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.

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.

William Chapman is a CFA® charterholder at Ridge Creek Global, Inc. with 22 years of industry experience. He is based in Strongsville, OH, and works at a boutique firm with one other advisor. Ridge Creek Global provides global wealth advisory services to individuals, families, trusts, endowments, and foundations. The firm employs a stewardship-driven and analytical investment approach, combining quantitative and qualitative analysis to build diversified strategic asset allocations focused on moderating volatility and pursuing long-term compound returns.

Gregory Pinter is a CFP® and CFA® with 21 years of industry experience, currently serving as an advisor at JPS Financial, LLC since 2004. He holds a Series 63 license and is based in Westlake, Ohio. Outside of his advisory role, he is involved in the sale of various insurance products including group life, disability, and long-term care insurance through multiple carriers. JPS Financial, LLC provides investment advisory services to individuals such as high-net-worth clients, business owners, professionals, and retirees, as well as pension and profit-sharing plans. The firm employs a tailored investment approach combining fundamental analysis with both long- and short-term strategies, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

James Davis is a financial advisor with Cunningham Wealth Management in Broadview Heights, OH, holding 17 years of industry experience. He has been with Cunningham Wealth Management since 2008 and is also involved with Cunningham and Associates, a local public accounting firm. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm emphasizes a comprehensive investment approach that includes asset allocation and multiple analytical methods, with regular account reviews and coordination through custodial platforms and independent managers.

Kathleen Chapman is a CFA® charterholder with 22 years of industry experience. She has worked at Chapman Capital Management Group, Inc. since 1989. Ridge Creek Global, Inc. provides global wealth advisory services to individuals, families, trusts, endowments, and foundations, focusing on both discretionary and non-discretionary portfolio management. The firm serves a relatively small, high-net-worth client base and employs a stewardship-driven, analytical investment approach that incorporates diversified global exposures and ongoing portfolio monitoring.

John Pinter is a ChFC®-designated financial advisor with 23 years of experience, currently serving at JPS Financial, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Westlake, Ohio. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, and fixed annuities, as well as servicing short- and long-term care disability policies. JPS Financial, LLC 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 employs a tailored investment approach combining fundamental analysis and both long- and short-term strategies, offering discretionary and non-discretionary portfolio management alongside financial and pension consulting services.

Joshua Szafranski is a financial advisor at Edgewater Pro Sports Financial with a Series 65 designation and experience dating to 2019. His prior roles include positions at AML RightSource and Edgewater Investment Group, as well as work with Cleveland State University and the YMCA of Greater Cleveland. Edgewater Pro Sports Financial serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $180 million on a discretionary basis for about 452 clients. The firm uses a five-phase Life Planning process and employs a range of investment strategies including fundamental analysis and trading approaches.

Leah Hadley is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Great Lakes Investment Management, LLC since 2017 and founded Great Lakes Divorce Financial Solutions, LLC in 2016, where she serves as President providing financial consulting and mediation services related to divorce. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management and a range of planning services including project-based, hourly, and subscription models. The firm is noted for its focus on divorce-related financial consulting and forensic valuation, alongside traditional wealth management, and conducts educational seminars for organizations and the public.

Stephen Pinter is a financial advisor with JPS Financial, LLC, holding a Series 63 designation and 19 years of industry experience. He has been with JPS Financial since 2005. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, fixed annuities, and long-term care products through multiple insurance firms. JPS Financial, LLC provides investment advisory services to individuals, business owners, professionals, corporate executives, retirees, and pension plans. The firm offers customized portfolio management, financial planning, and pension consulting, employing fundamental analysis and a combination of long- and short-term investment approaches.

Zachary Paul is a financial advisor at Kirtland Hills Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Hyland Software since 2021 as a Software Platform Data Engineer. His prior roles include positions at Lovelytics and Paladin Attachments. Kirtland Hills Capital Management provides discretionary investment advisory and portfolio management services primarily to individuals, high-net-worth clients, families, and small businesses. The firm employs a long-term, owner-oriented equity investment approach that combines fundamental and technical analysis, supported by quantitative research, and manages approximately $310 million in client assets.

Mark Pinzone is a financial advisor with M3 Wealth Management in North Royalton, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at L.M. Kohn & Company and The Leaders Group, LLC. Outside of advising, he teaches business courses and coaches football at Brunswick High School. M3 Wealth Management offers discretionary and non-discretionary investment management and financial advice to individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm employs a client-tailored, generally long-term investment approach that includes portfolio customization and coordination with clients’ tax and legal advisors.

David Szafranski is a financial advisor with Edgewater Pro Sports Financial in Avon, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at firms including Raymond James Financial and LPL Financial, and has been involved with Edgewater Pro Sports Financial since 2005. Outside of advisory work, he contributes to radio programs and moderates a financial podcast focused on government policy and financial planning. Edgewater Pro Sports Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $225 million across about 741 client relationships with two advisors. The firm employs a structured Life Planning process and emphasizes fundamental investment analysis, long- and short-term strategies, and ongoing implementation oversight.

Michael Brady is a CFP® with 41 years of experience in financial advising. He has led Michael Brady & Co., LLC since 2004, serving clients primarily in Westlake, OH. The firm provides fee-only financial planning and discretionary investment management for individual pre-retirees and retirees, managing approximately $248.6 million in assets for about 218 clients. The firm emphasizes a strategic, globally diversified asset allocation using low-fee mutual funds and ETFs within a buy-and-hold framework, supplemented by third-party research and sub-advisors for tactical mandates when appropriate.