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.

Stephen Pinter is a financial advisor with JPS Financial, LLC, holding a Series 63 designation and 19 years of industry experience. He has been with JPS Financial since 2005. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, fixed annuities, and long-term care products through multiple insurance firms. JPS Financial, LLC provides investment advisory services to individuals, business owners, professionals, corporate executives, retirees, and pension plans. The firm offers customized portfolio management, financial planning, and pension consulting, employing fundamental analysis and a combination of long- and short-term investment approaches.

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 at M3 Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group, LLC and L.M. Kohn & Company. In addition to his advisory work, he is a high school business teacher and football coach at Brunswick City School District. M3 Wealth Management provides investment management and financial advice to individuals, families, trusts, businesses, and charitable organizations. The firm offers customized, long-term portfolio management and collaborates with clients’ tax and legal advisors as needed.

David Szafranski is a financial advisor at Edgewater Pro Sports Financial with over 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Chalice Capital Partners and Niagara International Capital Limited. Outside of advising, he contributes to radio and podcast programs focused on financial topics and government policy. Edgewater Pro Sports Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a structured Life Planning process and uses fundamental analysis combined with various investment strategies to manage approximately $180 million in discretionary assets.

Michael Brady is a CFP® with 41 years of experience in financial advising. He has led Michael Brady & Co., LLC since 2004, serving clients primarily in Westlake, OH. The firm provides fee-only financial planning and discretionary investment management for individual pre-retirees and retirees, managing approximately $248.6 million in assets for about 218 clients. The firm emphasizes a strategic, globally diversified asset allocation using low-fee mutual funds and ETFs within a buy-and-hold framework, supplemented by third-party research and sub-advisors for tactical mandates when appropriate.

Chad Squires is a financial advisor at Cademuir Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at AML Right Source and MAI Capital Management. Cademuir Wealth Management provides asset management and advisory services primarily to retirement plans, pension and profit-sharing plans, trusts, and small businesses. The firm employs a fiduciary approach that incorporates fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary services, with a focus that includes pension consulting and participant education alongside insurance brokerage activities.

Janice Rush is a financial advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding a Series 65 designation with 10 years of industry experience. She has been with Coyne Capital Management since 2015. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 of investable assets. The firm emphasizes asset-class diversification and employs both fundamental and technical analysis in constructing and monitoring portfolios.

Christine Kalt is a CFP® and CFA® with 10 years of industry experience. She currently works at GatePass Capital, LLC and previously spent 10 years at CBIZ Financial Solutions Inc. GatePass Capital provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, retirement plans, and private pooled vehicles, including a closed-end venture fund and special purpose vehicles. The firm emphasizes diversification, risk management, and a long-term horizon, managing portfolios that include public equities, fixed income, ETFs/ETNs, mutual funds, external managers, and venture equity investments.

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.

John Vrablic is a financial advisor with T.I.P.S. 4 Reps in Avon, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held positions at Donum, LLC and NewEdge Advisors and has been associated with Integrated Retirement Investment Solutions, LLC since 2018. In addition to advisory work, he is a part-owner of a pension administration company and serves as president of T.I.P.S. 4 Reps Inc., a non-advisory professional referral business. Integrated Retirement Investment Solutions, LLC provides advisory services to individuals, high-net-worth clients, businesses, and retirement plans, focusing on customized investment management and retirement plan advisory. The firm operates primarily on a non-discretionary basis, emphasizes individualized planning and oversight, and utilizes professional referral arrangements alongside affiliated insurance and succession-planning services.

Christopher Barr is a Series 65-registered financial advisor with 10 years of industry experience. He has worked at Bluestone Private Wealth, LLC since 2023 and previously spent eight years at MAI Capital Management LLC. Bluestone Private Wealth provides wealth advisory, portfolio management, and financial planning services primarily to individual and high-net-worth clients. The firm offers tailored investment strategies through a small team, employing a mix of analytic methods and diverse investment approaches including options trading and allocations to private equity and other alternatives.

Theodore Beckman is a financial advisor at Game Plan Financial Advisors, LLC with 30 years of industry experience. He has been with the firm since 2009 and holds a Series 63 designation. Game Plan Financial Advisors provides discretionary asset management to individuals, high net worth clients, and trusts, managing approximately $224.7 million in assets across 176 client relationships. The firm employs both fundamental and technical analysis to build individualized portfolios, utilizing a broad range of investment strategies including equities, fixed income, derivatives, and leveraged instruments.

Keith Sechler is a CFP® professional with 26 years of industry experience. He has been with Keystone Financial Planning, Inc. since 1987, serving as one of its two advisors. Keystone Financial Planning serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, focusing on building dividend income through a combination of technical analysis and long-term investment strategies.

Brandon Rotsky is a CFP® with eight years of industry experience currently serving as an investment advisor representative at Kinetic Wealth Investment Advisors, LLC. His prior roles include positions at LPL Financial, Sage Private Wealth Group, and TIAA. Kinetic Wealth Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm manages approximately $214.5 million in discretionary assets and employs a diversified investment approach combining modern portfolio theory, fundamental and quantitative analysis, and technical methods focused on U.S. stocks, ETFs, mutual funds, and long-term trading.

Michael Norehad is a financial advisor at Game Plan Financial Advisors, LLC with 23 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is co-owner and advisor of the School of Rock music schools in Westlake, Strongsville, and Highland Heights, Ohio. Game Plan Financial Advisors provides discretionary asset management to individuals, high net worth clients, and trusts. The firm uses a combination of fundamental and technical analysis to build individualized portfolios and employs a broad range of active investment strategies including inverse ETFs, derivatives, and margin.

Joseph Romito is a financial advisor with Gross Investments LLC in Rocky River, OH, holding nine years of industry experience. He has worked at several firms including Westpoint Wealth Management, LLC and Cetera Advisor Networks LLC. Outside of his advisory role, Romito is involved in a private real estate rental business. Gross Investments LLC serves individual and high-net-worth clients, managing approximately $9.4 million across 206 accounts. The firm provides project-based financial planning, hourly consultations, and ongoing investment management, using a combination of fundamental, quantitative, and technical approaches to build primarily long-term portfolios.

Richard Packer is a CFP® and ChFC® with 29 years of industry experience. He is a principal at Kinetic Wealth Investment Advisors, LLC, where he has worked since 2020, and has been affiliated with LPL Financial since 2004. In addition to his advisory role, he manages a CPA firm, North Valley Financial Services LLC, where he serves as member and manager. Kinetic Wealth Investment Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other advisers. The firm employs a tailored, long-term investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, managing approximately $184.6 million in discretionary assets.

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.

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.