Angel Way is a financial advisor with Way Street Financial, LLC in Brunswick, Ohio, holding a Series 65 credential and 11 years of industry experience. Prior to founding Way Street Financial, she held roles at multiple firms including ORG Partners, Paragon Estate Planners, and Emerald Investment Partners. Outside of advising, she serves on the board of Integrated Community Solutions, a nonprofit focused on community development for people with developmental disabilities, and is Vice President of the MetroWest Toastmasters club. Way Street Financial provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm combines investment advisory services with affiliated insurance and tax-related businesses, offering a range of products and educational seminars while managing accounts under discretionary authority using modern portfolio theory and tailored client recommendations.

Amanda Crighton is a CFP® and holds a Series 66 license, with nine years of industry experience. She has worked at Rabe Investment Consulting Group since 2021 and held positions at Wells Fargo Clearing, Randstad Staffing, and Banana Republic prior to that. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a combination of active and passive portfolio management strategies, emphasizes tax-efficient asset allocation, and offers discretionary and non-discretionary management alongside advising on held-away insurance and annuity products.

Scott Fischer is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with Enza Financial, LLC since 2014 and also has a history with M HOLDINGS SECURITIES, Inc. Outside of his advisory role, Fischer serves on the Tudor House Advisory Council, contributing to promotion, ticket sales, donations, and maintenance activities. Enza Financial serves individual and high-net-worth clients as well as businesses, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm tailors investment advice to client objectives using a variety of strategies and offers distinctive services such as retirement plan participant education and group seminars.

David Flaspohler is a financial advisor with Skybox Financial Group LLC and holds a Series 65 designation. He has been with Skybox Financial Group since 2026 and has prior experience including roles at Cleveland Football Academy and Case Western Reserve University. Skybox Financial Group provides advisory services to individual and high-net-worth clients, managing approximately $75 million across about 189 accounts. The firm uses a portfolio construction approach based on modern portfolio theory and asset allocation, offering discretionary management, comprehensive financial planning, and client education programs.

Gary Friedman is a financial advisor at Bison Wealth Management, LLC with 29 years of industry experience. He holds a Series 65 designation and has worked at Summit Capital, Inc. since 2008. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm’s investment approach is primarily long-term focused, utilizing ETFs, individual equities, bonds, and low-cost mutual funds, with continuous monitoring and formal annual reviews.

Kenneth Patsey is a financial advisor with Wisdom Investment Strategies, LLC, holding a Series 63 designation and 40 years of industry experience. He has worked at Wisdom Investment Strategies since 2016 and also serves as Executive Director of Manufacturing Works, a nonprofit supporting manufacturing companies in workforce development, technology adoption, and succession planning in Northeast Ohio. Wisdom Investment Strategies provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, business entities, charitable organizations, and endowments. The firm uses a proprietary equity selection methodology called Wisdom Select and offers customized investment advice through a discretionary process that includes fundamental and technical analysis as well as options for risk management.

Carrie Rosko is a financial advisor at Cornerstone Family Office, LLC with 22 years of industry experience. She holds the PFS™ designation and Series 65 license and has been with Cornerstone Family Office since 2001. Cornerstone Family Office serves high-net-worth individuals and related entities by providing comprehensive family office services including financial and estate planning, tax preparation and planning, and administrative support. The firm does not manage assets directly but develops tailored financial plans and assists clients in selecting third-party investment managers while focusing significantly on income, estate, and gift tax work.

David Lapuma is a CFP® professional affiliated with GatePass Capital, LLC, with 13 years of industry experience. He previously worked at Ancora Advisors LLC, Inverness Securities LLC, and Zelman Partners LLC before joining GatePass Capital in 2024. GatePass Capital provides discretionary and non-discretionary investment management, financial planning, and consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, corporations, retirement plans, and a private fund with related special purpose vehicles. The firm employs a diversified approach that includes publicly traded securities, alternative asset classes, and venture equity investments, managing both individual portfolios and pooled investment vehicles.

Robert Murphy is a financial advisor at Front Edge Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at The Ohio State University Department of Athletics since 2021, where he performs accounting and billing services as a fiscal associate. Prior to this, he was employed at Amazon in 2021. Front Edge Capital Management provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $88.5 million in client assets, delivering customized portfolios based on a proprietary research process that integrates fundamental, technical, and cyclical analysis with a focus on large U.S. companies.

Anthony Marlette Jr. is a financial advisor at Brookside Financial Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Huntington Financial Advisors, The Huntington Investment Company, and PNC Investments prior to joining Brookside in 2021. Brookside Financial Advisors is a fee-based firm providing financial planning and portfolio management services for individual clients. The firm uses client-specific investment policy statements and risk-tolerance assessments, relies on third-party money managers, and integrates tax, accounting, insurance, and legal services through affiliated practices.

Michael Purtill is a CFP® with 15 years of industry experience and has been with Purtill Financial LLC since 2008. He is based in Highland Heights, OH, and holds a Series 65 license. 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, utilizing fundamental, technical, and cyclical analysis methods to develop individualized investment policies.

Kevin Angney is a financial advisor at CCF Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services Inc since 2006. In addition to his advisory role, he is involved in selling fixed life, health, and annuity products and participates in college funding planning marketed through Cleveland College Fund. CCF Advisors serves individuals, high-net-worth individuals, and business owners by providing investment supervisory services, third-party money manager selection, and financial planning. The firm manages portfolios using fundamental, technical, and cyclical analysis with both long- and short-term strategies, offering discretionary and non-discretionary account management.

William Powers is a CFP® with 42 years of experience in the financial industry. He has been with Powers Investment Advisory Corporation since 1984 and previously worked at Cadaret, Grant & Co., Inc. from 1991 to 2021. In addition to his advisory work, he prepares income tax returns as a sole proprietor. Powers Investment Advisory Corporation provides discretionary asset management services to individual and high-net-worth clients. The firm focuses on portfolio construction and security selection tailored to clients’ goals and risk tolerance, utilizing fundamental analysis and third-party research.

Chelsea Hussey is a CFP® and ChFC® with 15 years of experience in financial advisory roles. She currently serves at Return on Life Wealth Partners, having previously worked at firms including LPL Financial and Northwestern Mutual. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning process that aligns investment and legacy strategies with client goals and offers a range of fee arrangements alongside specialized services.

Calla Cornett is a CFP® professional with eight years of industry experience, currently serving as an advisor at Capital City Wealth Management, Inc. She previously worked at HighTower Advisors LLC and WealthTrust Fairport, LLC. Her current firm serves individual and high-net-worth clients, offering discretionary investment management and financial planning through a wrap-fee program with a risk-based, tailored investment approach.

Elaine Bartels is a financial advisor at CBS Funding, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at CBS Funding since 2024. In addition to her advisory role, she provides actuarial and consulting services at Creative Benefit Strategies, Inc. CBS Funding, Inc. offers personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses client-specific investment policy statements and fundamental analysis to guide portfolio management and supports a range of ERISA plan services, benefiting from its close affiliation with Creative Benefit Strategies, Inc., a pension consulting and actuarial practice.

Dennis Coon is a CFP® professional with 22 years of experience in the financial services industry. He has worked at firms including American Portfolios Financial Services, Inc., Hill Financial Group, Equitable Advisors, and UBS Financial Services before founding Transcend Wealth in 2018. Transcend Wealth offers fee-based financial planning and portfolio management to individual and high-net-worth clients, providing discretionary and non-discretionary asset management as well as variable annuity management without commission sales. The firm emphasizes an individualized advisory process and regularly conducts public educational seminars that focus on financial education rather than product sales.

Giuseppe Vitale is a CFP® and PFS™ credentialed financial advisor with 11 years of industry experience. He has worked at Hudson Financial Advisors Inc. since 2020 and previously held roles at Capital Analysts, Beacon Financial Advisory LLC, Beacon Financial Partners, and Lincoln Investment. Outside of his advisory work, Vitale serves on the boards of directors for the DDC Clinic, Center for Special Needs Children, and Northern Ohio Charitable Gift Planners. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm integrates advisory services with insurance consulting and business planning, employing a multi-step, plan-oriented process that includes tax mitigation and wealth transfer strategies.

Robert Stewart Jr. is a financial advisor with CCF Advisors LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Fortune Financial Services Inc. since 2006. Outside of his advisory role, Stewart is involved in college funding planning and sells fixed life insurance and annuities. CCF Advisors, LLC provides investment supervisory services and financial planning to individuals, high-net-worth individuals, and business owners. The firm employs fundamental, technical, and cyclical analysis across both long- and short-term strategies, with a focus on client-specific Investment Policy Statements and primarily non-discretionary asset management.