Aaron Simpson is a CFP® and ChFC® with eight years of industry experience. He has worked at Alpha Planning and Financial Services, Inc. since 2017 and previously spent time at Simpson Financial Services, LLC and Clarity 2 Prosperity Advisory Group. Alpha Planning and Financial Services, Inc. serves individual and high-net-worth clients, managing approximately $113 million through discretionary portfolio management, retirement and income-generation advice, and standalone financial planning. The firm employs a top-down, macro-environmental investment approach and manages accounts via its own wrap-fee program, utilizing third-party model managers and AE Wealth Management’s platform.

Brian Chait is the principal of Lynx Capital Group Ltd in Beachwood, Ohio, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Lynx Capital Group since 1996. In addition to his advisory role, he provides administrative services and advice to the Fund of Elite Managers LP and serves as a sub-advisor to BC Global Opportunity Fund, LP. Lynx Capital Group, Ltd. is a fee-only, SEC-registered investment adviser that offers discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm emphasizes personalized portfolio management and integrates fundamental and technical analysis across various strategies including dividend-growth equity, ETF-based global macro, and customized bond portfolios.

Rakesh Mehra is a CFA® charterholder with 26 years of industry experience. He has been with RM Investment Management, Inc. since 1993. 2 Knights Wealth Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized investment management and financial advice. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, offering actively managed mutual fund strategies based on Modern Portfolio Theory.

George Chapman III is a financial advisor with Chapman & Chapman Advisors LLC in Chagrin Falls, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Chapman & Chapman Advisors since 2002. Chapman & Chapman Advisors LLC serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investments and manages approximately $130.9 million in client assets on a non-discretionary basis.

Murray Kosmin is a financial advisor at Kosmin Wealth Management in Beachwood, OH, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at several firms, including Sii Investments Inc and Al/Ko Creative Retirement Planners, a small family business outside of investment advisory. Kosmin Wealth Management serves individual and high-net-worth clients, providing investment advisory and financial planning services. The firm employs a risk-oriented investment approach focused on asset allocation using diversified mutual fund and ETF portfolios, and also offers tax preparation and insurance services through its representatives.

Kara Downing is a CFP® and holds a Series 65 license, with 18 years of experience in the financial industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and concurrently at Younity Wealth Partners, LLC since 2016. Endeavor Wealth Advisors serves individuals, couples, families, trusts, and employer plan sponsors, focusing on discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs a predominantly long-term, diversified investment approach and offers retirement plan consulting that includes participant education on cash flow, retirement planning, investment research, and tax considerations.

I maintain my membership with the XY Planning Network because it reflects how I believe financial advice should be delivered: advice‑only, fiduciary, and fully aligned with the client’s best interests. XYPN’s standards reinforce my commitment to transparency, ongoing education, and providing planning‑driven guidance without commissions or product sales influencing recommendations. I’m Gage Paul, CFP®, and Co‑founder of Western Reserve Capital Management, LLC, a fee‑only financial planning firm serving established families and professionals across Northeast Ohio, with offices in Hudson, New Philadelphia, and Akron. We started this firm because we believed there was a better way to deliver financial advice, one built on trust, clarity, and long‑term thinking rather than sales-driven solutions. That belief continues to guide how we work with clients today. My approach begins with a comprehensive, project‑based financial plan, typically ranging from $2,500 to $4,000, designed to provide clear, actionable guidance without pressure to commit to an ongoing relationship. For clients who want continued support, accountability, and portfolio management, we also offer ongoing wealth management services on an assets‑under‑management (AUM) basis. Whether you’re navigating a major life transition, trying to optimize your tax strategy, planning for retirement, or simply looking for a second opinion from someone who isn’t trying to sell you something, we’d be glad to help. What you can expect when working with us: honest conversations, personalized strategies, and advice built around your life and goals, not products.

William Manby Jr. is a financial advisor at Paradigm Investment Advisory LLC with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Manby has held leadership roles in several related entities, including Paradigm Equity Strategies LLC, where he serves as president and CEO. He is active in community organizations such as the Akron Rotary Club and the Akron Community Foundation. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to individuals and institutional clients, including pension plans, trusts, and charitable foundations. The firm emphasizes third-party money manager due diligence, asset allocation, and fundamental analysis, and manages multiple privately offered conduit investment funds.

James Sexton III is a CFP® with 29 years of industry experience. He is currently with Western Reserve Capital Management, LLC and has previously worked at Fsc Securities Corporation and Southland Equity Partners. Western Reserve Capital Management serves individuals, charitable organizations, and businesses with discretionary investment management and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and emphasizes written financial planning without commission-based compensation.

Ashley Rozsa is a financial advisor at Chapman & Chapman Advisors LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Chapman & Chapman Advisors since 2014. Chapman & Chapman Advisors LLC serves individual clients, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investment instruments and manages approximately $130.9 million in client assets entirely on a non-discretionary basis.

Deborah George is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding 22 years of industry experience. She has served in leadership roles including Chief Compliance Officer and Chief Operating Officer at Beacon Financial Advisory and Chief Operations Officer at Beacon Financial Partners. Outside of her advisory work, she is the president and co-founder of Jeremy Cares Inc., a nonprofit organization supporting children and families facing life-threatening pediatric illnesses. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering both discretionary and non-discretionary portfolio management through a variety of strategies and third-party managers. The firm manages over $900 million in discretionary assets across multiple offices and participates in educational events via its custodian relationships.

Ryan Cass is a financial advisor at Beacon Financial Advisory LLC in Cleveland, OH, with four years of industry experience. He holds a Series 66 designation and has worked at Beacon Financial Advisory LLC, Lincoln Investment, and Beacon Financial Partners since 2022. Prior to his advisory roles, he was employed at Swagelok Company and other firms. Cass also serves as Operations Manager for Beacon Financial Partners and acts as a life insurance agent utilizing Ash Brokerage for term life insurance products. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering retirement-plan consulting and annual tax preparation. The firm manages over $900 million in discretionary assets across multiple offices, employing a range of investment strategies and third-party platforms to tailor portfolios.

Keith Witkowski is a CFP® professional with seven years of industry experience. He has worked at Hill Financial Group since 2018 and previously at HWFA Financial Advisors from 2015 to 2018. He is based in Pepper Pike, OH, and operates as part of a seven-person team at Peak Wealth Solutions. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm provides financial planning, discretionary investment management, retirement plan consulting, insurance services, and financial education programs.

Robert Swindaman is a CFP® with 12 years of experience in financial advising. He is currently with EmVision Capital Advisors, LLC and has previously worked at firms including Commonwealth Financial Network and Gerber, LLC. Outside of his advisory role, he owns Fernweh, LLC, a business consulting firm. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management and comprehensive wealth-planning services. The firm’s investment approach involves customized asset-allocation models across multiple asset classes, supported by an investment committee and coordinated planning across tax, estate, philanthropy, and education areas.

David Demming Jr. is a CFP® and holds a Series 66 license, with 22 years of experience in the financial industry. He has been with Demming Financial Services Corp. since 2002, where he is part of a five-advisor team based in Aurora, Ohio. Demming Financial Services Corporation serves individual and high-net-worth clients, as well as pension, trust, and corporate accounts, offering financial planning, consulting, and portfolio management. The firm manages approximately $766 million in assets using a fundamental analysis approach and client-specific Investment Policy Statements, with investments allocated across independent managers, mutual funds, ETFs, individual securities, and private placements for qualified investors.

Barbara Myers is a financial advisor at Winslow Asset Management Inc with 26 years of industry experience. She has been with Winslow since 1999 and holds a Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $582 million in discretionary assets.

Amy White is a financial advisor at Journey Wealth Management in Cleveland, OH, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Signal Tree Financial Partners LLC, Sequoia Financial Group LLC, and Valmark Securities, Inc. In addition to her advisory work, Amy serves as a Notary Public for the State of Ohio. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individual and high-net-worth clients. The firm offers customized, discretionary investment programs alongside family-office style services such as bill pay and tax coordination, operating on a fee-only basis with a focus on individualized strategies.

James Zidd is a financial advisor at EmVision Capital Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Tavco Financial Advisory, The Tavenner Company, and W H Colson Securities. He is also the owner of Zidd Financial Services, LLC, a private entity facilitating securities, advisory, and insurance business. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, offering discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment approach includes customized asset-allocation models across various asset classes, ongoing reporting, and coordination of comprehensive planning tasks.

Jared Hoffman is a financial advisor at Broadleaf Partners, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Valmark Financial Group and Ohio State University. Broadleaf Partners serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis to manage individualized portfolios and model strategies tailored to client objectives.

Karl Randall is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Beacon Financial Advisory since 2020 and has also been associated with Beacon Financial Partners, Lincoln Investment, TD Ameritrade Institutional, and Oracle. Randall is registered as an investment adviser representative and is licensed to solicit insurance products through Lincoln Investment. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets and uses a variety of analytical methods and strategies, offering both discretionary and non-discretionary portfolio management across multiple office locations.