Frank Fantozzi is a financial advisor with Return on Life Wealth Partners in Brecksville, Ohio, holding a Series 63 designation and over 32 years of industry experience. He has worked at Planned Financial Services, LLC and LPL Financial since 2004. Outside of advising, Frank serves as a non-profit board member coaching a girls travel soccer team and has acted as an expert witness in legal cases. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning approach that integrates investment, risk management, and legacy strategies aligned with client goals, offering both traditional and flexible fee arrangements.

James Davis is a financial advisor with Cunningham Wealth Management in Broadview Heights, OH, holding 17 years of industry experience. He has been with Cunningham Wealth Management since 2008 and is also involved with Cunningham and Associates, a local public accounting firm. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm emphasizes a comprehensive investment approach that includes asset allocation and multiple analytical methods, with regular account reviews and coordination through custodial platforms and independent managers.

Gregory Taylor is a financial advisor at Turning Point Advisors, LLC with 11 years of industry experience. He holds Series 66 and Series 65 designations and has been with Turning Point Advisors since 2018, following two years as a self-employed advisor. Turning Point Advisors provides portfolio management and subadvisory services to individuals, pension and profit sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis with model-driven asset allocation, incorporating leveraged and inverse mutual funds and ETFs in its strategies.

Donald Tharp is a CFP® with 27 years of industry experience and has been with Hudson Financial Advisors Inc since 1996. He holds Series 63 and Series 65 licenses and is also a licensed independent insurance producer, earning commissions from insurance product sales. Hudson Financial Advisors serves retirement and institutional clients, providing wealth management and consulting through a structured Financial Masterpiece process. The firm emphasizes model-driven asset allocation using third-party platforms, primarily recommending no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors funds.

Venera Izant is a financial advisor at 2 Knights Wealth Management, LLC with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wunderlich Securities, Inc., Cetera Investment Advisers LLC, and B. Riley Wealth Management. 2 Knights Wealth Management provides personalized investment management and financial advice primarily to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term investment strategy using fundamental, technical, and cyclical analysis with actively managed mutual fund portfolios based on Modern Portfolio Theory.

David Turben is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Turning Point Advisors, LLC since 2018. Prior to this, he worked at Huntington National Bank for five years. Outside of his advisory role, he owns Turben, LLC, a business related to his hobby of photography. Turning Point Advisors manages approximately $36 million for individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs a combination of cyclical and quantitative analysis with model-driven asset allocation, including the use of leveraged and inverse funds as part of its investment and hedging strategies.

Dori Torrens is a financial advisor at DBK Financial Counsel, LLC with eight years of industry experience and holds a Series 65 designation. Prior to joining DBK Financial Counsel, Torrens worked for Schulte & Company CPA's for three years. DBK Financial Counsel primarily serves high-net-worth individuals, offering ongoing portfolio management and comprehensive financial planning services. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, treasury inflation-protected bonds, and non-U.S. securities, applying a long-term trading approach based on fundamental and technical analysis combined with modern portfolio theory.

David Kearns is a financial advisor at DBK Financial Counsel, LLC in Cuyahoga Falls, OH, holding a PFS™ designation with 17 years of industry experience. He also practices law part-time with DBK Legal Counsel, LLC, an affiliated law firm. DBK Financial Counsel provides portfolio management and financial planning primarily for high-net-worth individuals, using a fiduciary approach that combines fundamental and technical analysis with modern portfolio theory. The firm manages accounts on a discretionary basis and emphasizes long-term trading while tailoring plans to individual goals and risk tolerances.

John Goodson is a financial advisor with Alpha Planning and Financial Services, Inc. in Solon, OH. He holds a Series 65 designation and has five years of industry experience. His prior work history includes roles at Mass Mutual Life Insurance Company, MML Investors Services, and AXA Advisors. Alpha Planning and Financial Services, Inc. serves individual and high-net-worth clients by providing discretionary portfolio management, retirement and income-generation advice, and standalone financial planning. The firm employs a top-down, macro-environmental investment approach with sector rotation and manages accounts on a discretionary basis through its wrap-fee program.

Dennis Tidmore is a financial advisor at Tidmore Retirement Planning Specialists with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Premier Investment Advisors Inc since 2000. Tidmore also owns Tidmore Consulting Services, which provides non-securities financial consulting in collaboration with other professionals. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, participant education, investment management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis along with tactical asset allocation to manage portfolios and provides discretionary ERISA 3(38) fiduciary services and co-advisory agreements with other registered advisors.

Steven Mccann is a CFP® professional with 20 years of experience in financial advising. He has been with Hudson Financial Advisors Inc since 2010. In addition to his advisory role, he is a licensed independent insurance producer and earns commissions from the sale of insurance products. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines advisory services with insurance consulting and business-planning, employing a multi-step, plan-oriented process that incorporates tax mitigation, wealth transfer, and wealth protection strategies.

Jessica Fries is a CFP® professional with 18 years of industry experience. She has been with Chlebina Capital since 2015 and currently works there as an advisor. Prior to that, she held roles at Securities Service Network, inc, SECURITIES AMERICA, inc., OSAIC, and Private Client Services. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs multiple proprietary strategies combining fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting.

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.

Zachary Paul is a financial advisor at Kirtland Hills Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Hyland Software since 2021 as a Software Platform Data Engineer. His prior roles include positions at Lovelytics and Paladin Attachments. Kirtland Hills Capital Management provides discretionary investment advisory and portfolio management services primarily to individuals, high-net-worth clients, families, and small businesses. The firm employs a long-term, owner-oriented equity investment approach that combines fundamental and technical analysis, supported by quantitative research, and manages approximately $310 million in client assets.

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.

Jerry Herman is a financial advisor at Wisdom Investment Strategies, LLC with nine years of industry experience. He is the president and owner of Wisdom Capital, LLC, a firm offering general business consulting services. Herman serves as a trustee for the Parma Hospital Health Care Foundation. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, charitable organizations, and other registered advisers. The firm employs a proprietary equity selection process that combines fundamental and technical analysis, including the use of options for risk mitigation.

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.

Michelle Brooks is a financial advisor at Ohio CU Financial with Series 63 and Series 65 credentials. She has been in the industry since 2023, previously working at Broadview and USAA. Ohio CU Financial Services, LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, charitable organizations, and business entities, focusing on mutual funds, fixed-income securities, ETFs, and insurance products. The firm adopts a fundamental analysis and long-term trading approach, conducting at least quarterly account reviews.

Wellborn Jack is a financial advisor at Acme Jack Wealth Management in Hudson, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Stratos Wealth Advisors and Wells Fargo Clearing. He is the owner of Acme Jack Investments, LLC, a business entity for tax purposes. Acme Jack Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a combination of technical and fundamental analysis with top-down and bottom-up approaches, offering tailored long- and short-term strategies across a broad range of investment instruments, including alternative investments.

Caleb Garbuio is a financial advisor at Ohio CU Financial with a Series 65 designation and one year of industry experience. Prior to joining Ohio CU Financial, he worked at OC Federal Credit Union and held roles at the Office of the Comptroller of the Currency and the Center for Economic Research & Policy Analysis. Ohio CU Financial Services, LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a fundamental analysis and long-term trading approach, documents client goals in an Investment Policy Statement, and conducts quarterly account reviews.