Raymond Louden is a financial advisor at WestPoint Wealth Management, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including MassMutual and MML Investors Services before joining WestPoint in 2020. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to tailor strategies to client goals, offering both discretionary and non-discretionary asset management alongside third-party manager referrals and educational seminars.

William Ferber is a financial advisor at Landing Point Financial Group with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at True Wealth Design, Strategic Investment Solutions, Purshe, Kaplan, Sterling Investments, Stratos Wealth Partners, and LPL Financial. Outside of his advisory role, Ferber is also an insurance agent. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on fundamental analysis and long-term strategies, using a range of investment vehicles and conducting regular portfolio reviews.

Matthew Eppich is a financial advisor at Modern Capital Advisors, LLC with 12 years of industry experience and holds a Series 66 designation. He previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC for nine years, and spent one year with Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also president of Silverstone Tax & Wealth Management, where he oversees tax preparation and supports investment advisory services. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index funds with selected active managers and third-party strategists.

Casey Davis is a financial advisor at Landing Point Financial Group with two years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2021. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm applies a client-tailored process using fundamental analysis and a long-term investment orientation, supported by third-party research and external managers.

Garrett Bourbina is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Landing Point in 2021. He serves as a volunteer member of the finance committee for Cornerstone in Elyria, OH. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process, primarily using fundamental analysis and long-term strategies, with portfolios that may include mutual funds, ETFs, individual equities, bonds, and other investment vehicles.

Brian Morgan is a financial advisor with Landing Point Financial Group in Elyria, Ohio, holding 25 years of industry experience. He has been with Landing Point Financial Group since 2025 and concurrently associated with APEX Investment Management, LLC since 2000. Landing Point Financial Group offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process that incorporates fundamental analysis and a long-term investment orientation, utilizing third-party research and external managers as part of its portfolio management approach.

David Herwerden is a financial advisor at WestPoint Wealth Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Gross Investments LLC, AMFG Wealth Management, Cetera Advisor Networks, and Ameritas Investment Corp. Outside his advisory role, he serves as a board member on the Planning Commission for the City of Middleburg Heights, Ohio. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to develop tailored strategies and manages assets both directly and through third-party managers, offering a combination of discretionary and non-discretionary account management.

Joey Flinner is a CFP® professional with 29 years of experience in financial services. He has worked at Landing Point Financial Group since 2021 and previously spent 24 years at Ameriprise Financial Services, Inc. Flinner is involved in community activities, serving on the advisory committee for Providence Church’s foundation funds. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies, utilizing a range of investment vehicles while conducting regular portfolio reviews.

Matthew Gottshall is a CFP® professional with seven years of industry experience, currently serving as an advisor at Balanced Wealth Group LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and Daugherty, Sieverts Wealth Advisors, as well as a position at The Ohio State University. He also serves on the associate board of The City Mission in Cleveland. Balanced Wealth Group is a fee-based, SEC-registered advisory firm that serves individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term investment approach, building diversified portfolios with ETFs, mutual funds, and other securities, while managing approximately $494 million in discretionary assets.

Ryan Shoop is a financial advisor at Royal Oak Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Westminster Financial Securities, Inc., Stifel Independent Advisors, and operates his own business, Ryan Shoop LLC DBA Shoop Wealth Management. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach focuses on asset allocation and model portfolios tailored to clients’ risk tolerance and goals, with ongoing monitoring and rebalancing.

Joseph Salmen is a CFP® professional with six years of experience in financial advising. He is currently with Rockport Wealth Advisors and previously worked at JFS Wealth Advisors. Before entering the financial industry, he was employed at Union Area Middle/High School and Medure's Catering. Rockport Wealth Advisors is a team of eight advisers serving individual and high-net-worth clients with financial planning, investment management, and retirement-plan advisory services. The firm offers both traditional portfolio management and consultant-style services, including alternative investments, and operates its own wrap fee program alongside a digital platform for certain clients.

Michelle Taylor is a financial advisor at Balanced Wealth Group LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including Ameriprise, MassMutual Life Insurance Company, and Charles Schwab. Outside of her advisory role, she serves as a trustee of finance on a nonprofit board and is a co-owner of a business focused on enterprise collaboration systems. Balanced Wealth Group is an SEC-registered, fee-based advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm provides financial planning, discretionary investment management, and retirement plan advisory services through a five-advisor team managing approximately $494 million in discretionary assets. Their investment approach emphasizes long-term diversified portfolios constructed mainly with ETFs and mutual funds, utilizing fundamental and technical analysis.

Andreas Koustis is a financial advisor with WestPoint Wealth Management, LLC, holding a Series 66 license and bringing 10 years of industry experience. His prior roles include positions at Beach Benefits Group, Axios Financial Services LLC, Oppenheimer, and Morgan Stanley. Outside of his advisory work, Koustis provides tax preparation and consulting services on a 1099 basis with ETHOS CPA LLC. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to tailor strategies aligned with client goals and risk tolerances, managing accounts directly or through third-party managers while coordinating reporting and paperwork.

Raymond Bolin is an investment advisor at Southland Equity Partners, LLC with 23 years of industry experience. He has worked with FSC Securities Corporation since 2002 and joined Southland Equity Partners in 2021. Outside of his advisory role, he owns and operates American Premier Financial Services, which provides life and health insurance and mortgage services. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and evaluates third-party portfolio managers for specific asset classes.

Frederick Kerestury is a financial advisor at WestPoint Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at WestPoint since 2020, following prior roles at AMFG Wealth Management LLC and Axa Advisors, LLC. He serves on the fundraising committee for the YMCA of Lorain County. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to tailor strategies to client goals and risk tolerances, managing assets both directly and through third-party managers.

Christina Fanourakis is a CFP® with 10 years of industry experience, currently serving at Cornerstone Wealth Management in Westlake, OH. She has been with DAGCO, Inc. since 2015. Cornerstone Wealth Management provides investment management and financial planning to individuals, trusts, estates, corporations, and qualified retirement plans. The firm combines fundamental and technical analysis to construct diversified portfolios and employs active strategies such as option writing and margin use, managing approximately $511 million on a discretionary basis.

Nathan Gist is a CFP® professional with 20 years of experience in financial advising. He has been with Lesjak Planning Corporation since 2002. Nathan works at Lesjak Planning, LLC, a family-owned registered investment adviser based in Westlake, OH. Lesjak Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering written financial planning and portfolio management through two advisory programs. The firm employs a long-term, buy-and-hold investment approach tailored to client risk profiles and provides routine portfolio reviews, client newsletters, and seminars.

Anastasiya Sembay is a financial advisor at Cornerstone Wealth Management in Westlake, OH. She holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Management, she held roles at Case Western Reserve University and the University of Cincinnati. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing a diversified portfolio of equities, mutual funds, ETFs, options, fixed income, and alternative investments. The firm employs a team approach and uses a third-party platform for discretionary rebalancing while employing complex strategies such as option writing and short selling.

Aidan Shoop is an advisor at Royal Oak Financial Advisors, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Shoop Wealth Management, Lake Erie College, and the University of Findlay. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm uses model portfolios based on client questionnaires and risk tolerance, employing a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and option strategies.

Susan Vasu is a financial advisor at Landing Point Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Landing Point in 2021. Outside of her advisory role, she is involved in fiduciary activities such as serving as an attorney-in-fact, trustee, or personal representative. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process focused on fundamental analysis and a generally long-term investment orientation, utilizing third-party research and external managers as part of its approach.