Ryan Stine is a financial advisor at Chlebina Capital with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Private Client Services, OSAIC, Securities America, and Securities Service Network. Stine has been with Chlebina Capital since 2005. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs multiple proprietary investment strategies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting.

William Bullington Jr. is a financial advisor with Bullington Capital Management, LLC in Akron, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd. Aside from his advisory role, he is also an insurance agent. Bullington Capital Management provides discretionary investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes fundamental and technical analysis for portfolio construction and management, offering tailored investment strategies across equities, mutual funds, ETFs, and other instruments.

Anthony Debaltzo is a financial advisor at GatePass Capital, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for nine and eight years, respectively. 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 private funds. The firm’s approach emphasizes diversification, risk management, and a long-term horizon, managing portfolios across multiple asset classes and pursuing venture equity investments through private funds and special purpose vehicles.

Drew Gill is a Chartered Financial Consultant (ChFC®) with seven years of industry experience. He is currently an advisor at Enza Financial, LLC and has previously worked with firms including Golden Reserve Retirement, Investment Distributors, Inc., and Concourse Financial Group Securities Inc. Drew’s background also includes varied roles outside the financial sector, such as positions in retail and dining. Enza Financial serves individual clients, businesses, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm utilizes multiple analytical methods and offers both discretionary and non-discretionary advice, along with participant-level retirement plan services and access to a wide range of investment vehicles.

Michael Rabe is a CFA® charterholder with 48 years of industry experience. He is a principal at Rabe Investment Consulting Group, where he has worked since 2021. Prior to that, he held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Rabe Investment Consulting Group provides investment management and financial planning services to individuals, families, trusts, charitable institutions, foundations, and corporations. The firm employs a fiduciary approach combining active and passive strategies, with an emphasis on tax-efficient, risk-adjusted asset allocation and uses quantitative screening to identify undervalued securities.

Stanley Oda is a CFP® professional with 37 years of experience in the financial industry. He has been the principal of Oda and Company, Inc. since 1999 and has also been associated with LPL Financial LLC since 1998. Oda and Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm uses Modern Portfolio Theory to construct portfolios across five risk profiles and manages accounts primarily on a discretionary basis, incorporating fundamental and technical analysis as well as tactical asset allocation.

David Massare Jr. is a CFP® professional with 22 years of experience in the financial advisory industry. He is currently with Signal Tree Financial Partners LLC, where he has worked since 2023, following an 18-year tenure at Sequoia Financial Group, LLC. Signal Tree Financial Partners LLC serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management, retirement account advice, and financial planning. The firm employs a team-based approach, emphasizing fundamental analysis and long-term strategic asset allocation using low-cost mutual funds, ETFs, individual securities, and independent managers.

Megan Eberhart is a CFA® charterholder with four years of industry experience. She is currently an advisor at Summit Wealth Management LLC, where she has worked since 2021. Prior to that, she was employed at Johnson Investment Counsel and GBQ Consulting. Summit Wealth Management LLC provides discretionary portfolio management and pension/401(k) consulting to individual investors and employer-sponsored plans. The firm serves both high-net-worth and non-high-net-worth clients, employing fundamental analysis and long-term investment strategies alongside Schwab’s Institutional Intelligent Portfolios for index-based asset allocation with automated monitoring and rebalancing.

Joseph Romito is a financial advisor with Gross Investments LLC and holds 10 years of industry experience. His career includes roles at Westpoint Wealth Management, Cetera Advisor Networks, and Ameritas Investment Corp. Outside of advisory work, he is involved with Jolinax, LLC, a private business. Gross Investments LLC provides financial planning, consultation, and investment management primarily to individual and high-net-worth clients. The firm emphasizes individualized planning and a variety of analytic approaches to support predominantly long-term investment strategies.

Michelle Raddell is a financial advisor at Intentional Wealth Partners in Cleveland, OH, with two years of industry experience. She holds the Series 65 designation and previously worked at John Carroll University and New York University. Intentional Wealth Partners serves individual and high-net-worth clients with discretionary portfolio management and a variety of financial planning services, including project-based, hourly, and subscription-based options. The firm is noted for its focus on divorce-related financial consulting and forensic valuation work, integrating planning and investment management using ETFs and mutual funds.

James Grable is a financial advisor with Signal Tree Financial Partners LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Signal Tree in 2025, he worked at Northwestern Mutual Investment Services, LLC from 2022 to 2025 and has experience with KeyBank and other financial roles. Signal Tree Financial Partners serves individual and high-net-worth clients, as well as trusts and estates, through discretionary portfolio management and financial planning. The firm employs a fundamental, long-term investment approach using diversified, low-cost funds, individual securities, and independent managers, with additional affiliated accounting and tax services.

Linda Cahill is a financial advisor at Enza Financial, LLC with over 32 years of industry experience. She holds the ChFC® and Series 63 designations. Her career includes roles at M Holdings Securities, Inc. and The Benefits Group. Outside of advisory work, she is the business owner of Workchat, a communications service for 401(k) plan participants, and the founder of the Enza Foundation, which makes donations to charities of choice. 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 customizes investment strategies to client objectives and offers participant education and group seminars, with access to resources through affiliations with M Financial Group.

Sharon Stadul is a Series 65-licensed financial advisor at CBS Funding, Inc. with 12 years of industry experience. She also serves as board treasurer for the National Speakers Association of Ohio and is involved in wellness and health coaching ventures through Stretch Comedy Wellness LLC and Herbs & Humor LLC. CBS Funding, Inc. provides personalized investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs client-specific investment policy statements and fundamental analysis, offering both discretionary and non-discretionary portfolio management alongside ERISA plan services.

Jeff Rovnak is a Certified Financial Planner® with 23 years of industry experience. He is currently with Signal Tree Financial Partners LLC, where he has worked since 2021. Prior to that, he was with Sequoia Financial Group and Sequoia Financial Advisors from 2015 to 2019. Signal Tree Financial Partners serves individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management, retirement account advice, and financial planning. The firm employs a team-based approach and focuses on long-term strategic asset allocation using low-cost mutual funds, ETFs, individual securities, and independent managers tailored to client goals and risk tolerance.

Christopher Anselmo is a financial advisor with Brookside Financial Advisors, LLC, holding a PFS™ designation and 20 years of industry experience. He has worked at Brookside Financial Advisors since 2011 and also manages his own private law firm, Anselmo & Company LLC. His other business activities include ownership of a tax and insurance firm and a private law practice specializing in estate and probate matters. Brookside Financial Advisors is a fee-based firm offering financial planning and portfolio management, with a focus on coordinated planning and tax strategies. The firm utilizes third-party money managers and integrates affiliated tax, insurance, and legal services to serve its individual clients.

William Manby Jr. is a financial advisor at Paradigm Investment Advisory LLC with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Manby has held leadership roles in several related entities, including Paradigm Equity Strategies LLC, where he serves as president and CEO. He is active in community organizations such as the Akron Rotary Club and the Akron Community Foundation. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to individuals and institutional clients, including pension plans, trusts, and charitable foundations. The firm emphasizes third-party money manager due diligence, asset allocation, and fundamental analysis, and manages multiple privately offered conduit investment funds.

Andrew Lessman is a financial advisor at Sharper & Granite LLC with a Series 65 designation and two years of industry experience. He previously worked at National Interstate Insurance from 2014 to 2022 before joining Sharper & Granite. Sharper & Granite provides portfolio management services to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million in discretionary assets. The firm uses a top-down asset allocation process that emphasizes low-cost, tax-efficient index ETFs and no-load index mutual funds, supported by statistical methods to estimate efficient frontier allocations.

Denise French is a financial advisor with Intentional Wealth Partners in Cleveland, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Engrave Wealth Partners, Belpointe Asset Management, and Voya Financial Advisors. In addition to her advisory work, she is involved with Divorce Strategies Group, providing divorce mediation, financial education, and forensic accounting services. Intentional Wealth Partners serves individual and high-net-worth clients, offering discretionary portfolio management alongside a range of financial planning services. The firm combines investment management with specialized divorce-related financial consulting and forensic valuation work, utilizing fundamental analysis and modern portfolio theory in portfolio construction.

Howard Gross is a financial advisor at Gross Investments LLC with six years of industry experience. He holds a Series 65 credential and has worked at several firms, including WestPoint Wealth Management and AMFG Wealth Management. Outside of finance, he operates Howard's Lawn Care, a business he has managed for over a decade. Gross Investments LLC provides financial planning, consultation, and investment management primarily to individual and high-net-worth clients. The firm emphasizes individualized planning and a variety of analytic approaches to support long-term investment strategies.

Glenn Cunningham is a financial advisor at Cunningham Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cunningham Wealth Management since 2008. In addition to his advisory role, he serves on the boards of multiple companies and charitable foundations and is a CPA involved in arranging life settlements for clients when appropriate. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm employs a comprehensive investment approach based on client interviews and a combination of asset allocation, fundamental, technical, cyclical, and quantitative analysis.