Brennan Thiergartner is a CFP® and holds a Series 65 license, currently serving as an advisor at Fidato Wealth LLC with four years of industry experience. Prior to his financial advisory career, he worked in landscape construction services and education. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management and comprehensive financial planning with a focus on individualized account supervision and technology integration.

Anthony D'amico is a financial advisor at Fidato Wealth LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Fidato Wealth since 2008. In addition to his advisory role, he is a licensed insurance agent and dedicates part of his time to offering fixed life insurance products as part of comprehensive financial plans. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios built from stocks, bonds, ETFs, and mutual funds, incorporating technology and quarterly reviews as part of its investment approach.

Michael Romanello is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 license and possessing 23 years of industry experience. He has worked at Independence Capital since 2019 and has concurrently held roles at THE O.N. Equity Sales Company, Ohio National Financial Services, and PRO Financial Network, which he owns. Outside of advising, Romanello is an author with a book available on Amazon and is involved in a cannabis production business as an owner and partner. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships and employs a long-term, fundamental analysis approach tailored to clients’ objectives and risk tolerances.

Steven Smetana is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding a Series 66 designation and 18 years of industry experience. He has worked at Symphony Financial Services and LPL Financial since 2016 and was previously with Ameriprise Financial Services from 2012 to 2016. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm tailors investment approaches to client objectives and risk tolerance, utilizing a range of securities and strategies while also offering corporate services such as tax planning and cost segregation studies.

Andrew Givens is a CFA® charterholder at First Fiduciary Investment Counsel Inc with five years of industry experience. He has been with First Fiduciary since 2016, working as part of a four-advisor team in Cleveland, OH. First Fiduciary provides discretionary investment management services to individuals, non-profits, retirement plans, trusts, estates, ESOPs, and other institutions. The firm follows a fee-only model and focuses on equity and balanced strategies centered on large-cap, dividend-paying stocks, utilizing fundamental analysis and portfolio construction limits to manage approximately $565.5 million across about 460 accounts.

Salvatore Dangelo is a financial advisor at Fourth Dimension Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Advisors LLC, Stratos Wealth Partners, Ltd, and LPL Financial LLC. He is an advisory board member of the Nick D’Angelo Fund, a charitable fund that recommends charitable gifts and investment strategies. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm tailors asset allocations to client objectives using a variety of analytical methods and offers ongoing account monitoring and detailed quarterly performance reporting.

Amy D'amico is a financial advisor with Fidato Wealth LLC, holding a Series 65 credential and with 13 years of industry experience. She has been with Fidato Wealth since 2009. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, providing asset management, comprehensive financial planning, retirement plan consulting, and selection and oversight of third-party money managers and trust administration options. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios constructed from individual securities, ETFs, and mutual funds, conducting regular reviews and rebalancing as needed.

Giuseppe Del Vecchio is a financial advisor at Landolt Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Fifth Third Securities for 14 years before joining Landolt Securities in 2017. Outside of his advisory role, he buys and sells sports memorabilia on eBay as a hobby. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations, managing $137.8 million in assets as of March 31, 2026. The firm focuses on fundamental analysis and primarily manages client assets in small-cap growth stocks, using both discretionary and non-discretionary portfolio management approaches tailored to client objectives and risk tolerances.

Thomas Cirincione is a CFA® charterholder with one year of experience in financial advising, currently with Fourth Dimension Wealth, LLC. He previously worked at Huntington Bank for 13 years. Outside of his advisory role, he serves as a board member for the nonprofit LifeAct and is president of the Cleveland Italian Ancestry Organization. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm tailors asset allocations to client objectives using a mix of analytical methods and offers detailed reporting and educational outreach.

Sohrab Sadegi is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Independence Capital since 2005 and has over 32 years of experience at Bankers Life & Casualty. Outside of advising, he is involved in insurance sales and operates an online food delivery and shopping business. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other entities. The firm manages approximately $118.7 million across about 300 client relationships, employing fundamental analysis and a long-term investment approach tailored to client objectives and risk tolerances.

David Cush is a financial advisor with Independence Capital Co., Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at the ON Equity Sales Company and Wisconsin Financial Group. Outside of his advisory work, he creates woodworking educational videos. Independence Capital Co., Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities. The firm manages approximately $118.7 million across 300 client relationships, employing a fundamental, long-term investment approach tailored to client objectives and risk tolerances.

Jay McClellan is a CFP® professional with 40 years of industry experience. He is currently with Cornerstone Asset Management Services, Inc., where he has worked since 2020. His prior experience includes roles at Aurora Securities Inc., Secure Asset Management, L.L.C., Concorde Investment Services, LLC, and Asset Management Systems Inc. McClellan is also president of Asset Management Systems, a business that provides income tax preparation, financial planning, and insurance services, and he owns the McClellan Agency, which focuses on fixed insurance and annuity sales. Cornerstone Asset Management Services, Inc. offers discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm uses a proprietary investment process combining fundamental and technical analysis and provides a range of services including model portfolios, separately managed accounts, sub-advisory management, and consulting.

Raymond Bolin is an investment advisor at Southland Equity Partners, LLC with 23 years of industry experience. He has worked with FSC Securities Corporation since 2002 and joined Southland Equity Partners in 2021. Outside of his advisory role, he owns and operates American Premier Financial Services, which provides life and health insurance and mortgage services. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and evaluates third-party portfolio managers for specific asset classes.

Frederick Kerestury is a financial advisor at WestPoint Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at WestPoint since 2020, following prior roles at AMFG Wealth Management LLC and Axa Advisors, LLC. He serves on the fundraising committee for the YMCA of Lorain County. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to tailor strategies to client goals and risk tolerances, managing assets both directly and through third-party managers.

Ashley Kabalan is a financial advisor with Independence Wealth Advisors, LLC and holds a Series 65 designation. She has six years of industry experience, including five years with the Cleveland Metropolitan School District and three years at The Oak Barrel prior to her current role. Independence Wealth Advisors serves individual and high-net-worth clients, as well as pension and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm combines fundamental, quantitative, and technical investment methods, and provides clients access to performance and holdings monitoring through eMoney.

Michael Fedj is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Raymond James and Associates and Wells Fargo Advisors. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans with discretionary and non-discretionary investment management and personal financial planning. The firm develops individualized asset allocations based on clients’ goals and risk tolerance, employs active portfolio monitoring with a range of analytical techniques, and emphasizes ongoing client communication and education through detailed reporting and workshops.

David Toetz is a financial advisor with Independence Capital Co., Inc. in Parma, Ohio, holding a Series 63 designation and over 41 years of industry experience. He has practiced law since 2003 and serves on the board of directors for PSE Credit Union. In addition to his advisory work, he has roles as an attorney and public defender. Independence Capital Company, Inc. provides investment advisory and financial planning services to individuals, corporations, and other entities, managing approximately $118.7 million across about 300 client relationships with an 18-person advisory team. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances, and offers a broad range of securities and third-party manager introductions.

Andrew Outcalt is a CFP® and holds a Series 66 license, with five years of industry experience. He currently works at Fidato Wealth LLC, where he has been since 2026, following prior roles at Cary Stamp & Company, Commonwealth Financial Network, JPMorgan Chase Bank, J.P. Morgan Securities, and UBS. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by offering asset management, comprehensive financial planning, retirement plan consulting, and third-party money manager selection and oversight. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios that include stocks, bonds, ETFs, and mutual funds, conducting regular reviews and rebalancing as needed.

Mark Suhay is a financial advisor with Cornerstone Asset Management Services, Inc. He holds 43 years of industry experience and has worked with Cornerstone since 2007. Prior to this, he was associated with J.W. Cole Financial, Inc. and Daley & Company. Outside of advisory work, Suhay serves as Vice President of Operations for Impact Sports Ohio, a travel baseball organization, where he is also a board member and assistant coach. Cornerstone Asset Management Services, Inc. provides discretionary portfolio management and consulting primarily to individual clients, including high-net-worth individuals, as well as trusts, corporations, and pensions. The firm uses a model-driven investment approach that combines fundamental and technical analysis, offering a variety of delivery options including model portfolios, separately managed accounts, sub-advisory services, and consulting.

Michael Doherty is a financial advisor at Prasad Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked previously at Regal Investment Advisors, Regulus Financial Group, Elixir Solutions, Marcus & Millichap, and The Allstate Corp. Outside of finance, he participates as a panelist in Nielsen TV Ratings, allowing a meter to be installed in his home for marketing research purposes. Prasad Wealth Partners serves individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm focuses on personalized financial planning and employs a primarily fundamental, long-term investment approach while maintaining flexibility for shorter-term trades as needed.