Christopher Anselmo is a financial advisor with Brookside Financial Advisors, LLC, holding a PFS™ designation and 20 years of industry experience. He has worked at Brookside Financial Advisors since 2011 and also manages his own private law firm, Anselmo & Company LLC. His other business activities include ownership of a tax and insurance firm and a private law practice specializing in estate and probate matters. Brookside Financial Advisors is a fee-based firm offering financial planning and portfolio management, with a focus on coordinated planning and tax strategies. The firm utilizes third-party money managers and integrates affiliated tax, insurance, and legal services to serve its individual clients.

Denise French is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Engrave Wealth Partners, Belpointe Asset Management, and Voya Financial Advisors. In addition to her advisory work, she is involved with Divorce Strategies Group, providing divorce mediation, financial education, and forensic accounting services. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management alongside a range of financial planning services. The firm combines investment management with specialized divorce-related financial consulting and forensic valuation work, utilizing fundamental analysis and modern portfolio theory in portfolio construction.

Thomas Yako is a financial advisor with McDonald Partners LLC, holding a Series 66 designation and 26 years of industry experience. He has been with Thomas McDonald & Associates LLC since 2005. McDonald Partners LLC serves individual investors, including non-high-net-worth and high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Joseph Rudnicki Jr. is a financial advisor at Fourth Dimension Wealth, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Strategic Wealth Partners and The Prudential Insurance Company of America. Outside of finance, he coaches cheerleading at a dance and cheer facility called Once Upon a Dream. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm uses an individualized investment approach that incorporates multiple asset classes and emphasizes ongoing client communication and education.

Edmund Malone is a financial advisor at Cornerstone Wealth Management in Westlake, OH, holding a Series 65 designation with three years of industry experience. He has been with Cornerstone Wealth Management since 2022 and previously worked at Bryant & Stratton College for ten years. Cornerstone Wealth Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm combines fundamental and technical analysis to construct diversified portfolios and employs more active strategies, including option writing and margin use, while integrating comprehensive financial planning into its advisory services.

Andrew Ulrich is a CFP® and Series 66-licensed advisor with Fourth Dimension Wealth, LLC, based in Middleburg Heights, Ohio. He has three years of industry experience, including roles at LPL Financial and Hyland Software. Outside of advising, he provides administrative support to Fourth Dimension Wealth, focusing full-time on this activity. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm employs a range of analytical methods to tailor asset allocations and provides detailed quarterly performance reports alongside educational outreach initiatives.

David Coletto is a financial advisor with W.A. Smith Financial Group, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Great Lakes Retirement, LPL Financial, and Cetera Advisor Networks. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a combination of top-down macroeconomic analysis and manager due diligence to create tailored investment portfolios using both active and passive strategies.

Joshua Harrell is a CFP® professional with 15 years of industry experience. He has been with Balanced Wealth Group LLC since 2023, following 12 years at Ameriprise. He serves on the finance committee at City Church, where he assists with budget and cash flow analysis. Balanced Wealth Group is an SEC-registered, fee-based adviser that serves individuals, families, trusts, businesses, and retirement plans. The firm manages diversified portfolios primarily using ETFs and mutual funds, taking a long-term investment approach and tailoring discretionary management to client objectives.

Raymond Louden is a financial advisor at WestPoint Wealth Management, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including MassMutual and MML Investors Services before joining WestPoint in 2020. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to tailor strategies to client goals, offering both discretionary and non-discretionary asset management alongside third-party manager referrals and educational seminars.

William Ferber is a financial advisor at Landing Point Financial Group with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at True Wealth Design, Strategic Investment Solutions, Purshe, Kaplan, Sterling Investments, Stratos Wealth Partners, and LPL Financial. Outside of his advisory role, Ferber is also an insurance agent. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on fundamental analysis and long-term strategies, using a range of investment vehicles and conducting regular portfolio reviews.

Brian Eberhardt is a financial advisor at Fidato Wealth LLC, holding a Series 65 credential with 10 years of industry experience. He has been with Fidato Wealth since 2015, working within a team of six advisors based in Middleburg Heights, Ohio. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by providing asset management, comprehensive financial planning, retirement plan consulting, and selection and oversight of third-party money managers and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios including individual stocks, bonds, ETFs, and mutual funds.

Matthew Eppich is a financial advisor at Modern Capital Advisors, LLC with 12 years of industry experience and holds a Series 66 designation. He previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC for nine years, and spent one year with Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also president of Silverstone Tax & Wealth Management, where he oversees tax preparation and supports investment advisory services. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index funds with selected active managers and third-party strategists.

Marissa Beyer is a CFP® professional with 12 years of industry experience, currently serving at Fidato Wealth LLC since 2020. Prior to that, she worked at True Wealth Design, LLC from 2015 to 2020. Outside of financial advising, she consults on cleaning products for Norwex, primarily assisting friends and family. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with quarterly reviews and rebalancing.

Casey Davis is a financial advisor at Landing Point Financial Group with two years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2021. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm applies a client-tailored process using fundamental analysis and a long-term investment orientation, supported by third-party research and external managers.

Garrett Bourbina is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Landing Point in 2021. He serves as a volunteer member of the finance committee for Cornerstone in Elyria, OH. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process, primarily using fundamental analysis and long-term strategies, with portfolios that may include mutual funds, ETFs, individual equities, bonds, and other investment vehicles.

John Damiano is a financial advisor with LPL Financial based in Strongsville, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Stratos Wealth Partners. He also provides investment advisory services through Fourth Dimension Wealth, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a broad range of investment solutions, combining in-house research with third-party managers and customizable strategies delivered through a large network of investment adviser representatives.

Brian Morgan is a financial advisor with Landing Point Financial Group in Elyria, Ohio, holding 25 years of industry experience. He has been with Landing Point Financial Group since 2025 and concurrently associated with APEX Investment Management, LLC since 2000. Landing Point Financial Group offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process that incorporates fundamental analysis and a long-term investment orientation, utilizing third-party research and external managers as part of its portfolio management approach.

David Herwerden is a financial advisor at WestPoint Wealth Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Gross Investments LLC, AMFG Wealth Management, Cetera Advisor Networks, and Ameritas Investment Corp. Outside his advisory role, he serves as a board member on the Planning Commission for the City of Middleburg Heights, Ohio. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to develop tailored strategies and manages assets both directly and through third-party managers, offering a combination of discretionary and non-discretionary account management.

Joey Flinner is a CFP® professional with 29 years of experience in financial services. He has worked at Landing Point Financial Group since 2021 and previously spent 24 years at Ameriprise Financial Services, Inc. Flinner is involved in community activities, serving on the advisory committee for Providence Church’s foundation funds. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies, utilizing a range of investment vehicles while conducting regular portfolio reviews.

Matthew Gottshall is a CFP® professional with seven years of industry experience, currently serving as an advisor at Balanced Wealth Group LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and Daugherty, Sieverts Wealth Advisors, as well as a position at The Ohio State University. He also serves on the associate board of The City Mission in Cleveland. Balanced Wealth Group is a fee-based, SEC-registered advisory firm that serves individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term investment approach, building diversified portfolios with ETFs, mutual funds, and other securities, while managing approximately $494 million in discretionary assets.