/Ko Creative Retirement Planners, which is not investment related. Kosmin Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, using a risk-oriented, asset-allocation approach that emphasizes diversified mutual funds and ETFs. The firm integrates tax services through an affiliated corporation and offers both discretionary and non-discretionary accounts without a minimum balance requirement.

Kara Downing is a CFP® and holds a Series 65 license with 19 years of industry experience. She has worked at Endeavor Wealth Advisors, LLC since 2019 and previously held roles at Younity Wealth Partners, LLC and Spero-Smith Investment Advisers, Inc. Endeavor Wealth Advisors serves individuals, couples, families, and trusts, including high net worth clients, offering discretionary and non-discretionary investment management as well as comprehensive financial planning. The firm also provides retirement plan consulting with participant education and workshops, managing approximately $252.8 million in assets for about 171 client relationships.

Sean Mc Hugh is a financial advisor with The McHugh Group, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes positions at Parker Hannifin and a role at Westwood Country Club. The McHugh Group, LLC provides portfolio management services to individual and high-net-worth clients, focusing on long-term investment strategies aligned with clients’ goals and risk tolerance. The firm applies modern portfolio theory using mutual funds, equities, fixed income, and ETFs, emphasizing capital appreciation and tax minimization through discretionary management and regular account reviews.

Andrew Powers is a CERTIFIED FINANCIAL PLANNER™ professional with over 21 years of experience in the financial services industry. He has worked with firms including Purshe Kaplan Sterling Investments and LPL Financial, and has operated Powers Investment Advisory Corporation since 2005. Powers Investment Advisory Corporation provides discretionary asset management services to individual and high-net-worth clients, focusing on portfolio construction, security selection, and ongoing monitoring tailored to each client’s goals and risk tolerance. The firm employs fundamental analysis and third-party research to manage diversified portfolios oriented toward income objectives.