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.

Jeffrey Mucciarone is a financial advisor at Peak Wealth Solutions with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Cambridge Investment Research, LPL Financial, and American Portfolios Financial Services. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, primarily focusing on clients near or in retirement. The firm employs a multi-model, global asset allocation approach and offers both individual account management and plan-level consulting, managing approximately $982 million in client assets.

Lindsey Cutright is a CFP® professional with over 22 years of experience, currently serving at North Point Portfolio Managers Corporation since 2025. Prior to joining North Point, Lindsey worked at PNC Bank from 2003 to 2025. North Point Portfolio Managers Corporation provides separately managed portfolio services to a diverse client base including individuals, pension and profit-sharing plans, endowments, and corporations. The firm integrates quantitative CFROI analysis with fundamental research, focusing on low turnover and portfolios aligned with clients’ objectives and risk tolerances.

Daniel Vujanov is a financial advisor at Peak Wealth Solutions with six years of industry experience. He holds a Series 65 designation and has worked at CBIZ Investment Advisory Services LLC and Sequoia Financial Group prior to joining 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 employs a seven-person team managing several hundred million dollars in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with an emphasis on tailored portfolio strategies and fiduciary standards.

Laura Mineo is a financial advisor with McDonald Partners LLC, holding 29 years of industry experience. She previously worked at Janney Montgomery Scott LLC and Thomas McDonald Partners LLC. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Joseph Stanzi is a financial advisor with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Thomas McDonald Partners, LLC since 2009. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, and pension consulting through customized portfolios that utilize fundamental, technical, and cyclical analysis across multiple platforms.

Craig Steinbrink is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Clair Advisors since 2013. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives with integrated wealth management services. The firm employs an open-architecture investment approach combining active and passive strategies and integrates tax and family-office capabilities into its advisory offering.

James Kelly is a CFA® charterholder affiliated with North Point Portfolio Managers Corporation, where he has worked since 2021. He has six years of prior experience with Victory Capital Management. Kelly holds a Series 63 license and is based in Orange Village, Ohio. North Point Portfolio Managers Corporation provides separately managed, long-only equity and fixed-income portfolios for a range of clients including individuals, pension plans, nonprofits, and corporations. The firm uses a combination of quantitative screening with UBS HOLT Lens® CFROI metrics and fundamental analysis, applying a low-turnover strategy and tailoring asset allocation and tax considerations to individual client needs.

Gregory Gromek is a financial advisor at Peak Wealth Solutions with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Inc. and JR Hill and Associates. Gromek is also a registered representative and an insurance producer, providing fixed insurance and annuity products. Peak Wealth Solutions serves individuals, trusts, charitable organizations, and retirement plans, focusing primarily on clients near or in retirement. The firm employs a multi-model, global asset allocation approach utilizing discretionary individual account management and plan-level consulting, with offerings that include tax-efficient and tactical investment strategies.

David Sommer is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with St. Clair Advisors since 2010. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies and includes tax and family-office functions.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Cetera Advisor Networks LLC and AmTrust Financial. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses primarily ETFs and mutual funds to build customized portfolios based on clients’ goals, risk tolerance, and time horizon.

Karen Bauman is a CFP® and CFA® with 10 years of industry experience. She currently works with GGM Financial LLC and previously spent seven years at J.P. Morgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. GGM Financial, LLC provides wealth management, asset management, financial planning, and retirement plan consulting services to individuals and families, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary, goal-based investment programs tailored to client objectives and risk tolerance, using a variety of analytical methods and monitoring accounts with quarterly reviews and daily tolerance checks.

James Schleicher is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with W&S Advisory Services, LLC. He has worked with Western Southern Life and W&S Brokerage Services since 2008. Outside of his advisory role, Schleicher is involved in leadership and motivational speaking through Team IBB, LLC, has published an online book titled "It Starts with a Plan," teaches leadership essentials at Lake Erie College, and volunteers with the Tommy Deroia Foundation, a nonprofit focused on addiction awareness. W&S Advisory Services, LLC provides non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform and offers standalone financial planning services. The firm operates as a subsidiary of Western & Southern Financial Group and is noted for its wrap fee program focused on minor accounts, utilizing model portfolios managed by an affiliated sub-adviser.

Mitchell Stein is a financial advisor with Arena Private Wealth holding a Series 66 license and 21 years of industry experience. He has worked at firms including Mutual Securities, Inc., Objective Capital Management, LLC, and Fifth Third Securities, Inc. Stein serves on the board of trustees for University School and is involved in leadership and fundraising activities with Cleveland Clinic Children's Hospital and Saint Martin De Porres High School. Arena Private Wealth provides financial planning and portfolio management services to individuals and high-net-worth clients, offering customized strategies and managing accounts on both discretionary and non-discretionary bases. The firm employs a combination of fundamental, technical, and modern portfolio approaches, sponsors pooled investment vehicles, and implements performance-based fees for certain funds.

Maryanne Battistone is a financial advisor at McDonald Partners LLC with 32 years of industry experience. She has worked at Thomas McDonald Partners LLC since 2009, UBS Financial Services Inc. since 2007, and McDonald Investments Inc. since 1997. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients such as pension plans, foundations, and trusts. The firm provides investment management, financial planning, pension consulting, and brokerage services, combining advisory and broker-dealer activities alongside affiliated private fund management.

Denny Johnson is a financial advisor at Woodland Wealth Partners in Pepper Pike, OH, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Carnegie Investment Counsel, Kestra Financial, Inc., and Cleveland State University. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations with portfolio management and financial planning. The firm uses a combination of fundamental, technical, quantitative, and management-focused research to manage discretionary accounts through model portfolios or customized strategies.

Brian Distler is a financial advisor with Lakeridge Wealth Management LLC, holding a Series 66 credential and over 20 years of industry experience. His prior roles include positions at Cetera Advisor Networks, NMS Wealth Management, Chase Investment Services, and Ameriprise. Distler is involved in managing his advisory practice as well as placing fixed insurance products for clients. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, fundamentals-based investment approach, primarily using ETFs and mutual funds, and maintains institutional custody relationships alongside ongoing due diligence.

Patricia Kuhar is a financial advisor at Journey Advisory Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at TW Advisors for 10 years before joining Journey Advisory Group in 2023. Journey Advisory Group serves individual clients, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.47 billion in assets, employing a long-term investment strategy that includes strategic asset allocation and various analytical approaches, with portfolios typically managed on a discretionary basis.

Anthony Spena Sr. is an advisor at Independence Capital Co., Inc. with 52 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Allstate Insurance Company and Key Investment Services, LLC. He also works as an insurance agent specializing in fixed life insurance, annuities, disability, health, and long-term care insurance. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships. The firm uses fundamental analysis and a long-term trading orientation, tailoring portfolios to clients’ objectives and risk tolerances, and offers both discretionary and non-discretionary portfolio management.