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.

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.

Kevin Angney is a financial advisor at CCF Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services Inc since 2006. In addition to his advisory role, he is involved in selling fixed life, health, and annuity products and participates in college funding planning marketed through Cleveland College Fund. CCF Advisors serves individuals, high-net-worth individuals, and business owners by providing investment supervisory services, third-party money manager selection, and financial planning. The firm manages portfolios using fundamental, technical, and cyclical analysis with both long- and short-term strategies, offering discretionary and non-discretionary account management.

Brandon Steinhagen is a CFP® and ChFC® with six years of industry experience. He is associated with Elios Financial Group, Inc. and has previously worked at DBK Financial Counsel, LLC and Townsend Group. Brandon holds multiple securities licenses including Series 63, 65, and 66. Elios Financial Group, Inc. provides financial planning, wealth management, investment management, and referrals to third-party money managers for a range of clients including individuals, families, and institutions. The firm employs asset allocation, fundamental and technical analysis, and modern portfolio theory principles to manage portfolios using various instruments, conducting at least quarterly account reviews and offering both discretionary and non-discretionary management.

Chelsea Hussey is a CFP® and ChFC® with 15 years of experience in financial advisory roles. She currently serves at Return on Life Wealth Partners, having previously worked at firms including LPL Financial and Northwestern Mutual. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning process that aligns investment and legacy strategies with client goals and offers a range of fee arrangements alongside specialized services.

Calla Cornett is a CFP® professional with eight years of industry experience, currently serving as an advisor at Capital City Wealth Management, Inc. She previously worked at HighTower Advisors LLC and WealthTrust Fairport, LLC. Her current firm serves individual and high-net-worth clients, offering discretionary investment management and financial planning through a wrap-fee program with a risk-based, tailored investment approach.

Nancy Oktavec is a financial advisor with JPS Financial, LLC in Westlake, Ohio, holding 12 years of industry experience. She has been with JPS Financial since 2013. JPS Financial provides investment advisory services to individuals, including high-net-worth clients, business owners, professionals, corporate executives, and retirees, as well as pension and profit-sharing plans. The firm customizes strategies based on client objectives and risk tolerance, using fundamental analysis and a combination of long- and short-term approaches, and offers services such as portfolio management, financial planning, and pension consulting with participant education.

Elaine Bartels is a financial advisor at CBS Funding, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at CBS Funding since 2024. In addition to her advisory role, she provides actuarial and consulting services at Creative Benefit Strategies, Inc. CBS Funding, Inc. offers personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses client-specific investment policy statements and fundamental analysis to guide portfolio management and supports a range of ERISA plan services, benefiting from its close affiliation with Creative Benefit Strategies, Inc., a pension consulting and actuarial practice.

Robert Stewart Jr. is a financial advisor with CCF Advisors LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Fortune Financial Services Inc. since 2006. Outside of his advisory role, Stewart is involved in college funding planning and sells fixed life insurance and annuities. CCF Advisors, LLC provides investment supervisory services and financial planning to individuals, high-net-worth individuals, and business owners. The firm employs fundamental, technical, and cyclical analysis across both long- and short-term strategies, with a focus on client-specific Investment Policy Statements and primarily non-discretionary asset management.

Michael Donnellan is a financial advisor at M3 Wealth Management with 34 years of industry experience. He previously worked at L.M. Kohn & Company for 10 years and has held the Series 63 and Series 65 designations. Outside of his advisory role, he serves as president of King Financial, Inc., an investment-related branch office he started in 1998. M3 Wealth Management provides discretionary and non-discretionary investment management and financial advice to individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm emphasizes customized, long-term portfolio management and coordinates with clients’ tax and legal advisors as directed.

Joseph Crea is a financial advisor with Enza Financial, LLC, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has worked with Enza Financial since 2014 and previously held positions at M. Holdings Securities, Inc. and Benefits Resource Group. Outside of his advisory role, he serves as a trustee for Ohio Boys Town and is a shareholder in Unsung Brewing Company, LLC. He is also the founder of the Enza Foundation, which donates to selected charities. 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 customizes investment strategies based on client objectives and offers retirement plan participant education and group enrollment seminars, coordinating with third-party managers and leveraging affiliations with M Financial Group and related insurance entities.

James Elios is a financial advisor at Elios Financial Group, Inc. with over 30 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Carson Wealth, CWM, LLC, Private Client Services, and LPL Financial. Elios is also an author of a self-published book available on Kindle. Elios Financial Group, Inc. provides financial planning, wealth management, and investment management services to individuals, families, and various institutions. The firm employs asset allocation, fundamental and technical analysis, and modern portfolio theory, managing diverse portfolios including stocks, bonds, mutual funds, ETFs, and select private and public securities.

Glenn Searles is a financial advisor with Skybox Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Skybox Financial Group since 2017 and previously at Cetera Advisors LLC from 2013 to 2017. In addition to his advisory role, he owns and is the primary insurance producer for Skybox Risk Management, LLC. Skybox Financial Group provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and employee benefit plan education. The firm manages approximately $75 million across about 189 client accounts and employs an investment process based on modern portfolio theory and asset allocation.

Alfred Feronti is a financial advisor with AMFG Wealth Management LLC in Westlake, OH, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. He has been with AMFG Wealth Management since 2018 and previously worked at SageGuard Wealth Management and Hazard & Siegel Inc. Feronti owns A & M Financial Group Inc., a company involved in the sale and service of fixed insurance products and acting as a solicitor for Hazard & Siegel Advisory Services LLC. AMFG Wealth Management is a small advisory firm serving individual and high-net-worth clients, retirement plans, charities, and corporate entities. The firm provides ongoing portfolio management and financial planning, often referring client assets to third-party managers and using a modern portfolio theory-based investment process documented through Investment Policy Statements.