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.

Mark Sloss is a financial advisor at Wilde Capital Management, LLC in Cleveland, OH, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Wilde Capital Management since 2016 and is also involved in several other business activities, including founding Regenerative Investment Strategies, LLC, a management consulting firm focused on ESG business and marketing strategy, and serving as president of Northbranch Records, LLC, which sells professional musical instruments. Additionally, Sloss works as a registered analyst with Cirrus Research, LLC, and serves as chief strategist and acting CFO for HEALRWORLD, LLC, a company developing ESG data and utilization strategies. Wilde Capital Management provides discretionary portfolio management primarily for individual clients while also serving institutional and charitable clients. The firm employs a combination of fundamental, technical, quantitative, and modern portfolio theory to implement globally diversified, tactically managed strategies, and offers performance-based fee structures for qualified clients.

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 65 and Series 66 licenses and 19 years of industry experience. She has worked at Intentional Wealth Partners since 2017 and is also the President of Great Lakes Divorce Financial Solutions, a financial consulting firm specializing in divorce-related matters. Prior to these roles, she was employed at Ameriprise, Edward Jones, and Ferris, Baker Watts. Intentional Wealth Partners serves individual and high-net-worth clients, providing discretionary portfolio management and a variety of financial planning services. The firm is noted for its focus on divorce-related financial consulting and forensic valuation, alongside traditional wealth management, and offers 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.

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.

Chad Squires is a financial advisor at Cademuir Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at AML Right Source and MAI Capital Management. Cademuir Wealth Management provides asset management and advisory services primarily to retirement plans, pension and profit-sharing plans, trusts, and small businesses. The firm employs a fiduciary approach that incorporates fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary services, with a focus that includes pension consulting and participant education alongside insurance brokerage activities.

Janice Rush is a financial advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding a Series 65 designation with 10 years of industry experience. She has been with Coyne Capital Management since 2015. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 of investable assets. The firm emphasizes asset-class diversification and employs both fundamental and technical analysis in constructing and monitoring portfolios.

Christine Kalt is a CFP® and CFA® at GatePass Capital, LLC with 11 years of industry experience. She previously worked for CBIZ Financial Solutions Inc for 10 years before joining GatePass Capital in 2025. GatePass Capital provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, retirement plans, and private funds. The firm’s approach includes diversification, risk management, and a long-term horizon, managing portfolios across public and alternative asset classes while also serving as an investment manager to a private venture fund and related pooled vehicles.

Anthony Debaltzo is a financial advisor at GatePass Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for nine and eight years, respectively. 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 private funds. The firm emphasizes diversification, risk management, and a long-term investment horizon, managing portfolios across public equities, fixed income, alternative assets, and venture equity investments through pooled vehicles.

John Vrablic is a financial advisor with T.I.P.S. 4 Reps in Avon, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held positions at Donum, LLC and NewEdge Advisors and has been associated with Integrated Retirement Investment Solutions, LLC since 2018. In addition to advisory work, he is a part-owner of a pension administration company and serves as president of T.I.P.S. 4 Reps Inc., a non-advisory professional referral business. Integrated Retirement Investment Solutions, LLC provides advisory services to individuals, high-net-worth clients, businesses, and retirement plans, focusing on customized investment management and retirement plan advisory. The firm operates primarily on a non-discretionary basis, emphasizes individualized planning and oversight, and utilizes professional referral arrangements alongside affiliated insurance and succession-planning services.

Christopher Barr is a Series 65-registered financial advisor with 10 years of industry experience. He has worked at Bluestone Private Wealth, LLC since 2023 and previously spent eight years at MAI Capital Management LLC. Bluestone Private Wealth provides wealth advisory, portfolio management, and financial planning services primarily to individual and high-net-worth clients. The firm offers tailored investment strategies through a small team, employing a mix of analytic methods and diverse investment approaches including options trading and allocations to private equity and other alternatives.

Theodore Beckman is a financial advisor at Game Plan Financial Advisors, LLC with 30 years of industry experience. He has been with the firm since 2009 and holds a Series 63 designation. Game Plan Financial Advisors provides discretionary asset management to individuals, high net worth clients, and trusts, managing approximately $224.7 million in assets across 176 client relationships. The firm employs both fundamental and technical analysis to build individualized portfolios, utilizing a broad range of investment strategies including equities, fixed income, derivatives, and leveraged instruments.