Raymond Louden is a financial advisor at WestPoint Wealth Management, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including MassMutual and MML Investors Services before joining WestPoint in 2020. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to tailor strategies to client goals, offering both discretionary and non-discretionary asset management alongside third-party manager referrals and educational seminars.

William Ferber is a financial advisor at Landing Point Financial Group with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including True Wealth Design, Strategic Investment Solutions, Purshe, Kaplan, Sterling Investments, Stratos Wealth Partners, and LPL Financial. Ferber also works as an insurance agent, integrating insurance products into his practice. Landing Point Financial Group is a team of six advisors providing personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies while retaining flexibility for shorter-term trades, with portfolios commonly including mutual funds, ETFs, and other instruments.

Brian Eberhardt is a financial advisor at Fidato Wealth LLC, holding a Series 65 credential with 10 years of industry experience. He has been with Fidato Wealth since 2015, working within a team of six advisors based in Middleburg Heights, Ohio. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by providing asset management, comprehensive financial planning, retirement plan consulting, and selection and oversight of third-party money managers and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with portfolios including individual stocks, bonds, ETFs, and mutual funds.

Alfred Feronti is a financial advisor at AMFG Wealth Management LLC in Westlake, OH, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with AMFG Wealth Management since 2018 and owns A & M Financial Group Inc., which is involved in the sale and service of fixed insurance products and acts as a solicitor for Hazard & Siegel Advisory Services LLC. AMFG Wealth Management is a small team firm serving individual and high-net-worth clients, retirement plans, charities, and corporate entities. The firm offers portfolio management and financial planning, employing a modern portfolio theory approach with documented Investment Policy Statements and utilizes third-party money managers and covered-call option writing in some accounts.

Matthew Eppich is a financial advisor at Modern Capital Advisors, LLC with 12 years of industry experience and holds a Series 66 designation. He previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC for nine years, and spent one year with Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also president of Silverstone Tax & Wealth Management, where he oversees tax preparation and supports investment advisory services. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index funds with selected active managers and third-party strategists.

Marissa Beyer is a CFP® professional with 12 years of industry experience, currently serving at Fidato Wealth LLC since 2020. Prior to that, she worked at True Wealth Design, LLC from 2015 to 2020. Outside of financial advising, she consults on cleaning products for Norwex, primarily assisting friends and family. Fidato Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing asset management, comprehensive financial planning, retirement plan consulting, and trust administration. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with quarterly reviews and rebalancing.

James Eastwood is a CFP® professional with 29 years of experience in the financial services industry. He is currently an advisor at AMFG Wealth Management LLC and has held previous roles at Allstate Insurance Co, OneAmerica Securities, and American United Life. Eastwood has maintained a long-term affiliation with J Edward Group since 2000. AMFG Wealth Management serves individual and high-net-worth clients, retirement plans, charities, and corporate entities by providing portfolio management and financial planning services. The firm employs modern portfolio theory and documented investment policy statements, often using discretionary trading strategies and third-party money managers to meet client objectives.

Casey Davis is a financial advisor at Landing Point Financial Group with two years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2021. 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 applies a client-tailored process using fundamental analysis and a long-term investment orientation, supported by third-party research and external managers.

Garrett Bourbina is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Landing Point in 2021. He serves as a volunteer member of the finance committee for Cornerstone in Elyria, OH. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process, primarily using fundamental analysis and long-term strategies, with portfolios that may include mutual funds, ETFs, individual equities, bonds, and other investment vehicles.

John Damiano is a financial advisor with LPL Financial based in Strongsville, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Stratos Wealth Partners. He also provides investment advisory services through Fourth Dimension Wealth, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a broad range of investment solutions, combining in-house research with third-party managers and customizable strategies delivered through a large network of investment adviser representatives.

Brian Morgan is a financial advisor with Landing Point Financial Group in Elyria, Ohio, holding 25 years of industry experience. He has been with Landing Point Financial Group since 2025 and concurrently associated with APEX Investment Management, LLC since 2000. Landing Point Financial Group offers 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 that incorporates fundamental analysis and a long-term investment orientation, utilizing third-party research and external managers as part of its portfolio management approach.

David Herwerden is a financial advisor at WestPoint Wealth Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Gross Investments LLC, AMFG Wealth Management, Cetera Advisor Networks, and Ameritas Investment Corp. Outside his advisory role, he serves as a board member on the Planning Commission for the City of Middleburg Heights, Ohio. WestPoint Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to develop tailored strategies and manages assets both directly and through third-party managers, offering a combination of discretionary and non-discretionary account management.

Joey Flinner is a CFP® professional with 29 years of experience in financial services. He has worked at Landing Point Financial Group since 2021 and previously spent 24 years at Ameriprise Financial Services, Inc. Flinner is involved in community activities, serving on the advisory committee for Providence Church’s foundation funds. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies, utilizing a range of investment vehicles while conducting regular portfolio reviews.

Matthew Gottshall is a CFP® and Series 66-registered advisor with eight years of industry experience. He currently works at Balanced Wealth Group LLC, where he has been since 2023. His prior roles include positions at Ameriprise Financial Services and Daugherty, Sieverts Wealth Advisors. Gottshall serves as an associate board member of The City Mission in Cleveland, Ohio. Balanced Wealth Group is a fee-based, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The team manages diversified portfolios primarily with ETFs and mutual funds, offering financial planning, discretionary investment management, and retirement plan advisory services.

Brennan Thiergartner is a CFP® with four years of industry experience, currently serving as a financial advisor at Fidato Wealth LLC. His career includes various roles at Fidato Wealth since 2020, with prior work experience in landscape construction services and education. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates by providing asset management, comprehensive financial planning, retirement plan consulting, and trustee oversight. The firm manages approximately $510.8 million in discretionary assets and emphasizes personalized portfolio supervision using diversified securities, integrated technology, and rigorous manager due diligence.

Ryan Shoop is a financial advisor at Royal Oak Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Westminster Financial Securities, Inc., Stifel Independent Advisors, and operates his own business, Ryan Shoop LLC DBA Shoop Wealth Management. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach focuses on asset allocation and model portfolios tailored to clients’ risk tolerance and goals, with ongoing monitoring and rebalancing.

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.

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 at Fidato Wealth LLC in Middleburg Heights, OH, holding a Series 65 designation with 14 years of industry experience. She has been with Fidato Wealth since 2009. Fidato Wealth LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and trusts and estates, offering asset management, financial planning, retirement plan consulting, and trustee services. The firm manages approximately $510.8 million in discretionary assets and emphasizes individualized account supervision with quarterly portfolio reviews, integrating technology and AI tools in its planning processes.

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.