Frank Fantozzi is a financial advisor with Return on Life Wealth Partners in Brecksville, Ohio, holding a Series 63 designation and over 32 years of industry experience. He has worked at Planned Financial Services, LLC and LPL Financial since 2004. Outside of advising, Frank serves as a non-profit board member coaching a girls travel soccer team and has acted as an expert witness in legal cases. Return on Life Wealth Partners provides comprehensive financial planning and portfolio management for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a values-driven, holistic planning approach that integrates investment, risk management, and legacy strategies aligned with client goals, offering both traditional and flexible fee arrangements.

James Davis is a financial advisor with Cunningham Wealth Management in Broadview Heights, OH, holding 17 years of industry experience. He has been with Cunningham Wealth Management since 2008 and is also involved with Cunningham and Associates, a local public accounting firm. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm emphasizes a comprehensive investment approach that includes asset allocation and multiple analytical methods, with regular account reviews and coordination through custodial platforms and independent managers.

Jason Thomson is a financial advisor at Gross Investments LLC with five years of industry experience. He holds a Series 65 designation and has worked at Gross Insurance LLC, Sherwin Williams, AMFG Wealth Management LLC, WestPoint Wealth Management, and KEYBANK. Gross Investments LLC serves individual and high-net-worth clients by providing project-based financial planning, hourly consultations, and ongoing investment management. The firm employs a variety of analytical approaches to build primarily long-term portfolios and offers both discretionary and non-discretionary management tailored to client preferences.

Wayne Salsbury is a CFP® professional with 12 years of industry experience, currently serving at Presper Financial Architects, LLC. His prior roles include positions at Cedar Brook Group and Cadaret, Grant & Co., Inc. He holds an insurance license and is involved in insurance sales and service consistent with financial planning. Presper Financial Architects, LLC provides personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm uses a proprietary model approach combining active and passive strategies and offers a wrap fee program with Schwab as custodian.

Donald Tharp is a CFP® with 27 years of industry experience and has been with Hudson Financial Advisors Inc since 1996. He holds Series 63 and Series 65 licenses and is also a licensed independent insurance producer, earning commissions from insurance product sales. Hudson Financial Advisors serves retirement and institutional clients, providing wealth management and consulting through a structured Financial Masterpiece process. The firm emphasizes model-driven asset allocation using third-party platforms, primarily recommending no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors funds.

Robert Stark is a financial advisor at Watch Guard Capital LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Allworth Financial, AW Securities, and Phillips Financial Advisor. Watch Guard Capital LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $80.7 million across 147 accounts. The firm employs a discretionary management approach using charting, technical, quantitative, and cyclical analysis, emphasizing option-income strategies and borrowing techniques that are less common among similar firms.

Daniel Mason is the sole advisor at First Mason Financial, LLC in Medina, Ohio, holding a Series 66 designation with 25 years of industry experience. He has worked at First Mason Financial and Triad Advisors, Inc. since 2007. Outside of his advisory role, he is also licensed to offer life insurance and fixed indexed annuities. First Mason Financial is an SEC-registered investment adviser managing approximately $185.7 million for about 382 clients, primarily individuals and high-net-worth individuals. The firm provides portfolio management for individual clients and pooled investment vehicles, alongside financial planning services, operating with a high client-to-advisor ratio and maintaining a notable digital and social media presence.

Kathleen Chapman is a CFA® charterholder with 22 years of industry experience. She has worked at Chapman Capital Management Group, Inc. since 1989. Ridge Creek Global, Inc. provides global wealth advisory services to individuals, families, trusts, endowments, and foundations, focusing on both discretionary and non-discretionary portfolio management. The firm serves a relatively small, high-net-worth client base and employs a stewardship-driven, analytical investment approach that incorporates diversified global exposures and ongoing portfolio monitoring.

Dori Torrens is a financial advisor at DBK Financial Counsel, LLC with eight years of industry experience and holds a Series 65 designation. Prior to joining DBK Financial Counsel, Torrens worked for Schulte & Company CPA's for three years. DBK Financial Counsel primarily serves high-net-worth individuals, offering ongoing portfolio management and comprehensive financial planning services. The firm manages diversified portfolios using equities, fixed income, mutual funds, ETFs, treasury inflation-protected bonds, and non-U.S. securities, applying a long-term trading approach based on fundamental and technical analysis combined with modern portfolio theory.

David Kearns is a financial advisor at DBK Financial Counsel, LLC in Cuyahoga Falls, OH, holding a PFS™ designation with 17 years of industry experience. He also practices law part-time with DBK Legal Counsel, LLC, an affiliated law firm. DBK Financial Counsel provides portfolio management and financial planning primarily for high-net-worth individuals, using a fiduciary approach that combines fundamental and technical analysis with modern portfolio theory. The firm manages accounts on a discretionary basis and emphasizes long-term trading while tailoring plans to individual goals and risk tolerances.

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.

Steven Mccann is a CFP® professional with 20 years of experience in financial advising. He has been with Hudson Financial Advisors Inc since 2010. In addition to his advisory role, he is a licensed independent insurance producer and earns commissions from the sale of insurance products. Hudson Financial Advisors provides wealth management, asset allocation, and portfolio management services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines advisory services with insurance consulting and business-planning, employing a multi-step, plan-oriented process that incorporates tax mitigation, wealth transfer, and wealth protection strategies.

Jessica Fries is a CFP® professional with 18 years of industry experience. She has been with Chlebina Capital since 2015 and currently works there as an advisor. Prior to that, she held roles at Securities Service Network, inc, SECURITIES AMERICA, inc., OSAIC, and Private Client Services. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs multiple proprietary strategies combining fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting.

Joshua Sonnhalter is a financial advisor at Warther Private Wealth in Akron, OH, holding a Series 66 designation with three years of industry experience. He serves as president of Warther Private Wealth and is also an investment adviser representative with Independence Capital Co., Inc. Warther Private Wealth manages approximately $371 million for around 237 clients, offering investment management, financial planning, pension consulting, and advisory services primarily to individuals and high net worth clients. The firm employs a long-term investment approach focused on equities, bonds, and low-cost ETFs, using fundamental analysis alongside occasional technical and cyclical tools.

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.

Patricia Hornak Box is a financial advisor at Oda And Company, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oda And Company since 2000. In addition to her advisory role, she is involved in non-variable insurance activities. Oda And Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm employs Modern Portfolio Theory to construct diversified portfolios and manages accounts primarily on a discretionary basis, utilizing fundamental and technical analysis alongside tactical asset allocation.

Thomas Presper is a financial advisor with Presper Financial Architects, LLC in Akron, OH, holding Series 63 and Series 66 licenses and having 36 years of industry experience. He previously worked at Cetera Advisors LLC and The Millennial Group. He serves as a board member of the Nu Rho Psi Endowment and teaches retirement seminars through Passport to Retirement Seminars. Presper Financial Architects, LLC provides personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm utilizes proprietary portfolio models and a combination of active and passive strategies, emphasizing transition planning and multigenerational engagement.

Christopher Denholm is a financial advisor at Objective Capital Management, LLC with 21 years of industry experience and holds a Series 66 designation. He has been with Objective Capital Management since 2011. In addition to his advisory role, he is involved in insurance sales through an affiliated and an unaffiliated insurance agency. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and other institutions. The firm employs various investment strategies, including fundamental and technical analysis, cyclical analysis, and Modern Portfolio Theory, and utilizes sub-advisers and model portfolios as part of its process.

Zachary Paul is a financial advisor at Kirtland Hills Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Hyland Software since 2021 as a Software Platform Data Engineer. His prior roles include positions at Lovelytics and Paladin Attachments. Kirtland Hills Capital Management provides discretionary investment advisory and portfolio management services primarily to individuals, high-net-worth clients, families, and small businesses. The firm employs a long-term, owner-oriented equity investment approach that combines fundamental and technical analysis, supported by quantitative research, and manages approximately $310 million in client assets.

Mark Pinzone is a financial advisor with M3 Wealth Management in North Royalton, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at L.M. Kohn & Company and The Leaders Group, LLC. Outside of advising, he teaches business courses and coaches football at Brunswick High School. M3 Wealth Management offers discretionary and non-discretionary investment management and financial advice to individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm employs a client-tailored, generally long-term investment approach that includes portfolio customization and coordination with clients’ tax and legal advisors.