Sharon Stadul is a Series 65-licensed financial advisor at CBS Funding, Inc. with 12 years of industry experience. She also serves as board treasurer for the National Speakers Association of Ohio and is involved in wellness and health coaching ventures through Stretch Comedy Wellness LLC and Herbs & Humor LLC. 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 policy statements and fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside ERISA plan services.

Robert Winston is a CFP® professional with 27 years of industry experience. He has worked at Vision Financial Management, LLC since 2014 and has been associated with LPL Financial since 2004. Outside of his advisory role, he is involved in selling non-variable health and long-term care insurance. Vision Financial Management serves individual and high-net-worth clients, as well as trusts, estates, and small business entities, providing discretionary portfolio management, written financial planning, and referrals to third-party money managers. The firm sponsors its own wrap-fee asset management program and utilizes LPL’s Strategic Wealth Management platform, combining various asset allocation models with in-house analysis.

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.

Glenn Cunningham is a financial advisor at Cunningham Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cunningham Wealth Management since 2008. In addition to his advisory role, he serves on the boards of multiple companies and charitable foundations and is a CPA involved in arranging life settlements for clients when appropriate. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm employs a comprehensive investment approach based on client interviews and a combination of asset allocation, fundamental, technical, cyclical, and quantitative analysis.

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.

Will Smith is a CFP® professional with two years of industry experience, currently serving at True Wealth Design, LLC in Akron, OH. Prior to joining True Wealth Design, he worked at Beacon Pointe Advisors, LLC, and The Jentner Corporation. True Wealth Design provides wealth management, investment advisory, financial planning, and retirement plan consulting to a diverse client base including individuals, families, business entities, and charitable organizations. The firm combines advisory services with tax and accounting support through its subsidiary and utilizes an asset-allocation framework informed by modern portfolio theory alongside tax-aware investment techniques.

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, including prior roles at Robert Baird & Co., Wells Fargo Advisors LLC, and LPL Financial. Millar provides investment advisory services through Symphony Financial Services, an independent firm. Symphony Financial Services serves individual clients—including high-net-worth and non-high-net-worth households—along with trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, using multiple analysis methods and a portfolio management approach that includes derivatives and margin where appropriate.

Andrew Harpel is a financial advisor at Scofield & Company, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Scofield & Company since 2023. He also has an ongoing role at EdgeTech Analytics, LLC since 2012. Scofield & Company serves individual and high-net-worth clients with discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage tailored portfolios through a combination of strategic rebalancing and tactical trading informed by adviser judgment.

Daniel Auble is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding a Series 66 designation and five years of industry experience. His prior work includes positions at LPL Financial, Key Investment Services, and KeyBank. Symphony Financial Services serves individual clients, trusts, estates, pension and profit sharing plans, and corporate entities, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses multiple analysis methods and incorporates insurance analysis and variable annuities into its services, with portfolios that may include a range of securities managed on both discretionary and non-discretionary bases.

Alan Scofield is the President of Scofield & Company, LLC and has 47 years of experience in the financial industry. He has worked at Scofield & Company since 1990 and serves as CEO of EdgeTech Analytics, LLC, a software development firm for investment professionals. Additionally, he owns a web design and hosting company. Scofield & Company serves individual and high-net-worth clients with discretionary portfolio management and limited financial planning services. The firm uses proprietary quantitative models to manage portfolios composed of stocks, ETFs, and mutual funds, tailoring strategies to clients’ financial situations and risk tolerance.

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.

Andrew Frizzell is a financial advisor with Financial Management Strategies, Inc. He holds a Series 66 designation and has been in the financial services industry since 2020. Prior to joining Financial Management Strategies, he worked at Lifetime Financial Growth and Dollar Bank. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm uses a range of analytical methods and strategies to manage portfolios and offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services.

Elizabeth Scheiderer is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Signal Tree Financial Partners LLC, having joined in 2024, and previously worked at Sequoia Financial Group, Nca Financial Planners, and Royal Alliance Associates. Signal Tree Financial Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as trusts and estates. The firm focuses on diversified portfolios using low-cost mutual funds, ETFs, individual securities, and independent managers, employing fundamental analysis with a long-term approach.

George Randall is an advisor at Financial Management Strategies, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes roles at Cetera Wealth Services, LLC, and his own accounting and tax consulting firm, George J. Randall CPA Inc., which he has operated since 1986. He is involved in multiple financial-related activities, including insurance sales and serving as a financial professional at Vision Wealth Management LLC. Financial Management Strategies, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a range of analytical methods and portfolio management strategies, offering both discretionary and non-discretionary management alongside financial planning and retirement consulting.

Antonio Cibella is a financial advisor with Financial Management Strategies, Inc. He holds a Series 66 designation and has 16 years of industry experience. His career includes roles at Cetera, Vision Wealth Management, and Merrill, among others. He also hosts a YouTube channel where he posts videos offering financial insights and education. Financial Management Strategies, Inc. provides advisory services to individual clients, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of analytical methods and actively managing portfolios according to written investment policy statements.

David Demming Jr. is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Demming Financial Services Corp. since 2002. Demming Financial Services Corporation serves individual and high-net-worth clients as well as pension, trust, and corporate accounts, providing financial planning, consulting, and portfolio management services. The firm employs a fundamental analysis approach with client-specific Investment Policy Statements and typically allocates assets among independent managers, mutual funds, ETFs, and individual securities.

Brian Weinreich is a financial advisor with EGI Financial, Inc. in Akron, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with EGI Financial and American Heritage Securities since 2009. EGI Financial, Inc. provides discretionary and non-discretionary money management, retirement plan advisory services, and occasional financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a money management philosophy focused on quality, growth, value, diversification, and a long-term outlook, using a proprietary asset allocation model to guide suitability and risk management.

James Zidd is a financial advisor at EmVision Capital Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network, Tavco Financial Advisory, Inc., and W H Colson Securities Inc. He is also the owner of Zidd Financial Services, LLC, a private entity that supports his securities, advisory, and insurance business activities. EmVision Capital Advisors serves high-net-worth individuals, families, trusts, estates, charitable organizations, donor-advised funds, family offices, and related business entities. The firm offers discretionary investment management and comprehensive financial advisory services supported by a customized Investment Policy Statement and a diversified asset-allocation framework.