Brian Davis is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is the principal of Davis Wealth Management, LLC, an independent advisory firm he has operated since 2002, and has been associated with LPL Financial since 2009. Davis also engages in the sale of fixed life insurance products outside his broker-dealer affiliation. Davis Wealth Management provides fee-based financial and investment planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses exclusively on comprehensive planning engagements without discretionary portfolio management, delivering written plans and periodic updates while leaving implementation to clients or third parties.

Adam Philipp is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is the principal of Philipp Capital Advisors LLC and has previously worked at firms including Cadaret, Grant & Co., Inc. and Cedar Brook Financial Partners. Philipp is also a licensed attorney who maintains a separate legal practice. Philipp Capital Advisors is a fee-only registered adviser serving individual and high-net-worth clients with discretionary investment management, financial planning, and retirement plan consulting. The firm employs client-specific asset allocation targets using a combination of passive and active funds and individual securities, managing accounts on a discretionary basis with integrated planning for retirement, estate, tax, insurance, and business concerns.

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 with Cademuir Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms including Westpoint Wealth Management and Ameritas Investment Corp. Outside of advisory services, he is actively involved in selling life, disability, annuities, and long-term care insurance. Cademuir Wealth Management is a single-advisor registered investment adviser that offers discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves pensions, profit-sharing and other retirement plans, trusts, small businesses, and individual clients, using fundamental analysis and modern portfolio theory to tailor portfolios and provide participant education and pension consulting.

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.

Danielle Lechard is a financial advisor with Return on Life Wealth Partners in Cleveland, OH, holding a Series 66 credential and five years of industry experience. She has worked at firms including LPL Financial, Alliance Bernstein, and Planned Financial Services. Return on Life Wealth Partners serves individuals, high-net-worth families, business owners, and retirement plans with comprehensive financial planning and discretionary portfolio management, offering services such as tax and estate planning coordination and family-office style solutions. The firm uses a values-centered approach to align portfolios with client goals and provides a range of concierge services alongside traditional advisory offerings.

Terrence Mchugh is the principal of The McHugh Group, LLC, with 25 years of industry experience. He has operated The McHugh Group since 2002 and has been in the advisory business through Terrence P. McHugh, LLC since 1999. In addition to his role as a financial advisor, he is also a licensed attorney. The McHugh Group, LLC provides portfolio management and advisory services primarily to individuals and high-net-worth clients. The firm uses a Modern Portfolio Theory-based investment process focused on long-term capital appreciation and tax minimization, managing accounts typically on a discretionary basis with individualized Investment Policy Statements.

Angel Way is a financial advisor with Way Street Financial, LLC in Brunswick, Ohio, holding a Series 65 credential and 11 years of industry experience. Prior to founding Way Street Financial, she held roles at multiple firms including ORG Partners, Paragon Estate Planners, and Emerald Investment Partners. Outside of advising, she serves on the board of Integrated Community Solutions, a nonprofit focused on community development for people with developmental disabilities, and is Vice President of the MetroWest Toastmasters club. Way Street Financial provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm combines investment advisory services with affiliated insurance and tax-related businesses, offering a range of products and educational seminars while managing accounts under discretionary authority using modern portfolio theory and tailored client recommendations.

Amanda Crighton is a CFP® and holds a Series 66 license, with nine years of industry experience. She has worked at Rabe Investment Consulting Group since 2021 and held positions at Wells Fargo Clearing, Randstad Staffing, and Banana Republic prior to that. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a combination of active and passive portfolio management strategies, emphasizes tax-efficient asset allocation, and offers discretionary and non-discretionary management alongside advising on held-away insurance and annuity products.

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.

Gary Friedman is a financial advisor at Bison Wealth Management, LLC with 29 years of industry experience. He holds a Series 65 designation and has worked at Summit Capital, Inc. since 2008. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm’s investment approach is primarily long-term focused, utilizing ETFs, individual equities, bonds, and low-cost mutual funds, with continuous monitoring and formal annual reviews.

Carrie Rosko is a financial advisor at Cornerstone Family Office, LLC with 22 years of industry experience. She holds the PFS™ designation and Series 65 license and has been with Cornerstone Family Office since 2001. Cornerstone Family Office serves high-net-worth individuals and related entities by providing comprehensive family office services including financial and estate planning, tax preparation and planning, and administrative support. The firm does not manage assets directly but develops tailored financial plans and assists clients in selecting third-party investment managers while focusing significantly on income, estate, and gift tax work.

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.