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.

Christina Fanourakis is a CFP® with 10 years of industry experience, currently serving at Cornerstone Wealth Management in Westlake, OH. She has been with DAGCO, Inc. since 2015. Cornerstone Wealth Management provides investment management and financial planning to individuals, trusts, estates, corporations, and qualified retirement plans. The firm combines fundamental and technical analysis to construct diversified portfolios and employs active strategies such as option writing and margin use, managing approximately $511 million on a discretionary basis.

Nathan Gist is a CFP® professional with 20 years of experience in financial advising. He has been with Lesjak Planning Corporation since 2002. Nathan works at Lesjak Planning, LLC, a family-owned registered investment adviser based in Westlake, OH. Lesjak Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering written financial planning and portfolio management through two advisory programs. The firm employs a long-term, buy-and-hold investment approach tailored to client risk profiles and provides routine portfolio reviews, client newsletters, and seminars.

Anastasiya Sembay is a financial advisor at Cornerstone Wealth Management in Westlake, OH. She holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Management, she held roles at Case Western Reserve University and the University of Cincinnati. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing a diversified portfolio of equities, mutual funds, ETFs, options, fixed income, and alternative investments. The firm employs a team approach and uses a third-party platform for discretionary rebalancing while employing complex strategies such as option writing and short selling.

Aidan Shoop is an advisor at Royal Oak Financial Advisors, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Shoop Wealth Management, Lake Erie College, and the University of Findlay. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm uses model portfolios based on client questionnaires and risk tolerance, employing a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and option strategies.

Susan Vasu is a financial advisor at Landing Point Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Landing Point in 2021. Outside of her advisory role, she is involved in fiduciary activities such as serving as an attorney-in-fact, trustee, or personal representative. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process focused on fundamental analysis and a generally long-term investment orientation, utilizing third-party research and external managers as part of its approach.

David Lesjak is a financial advisor at Lesjak Planning, LLC in Westlake, Ohio, with 27 years of industry experience. He holds a Series 63 designation and has a longstanding career, including over three decades as a Limited Partner at United Planners' Financial Services of America and 45 years with Lesjak Planning Corp. Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk profiles and objectives, offering both discretionary and non-discretionary management with regular reviews.

Marnie Randel is a CFP® professional with 11 years of industry experience, currently serving at Paradigm Wealth Management, LLC since 2014. She is based in Westlake, OH and is part of a six-advisor team. Paradigm Wealth Management advises individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management services. The firm employs a range of investment approaches tailored to client objectives and uses third-party model portfolios and money managers, while also offering no-fee educational seminars for plan participants.

Andrew Smith is a Series 65-credentialed financial advisor with Rockport Wealth Advisors and has been with the firm since 2026. He is also the owner, CEO, and President of American Asset Management Corporation, a certified public accounting firm he founded in 2009. Smith has 17 years of experience in accounting and financial services. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm combines in-house portfolio management with third-party sub-advisory and digital platform services, emphasizing individualized portfolios and active risk management strategies.

Michael Lesjak is a financial advisor with Lesjak Planning, LLC, holding a Series 63 designation and 27 years of industry experience. He has been involved with United Planners' Financial Services of America A Limited Partner since 1989 and with Lesjak Planning Corp since 1987. Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk profiles and objectives, offering both discretionary and non-discretionary management with regular portfolio reviews.

Kimberly Wirtz is a CFP® with nine years of industry experience, currently serving at John E. Sestina and Company. She has been affiliated with the firm and its related entity MTBW, LLC since 2005. Outside of her advisory role, she coaches junior varsity girls' golf for the Strongsville City School District. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment process grounded in modern portfolio theory.

Kevin Lesjak is a CFP® professional with seven years of industry experience. He has been with Lesjak Planning, LLC since 2012 and is based in Westlake, Ohio. Lesjak Planning, LLC is a family-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers written financial planning and portfolio management through two advisory programs, using a long-term, buy-and-hold investment approach tailored to client risk profiles and a diversified allocation model.

Michael Kelley II is a CFP® professional with 12 years of experience in financial advising. He is currently with Cornerstone Wealth Management, where he has worked since 2020. His prior experience includes roles at Summit Capital, Kelley Financial Planning, AXA Advisors, Carver Financial Services, and Raymond James Financial Services. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing over $640 million in client assets. The firm constructs diversified portfolios using a range of securities and employs complex strategies such as option writing and short selling, with regular portfolio reviews and a typical investment horizon of 12–24 months.

Nathaniel Fockler is a financial advisor with W.A. Smith Financial Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Great Lakes Retirement, UBS Financial Services, Citizens Securities, and Citizens Bank. Nathaniel serves as a Young Professionals Board member and volunteer for Junior Achievement Cleveland. W.A. Smith Financial Group provides portfolio management, financial and tax planning, and retirement-plan oversight to individuals, high-net-worth clients, and business entities. The firm employs a top-down investment approach guided by an internal committee, blending active and passive strategies tailored to client objectives.

Augustine Matheson is a financial advisor at Cornerstone Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Cornerstone, he worked at Hillsdale College and was involved with the Vermilion Boat Club and Elyria Country Club over several years. Cornerstone Wealth Management provides investment management and financial planning services to individuals, corporations, trusts, estates, and qualified retirement plans. The firm manages diversified portfolios using a range of securities and employs both traditional and complex investment strategies.

Adam Stalnaker is a financial advisor with Rockport Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Private Client Services and Cetera Advisors LLC and is involved with Ars Capital, Inc., which partly owns Rockport Wealth, LLC. Outside of advisory roles, he is a 50% owner of Rockport Real Estate Holdings, LLC. Rockport Wealth Advisors serves individual and high-net-worth clients by providing financial planning, investment management, and retirement-plan advisory services. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to tailor and monitor individualized portfolios.

Thomas David is a CFP® and PFS™ with 12 years of experience in the financial services industry. He is currently with Rockport Wealth Advisors and has previously worked at firms including CM Wealth Advisors and St. Clair Advisors. David serves as an adjunct faculty member at Lorain County Community College. Rockport Wealth Advisors offers financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients, utilizing a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms to implement tailored strategies.

Nick Dionisos is a financial advisor with Cornerstone Wealth Management in Westlake, OH. He holds a Series 65 designation and has 18 years of industry experience. He has been associated with DAGCO, Inc. since 1995. Cornerstone Wealth Management provides investment management and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm employs a combination of fundamental and technical analysis to manage portfolios across various asset classes and incorporates financial planning covering tax, retirement, insurance, and estate considerations.

Douglas Kuhlman is a financial advisor at Paradigm Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Paradigm since 2008. Outside of his advisory role, he coaches his daughter's soccer team. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, and participant account management. The firm employs a range of investment strategies and relies on third-party model portfolios and money managers, offering tailored advice based on clients' objectives and risk tolerance.

Nicholas Kaplan is a CFP® professional with five years of industry experience, currently serving at Cornerstone Wealth Management. He previously worked for six years at MAI Capital Management, LLC. Outside of his advisory role, he provides tax preparation services on a limited basis for friends. Cornerstone Wealth Management serves individuals, corporations, trusts, estates, and qualified retirement plans, managing diversified portfolios that include equities, mutual funds, ETFs, options, and fixed income. The firm operates with a five-advisor team and employs a range of strategies, including option writing and short selling, while using third-party platforms for discretionary rebalancing of certain accounts.