Pierson Wagner is a financial advisor at Nirvana Analytics, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held various positions including roles in the food service industry and as an educator. Nirvana Analytics provides discretionary investment management to a range of clients including individuals, estates, trusts, pensions, corporations, and public-sector entities. The firm’s investment approach includes large-cap equities, fixed income, mutual funds, and option-based trading strategies, managing accounts on a discretionary basis with in-house research and quarterly reviews.

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.

Alfred Feronti is a financial advisor with AMFG Wealth Management LLC in Westlake, OH, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. He has been with AMFG Wealth Management since 2018 and previously worked at SageGuard Wealth Management and Hazard & Siegel Inc. Feronti owns A & M Financial Group Inc., a company involved in the sale and service of fixed insurance products and acting as a solicitor for Hazard & Siegel Advisory Services LLC. AMFG Wealth Management is a small advisory firm serving individual and high-net-worth clients, retirement plans, charities, and corporate entities. The firm provides ongoing portfolio management and financial planning, often referring client assets to third-party managers and using a modern portfolio theory-based investment process documented through Investment Policy Statements.

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.

James Eastwood is a CFP® with 29 years of industry experience. He is currently with AMFG Wealth Management LLC and has held roles at firms including Allstate Insurance Co, OneAmerica Securities, and American United Life. He has been affiliated with the J Edward Group since 2000. AMFG Wealth Management is a small team advisory firm serving individual and high-net-worth clients, retirement plans, charities, and corporate entities. The firm uses a modern portfolio theory-based investment approach, offers ongoing portfolio management and financial planning, and may refer assets to third-party managers while maintaining documented Investment Policy Statements for clients.

Ridwan Umar is a financial advisor at Nirvana Analytics, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Nirvana Analytics, he has work history with firms including T-Mobile, OSU, Target, and Viceroy. Nirvana Analytics provides discretionary investment management to individuals, estates, trusts, pensions, corporations, and other entities, with additional public-sector coverage. The firm’s approach includes large-cap equities, fixed income, mutual funds, and option-based trading strategies, offering tailored allocations across varying risk levels and incorporating derivatives strategies within separately managed accounts.

Evan Watson is a financial advisor at Reed Financial Services, Inc. in Cleveland, OH, holding a Series 66 designation with nine years of industry experience. He has worked at APW Capital, Inc. since 2017 and previously spent a year at Cambridge Investment Research, Inc. Outside of his advisory role, he serves as a registered assistant at APW Capital, contributing to trading and research analysis. Reed Financial Services, Inc. is an SEC-registered advisory firm managing approximately $389 million in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary investment management primarily through core model portfolios, fee-based financial planning, and institutional consulting.

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.

Venera Izant is a financial advisor at 2 Knights Wealth Management, LLC with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wunderlich Securities, Inc., Cetera Investment Advisers LLC, and B. Riley Wealth Management. 2 Knights Wealth Management provides personalized investment management and financial advice primarily to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term investment strategy using fundamental, technical, and cyclical analysis with actively managed mutual fund portfolios based on Modern Portfolio Theory.

John Goodson is a financial advisor with Alpha Planning and Financial Services, Inc. in Solon, OH. He holds a Series 65 designation and has five years of industry experience. His prior work history includes roles at Mass Mutual Life Insurance Company, MML Investors Services, and AXA Advisors. Alpha Planning and Financial Services, Inc. serves individual and high-net-worth clients by providing discretionary portfolio management, retirement and income-generation advice, and standalone financial planning. The firm employs a top-down, macro-environmental investment approach with sector rotation and manages accounts on a discretionary basis through its wrap-fee program.

Zachariah Spicer is a financial advisor with AMFG Wealth Management LLC in Ashland, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Oneamerica Securities and American United Life. He is also a licensed life insurance agent involved in the sale of life, disability, annuities, and long-term care insurance products. AMFG Wealth Management LLC is a small team advisory firm managing approximately $44 million for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm provides portfolio management, financial planning, and third-party money manager referrals, employing both long- and short-term trading strategies including covered-call options.

Dennis Tidmore is a financial advisor at Tidmore Retirement Planning Specialists with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Premier Investment Advisors Inc since 2000. Tidmore also owns Tidmore Consulting Services, which provides non-securities financial consulting in collaboration with other professionals. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, participant education, investment management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis along with tactical asset allocation to manage portfolios and provides discretionary ERISA 3(38) fiduciary services and co-advisory agreements with other registered advisors.

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.

Anjum Hussain is a CFA® charterholder with 22 years of industry experience. He is currently a principal at Night Sky Capital Management, LLC, where he has worked since 2021. Prior to that, he spent 16 years at Qterra Capital Management, LLC. Hussain has also served on the faculty at Oberlin College since 2005. Night Sky Capital Management provides discretionary investment management and financial planning primarily for individual clients, using a technology-driven, quantitative approach based on a proprietary momentum framework. The firm manages accounts on a discretionary basis, tailoring allocations to client risk profiles and discloses firm-level performance results, which is uncommon for firms of its size.

Carly Purtill is a financial advisor at Purtill Financial LLC with 11 years of industry experience. She holds the PFS™ designation and the Series 65 license and has been with Purtill Financial since 2014. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm focuses on non-discretionary portfolio advice and retirement-plan advisement, developing individualized investment policies through client discussions while maintaining a client-directed implementation approach.

Leah Hadley is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Great Lakes Investment Management, LLC since 2017 and founded Great Lakes Divorce Financial Solutions, LLC in 2016, where she serves as President providing financial consulting and mediation services related to divorce. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management and a range of planning services including project-based, hourly, and subscription models. The firm is noted for its focus on divorce-related financial consulting and forensic valuation, alongside traditional wealth management, and conducts educational seminars for organizations and the public.

Liam Studt is a CFP® professional with six years of industry experience, currently affiliated with Reed Financial Services, Inc. He has worked at APW Capital, Inc. since 2019 and has been associated with James Reed Financial Services, Inc. since 2017. Reed Financial Services, Inc. is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $389 million in client assets and employs a team approach using core model portfolios, primarily mutual funds and ETFs, with discretionary management and fee-based financial planning.

Keith Lichtcsien is a CFP® and Series 63 credentialed advisor with 43 years of industry experience. He has been with Resource Strategies, Inc. since 1985 and has also worked with Valmark Securities, Inc. since 2007. Resource Strategies, Inc. provides investment advisory services and comprehensive financial planning, including estate, business, education, and retirement planning. The firm offers non-discretionary portfolio management using third-party money managers and combines advisory fees with commission-based activities through broker-dealer and insurance products.

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.

Adam Vertes is a financial advisor with Objective Capital Management, LLC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He worked at Merrill from 2006 to 2016 before joining Objective Capital Management in 2016. Outside of advisory work, he is involved in managing family-held business interests, including a philanthropic fund affiliated with the Jewish Community Federation. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and institutions. The firm employs a variety of investment methods and manages portfolios ranging from discretionary to non-discretionary, serving approximately 110 client relationships with a team of four advisors.