Douglas Sockman is a financial advisor at Cleveland Wealth, LLC with 29 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 63 license. Mr. Sockman is also the owner of CW Insurance, LLC, where he is involved in life, LTC, DI, and fixed annuities sales. Cleveland Wealth, LLC provides portfolio management, comprehensive financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm uses written investment policy statements and modern portfolio theory, managing most client relationships on a non-discretionary basis and requires designated custodians such as Schwab and Fidelity.

David Sommer is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with St. Clair Advisors since 2010. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies and includes tax and family-office functions.

Kimberly Murphy is a CFP® professional with three years of industry experience, currently serving at Park Edge Advisors, LLC. She previously worked at Lowrie Wealth Management of Stratos Wealth Advisors LLC and McDonald Partners, LLC. In addition to her advisory role, she is an adjunct professor at the University of Akron and John Carroll University and serves on the board of the Financial Planning Association of Northeast Ohio. Park Edge Advisors serves a diverse client base including individuals, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a tailored investment approach utilizing various analytical methods and trading strategies, and provides services such as subadvisory support and performance-based fee arrangements.

Matthew Gordillo is a financial advisor with Park Edge Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Stratos Wealth Advisors, Inverness Securities, and First Allied Advisory Services. He is also a licensed insurance agent who sells life and health insurance. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and consulting services. The firm employs a varied investment approach that includes fundamental and quantitative analysis, options, and ETF allocation, with active portfolio monitoring and quarterly reviews.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at AmTrust Financial and Cetera Advisor Networks LLC. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

James Schleicher is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with W&S Advisory Services, LLC. He has worked with Western Southern Life and W&S Brokerage Services since 2008. Outside of his advisory role, Schleicher is involved in leadership and motivational speaking through Team IBB, LLC, has published an online book titled "It Starts with a Plan," teaches leadership essentials at Lake Erie College, and volunteers with the Tommy Deroia Foundation, a nonprofit focused on addiction awareness. W&S Advisory Services, LLC provides non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform and offers standalone financial planning services. The firm operates as a subsidiary of Western & Southern Financial Group and is noted for its wrap fee program focused on minor accounts, utilizing model portfolios managed by an affiliated sub-adviser.

Todd Kalish is a financial advisor at Park Edge Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Park Edge Advisors in 2022, he worked at McDonald Partners and Morgan Stanley in various roles from 2008 to 2022. Kalish serves as a board member of the Catholic Diocese. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients. The firm uses a combination of financial planning and multiple analytical approaches to tailor portfolios, offering discretionary management and subadvisory services with a range of investment strategies including ETFs and options.

Mitchell Stein is a financial advisor at Arena Private Wealth with 20 years of industry experience and holds the Series 66 credential. He has previously worked at Mutual Securities, Inc. and Fifth Third Securities, Inc., among other firms. Stein serves on the Board of Trustees at University School and is involved in fundraising and leadership roles at Cleveland Clinic Children's Hospital and Saint Martin De Porres High School. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering customized strategies including covered-call approaches for concentrated equity positions. The firm employs a mix of fundamental, technical, and modern portfolio techniques and sponsors pooled investment vehicles and private funds.

Vaughn Kellerman is a CFP® professional with 10 years of industry experience, currently with Gannett Wealth Advisors in Cleveland, OH. He has held previous roles at Sound Advisory, HCM Wealth Advisors, Kestra Financial, and Fidelity Brokerage Services, among others. Gannett Wealth Advisors offers wealth management, financial planning, retirement plan consulting, and tax preparation services to individual and high-net-worth clients, as well as charitable and corporate plan sponsors. The firm employs a blend of passive and active investment strategies focused on asset allocation and Modern Portfolio Theory, supported by a multi-office structure and integrated trust services.

Ashley Arsena is a financial advisor with Cleveland Wealth, LLC and holds the CFP® designation and Series 65 license. She has seven years of industry experience, including eleven years at Shaker Investments LLC prior to joining Cleveland Wealth in 2026. Cleveland Wealth, LLC provides portfolio management, comprehensive financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm manages over $500 million in assets, employs a non-discretionary investment approach guided by written policy statements and modern portfolio theory, and serves approximately 396 households.

Maryanne Battistone is a financial advisor at McDonald Partners LLC with 32 years of industry experience. She has worked at Thomas McDonald Partners LLC since 2009, UBS Financial Services Inc. since 2007, and McDonald Investments Inc. since 1997. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients such as pension plans, foundations, and trusts. The firm provides investment management, financial planning, pension consulting, and brokerage services, combining advisory and broker-dealer activities alongside affiliated private fund management.

Brian Distler is a financial advisor with Lakeridge Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Advisor Networks LLC and NMS Wealth Management prior to his current roles. Distler also serves as a director and chief compliance officer at Lakeridge Wealth Management. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on fundamentally driven portfolios that primarily use ETFs and mutual funds while maintaining flexibility to include other investment vehicles.

Patricia Kuhar is a financial advisor at Journey Advisory Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at TW Advisors for 10 years before joining Journey Advisory Group in 2023. Journey Advisory Group serves individual clients, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.47 billion in assets, employing a long-term investment strategy that includes strategic asset allocation and various analytical approaches, with portfolios typically managed on a discretionary basis.

Anthony Spena Sr. is an advisor at Independence Capital Co., Inc. with 52 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Allstate Insurance Company and Key Investment Services, LLC. He also works as an insurance agent specializing in fixed life insurance, annuities, disability, health, and long-term care insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm uses fundamental analysis and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and offers both discretionary and non-discretionary portfolio management.

Arnold Mcdonald is a financial advisor at McDonald Partners LLC with 19 years of industry experience. He holds a Series 66 designation and has been with McDonald Partners since 2010. Outside of his advisory role, he serves as manager and president of several proprietary fund entities affiliated with the firm and is a board member of Signature Investments Montenegro d.o.o., a portfolio company of the firm. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and operates multiple portfolio management programs and third-party strategies.

Brian McDonald is a financial advisor at McDonald Partners LLC in Cleveland, OH, with nine years of industry experience. He holds a Series 66 designation and has been with McDonald Partners in different capacities since 2009. Outside of his advisory role, McDonald serves as Executive Director of the Joan C Edwards Charitable Foundation, chairs the Board of Trustees for the Cleveland School of Science & Medicine, and operates two community-focused LLCs: Heights Audio and Heights BBQ Association. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and pension consulting services. The firm employs a customized investment approach using multiple analytic techniques and provides both discretionary and non-discretionary portfolio management options.

David Cassese is a financial advisor with Independence Capital Co., Inc. who holds CPA credentials and has 25 years of industry experience. He has worked at Legacy Financial Services, Inc. since 2004 and operates Cassese + Company, which he founded in 1992. Outside of advisory work, he owns IC Products LLC, a business specializing in ice cream technology and equipment, and provides accounting, tax preparation, and business consulting services. Independence Capital Company, Inc. serves individual and institutional clients with investment advisory and financial planning services, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances while offering a broad range of investment products and third-party manager solutions.

Virginia O'Donnell is a financial advisor with Allegheny Investments, Ltd., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Allegheny Investments since 2003. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and focuses on personalized strategies that emphasize diversification and ongoing portfolio monitoring.

Timothy Westra is a CFP® with four years of industry experience and is currently with McDonald Partners LLC in Cleveland, OH. His career includes roles at The Connable Office, LPL Enterprise, and The Prudential Insurance Company of America. McDonald Partners serves individual, high-net-worth, and institutional clients by providing investment management, financial planning, and pension consulting. The firm employs a customized approach using fundamental, technical, and cyclical analysis and offers services through discretionary and non-discretionary portfolio management as well as wrap and advisor programs.

Matteo Curley is a financial advisor at Xcelsior Advisor Partners LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Joe Hardee Investment Management LLC and Excelsior Advisor Network. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, and business entities. The firm combines fundamental analysis and modern portfolio theory to construct portfolios, using both bespoke and model allocations, and offers access to alternative and private investments.