George Chapman III is a financial advisor with Chapman & Chapman Advisors LLC in Chagrin Falls, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Chapman & Chapman Advisors since 2002. Chapman & Chapman Advisors LLC serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investments and manages approximately $130.9 million in client assets on a non-discretionary basis.

Kara Downing is a CFP® and holds a Series 65 license with 19 years of industry experience. She has worked at Endeavor Wealth Advisors, LLC since 2019 and previously held roles at Younity Wealth Partners, LLC and Spero-Smith Investment Advisers, Inc. Endeavor Wealth Advisors serves individuals, couples, families, and trusts, including high net worth clients, offering discretionary and non-discretionary investment management as well as comprehensive financial planning. The firm also provides retirement plan consulting with participant education and workshops, managing approximately $252.8 million in assets for about 171 client relationships.

Andrew Powers is a CERTIFIED FINANCIAL PLANNER™ professional with over 21 years of experience in the financial services industry. He has worked with firms including Purshe Kaplan Sterling Investments and LPL Financial, and has operated Powers Investment Advisory Corporation since 2005. Powers Investment Advisory Corporation provides discretionary asset management services to individual and high-net-worth clients, focusing on portfolio construction, security selection, and ongoing monitoring tailored to each client’s goals and risk tolerance. The firm employs fundamental analysis and third-party research to manage diversified portfolios oriented toward income objectives.

Janet Edwards is a CFP® with 17 years of industry experience, currently serving at Reed Financial Services, Inc. She has worked at APW Capital, Inc. since 2015 and has been associated with James Reed Financial Services, Inc. since 2012. Reed Financial Services, Inc. is an SEC-registered advisory firm managing approximately $389 million in client assets as of December 31, 2025. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary investment management, fee-based financial planning, and institutional consulting through a team-based approach.

Ashley Rozsa is a financial advisor at Chapman & Chapman Advisors LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Chapman & Chapman Advisors since 2014. Chapman & Chapman Advisors LLC serves individual clients, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investment instruments and manages approximately $130.9 million in client assets entirely on a non-discretionary basis.

Deborah George is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding 22 years of industry experience. She has served in leadership roles including Chief Compliance Officer and Chief Operating Officer at Beacon Financial Advisory and Chief Operations Officer at Beacon Financial Partners. Outside of her advisory work, she is the president and co-founder of Jeremy Cares Inc., a nonprofit organization supporting children and families facing life-threatening pediatric illnesses. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering both discretionary and non-discretionary portfolio management through a variety of strategies and third-party managers. The firm manages over $900 million in discretionary assets across multiple offices and participates in educational events via its custodian relationships.

Ryan Cass is a financial advisor at Beacon Financial Advisory LLC in Cleveland, OH, with four years of industry experience. He holds a Series 66 designation and has worked at Beacon Financial Advisory LLC, Lincoln Investment, and Beacon Financial Partners since 2022. Prior to his advisory roles, he was employed at Swagelok Company and other firms. Cass also serves as Operations Manager for Beacon Financial Partners and acts as a life insurance agent utilizing Ash Brokerage for term life insurance products. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering retirement-plan consulting and annual tax preparation. The firm manages over $900 million in discretionary assets across multiple offices, employing a range of investment strategies and third-party platforms to tailor portfolios.

Keith Witkowski is a CFP® professional with seven years of industry experience. He has worked at Hill Financial Group since 2018 and previously at HWFA Financial Advisors from 2015 to 2018. He is based in Pepper Pike, OH, and operates as part of a seven-person team at Peak Wealth Solutions. Peak Wealth Solutions serves individual and high-net-worth clients, particularly those near or in retirement, as well as trustees, small businesses, and retirement plans. The firm provides financial planning, discretionary investment management, retirement plan consulting, insurance services, and financial education programs.

Darren Brooks is a financial advisor with Rea Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Commonwealth Financial Network and Rea Wealth Management since 2006. Outside of his advisory role, he is president and owner of Great Lakes Waterfowler and serves as a trust protector for a trust. Rea Wealth Management is an SEC-registered, multi-advisor firm managing approximately $892 million for about 890 clients. The firm offers customized and model-based portfolio management, financial planning services, and employs a mix of equity and fixed-income strategies tailored to client objectives and risk tolerance.

Ronald Bates is a CFP® and PFS™ with 15 years of experience in the financial advisory industry. He has been with St. Clair Advisors, LLC since 2012. St. Clair Advisors is an independent, practitioner-owned multi-family office serving high-net-worth families, business owners, and corporate executives. The firm employs an open-architecture investment approach combining active and passive strategies, with a focus on diversification across traditional and alternative asset classes, and integrates tax and family office services as part of its wealth management offerings.

Barbara Myers is a financial advisor at Winslow Asset Management Inc with 26 years of industry experience. She has been with Winslow since 1999 and holds a Series 63 designation. Winslow Asset Management provides discretionary, separately managed long-only equity and fixed-income portfolio management to institutional investors and high-net-worth individuals. The firm employs a combination of qualitative, quantitative, and technical analysis across various market capitalizations and fixed-income sectors, managing approximately $582 million in discretionary assets.

Karl Randall is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Beacon Financial Advisory since 2020 and has also been associated with Beacon Financial Partners, Lincoln Investment, TD Ameritrade Institutional, and Oracle. Randall is registered as an investment adviser representative and is licensed to solicit insurance products through Lincoln Investment. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets and uses a variety of analytical methods and strategies, offering both discretionary and non-discretionary portfolio management across multiple office locations.

Patrick Dulzer is a financial advisor at W&S Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Western & Southern Life since 2016 and W&S Brokerage Services since 2010. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and also offers comprehensive financial planning through agents of Western & Southern Life. The firm uses non-discretionary, automated model portfolios managed by Fort Washington Investment Advisors and emphasizes a fixed-fee structure rather than traditional AUM-based billing.

Dale Rubin is a financial advisor with Beacon Financial Advisory LLC in Cleveland, OH, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Lincoln Investment, Capital Analysts, and Beacon Financial Partners. Outside of advisory services, he is involved in the sale of fixed annuities and life insurance as well as brokering life settlements. Beacon Financial Advisory LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages over $900 million in discretionary assets across five offices, offering both discretionary and non-discretionary portfolio management with a range of investment strategies and educational programs.

Sasha Kostadinov is a CFA® charterholder with nine years of industry experience and holds Series 63 and Series 65 licenses. He has been with Shaker Investments LLC since 2005, where he works as part of a six-advisor team. Shaker Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate accounts. The firm emphasizes fundamental, research-driven equity investing and offers sub-advisory services, model portfolio recommendations, and manages both pooled vehicles and separately managed accounts.

William Gordon is a financial advisor with Redwood Financial Network in Solon, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Redwood Financial Network since 2011 and has also worked with LPL Financial since 2005. Outside of his advisory role, Gordon personally funds an annual scholarship through Redwood Financial Network. Redwood Financial Network is a team-based SEC-registered advisory firm with eight advisors and approximately $226 million in assets under management. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with flexible fee arrangements. Their investment approach focuses on customized, long-term portfolio construction aligned with client goals, risk tolerance, and time horizons, implemented through a combination of in-house management and LPL-sponsored platforms.

Fred Botek is a financial advisor with St. Clair Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at CM Wealth Advisors, Inc., LPL Financial, Sequoia Financial Group, L.L.C., and Banc One Securities Corporation. Outside of his advisory work, he serves as Chairman of the Board of Trustees and Investment Committee Chair at Gilmour Academy and holds various trustee and investment committee roles with charitable and religious organizations. St. Clair Advisors is an independent, practitioner-owned multi-family office serving high-net-worth families, business owners, and corporate executives. The firm employs an open-architecture investment approach blending active and passive strategies, with an emphasis on diversification across traditional and alternative asset classes, and integrates tax and family office services within its wealth management offerings.

Chris Hemmelgarn is a financial advisor at Shaker Investments with 13 years of industry experience. He holds a Series 63 designation and has worked at Shaker Investments since 2017, following five years at Barclays Capital Inc. Shaker Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate accounts. The firm emphasizes fundamental, research-driven equity investing and offers sub-advisor services, model portfolio recommendations, and manages pooled vehicles alongside separately managed accounts.

Brenton Luce is a financial advisor at Woodland Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and previously worked for Carnegie Investment Counsel for 11 years. Outside of his advisory role, Luce serves as CEO of Woodland Green, LLC, an investment vehicle focused on private equity and real estate fund investments. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm offers portfolio management and financial planning services, utilizing model portfolios and customized strategies that incorporate a range of investment approaches and securities.

Kayla Stowe is a CFP® professional with 14 years of experience in financial advising. She currently works at Lakeridge Wealth Management LLC and has previous experience with Cetera Advisor Networks LLC and Private Client Services. Stowe serves on the board of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education program planning. Lakeridge Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and charitable organizations. The firm employs a fundamentals-based, long-term investment approach using primarily ETFs and mutual funds, with portfolios customized to clients’ goals and risk tolerance.