Denise French is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Engrave Wealth Partners, Belpointe Asset Management, and Voya Financial Advisors. In addition to her advisory work, she is involved with Divorce Strategies Group, providing divorce mediation, financial education, and forensic accounting services. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management alongside a range of financial planning services. The firm combines investment management with specialized divorce-related financial consulting and forensic valuation work, utilizing fundamental analysis and modern portfolio theory in portfolio construction.

Howard Gross is a financial advisor at Gross Investments LLC with six years of industry experience. He holds a Series 65 credential and has worked at several firms, including WestPoint Wealth Management and AMFG Wealth Management. Outside of finance, he operates Howard's Lawn Care, a business he has managed for over a decade. Gross Investments LLC provides financial planning, consultation, and investment management primarily to individual and high-net-worth clients. The firm emphasizes individualized planning and a variety of analytic approaches to support long-term investment strategies.

Craig Small is a CFA® charterholder with 17 years of industry experience. He has been with Symphony Financial Services, Inc. since 2012 and is also affiliated with LPL Financial, LLC. Outside of his advisory role, he is involved in managing office employees at Kim and Associates and assists with website maintenance for PBOC National LLC. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach to asset allocation and investment strategies, utilizing a variety of instruments and continuously monitoring portfolios to align with clients’ objectives and risk tolerance.

Jon Heischman is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 22 years of industry experience. He has operated Heischman Insurance since 2003, working as an insurance agent specializing in fixed life, health, annuity, disability, and long-term care insurance. Outside of advisory work, he is involved in real estate house flipping on a commission basis. 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 employs fundamental analysis with a long-term trading approach, tailoring portfolios to clients’ objectives and risk tolerances while offering a range of investment options and coordinating with third-party money managers as needed.

Brent Casto is a CFP® professional with nine years of industry experience. He has worked at AdviceOne Advisory Services, LLC since 2018 and previously held roles at Securities Service Network, Inc. and Independence Financial. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and non-profit organizations. The firm constructs portfolios using equity and fixed-income sleeves based on proprietary asset-allocation models and conducts manager due diligence, including interviews with fund management teams.

Thomas Yako is a financial advisor with McDonald Partners LLC, holding a Series 66 designation and 26 years of industry experience. He has been with Thomas McDonald & Associates LLC since 2005. McDonald Partners LLC serves individual investors, including non-high-net-worth and high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Mark Millar is a financial advisor with Symphony Financial Services, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at firms including LPL Financial and Wells Fargo Clearing. Millar provides investment advisory services through Symphony Financial Services, an independent registered investment advisor. Symphony Financial Services serves individual clients, trusts, estates, pension and profit sharing plans, and corporate entities by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm’s investment strategies incorporate multiple analysis methods and may use derivatives and margin, with a distinctive approach that includes insurance analysis and referrals to outside attorneys.

Joseph Rudnicki Jr. is a financial advisor at Fourth Dimension Wealth, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Strategic Wealth Partners and The Prudential Insurance Company of America. Outside of finance, he coaches cheerleading at a dance and cheer facility called Once Upon a Dream. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm uses an individualized investment approach that incorporates multiple asset classes and emphasizes ongoing client communication and education.

Thomas Moran is a financial advisor at Independence Capital Co., Inc. in Parma, OH, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at OneAmerica Securities and American United Life from 2014 to 2019. Outside of advisory work, Moran is involved in real estate sales and owns multiple insurance and benefits-related businesses, including Innovatus Group Benefit LLC and Tom Moran and Associates, Inc. Independence Capital Co., 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 employs fundamental analysis and a long-term investment approach, tailoring portfolios based on clients’ objectives and risk tolerances, and offers a range of services including discretionary portfolio management and introductions to third-party money managers.

Daniel Auble is a financial advisor with Symphony Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles with LPL Financial, Key Investment Services, and KeyBank. Symphony Financial Services serves individual clients, trusts, estates, pension and profit sharing plans, and corporate entities. The firm offers asset management, portfolio management, financial planning, and retirement plan consulting, using diverse analysis methods and investment strategies that may include derivatives and margin.

John Cush is a financial advisor with Independence Capital Co., Inc. and holds the Series 63 designation. He has 37 years of industry experience, including long tenures at Ohio National and THE O.N. Equity Sales Company. Cush is also the owner of Cush Financial Services, a business focused on fixed life, annuity, health, disability, and long-term care insurance. Independence Capital Co., Inc. manages approximately $118.7 million across 300 client relationships, offering investment advisory and financial planning services to individuals, corporations, and other entities. The firm employs fundamental analysis and a long-term trading approach, customizing portfolios based on clients’ objectives, time horizons, and risk tolerances, and uses a variety of securities and investment vehicles.

John Root is a Series 65-licensed advisor at Strategic Wealth Partners, Ltd. with one year of industry experience. Prior to joining Strategic Wealth Partners, he held positions at Cleveland Clinic and Sherwin Williams. He also has a background in education, having worked at John Carroll University, Hudson High School, and Hudson Middle School. Strategic Wealth Partners, Ltd. manages approximately $1.3 billion and serves individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services using a mix of fundamental, technical, and charting analysis to construct diversified portfolios.

William Henry is a Series 65-licensed advisor with First Fiduciary Investment Counsel Inc in Cleveland, OH, where he has worked since 2008. He has 9 years of industry experience and has held roles at Dan Marchetta Realty and North Ridge Development LTD. First Fiduciary Investment Counsel provides discretionary investment management and wealth planning services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutional clients. The firm emphasizes dividend-oriented, large-cap equity investing based on fundamental analysis and third-party research, managing diversified portfolios typically containing 30–40 stocks with sector and security limits.

Joseph Query is a CFP® with 19 years of industry experience, currently serving as an advisor at Independence Wealth Advisors, LLC since 2018. Prior to joining Independence Wealth Advisors, he worked at Strategic Wealth Partners from 2016 to 2018. He holds a Series 66 license and is based in Independence, Ohio. Independence Wealth Advisors, LLC serves individual and high-net-worth clients as well as pension and employee benefit plans, providing discretionary portfolio management, pension consulting, and financial planning. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of analytical approaches and strategies, with a focus on managing accounts primarily on a discretionary basis.

Margaret Ulrich is a Certified Financial Planner (CFP®) with 35 years of industry experience, currently serving at Independence Capital Co., Inc. since 2003. She holds a Series 63 license and works in Parma, Ohio. In addition to her advisory role, she is also involved in life, health, and Medicare supplemental insurance sales. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and other entities. The firm manages approximately $118.7 million across 300 client relationships, employing a fundamental analysis approach and long-term trading orientation tailored to client objectives and risk tolerances.

Jason Zangmeister is a financial advisor at Aspire Growth Partners LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Kestra Advisory Services. Outside of his advisory role, he serves as an endowment committee officer for Bethany English Lutheran Church and is a board member and treasurer of the 19510 Condo Association. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach with fundamental and technical analysis, continuous monitoring, and flexibility to adjust portfolios as needed.

Thomas Dlugopolsky is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Independence Capital since 2018 and has been involved with MML Investors Services and MassMutual since 2016. Outside of his advisory role, he serves as a compensated board member for the Delta Sigma Phi Delta Omega Alumni Control Board and participates in the North Coast Men's Chorus. 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 employs fundamental analysis and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and utilizes a broad range of securities. Its advisory team of 18 professionals offers discretionary and non-discretionary portfolio management, customized investment policy statements, and access to third-party managers and ERISA account advice.

Andrew Ulrich is a CFP® and Series 66-licensed advisor with Fourth Dimension Wealth, LLC, based in Middleburg Heights, Ohio. He has three years of industry experience, including roles at LPL Financial and Hyland Software. Outside of advising, he provides administrative support to Fourth Dimension Wealth, focusing full-time on this activity. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm employs a range of analytical methods to tailor asset allocations and provides detailed quarterly performance reports alongside educational outreach initiatives.

David Abate is a CFP® and Series 65-licensed advisor with 19 years of industry experience. He has been with Strategic Wealth Partners, Ltd. since 2012. Strategic Wealth Partners, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, managing approximately $1.3 billion across a broad range of public and private investment types.

Roger Godin is a Series 66-licensed financial advisor at Prasad Wealth Partners with 11 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Regulus Financial Group, and Robert W Baird & Co., among others. Godin is also a licensed fixed insurance agent, providing insurance advice as part of his client services. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm offers personalized financial planning and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and a primarily long-term investment approach with flexibility for shorter-term trades.