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.

Robert Swindaman is a CFP® with 12 years of experience in financial advising. He is currently with EmVision Capital Advisors, LLC and has previously worked at firms including Commonwealth Financial Network and Gerber, LLC. Outside of his advisory role, he owns Fernweh, LLC, a business consulting firm. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, providing discretionary investment management and comprehensive wealth-planning services. The firm’s investment approach involves customized asset-allocation models across multiple asset classes, supported by an investment committee and coordinated planning across tax, estate, philanthropy, and education areas.

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.

David Demming Jr. is a CFP® and holds a Series 66 license, with 22 years of experience in the financial industry. He has been with Demming Financial Services Corp. since 2002, where he is part of a five-advisor team based in Aurora, Ohio. Demming Financial Services Corporation serves individual and high-net-worth clients, as well as pension, trust, and corporate accounts, offering financial planning, consulting, and portfolio management. The firm manages approximately $766 million in assets using a fundamental analysis approach and client-specific Investment Policy Statements, with investments allocated across independent managers, mutual funds, ETFs, individual securities, and private placements for qualified investors.

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.

Amy White is a financial advisor at Journey Wealth Management in Cleveland, OH, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Signal Tree Financial Partners LLC, Sequoia Financial Group LLC, and Valmark Securities, Inc. In addition to her advisory work, Amy serves as a Notary Public for the State of Ohio. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individual and high-net-worth clients. The firm offers customized, discretionary investment programs alongside family-office style services such as bill pay and tax coordination, operating on a fee-only basis with a focus on individualized strategies.

James Zidd is a financial advisor at EmVision Capital Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Tavco Financial Advisory, The Tavenner Company, and W H Colson Securities. He is also the owner of Zidd Financial Services, LLC, a private entity facilitating securities, advisory, and insurance business. EmVision Capital Advisors serves high-net-worth individuals, families, and family offices, offering discretionary investment management, customized investment policy statements, and strategic wealth-planning services. The firm’s investment approach includes customized asset-allocation models across various asset classes, ongoing reporting, and coordination of comprehensive planning tasks.

Jared Hoffman is a financial advisor at Broadleaf Partners, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Valmark Financial Group and Ohio State University. Broadleaf Partners serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis to manage individualized portfolios and model strategies tailored to client objectives.

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.

Jacob Baucco is a financial advisor at Capital Advisors, Ltd., LLC in Cleveland, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Capital Advisors and Lincoln Investment in 2023, he worked at the University of Dayton and has experience in several other roles including in construction and hospitality. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, financial planning, and consulting, utilizing a range of investment vehicles with ongoing portfolio monitoring and rebalancing.

David Olson is a ChFC® credentialed financial advisor with over 33 years of industry experience. He currently serves at Journey Wealth Management and has held roles at Beacon Financial Advisory LLC, Lincoln Investment, Sanders Morris Harris Inc., and Total Health Care Plan, Inc. Olson is involved in nonprofit work as treasurer and finance committee member of the International Burn Foundation and serves as chairman of the Endowment Committee for Forest Hill Church. Journey Wealth Management provides financial planning, investment consulting, and portfolio management services primarily to individuals, including high-net-worth clients. The firm combines discretionary investment management with family-office style services such as bill payment and tax coordination, emphasizing customized strategies and strategic asset allocation.

Daniel Obrien is a CFP® with 16 years of industry experience, currently serving as an advisor at Capital Advisors, Ltd., LLC. He has been with Capital Advisors and Capital Analysts since 2011 and has worked at Lincoln Investment since 2012. Obrien also holds a managerial role in wealth management and portfolio analysis within Capital Advisors. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment management, financial planning, and consulting, employing a range of investment vehicles and maintaining a defensive cash strategy.

Zachary Abrams is a CFP® with 19 years of industry experience, currently affiliated with Capital Advisors, Ltd., LLC. He has worked at Lincoln Investment since 2012 and has been with Capital Advisors Ltd. since 2005. Abrams serves on the board of the Jewish Federation of Cleveland and chairs its committee advising on retirement plan allocations. He is also the founder of Strai, a chatbot platform focused on short-term rental owners. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides a range of investment management and financial planning services, employing a diversified approach that includes mutual funds, ETFs, equities, fixed income, and REITs, with ongoing portfolio monitoring and rebalancing.

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.

Kevin Mcpeek is a CFP® with 10 years of experience in financial advising. He is currently with Journey Wealth Management in Cleveland, OH, where he has worked since 2025. Prior to that, he spent several years at Sequoia Financial Group in various capacities. Journey Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates. The firm provides financial planning, investment management, and consulting, with a focus on discretionary investment programs emphasizing strategic asset allocation and integrated tax and operational services.

Erin Donahue is a financial advisor with Capital Advisors, Ltd., LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Lincoln Investment, AFS International, and Financial Planners of Cleveland, Inc. Donahue is also involved in wealth management support activities within her firm. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management along with financial planning, employing a range of investment vehicles and maintaining a conservative approach to cash management.

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.